Finance analyst jobs in Odessa, TX

The Production Analyst is responsible for setting up all new wells and equipment, as well as assisting in managing and reporting on complete and accurate oil, gas and water volumes. This position is also responsible for various regulatory filings with the Texas Railroad Commission, New Mexico Oil & Gas, and ONRR. This individual will be a hands-on, motivated, dependable, well- organized results-oriented professional that can interface effectively with revenue accounting, production operations, marketing, and vendors. Set up new wells and production changes in production accounting system Analyze and reconcile daily/monthly volumes for gas/oil/water Prepare monthly volumes to be received by marketing and revenue groups Maintain and ensure accuracy and data integrity of PROCOUNT production system. Identify and analyze volume discrepancies, troubleshoot problems and make corrections. Prepare and submit regulatory filings related to production data Ensure internal controls are followed and participate in internal and external audits Assist with the integration of acquisitions and divestitures as it relates to production data Validate and reconcile oil invoices/statements to daily/monthly run tickets Validate and reconcile off load systems with sales tickets Input gas volumes from gas statements/validate and reconcile as needed. Research and compile production data for engineers, and others as requested. Work closely with field personnel to ensure timely and proper transmission of production data. Bachelor's degree in Accounting, Finance or related discipline preferred 3-5 year's previous production experience. Prior experience working with PROCOUNT/CARTE/eVIN or similar production system preferred Strong computer skills, particularly in Excel; pivot tables, filters, VLOOKUP's, Strong analytical skills and detail-oriented. Solid understanding of production accounting, including allocation methods and reconciliation. Must have the ability to prioritize workload and work with minimal supervision. Must have effective communication skills and the ability to work with field personnel, office staff, and regulatory agencies. Position will be filled at a level commensurate with experience. EOG Resources is an Equal Opportunity Employer, including Veterans and Disabled.

Permian Resources (NYSE: PR) is currently seeking a Treasury Analyst in Midland, TX, reporting to the Director of Treasury. This position will be responsible for supporting both the daily cash management of the organization and administration of the company's hedge portfolio. This position is also responsible for preparing debt compliance documentation and supporting treasury operations related to liquidity, banking relationships, and financial risk management. The ideal candidate will have a strong foundation in cash operations, financial instruments, and regulatory compliance. General Responsibilities: Cash Management including, but not limited to: Monitoring daily cash positions across all bank accounts and legal entities. Preparing and distributing daily cash reports and dashboards for internal stakeholders. Executing wire transfers, ACH payments, and internal cash movements while maintaining accurate records. Hedge Portfolio Administration including, but not limited to: Track and maintain the company's hedge portfolio, including commodity and interest rate derivatives. Record and reconcile hedge transactions with broker confirmations and bank statements. Prepare reports on hedge effectiveness, exposures, mark-to-market valuations, and performance metrics. Debt Compliance including, but not limited to: Prepare and organize documentation related to debt agreements and compliance reporting. Calculate financial covenants and assist in the submission of required reports to lenders. Banking & Treasury Operations including, but not limited to: Serve as a liaison with banks on issues related to payments, accounts, and documentation. Assist with account opening, closing, and maintenance in coordination with bank partners. Help evaluate and implement treasury tools and technologies to streamline Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent relevant experience. 2 or more years of experience in treasury, finance, or related areas. Understanding of financial instruments, including commodity swaps and derivatives. Familiarity with debt covenant calculations and compliance reporting. Ability to oversee daily cash flows and ensure operational liquidity. Strong analytical and problem-solving skills. Advanced proficiency in Excel and Access Strong organizational skills, attention to detail, and ability to meet tight deadlines. Effective in working with cross-functional teams including accounting, finance, and external financial institutions. Preferred Qualifications Exposure to both cash management and hedge portfolio administration. Experience with treasury management systems (TMS) or ERP platforms. Permian Resource is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Description We are looking for a Treasury Analyst/Assistant Treasurer to join our team in Midland, Texas. This role focuses on providing support to the Treasury Management sales team, ensuring exceptional service for existing clients while helping expand business opportunities. The ideal candidate will excel at maintaining organized documentation and identifying potential sales opportunities within the organization. Responsibilities: - Assist the Treasury Management sales team in delivering high-quality service to existing clients. - Prepare and contribute to sales proposals aimed at generating new business. - Ensure account documentation is properly managed and maintained for compliance and audit purposes. - Identify and refer sales opportunities to other teams within the bank when appropriate. - Collaborate with team members to address client inquiries and resolve issues efficiently. - Monitor and analyze cash flow forecasts to support treasury activities. - Support global treasury operations by providing accurate data and insights. - Contribute to the optimization of treasury processes and procedures. - Maintain up-to-date knowledge of corporate treasury functions and best practices. Requirements - Proven experience in corporate treasury or a related field. - Strong knowledge of treasury management and cash flow forecasting. - Ability to manage and maintain precise account documentation. - Excellent communication and interpersonal skills. - Detail-oriented with strong organizational abilities. - Familiarity with global treasury operations. - Proficiency in identifying and referring sales opportunities. - Capability to work collaboratively within a team environment. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

The Financial Analyst provides accurate and data-based information on the company's profitability, solvency, stability and liquidity for our Ready Mix/Aggregates and corporate divisions. Functional Responsibilities Ø Exhibit a strong work ethic with the ability to take direction and work in a team setting and independently. Ø Adhere to Permian Basin Materials Code of Conduct and company policies. Ø Prepare and analyze monthly financial statements and presentations. Work closely with our Managers to explain monthly, YTD business activity, and significant variances to budget. Ø Consolidate and analyze financial data (budgets, income statement forecasts, etc.) considering the company's goals and financial standing. Ø Provide creative alternatives and recommendations to reduce costs and improve financial performance. Ø Develop financial models, conduct benchmarking, and process analysis. Ø Conduct business studies on past, future, and comparative performance and develop forecast models. Ø Identify trends, advise company, and recommend actions to the FP&A Manager based on sound analysis. Ø Track and determine financial status by analyzing actual results in comparison with forecasts. Ø Reconcile transactions by comparing and correcting data. Ø Develop short-term and long-term financial forecasts and projections. Ø Assist Operations in developing capital expenditure requests, including returns on investment, payback, and monthly reporting, etc. Ø Assist with lender reporting requirements. Ø Consult with management to guide and influence long-term and strategic decision making within the broadest scope. Ø Drive process improvement and policy development initiatives that affect the company. Ø Provide support and guidance to our managers to assist in analyzing and understanding financial reports. Ø Perform such other duties as may be assigned. Competencies Ø Excellent communication skills with the ability to communicate with all levels of management as well as with professional staff and personnel outside of the organization. Ø Knowledge of balance sheet, P&L, and cash flow statements Ø Computer literate particularly in Microsoft Office applications including excellent Excel skills in pivot tables, v lookups, and financial modeling. Ø Strong analytical skills Ø Detail oriented Ø Ability to work with tight deadlines. Ø Critical thinking skills Ø Initiative/self starter Ø Team player EXPERIENCE/TRAINING/CERTIFICATIONS Ø Proven working experience or training/education as a financial analyst Ø Proficient in spreadsheets, databases, MS Office and financial software applications Ø Outstanding presentation, reporting and communication skills Ø Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis Ø Well informed in current financial subjects, accounting, tax laws, money market and business environments Ø Bachelor's degree in Accounting or Finance required, CPA or CMA a plus Ø Must be willing to travel to operations facilities to provide financial training and support. Requirements PHYSICAL AND ENVIRONMENTAL REQUIREMENTS Ø Candidate must be drug free. Ø Must be able to: o Lift or carry up to 20 pounds from floor to 3' - 5' occasionally, o Lift or carry less than 10 pounds frequently (documents, supplies, small office machinery), o Sit for extended periods of time with occasional walking and standing, o Use hands and fingers to operate computers and other office machinery, o Effectively communicate in verbal and written formats with internal and external personnel, clients, and vendors, Ø Work is performed in a normal office environment.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-DW1

Permian Basin Area Foundation (the Foundation) is seeking a Senior Accountant with a proven track record of success in accounting and finance, and a strong connection to our mission of partnering with donors in creating permanent charitable funds to enrich the quality of life in West Texas communities. The ideal candidate will have a strong understanding of accounting, financial reporting and tax compliance for tax-exempt organizations. The ideal candidate is interested in opportunities for advancement as the Foundation grows. Candidates must have a Bachelor's or Master's degree in Accounting; Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is strongly preferred. This position also requires five or more years of professional experience in accounting including knowledge of non-profit and fund accounting, finance and general business administration. Permian Basin Area Foundation offers a total compensation package to include the following: Starting salary range of $110,000 - $120,000, depending on experience and other qualifications Comprehensive benefits package sponsored by Professional Employer Organization including employer paid health insurance, health savings account, employer paid life and disability insurance, 401k including employer safe-harbor contributions, flexible spending account, and other benefit options 14 paid holidays Paid Time Off (PTO) Flexible work schedule (depending on role and subject to approval) Remote/hybrid work environment (depending on role and subject to approval) Location: Midland TX/Hybrid (subject to approval) ___________________________________________________________________________________________________ Position Description Senior Accountant Full-time, FLSA status exempt. Reports to Chief Financial Officer (CFO). General The Senior Accountant is responsible for the financial accounting and reporting activities of the Foundation, including: financial accounting, reporting, internal controls, bank and investment account reconciliations, annual financial statement audits, and Form 990 preparation. Essential Duties and Responsibilities - Monthly Reconcile bank and investment account statements. Financial statements (review posting of transactions, journal entries, inter-fund transfers, and prepare financial statements). Review daily deposits and reconcile deposits to independent listing of cash/checks received. Review coding of accounts payable and posting of accounts payable. Special projects as requested. Prepare financial analysis and provide support to other staff as needed. Provide guidance to Finance and Accounting Administrator as needed. Other Duties and Responsibilities Assist with coordination of annual audit process with independent accounting firm. Assist with preparation of audited financial statements and required disclosures. Prepare Forms 990 and supporting workpapers. Prepare reports as necessary for Board of Governors and Committee meetings. Oversee review of fund statements. Oversee update of Funds Inventory (stratification). Assess fees on funds in accordance with the Foundation's policies. Oversee the maintenance of fixed asset database and depreciation schedule. Assist in the development and implementation of accounting policies, procedures and systems. Oversee and support special projects related to accounting and financial reporting as required. Support the implementation of new accounting standards and regulations. Qualifications Excellent interpersonal and professional communications skills. Strong analytical and problem-solving skills. Strong organizational and time management skills. Capacity to work independently and as part of a goal-oriented team. High technical proficiency with standard office software/cloud-based programs, including Microsoft Office Suite, particularly Excel, accounting software, and capacity to learn new programs to support work tasks and efficiencies. Proven ability to manage multiple projects and tasks simultaneously. Proven attention to detail and a high level of accuracy. Ability to handle confidential information with integrity. Bachelor's degree or master's degree in accounting required. Certified Public Accountant and/or Certified Management Accountant strongly preferred. Five or more years of professional experience in accounting including knowledge of non-profit and fund accounting, finance and general business administration. Valid Texas Driver's License. This position description is for general understanding of the expectations of the employee and should not be considered to be comprehensive or exclusive of other duties that may be assigned.

The University of Texas Permian Basin's Accounting Office welcomes applications for the position of Bursar Analyst Salary Range $70,000.00 - $75,000.00 depending on qualifications based on qualifications Essential Functions The Bursar Analyst is responsible for support of the Student Business Services function to include process improvement, cross training, documentation, and customer service modeling. This position will provide support to the Assistant Controller and Bursar in development, implementation and management of operational enhancements for the Student Business Services function as well as liaison between other internal departments including Financial Aid, Registrar, Accounting and Budget; and external stakeholders including UTShare PeopleSoft Campus Solutions, UTShare PeopleSoft Financials, Flywire and others. the collection of all academic fees and income due the University and is accountable for the maintenance of required records on the payment and collection of all accounts. 1. Assist with supervision of cashiering and record-keeping function which collects student fees, fines, loan payments, and issuance of scholarship, financial aid, Veterans' Administration checks and deferments, refunds, expense advances and reimbursements. 2. Leads the collection and organization of accounts receivable balances attributable to any Student Business Services related function. 3. Assists with advising and providing problem-solving assistance to college staff and administrators. 4. Handles the preparation of reconciliations between internal and external stakeholders, ensuring accurate Campus Solutions data is maintained and/or received by connected parties including financial aid, registrar, general ledger, flywire, etc. 5. Develop process improvement for existing department workflow in order to improve efficiency, increase student and stakeholder interactions, lead campus annual tuition & fee timing and analysis, and build the transfer of UTShare Campus Solution duties to campus employees. 6. Collaborates with the UTShare Campus Solutions team, Bursar and Assistant Controller to continually review and recommend changes to improve operational effectiveness. 7. The is not a complete list of all responsibilities and duties performed by employees. Employees may perform other related duties as assigned by their immediate supervisor. Required Qualifications 1. Bachelor's degree in business, finance, management or related field. Minimum ten (10) years' experience can be substituted in lieu of education. 2. Three (3) years' accounting experience related to revenue management and accounts receivable functions. 3. Five (5) years' experience with an ERP system for accounting and financial reporting functions. Preferred Qualifications 1. Experience using UTShare PeopleSoft FMS/CS software. Additional Information Required Application Materials 1. Cover Letter 2. Résumé 3. List of References 4. Transcripts (Preferred) 5. Letters of Recommendation (Preferred) Conditions of Employment 1. The job description is not a complete list of all responsibilities and duties performed by employees. Employees may perform other related duties as assigned by their immediate supervisor. 2. Employment is subject to an introductory period to monitor employee performance. 3. Once hired, the prospective employee must present documentation within three (3) days of the hire date to establish their identity and employment eligibility as required by Immigration and Customs Enforcement (ICE). Applicants must be able to show proof of eligibility to work in the United States by time of hire. UTPB participates in e-Verify. 4. Employees must be able and willing to travel and perform duties away from campus as necessary and must be able to operate a licensed motor vehicle, have access to a dependable motor vehicle, and possess a valid state driver's license. Must have and maintain a satisfactory driver's record. 5. Employment is contingent upon a successful background check. 6. UT Permian Basin is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Schedule Generally, the normal work hours for the university are Monday through Thursday, 7:30 - 5:30 pm; Friday, 8:00 am - 12:00 pm with a one-hour lunch. The individual holding this position may need to be available early morning, evening, and on weekends to meet the needs of the department. Hours worked may differ with some departments. Standard Working Conditions 1. Able to lift various materials up to 25 pounds on an occasional basis. 2. Able to bend, crouch, and reach continuously. 3. Physically able remain seated, frequently to continuously. 4. Able to remain standing up to 15% of the time. 5. Possesses dexterity abilities required to perform job duties including extensive keyboard work, operating office equipment, performing filing, and other job-related responsibilities that include extensive wrist and hand movement. 6. Standard working conditions may differ depending on department and occupation University Benefits 1. UT Permian Basin offers an excellent compensation package including heath, retirement, & fringe benefits for eligible employees. 2. Coverage includes medical, prescriptions, life insurance, AD&D, and matching retirement provided by UTPB. 3. You may also be eligible to add dental, vision, family coverage, & flex-spending accounts, additional retirement, and a few other coverages as options too. 4. Fringe benefits include tuition reimbursement (after one year of service), wellness breaks, employee assistant program (EAP), and meal deals, among other perks and discounts! 5. Our benefits package, along with an ample leave policy, make for a great total compensation package. About the University The University of Texas Permian Basin is located in Odessa, Texas. It was authorized by the Texas Legislature in 1969 and founded in 1973. The Permian Basin is one of the fastest-growing, culturally vibrant, economically invigorated regions of the country - full of industry, culture, and wide-open spaces. At the academic heart of this area sits The University of Texas Permian Basin - which every year, delivers smart, savvy leaders across the U.S. As a regional, comprehensive institution, The University of Texas Permian Basin serves a diverse community of students from the region, the state, and beyond. Through excellence in student-centered teaching, learning, research, and public service, the University cultivates engaged citizens and impacts lives while advancing the technology and public interests of West Texas. Our vision is that the University of Texas Permian Basin will be an innovative, responsive university that thinks large and lives local. We will lead in advancing education, research, economic competitiveness, and cultural enrichment. Visit our social media sites below for more information. LinkedIn Facebook Instagram Twitter YouTube Thank you for your consideration in today's job market. We look forward to connecting with you more in the future.

Energy Transfer is a master limited partnership that owns and operates one of the largest and most diversified portfolios of energy assets in the United States. In total, the Company owns and operates approximately 120,000 miles of natural gas, crude oil, refined products, and natural gas liquids pipelines, terminals, and acquisition and marketing assets which are used to facilitate the purchase and sale of crude oil, natural gas, natural gas liquids, and refined products. Summary: Our operating division is seeking a dynamic, personable, and professional Finance Intern who will work with our financial analysts and field coordinators in the Midland, TX office. This is a twelve (12) week paid internship program beginning May 2026. You must be currently enrolled in an undergraduate or graduate degree program with an expected graduation date in Fall 2026 or Spring 2027. (This opportunity doesn't include relocation or living stipend) Essential Duties and Responsibilities: Intern will participate in ongoing projects within the operating division, including: * Variance Analysis for O&M and Maintenance Capital * G/L Account Realignment * Invoice Coding and Contract / Rate Sheet Comparison Requirements: Education and/or Experience, Knowledge, Skills & Abilities: To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below: * Currently enrolled in college majoring in Finance, Economics, or Business * Preferably junior status as of Fall 2026 * General requirements include self-motivated individuals, involvement in activities outside college studies. * Above average GPA Preferred qualifications: * Strong computer and advanced Excel skills preferred * Must possess a strong willingness to learn * Ability to work independently with minimal supervision * Strong written and verbal communication skills * Must be able to adapt well to rapidly changing priorities and responsibilities * Ability to organize, perform and prioritize various functions in a fast paced environment * Must be a team player, and able to work effectively with a diverse workforce and with various levels within the organization

Client is seeking a full-time Senior Accountant for their Midland office. Work is done onsite Mon-Fri. Salary is up to $100K, plus 10% bonus (annual). Company offers full benefits and 401K. Requirements: Bachelors degree in Accounting or Finance and 5 years + high level accounting experiences in Tax or Audit or industry accounting. In-depth understanding of Generally Accepted Accounting Principles (GAAP). Advanced MS Excel skills including VLOOKUP and pivot tables. CPA designation is a plus but not required. Potential growth to Controller position. Overall: Prepare documentation for External Auditors . Analyze financial statements for discrepancies. Coordinate semi-annual audits and assist the Controller in running audits. Reconcile accounts monthly to ensure accurate reporting and ledger maintenance. Delegate financial responsibilities to the accounting team.

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

SUMMARY: Under basic supervision, provides technical support for the development of the City budget, and assists with the budget development and approval process. ESSENTIAL FUNCTIONS: -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following: Assists with the development and administration of the City's operational budget; gathers and compiles budget, financial, and technical information from departments, and generates reports. Assists the manager in preparing the composite target budget, compiles budget data from City departments and programs, Provide technical assistance to department heads in the maintenance of departmental budgets and in explaining budget deviations. Researches and compiles economic, financial, demographic, and statistical information; creates and updates charts and tables, and writes narratives for budget documents. Perform projections, forecasts, and sensitivity analyses. Evaluate and process personnel variances, contract awards, budget transfers, and modifications. Assist in maintaining position control and produce various reports for administration and departments related to personnel, including labor analysis reports. Responds to questions and requests for information as authorized; researches and resolves problems, and explains and interprets policies. Cross-trains in other Finance Department functions and executes special assignments as needed. Supports the relationship between the City of Odessa and the general public by demonstrating courteous and cooperative behavior when interacting with visitors and City staff; maintains confidentiality of work-related issues and City information; performs other duties as required or assigned. MINIMUM QUALIFICATIONS: Education, Training, and Experience Guidelines: Bachelor's Degree in Accounting, Finance, Public Administration, or Business Administration from an accredited university; AND one year of experience in government budgeting and/or accounting operations required, two years preferred Knowledge of: Principles of municipal budget preparation and administration. Government Finance Officers Association (GFOA) standards, practices, policies, rules, and regulatory reporting requirements. Principles of municipal budget preparation and administration. Generally Accepted Accounting Principles for Public Sector financial management. Large ERP Systems and budget software, including position control Personal computers, Excel, and Word. Skill in: Analytical thinking. Understanding and describing the trends and changes reflected in charts and graphs. Communicating effectively verbally and in writing. Organizing the workplace and developing strategies to work effectively and efficiently Establishing and maintaining cooperative working relationships with co-workers. Using research and data gathering methodologies to perform budget and financial analyses. Developing and evaluating revenue and expenditure forecasting models Reviewing financial and technical documents and verifying compliance with City policies. Reviewing and verifying budget records and generating reports. License and certification requirements: Physical demand and working environment: Work is performed in a standard office environment.

The Production Analyst is responsible for setting up all new wells and equipment, as well as assisting in managing and reporting on complete and accurate oil, gas and water volumes. This position is also responsible for various regulatory filings with the Texas Railroad Commission, New Mexico Oil & Gas, and ONRR. This individual will be a hands-on, motivated, dependable, well- organized results-oriented professional that can interface effectively with revenue accounting, production operations, marketing, and vendors. * Set up new wells and production changes in production accounting system * Analyze and reconcile daily/monthly volumes for gas/oil/water * Prepare monthly volumes to be received by marketing and revenue groups * Maintain and ensure accuracy and data integrity of PROCOUNT production system. * Identify and analyze volume discrepancies, troubleshoot problems and make corrections. * Prepare and submit regulatory filings related to production data * Ensure internal controls are followed and participate in internal and external audits * Assist with the integration of acquisitions and divestitures as it relates to production data * Validate and reconcile oil invoices/statements to daily/monthly run tickets * Validate and reconcile off load systems with sales tickets * Input gas volumes from gas statements/validate and reconcile as needed. * Research and compile production data for engineers, and others as requested. * Work closely with field personnel to ensure timely and proper transmission of production data.

The Financial Analyst provides accurate and data-based information on the company's profitability, solvency, stability and liquidity for our Ready Mix/Aggregates and corporate divisions. Functional Responsibilities Ø Exhibit a strong work ethic with the ability to take direction and work in a team setting and independently. Ø Adhere to Permian Basin Materials Code of Conduct and company policies. Ø Prepare and analyze monthly financial statements and presentations. Work closely with our Managers to explain monthly, YTD business activity, and significant variances to budget. Ø Consolidate and analyze financial data (budgets, income statement forecasts, etc.) considering the company's goals and financial standing. Ø Provide creative alternatives and recommendations to reduce costs and improve financial performance. Ø Develop financial models, conduct benchmarking, and process analysis. Ø Conduct business studies on past, future, and comparative performance and develop forecast models. Ø Identify trends, advise company, and recommend actions to the FP&A Manager based on sound analysis. Ø Track and determine financial status by analyzing actual results in comparison with forecasts. Ø Reconcile transactions by comparing and correcting data. Ø Develop short-term and long-term financial forecasts and projections. Ø Assist Operations in developing capital expenditure requests, including returns on investment, payback, and monthly reporting, etc. Ø Assist with lender reporting requirements. Ø Consult with management to guide and influence long-term and strategic decision making within the broadest scope. Ø Drive process improvement and policy development initiatives that affect the company. Ø Provide support and guidance to our managers to assist in analyzing and understanding financial reports. Ø Perform such other duties as may be assigned. Competencies Ø Excellent communication skills with the ability to communicate with all levels of management as well as with professional staff and personnel outside of the organization. Ø Knowledge of balance sheet, P&L, and cash flow statements Ø Computer literate particularly in Microsoft Office applications including excellent Excel skills in pivot tables, v lookups, and financial modeling. Ø Strong analytical skills Ø Detail oriented Ø Ability to work with tight deadlines. Ø Critical thinking skills Ø Initiative/self starter Ø Team player EXPERIENCE/TRAINING/CERTIFICATIONS Ø Proven working experience or training/education as a financial analyst Ø Proficient in spreadsheets, databases, MS Office and financial software applications Ø Outstanding presentation, reporting and communication skills Ø Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis Ø Well informed in current financial subjects, accounting, tax laws, money market and business environments Ø Bachelor's degree in Accounting or Finance required, CPA or CMA a plus Ø Must be willing to travel to operations facilities to provide financial training and support. Requirements: PHYSICAL AND ENVIRONMENTAL REQUIREMENTS Ø Candidate must be drug free. Ø Must be able to: o Lift or carry up to 20 pounds from floor to 3' - 5' occasionally, o Lift or carry less than 10 pounds frequently (documents, supplies, small office machinery), o Sit for extended periods of time with occasional walking and standing, o Use hands and fingers to operate computers and other office machinery, o Effectively communicate in verbal and written formats with internal and external personnel, clients, and vendors, Ø Work is performed in a normal office environment.

Job Description Permian Basin Area Foundation (the Foundation) is seeking a Senior Accountant with a proven track record of success in accounting and finance, and a strong connection to our mission of partnering with donors in creating permanent charitable funds to enrich the quality of life in West Texas communities. The ideal candidate will have a strong understanding of accounting, financial reporting and tax compliance for tax-exempt organizations. The ideal candidate is interested in opportunities for advancement as the Foundation grows. Candidates must have a Bachelor's or Master's degree in Accounting; Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is strongly preferred. This position also requires five or more years of professional experience in accounting including knowledge of non-profit and fund accounting, finance and general business administration. Permian Basin Area Foundation offers a total compensation package to include the following: Starting salary range of $110,000 - $120,000, depending on experience and other qualifications Comprehensive benefits package sponsored by Professional Employer Organization including employer paid health insurance, health savings account, employer paid life and disability insurance, 401k including employer safe-harbor contributions, flexible spending account, and other benefit options 14 paid holidays Paid Time Off (PTO) Flexible work schedule (depending on role and subject to approval) Remote/hybrid work environment (depending on role and subject to approval) Location: Midland TX/Hybrid (subject to approval) ___________________________________________________________________________________________________ Position Description Senior Accountant Full-time, FLSA status exempt. Reports to Chief Financial Officer (CFO). General The Senior Accountant is responsible for the financial accounting and reporting activities of the Foundation, including: financial accounting, reporting, internal controls, bank and investment account reconciliations, annual financial statement audits, and Form 990 preparation. Essential Duties and Responsibilities - Monthly Reconcile bank and investment account statements. Financial statements (review posting of transactions, journal entries, inter-fund transfers, and prepare financial statements). Review daily deposits and reconcile deposits to independent listing of cash/checks received. Review coding of accounts payable and posting of accounts payable. Special projects as requested. Prepare financial analysis and provide support to other staff as needed. Provide guidance to Finance and Accounting Administrator as needed. Other Duties and Responsibilities Assist with coordination of annual audit process with independent accounting firm. Assist with preparation of audited financial statements and required disclosures. Prepare Forms 990 and supporting workpapers. Prepare reports as necessary for Board of Governors and Committee meetings. Oversee review of fund statements. Oversee update of Funds Inventory (stratification). Assess fees on funds in accordance with the Foundation's policies. Oversee the maintenance of fixed asset database and depreciation schedule. Assist in the development and implementation of accounting policies, procedures and systems. Oversee and support special projects related to accounting and financial reporting as required. Support the implementation of new accounting standards and regulations. Qualifications Excellent interpersonal and professional communications skills. Strong analytical and problem-solving skills. Strong organizational and time management skills. Capacity to work independently and as part of a goal-oriented team. High technical proficiency with standard office software/cloud-based programs, including Microsoft Office Suite, particularly Excel, accounting software, and capacity to learn new programs to support work tasks and efficiencies. Proven ability to manage multiple projects and tasks simultaneously. Proven attention to detail and a high level of accuracy. Ability to handle confidential information with integrity. Bachelor's degree or master's degree in accounting required. Certified Public Accountant and/or Certified Management Accountant strongly preferred. Five or more years of professional experience in accounting including knowledge of non-profit and fund accounting, finance and general business administration. Valid Texas Driver's License. This position description is for general understanding of the expectations of the employee and should not be considered to be comprehensive or exclusive of other duties that may be assigned.

Description We are looking for a highly motivated Financial Analyst to join our team in Midland, Texas. This role offers an exciting opportunity to contribute to the management of private investments, financial reporting, and strategic planning. The ideal candidate will play a critical role in providing insightful analyses, ensuring accurate records, and collaborating with internal and external stakeholders to support informed decision-making. Responsibilities: - Develop and maintain robust financial models to evaluate investments, asset allocations, and performance metrics. - Assist in creating and managing budgets, forecasting financial outcomes, and tracking expenditures across various entities. - Prepare comprehensive financial reports, investment summaries, and presentations tailored for stakeholders. - Monitor market trends, analyze portfolio holdings, and provide benchmark comparisons to support strategic decisions. - Conduct in-depth ad hoc analyses to aid in wealth planning, estate administration, and philanthropic initiatives. - Coordinate accounting, tax, audit, and compliance activities with relevant internal and external teams. - Support due diligence efforts for new investments, including private equity, real estate, and alternative assets. - Ensure the accuracy and confidentiality of financial documentation and maintain organized records. Requirements - Bachelor's degree in finance, accounting, economics, or a related field. - Minimum of 2 years of experience in financial analysis, investment management, or a similar role; experience in a family office or wealth management environment is preferred. - Strong knowledge of investment products, financial statements, and portfolio performance metrics. - Excellent analytical and organizational skills, paired with exceptional communication abilities. - Proven ability to work independently, handle multiple priorities, and maintain strict confidentiality. - Proficiency in financial modeling and advanced data analysis techniques. - Familiarity with variance analysis and ad hoc financial reporting. - Detail-oriented mindset with a commitment to accuracy and thoroughness. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

Dallas, Texas;Dallas, Texas; Lubbock, Texas; Midlothian, Texas; Cedar Hill, Texas; Waco, Texas; Dallas, Texas; Amarillo, Texas; Desoto, Texas; Dallas, Texas; Odessa, Texas; Abilene, Texas; Midland, Texas; Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Work Schedule** Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least **one year experience** in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired Qualifications:** - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Assist with JIB AR collections Assist with JIB Reverse/Rebills and JIB deck updates Maintain fixed asset depreciation schedules Transfer acquired leasehold costs to unproved properties Record various accounting journals (ad valorem tax, ARO, producing overhead, UOP DD&A, etc.) Review AFE's to clear costs to appropriate capital accounts Perform account reconciliations and ad hoc analysis Other tasks as assigned Bachelor's degree in Accounting preferred, CPA is a plus. A Bachelor's degree in related business field with a minimum of 18 hours of Accounting will be considered. 3+ years of oil and gas industry accounting experience with a concentration in operations accounting preferred Strong organizational, and interpersonal skills Excellent communications skills Strong familiarity and working knowledge of COPAS operating agreements Highly self-motivated with ability to multi-task and meet rigorous deadlines Requires accuracy and strong analytical skills Proficient knowledge of Windows, Excel, and Word Knowledge of AS400 system, MS Query, or SQL a plus Position will be filled at a level commensurate with experience. EOG Resources is an Equal Opportunity Employer, including Veterans and Disabled.

Description We are looking for an experienced Financial Analyst to join our dynamic team in Midland, Texas. The ideal candidate will possess a solid background in finance and a proven ability to adapt in a fast-paced, collaborative environment. This role requires a self-motivated, detail-oriented individual who can confidently manage financial models, provide analytical insights, and contribute to overall operational excellence. Responsibilities: - Create, update, and refine complex financial models to support forecasting and strategic planning. - Perform in-depth financial analyses to offer actionable insights and aid in decision-making processes. - Handle daily cash management activities and support treasury operations with accuracy and efficiency. - Contribute to month-end close procedures and assist in budgeting initiatives. - Maintain organized financial records and collaborate across departments to gather and analyze key data. - Take on additional office responsibilities as needed to ensure seamless operations and team collaboration. Requirements - Bachelor's degree in Finance, Accounting, Economics, or a related field. - At least 5 years of experience in financial analysis or a similar role, demonstrating strong attention to detail. - Advanced Excel skills, including proficiency in complex formulas and financial modeling. - Excellent analytical and problem-solving abilities with keen attention to detail. - Strong communication skills and the ability to work collaboratively within a team. - Self-motivated and adaptable, with a positive attitude and a proactive approach to challenges. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40