Finance analyst jobs in Rhode Island - 241 jobs

About the Company We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us. As we scale production and expand operations, we're building out our finance function - and that's where you come in. About the Role As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems. This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company. What You'll Do Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs. Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements. Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting. Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting. Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups. Contribute to financial models for pricing, proposals, and project forecasting. Help design and implement scalable financial processes and ERP tools as the company grows. Ensure compliance with internal controls and support audit preparation. Support processes related to DCAA compliance and government contracting as the company expands into defense programs. What You Bring Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred. Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment). Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus. Technical Skills: Strong knowledge of cost accounting principles and GAAP. Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling). Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar). Strong understanding of manufacturing processes, BOMs, Routings and inventory control. Soft Skills: Entrepreneurial mindset and eagerness to build from the ground up. Analytical, detail-oriented, and comfortable in a fast-moving environment. Excellent communication and collaboration skills across technical and non-technical teams. Why Join Us Be part of a pioneering team in autonomous marine technology. Help shape the finance and cost accounting systems for a growing startup. Career growth opportunities as we scale - potential to move into senior finance or operations roles. A mission-driven, innovative culture that values initiative, curiosity, and collaboration. Compensation package Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO Equal Opportunity Statement Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.

Who We Are At Encore Fire Protection, we are proud to be the east coast's largest full-service fire protection company, serving over 90,000 customers from Maine to Louisiana. With a team of over 2,200 dedicated employees, we provide innovative, customized fire suppression, fire sprinkler, and fire alarm solutions that protect lives and properties every day. Our goal is to deliver superior experience to those who trust us to safeguard what matters most. We are passionate about continuous growth, innovation, and maintaining a culture that thrives on success and commitment to safety. Our mission? To be the best fire protection company the industry has ever seen. Position Summary: The Financial Analyst will be an individual contributor reporting to the Finance Manager, working closely with the CFO and VP of Finance, and other members of the finance organization with a focus on enhancing our financial reporting and analysis in addition to improving processes. This is an opportunity to play a meaningful role that will directly contribute to the continuous growth of the largest full-service fire protection company in the Northeast. This role will be challenging but extremely rewarding. Who You Are: Passionately committed to the success of yourself, your team, and Encore. You thrive in a fast-paced environment, able to communicate complex financial information in a clear and concise manner and have a passion for continuous improvement. Maintain an unwavering belief that putting in that extra effort does not go unnoticed in the long run. You're a natural collaborator who enjoys partnering with various teams across the organization to help guide strategic decisions. What You'll Be Doing: Support the preparation of monthly reporting packages, including analysis, for internal distribution to the executive team and external reporting to our private equity partner. Assist in the preparation of the annual budget. Financial modeling and analysis, including operational/productivity measures. Assist in identifying and implementing process improvements to enhance the efficiency and accuracy of financial planning and reporting activities. Collaborate with different departments to provide financial guidance on projects, investments, and business opportunities. Maintain and improve financial planning and reporting tools. What You'll Need to Do It: 0-3 years of related financial experience including advanced financial planning and analysis. Experience in a PE-backed setting or Transactional Services in a CPA firm (QOE modelling/work) is a plus Intimate understanding the relationships that exist within a P&L as well comprehension of Balance Sheet, Statement of Cash Flows Advanced knowledge of Microsoft Excel and PowerPoint; exposure to BI tools and databases is a plus Ability to prioritize and balance multiple tasks and deadlines What We Offer: At Encore, we're all about creating a culture where success is celebrated. We recognize that our work makes people's lives safer, and we reward those who contribute to our growth. Here's what you can expect: Competitive Salary: Compensation commensurate with your experience, with the opportunity to earn performance-based bonuses tied to your personal effectiveness and contributions to the team. Purpose-Driven Work Environment: We believe in working smarter, not harder. You'll be part of a culture that values results, and we empower our team to focus on impactful work. Flexible Dress Code: Upon joining, you'll receive branded Encore gear and we believe in dressing for the objective, not the occasion. Most days, you can enjoy a casual work environment, but we'll dress up when the situation calls for it. Innovative Culture: We encourage a culture of experimentation and improvement. You'll have the freedom to express your ideas and be part of a company that is always looking to improve and grow. Tools for Success: Access to leading-edge web-based productivity tools. Health and Wellness: Comprehensive medical, dental, and vision coverage through Blue Cross to keep you and your family healthy. Retirement Planning: Participation in our Fidelity 401(k) plan with a company match, helping you save for your future. Life Insurance: Company-paid life insurance policy of $50,000 to give you peace of mind. Encore Fire Protection is an Equal Opportunity Employer. Encore Fire Protection is an E-Verify Employer. As an EEO/AA employer, Encore Fire Protection considers applicants for employment without regard to, and does not discriminate based on gender, sex, sexual orientation, gender identity, national origin, age, race, protected veteran status, disability, or any other legally protected status. #LI-LP1

Predicate Logic is looking for a motivated Operations Analyst II to join our team in Newport, RI. Founded in 1992, Predicate Logic is a woman-owned, employee-owned, high technology engineering service company. Predicate Logic's employees routinely receive many accolades and awards from its customers. The corporate headquarters is in San Diego, California. Predicate Logic also has offices in Chesapeake, Virginia, specializing in communications engineering, training, and Cybersecurity, and in Charleston, South Carolina, supporting the Navy and Marine Corps programs through Naval Information Warfare Center Charleston. SECURITY CLEARANCE: Applicant must have le for a Department of Defense (DoD) personnel security clearance. RESPONSIBILITIES: Applying analytical methods from mathematics, science and engineering. Research diverse issues such as top-level strategy, planning, forecasting, resource allocation, performance measurement, scheduling, the design of production facilities and systems, supply chain management, pricing, transportation and distribution, and the analysis of large databases. Gather information, then select the most appropriate analytical technique. Use any of several techniques, including simulation, linear and nonlinear programming, dynamic programming, queuing and other stochastic-process models, and the analytic hierarchy process. EXPERIENCE: Seven (7) years of professional experience in operations research. EDUCATION: Bachelor's level degree in in an Engineering discipline, Physics or Mathematics. Equal Opportunity Employer/Veterans/Disabled Predicate Logic is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Brightstar is an innovative, forward-thinking global leader in lottery that builds on our renowned expertise in delivering secure technology and producing reliable, comprehensive solutions for our customers. As a premier pure play global lottery company, our best-in-class lottery operations, retail and digital solutions, and award-winning lottery games enable our customers to achieve their goals, fulfill player needs and distribute meaningful benefits to communities. Brightstar has a well-established local presence and is a trusted partner to governments and regulators around the world, creating value by adhering to the highest standards of service, integrity, and responsibility. Brightstar has approximately 6,000 employees. For more information, please visit ************************** Responsibilities At Brightstar Lottery, we believe in powering possibilities for our players, partners, and communities. As a Senior Financial Analyst, you'll be at the center of financial integrity and strategic insight-helping us deliver on our mission while supporting a culture built on work-life harmony, connected community, and career agility. This role combines technical expertise with collaboration, ensuring accurate reporting and driving improvements that make a real impact. What You'll Do Lead Financial Reporting: Oversee monthly, quarterly, and year-end closes, ensuring accuracy and timeliness in all financial statements. Deliver Insightful Analysis: Perform variance analysis against budgets, forecasts, and prior years to inform decision-making and highlight opportunities. Support Strategic Planning: Contribute to budgeting, forecasting, and preparation of KPIs for our 5-Year Plan, including P&L, Balance Sheet, and Cash Flow. Maintain Compliance: Develop and monitor internal controls to ensure SOX compliance and safeguard financial integrity. Optimize Cash Flow: Manage monthly cash forecasting for Treasury and provide clear, actionable insights. Drive Continuous Improvement: Build and maintain financial models that enhance reporting quality and timeliness, identifying areas for cost and operational efficiencies. Collaborate Across Teams: Partner with finance leadership and non-finance colleagues to align on goals, educate managers on financial matters, and foster a connected community. Why Brightstar Lottery? Our People Promise means you'll experience: Work-Life Harmony: Flexible approaches that respect your time and well-being. Connected Community: A culture of collaboration and belonging. Authenticity and Inclusion: Bring your whole self to work and feel valued for it. Career Agility: Opportunities to learn, grow, and shape your future. Join us and help power possibilities-where your expertise drives impact and your career thrives. Qualifications What We're Looking For Proven experience in accounting and financial reporting with strong GAAP knowledge. Ability to manage multiple priorities under tight deadlines while maintaining accuracy. Strong communication and collaboration skills to engage with senior leadership and cross-functional teams. A mindset for innovation and continuous improvement in financial processes. Minimum education: Bachelor's degree in accounting/finance. Master Degree or CPA a plus. Experience - Five to seven years' related accounting/financial analysis experience Strong budgeting, financial forecasting and financial analysis skills required Strong leadership skills: this position will have 1 direct report Essential special requirements Strong Microsoft Office skills, Excel, PowerPoint and Word Experience with business systems (SAP a plus) and financial reporting software Requires strong interpersonal communication skills both written and verbal Success Profile • Leading Complexity • Leading People • Leading the Business • Leading Self #LI-KM1 #LI-HYBRID At Brightstar, we consider a wide range of factors in determining compensation, including background, skills, experience, and work location. These factors can cause your compensation to vary. The estimated starting compensation range is $82,996 - $138,360. The actual pay offered may end up being higher or lower. The Company will comply with all local pay requirements and collective bargaining agreements, where applicable. Base pay is only one part of our Total Rewards program. Sales roles may be eligible for commission payments, while other roles are eligible for discretionary bonuses. In addition, we offer employees a 401(k) Savings Plan with Company contributions, health, dental, and vision insurance, life, accident, and disability insurance, tuition reimbursement, paid time off, wellness programs, and identity theft insurance. Note: programs are subject to eligibility requirements. All Brightstar employees have a role in information security. Annual training will be assigned and required as appropriate.

Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $550 million in sales revenue and a global presence that represents approximately 12,000+ professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but also are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over 40 offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year. Job Description Contract duration: 12 months Location: Riverside, RI 02915 Pay rate: $27/hr The GIRC team is part of the CIF organization. The primary focus of our team is support our business partners and provide account reconciliation services. We support many business partners across the organization. Key priorities for our team are to exceed reconciliation standards and become the main reconciliation provider. The teammate in this role is responsible for (1) Complex reconciliations (2) Subject Matter Expertise across all account types (3) Quality Assurance (4) Process Improvements Generally, the work routine occurs along the following timeline, Monday-Friday 8:00-4:30pm. As part of the responsibilities of the role, the teammate will develop business partner relationships with various lines of business. Throughout the tenure of the role, the teammate should gain exposure and acumen in related areas of the organization, and develop or improve the following skills: Leadership, project management, mentoring, inspiring others and quality initiatives. Qualifications Required: Reconciliation Knowledge SAP Excel Desired: BS/BA Finance/Accounting Advanced Excel, Modeling, Data Manipulation Access Financial Statement Analysis Experience Comfort working with complex Financial Products Additional Information If you are interested please contact Laidiza Gumera ************ *******************************

We are seeking a skilled and motivated Junior Cybersecurity Analyst with a passion to take on new challenges and embrace opportunities to complete objectives. While our office is in Middletown, RI, you will support our Connecticut office as well as engage with others in remote work locations. You will report to the Information Security Manger while working closely with a small team of likeminded cybersecurity analysts, network and systems administrators and help desk administrators. Principal Duties and Responsibilities Support daily operations to maintain information security, including analysis of real-time and historical alerts. Prioritize security tickets and triage security incidents according to SLA. Configure, maintain, and monitor security tools to detect known and unknown security threats. Review vulnerability scan results and create a Plan of Actions and Milestones (POA&M) to support remediation activities. Assist in the creation and review of policies and procedures, as well as end-user guides and training materials. Support evaluation of hardware and software systems that provide security functions. Support ongoing third-party audits and demonstrate technical configurations with control implementation. Additional Requirements Minimum 2 years of full-time information security experience. Candidate must possess or be actively pursuing the CompTIA Security + certification. Bachelor's Degree in Information Security, Cybersecurity, Computer Science, Computer Engineering or related technology skills Experience implementing security control frameworks (e.g. NIST SP 800-171, NIST SP 800-53, ISO 27001) Working knowledge of the DoD Cybersecurity Maturity Model Certification (CMMC) to evaluate cybersecurity capabilities and optimize security investments. Comfortable reviewing and analyzing real-time and historical security-related data. Experience using network and security monitoring tools. Effective written and verbal skills. Able to take direction as well as the desire to take initiative. Position requires US Citizenship and the ability to obtain a Secret level security clearance with the US Government. Working Place: Middletown, Rhode Island, United States Company : Rite-Solutions - Oct 29th VIrtual Fair

We are seeking a highly skilled Financial Controller to join our team in Providence. In this role, you will be responsible for overseeing all financial activities of the company, ensuring legal compliance, and providing strategic financial guidance to senior management. Key Responsibilities: Manage all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, and Revenue Recognition. Prepare and publish timely monthly financial statements. Coordinate the preparation of regulatory reporting. Research technical accounting issues for compliance. Support month-end and year-end close process. Ensure quality control over financial transactions and financial reporting. Develop and document business processes and accounting policies to maintain and strengthen internal controls. Provide leadership and support to the finance team. Qualifications: Bachelor's degree in Accounting or Finance. Certified Public Accountant (CPA) designation preferred. Proven work experience as a Financial Controller or similar role. Thorough knowledge of accounting principles and procedures. Experience with creating financial statements. Excellent accounting software user and administration skills. Strong analytical and communication skills. Ability to work independently and collaboratively within a team environment. If you are a self-motivated individual with strong leadership skills and a passion for finance, we would love to hear from you!

Global, industry-leading startup with strong financial backing, has a newly created role for an Accounting Analyst / Staff Accountant. This is an incredibly exciting time to join this disruptive industry and organization. The company has grown significantly over the last year and made a name for themselves a trusted partner in a competitive industry. As the company grows, so does the accounting team! The organization needs a strong Staff Accountant / Accounting Analyst to be the right-hand to the Controller. This is a diverse role, handling a variety of projects for the Controller and taking on as much as this individual shows they are capable of. The Accounting Analyst / Staff Accountant will support budgeting and reporting as well as own all accounts payable, accounts receivable, payroll, and vendor relations. Ideal candidates are passionate about being a part of a high-growth organization, are looking for a launch-pad for their career, and are excited about joining an incredibly intelligent, dedicated group of people. This organization offers excellent overall benefits (including 4 weeks vacation!), hybrid work schedule, and a competitive compensation package. Requirements: BS, Accounting / Finance or related Prior experience in an accounting role, handling AP, AR, bookkeeping, or GL or audit Desire to grow long-term with a company Eager to learn and willingness to jump in wherever needed Strong attention to detail & care and consideration about putting out a high-quality work product Advanced Excel skills, a plus Experience with payroll a plus, but not required Public accounting experience would be a plus Interested candidates please apply to this posting, or reach out via email to: **********************

This role is responsible for providing financial analytics for internal customers including. He/she is responsible to independently complete analytics and articulately present them to customers. Work will be both recurring and ad-hoc as directed by the Supervisor and other Analysis management. Qualifications Required: * Bachelor's degree in Business or business related field * One (1) to Three (3) years relevant professional experience * Advanced skills with spreadsheets (Excel) * Independent work style, highly motivated, takes ownership of project/work and a self-starter * Ability to recommend process/job design improvements and seeks solutions * Strong analytical and problem solving skills * Good communication skills Qualifications Preferred: * Knowledge of Healthcare (HMO) * Database proficient (SQL, SAS, Tableau) * Knowledge of Cognos Business Intelligence software

Pay Range: $52,600.00 - $78,900.00 Please email HR_Talent_************************** if you are a candidate seeking a reasonable accommodation for the application and/or interview process. At BCBSRI, our greatest resource is our people. We come from varying backgrounds, different cultures, and unique experiences. We are hard-working, caring, and creative individuals who collaborate, support one another, and grow together. Passion, empathy, and understanding are at the forefront of everything we do-not just for our members, but for our employees as well. We recognize that to do your best work, you have to be your best self. It's why we offer flexible work arrangements that include remote and hybrid opportunities and paid time off. We provide tuition reimbursement and assist with student-loan repayment. We offer health, dental, and vision insurance as well as programs that support your mental health and well-being. We pay competitively, offer bonuses and investment plans, and are committed to growing and developing our employees. Our culture is one of belonging. We strive to be transparent and accountable. We believe in equipping our associates with the knowledge and resources they need to be successful. No matter where you're at in the organization, you're an integral part of our team and your input, thoughts, and ideas are valued. Join others who value a workplace for all. We appreciate and celebrate everything that makes us unique, from personal characteristics to past experiences. Our different perspectives strengthen us as an organization and help us better serve all Rhode Islanders. We're dedicated to serving Rhode Islanders. Our focus extends beyond providing access to high-quality, affordable, and equitable care. To further improve the health and well-being of our fellow Rhode Islanders, we regularly roll up our sleeves and get to work (literally) in communities all across the state-building homes, working in food pantries, revitalizing community centers, and transforming outdoor spaces for children and adults. Because we believe it is our collective responsibility to uplift our fellow Rhode Islanders when and where we can, our associates receive additional paid time to volunteer. What you will do: Assist in the development, maintenance, and preparation of dashboards, reports, and supporting materials, ensuring accuracy, completeness, and alignment with Finance Operations requirements. Support Finance project and governance processes, including intake tracking, documentation review, data validation, and preparation of materials for governance meetings. Maintain logs and governance documentation to ensure compliance with established standards. Assist and maintain benchmarking and reference materials to support continuous improvement efforts within Finance Operations. Compile comparative analyses and support the development of reporting tools. Assist in the preparation of financial and operational information needed for internal reviews, leadership presentations, and corporate reporting using spreadsheets, charts, and presentation graphics. Support department initiatives and projects related to operating model updates, workflow improvements, and financial process enhancements. Assist with the preparation of financial data on a routine basis, and monitor and evaluate on a routine basis for management reporting/review. Support investigation of deviations from expectations and assist in recommending adjustments. Conduct mathematically based analyses to provide financial and operational information to Finance leadership. Analyze data using quantitative methods and apply appropriate analytical techniques. Assist team with department initiatives and projects. Perform other duties as assigned. What you'll need to succeed: Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field; or an equivalent combination of education and work experience One to three years' experience in financial analysis, business operations, quantitative analysis, or related work (internships accepted). The extras: Familiarity with Workday Finance or other ERP systems. Experience supporting financial governance, budgeting, or operations reporting a plus. Knowledge of financial statement analysis Knowledge of managerial accounting Understanding of mathematical theories and methodologies Ability to research data, identify trends and recommend appropriate actions High level of attention to detail, accuracy and quality - both in analysis and in the visual presentation of information Strong communication skills, including the ability to develop a clear narrative or “story” around financial and operational insights Ability to translate data into clear, concise, and visually effective presentations, dashboards, or exhibits that enhance understanding for leadership audiences Strong proficiency with technology and an ability to quickly learn, navigate, and apply new systems, tools, and applications (e.g. Workday, collaboration platforms, data tools, etc.) Ability to work successfully in a matrix environment Ability to exercise sound judgment and maintain confidentiality Demonstrated initiative in finding solutions to complex or sensitive issues Ability to establish and maintain strong working relationships with various stakeholders Ability to organize work efficiently to meet established time and quality standards Good organization skills Good time management skills Advanced skills in Microsoft Excel, PowerPoint, and other analytical and presentation tools Proficiency with Microsoft Suite of products, i.e., Word, SharePoint, Co-Pilot etc. Location: BCBSRI is headquartered in downtown Providence, conveniently located near the train station and bus terminal. We actively support associate well-being and work/life balance and offer the following schedules, based on role: In-office: onsite 5 days per week Hybrid: onsite 2-4 days per week Remote: onsite 0-1 days per week. Permitted to reside in the following states, pending approval from the Human Resources Department: Arizona, Connecticut, Florida, Georgia, Louisiana, Massachusetts, North Carolina, Oklahoma, Rhode Island, South Carolina, Texas, Virginia Our culture of belonging at Blue Cross & Blue Shield of Rhode Island (BCBSRI) is at the core of all we do, and it strengthens our ability to meet the challenges of today's healthcare industry. BCBSRI is an equal opportunity employer. The law requires an employer to post notices describing the Federal laws. Please visit ************************************************************** to view the "Know Your Rights" poster.

LMR Technical Group (LMR) is seeking a Financial Analyst III to join our team. Job Description: The Naval Undersea Warfare Center Division, Newport's (NUWCDIVNPT's) Ranges, Engineering, and Analysis Department (Code 70) delivers full-spectrum undersea test and evaluation (T&E) and fleet training capabilities by providing world-class instrumentation, facilities, engineering, and analysis. It accomplishes its missions through a variety of programs and service costs centers, including but not limited to: the In Services Engineering Agent (ISEA) Range; Undersea Warfare Training Range; Reliability, Availability and Maintainability Program; Undersea Tracking Range Equipment Programs; and Advanced Instrumentation Systems Technology (AIST) Program. Code 70 also maintains and operates several detachments, to include Atlantic Undersea Test and Evaluation Center (AUTEC). LMR Technical Group is seeking a Financial Analyst III to support the Naval Undersea Warfare Center Division Newport (NUWCDIVNPT) in Middletown / Newport, RI. The candidate must have experience with financial transactions in the Navy Enterprise Resource Planning (N-ERP) system and past experience with Government financial and program management processes including generating budgets, reconciling transactions, completing data calls, and building strong relationships with Government Customer. Duties and Responsibilities: Provide program management and financial support services to NUWCDIVNPT. Perform and generate technical reviews and analyze project requirements, schedules, and execution plans. Generate NERP structures and program spend plans for NAVSEA Enterprise Planning System (NEPS) upload. Prepare EVM metric data and schedules for funding Sponsors. Prepare Funding Document acceptance documentation for customer advocate, program manager, and comptroller department. Analyze financial data to identify projects and organizational discrepancies and anomalies in task execution, including labor charges, non-labor cost reporting, erroneous charges, overruns, and Service Cost Center rejected inputs. Prepare weekly Expenditure Reports comparing funding appropriation level obligations and expenditures against sponsor goals and established Department of the Navy benchmarks. Perform fiscal year closeout and startup analyses. Other related duties as assigned. Required Qualifications: Current, active Secret security clearance. Bachelor's degree in a related field. Additional proven, relevant experience may be considered as a substitute for a degree. 5 or more years of experience in financial systems analysis or related experience. Relevant professional experience with U.S. Navy program finance and accounting, including: Reviewing, processing, and correcting transactions. Program financial management. Budgeting and reporting methods. Experience with performing financial transactions in the Navy Enterprise Resource Planning (N-ERP) system. Experience with other ERP systems, such as SAP ERP, is not considered applicable. Non-financial experience with N-ERP, such as for logistics transactions, is not considered applicable. NERP - Navy Enterprise Resource Planning experience. EDW - Enterprise Data Warehouse experience. NEPS - NAVSEA Enterprise Planning System experience. Proficient in Microsoft Office (Word, Excel, PowerPoint) Strong communication skills Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Preferred Qualifications: WAAP - Workload Acceptance and Assignment Process experience. ASI - Accounting System Interface experience. MMTS - Material Management Tracking System experience. Subject matter expert in Excel Benefits Include: Medical, Dental, and Vision Insurance Life, AD&D, and Short-Term Disability Insurance 401(k) Paid Time Off Paid Holidays Employee Assistance Program About LMR: LMR is a service-disabled veteran-owned small business that supports technology development and provides comprehensive joint warfighter training by leveraging the skills, experience, and knowledge of its personnel. LMR Technical Group is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply. If you are a qualified applicant with a disability in need of an accommodation to complete the application process, please contact us at *************. EOE Disability/Veteran. EEOC Know Your Rights E-Verify Participation Poster Right to Work Poster Employee Polygraph Protection Act Poster FMLA Poster

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients. Essential Job Functions: + Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements, + Provide direct operational support with the use of technical and operational solutions for external clients and lending partners + Develop and maintain relationships with clients and their lending partners. + Create, participate, and provide feedback in prospective client presentations + Performing tasks and reporting related to warehouse financing in ProMerit + Professional and timely communication with clients via conference calls, zooms and email + Coordinate meetings, send out meeting planners and take notes on calls + Analyze and process client requests in a timely manner and meet deadlines + Recommend process improvements to streamline operations and enhance efficiency + Liaise with offshore resources to ensure seamless coverage of all client requirements + Collaborate with marketing team to prepare materials for external distribution + Support ad-hoc projects and other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience + Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent. + 2 plus years related industry experience and/or training preferred, highly regulated + Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives + Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation + Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO + Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events + Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics + Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies + Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations + Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security. \#LI-MS1 #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $50,000.00 - $80,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************

McLaughlin Research Corporation (MRC) is seeking a Financial Analyst who will support the Naval Undersea Warfare Center in Newport RI. The Naval Undersea Warfare Center (NUWC) is the United States Navy's full-spectrum research, development, test and evaluation, engineering and fleet support center for submarines, autonomous underwater systems, and offensive and defensive weapons systems associated with undersea warfare. The successful candidate must possess excellent communication and interpersonal skills, and should be comfortable working in a fast-paced, schedule driven environment. Responsibilities: Project financial data analysis, preparation of weekly/monthly/quarterly expenditure reports, facilitating funding document acceptance, processing outgoing funding document requests, assisting in project financial planning and project resource planning, correction of suspense financial transactions, and financial review of procurement requests. Coordinate the acceptance of project-specific incoming funds in accordance with approved budget and governing policies, and ensure that accepted funding aligns with appropriate tasking and procurements. • Utilize information financial management systems including the Navy Enterprise Resource Planning (N-ERP) information system and Enterprise Data Warehouse (EDW) to retrieve financial data in order to track project spending via weekly, monthly, and quarterly financial reports. Use financial data to develop cost forecasting and estimates for the project throughout the fiscal year in order to aid in program management decisions. Use financial reports to identify project and/or organizational discrepancies and anomalies in task execution, such as labor and non-labor cost reporting, identification of erroneous charges, and overruns. Work directly with Technical Project Managers (TPMs) to develop and modify startup and mid-year cost estimates, budget defenses, and inter-departmental planning for negotiation with the resource sponsor. Ensure that suspense financial transactions are corrected in a timely fashion. Requirements: Bachelor's degree in business, finance, or accounting Minimum 4 years' experience in a DoD Environment Must be eligible to successfully obtain an Active Security Clearance - Secret Level. Strong proficiency in Microsoft Excel. PREFERRED QUALIFICATIONS: N-ERP and EDW experience. McLaughlin Research Corporation offers a competitive benefit plan to employees and their eligible family members that includes health, dental, vision, life, and disability plans, paid holidays, accrued leave, accrued vacation, 401K, profit sharing, as well as, any other state or federally required benefits. Equal Employment Opportunity Statement: McLaughlin Research Corporation is an Equal Opportunity and Affirmative Action Employer. It is our policy to recruit, hire, promote, and train for all positions without regard to age, race, creed, religion, national origin, gender identity, marital status, sexual orientation, family responsibilities, pregnancy, minorities, genetic information, status as a person with a disability, amnesty or status as a protected veteran, and to base all such decisions upon the individual's qualifications and ability to perform the work assigned, consistent with contractual requirements and all federal, state and, local laws. EEO is the Law: Applicants and employees are protected under Federal law from discrimination.

Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business. With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas. The Role: Financial Analyst to provide day-to-day support of the Corporate FP&A functions including but not limited to group consolidations, corporate segment, overhead expense analysis, general reporting & analysis, systems support, budget & forecast support, and ad hoc analysis as required. Responsibilities: * Key player in the consolidation of group reports and associated KPIs on a monthly basis. * Lead the consolidation of the corporate segment reports on a monthly basis including expense tracking and departmental presentations. * Analyze account level variances and trends while providing insights and corrections. * Help create and maintain segment budgets and subsequent forecasts while leading the corporate segment process. * Maintain standard reporting sets and assist in maintaining reporting associated with the EPM. * Consolidation of the daily operating report (DOR) summary for casinos on a weekly basis with insights and commentary to the executive team. * Act as additional project support for validation, report creation, and visualizations for both the Oracle EPM and related reporting systems. * Assist in the maintenance and creation of driver based financial metrics, models, and forecasting in and outside of the current financial systems. * Assist in the maintenance and creation of various FTE analysis and reporting. * Provide ad hoc analysis and support as needed * Other duties as assigned Qualifications: * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 2+ years of financial reporting experience * Proficiency in Microsoft Excel and financial modeling. * Familiarity with statistical analysis and data visualization tools. * Ability to work collaboratively with different teams and departments and levels within the organization. * Oracle ERP, EPM, Hyperion Planning, or other related financial tool a plus. What's in it for you: * Competitive Salary with annual performance reviews * Comprehensive health coverage plan that includes medical, dental, and vision * 401(K)/ Company Match * Access Perks and Childcare discounts Target Salary: * $75,000 Annual Salary (Offer DOE) Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

About Bally's Corporation Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business. With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas. The Role: Financial Analyst to provide day-to-day support of the Corporate FP&A functions including but not limited to group consolidations, corporate segment, overhead expense analysis, general reporting & analysis, systems support, budget & forecast support, and ad hoc analysis as required. Responsibilities: Key player in the consolidation of group reports and associated KPIs on a monthly basis. Lead the consolidation of the corporate segment reports on a monthly basis including expense tracking and departmental presentations. Analyze account level variances and trends while providing insights and corrections. Help create and maintain segment budgets and subsequent forecasts while leading the corporate segment process. Maintain standard reporting sets and assist in maintaining reporting associated with the EPM. Consolidation of the daily operating report (DOR) summary for casinos on a weekly basis with insights and commentary to the executive team. Act as additional project support for validation, report creation, and visualizations for both the Oracle EPM and related reporting systems. Assist in the maintenance and creation of driver based financial metrics, models, and forecasting in and outside of the current financial systems. Assist in the maintenance and creation of various FTE analysis and reporting. Provide ad hoc analysis and support as needed Other duties as assigned Qualifications: Bachelor's degree in Finance, Economics, Accounting, or a related field. 2+ years of financial reporting experience Proficiency in Microsoft Excel and financial modeling. Familiarity with statistical analysis and data visualization tools. Ability to work collaboratively with different teams and departments and levels within the organization. Oracle ERP, EPM, Hyperion Planning, or other related financial tool a plus. What's in it for you: Competitive Salary with annual performance reviews Comprehensive health coverage plan that includes medical, dental, and vision 401(K)/ Company Match Access Perks and Childcare discounts Target Salary: $75,000 Annual Salary (Offer DOE) Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

will assist the System Analysts on the Applications Team Duties/Responsibilities Work directly with Digital Solutions and Technology teams. Requirements Analysis & Technical Documentation Gather, analyze, and document business and system requirements using techniques like data modeling, process mapping, and use case development. Create and maintain technical specifications, API documentation, and integration workflows. Validate requirements against system architecture and ensure alignment with enterprise standards. System Configuration & Testing Configure application settings and workflows based on business needs. Develop and execute test cases, SQL queries, and data validation scripts to ensure system accuracy. Support UAT (User Acceptance Testing) and troubleshoot defects with development teams. Data Analysis & Reporting Perform data extraction and analysis using SQL. Generate reports on system performance, error logs, and usage metrics. Identify trends and anomalies to support decision-making and process improvements. Tool & Environment Management Maintain and optimize project and system tracking tools Communication & Technical Liaison Act as a bridge between business stakeholders, developers, and QA teams to clarify requirements and resolve technical issues. Provide technical support for system-related inquiries and assist in root cause analysis. Ensure stakeholders are informed of technical impacts, dependencies, and release schedules. Responsibilities for Food Safety Responsible for completing required paperwork accurately and honestly as applicable. Must adhere to all corporate GMPs (Good Manufacturing Practices), established SOPs (Standard Operating Procedures) and all Food and Employee Safety policies. Must adhere to all Allergen control programs and procedures as applicable. Responsible for reporting suspicious packages, activities, and individuals. If monitoring CCPs (Critical Control Points), must be trained in HACCP (Hazard Analysis Critical Control Point) and adhere to approved HACCP plan(s). Required Skills/Abilities Excellent verbal and written communication skills. Excellent interpersonal skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Ability to prioritize tasks and to delegate them when appropriate. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software. Basic understanding of system analysis and design. Basic understanding of relational databases and data management principles Basic understanding of coding concepts and logic structures. Education and/or Experience High school diploma or equivalent. Actively enrolled in: Business related field of study, Computer Science, or anything related to Technical expertise. Certificates, Licenses, Registrations No specified requirements. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and taste or smell. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; toxic or caustic chemicals and extreme cold. The noise level in the work environment is usually moderate. The noise level in the work environment is usually quiet.

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! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: * Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) * Demonstrated passion and interest in financial markets * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Strong analytical and organizational skills * Detail oriented, with good follow-up skills * Strong interpersonal skills * Ability to multi-task in a dynamic environment * Requires basic knowledge of the organization, products and/or services * Requires knowledge of financial markets and trading strategies * Excellent verbal and written communication skills * Proven ability to meet and exceed productivity and performance goals * Must be technologically savvy and able to quickly learn new systems * Ability to adapt and seek solutions for customers in a fast-paced environment * Must be flexible to work assigned shift within center hours of operation * Strong desire for point of call resolution * Focus on client satisfaction Desired Qualifications: * Call center experience is preferred but not required * Previous Brokerage experience is a plus * 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40

Let's be unstoppable together! At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We're a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each individual brings. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Circana is proud to be Certified by Great Place To Work. This prestigious award is based entirely on what current employees say about their experience working at Circana. Learn more at **************** Summer Associate Experience Circana offers a full summer intern program to ensure ALL our intern's gain: * Knowledge about the industry we exist in and the clients we serve; * Experience working on active projects that have actual impact on our business; * Training on technical tools and behavioral skills that are critical to an employee's success; * Networking and mentorship opportunities that can create personal connections lasting far beyond the summer. Retail Summer Analyst This internship is designed for students to get hands-on, real-world experience working with our Retail vertical. The internship is for rising Seniors interested in pursuing a career in Insights, Analytics, Market Research or CPG post-graduation. Internship projects might include: * Support a team responsible for helping a CPG client (or multiple clients) understand their performance relative to the market and identify opportunities to grow their business and share of the market. * Understand how to leverage Circana analytics to address clients' business challenges and market opportunities. * Translate data into actionable, analytic insights to drive clients' business performance. * Shadow client meetings to present market research and insights. Requirements: * Pursuing a bachelor's degree in marketing, Business, or related field with a quantitative component expecting to graduate between December 2026 and June 2027. * Knowledge of the Retail or CPG industry preferred (e.g., School projects, case study, or relevant work experience). * Academic knowledge/coursework in finance, economics, statistics, marketing or marketing analytics, data visualization, and/or logic. * Strong intellectual curiosity and critical thinking ability, relentless attention to detail, strong written/verbal communication, ability to work collaboratively on a team, etc. * Proficient in Excel and PowerPoint as well as experience with data visualization tools (e.g., Power BI, Tableau, Qlik Sense, etc.) * Technology aptitude and willingness to learn and work on new solutions and platforms * Creative problem-solving skills, ability to frame a business problem, design and execute an analysis plan, and understand and synthesize data findings into business insights and translate into creative data visualizations Circana Behaviors As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role: * Stay Curious: Being hungry to learn and grow, always asking the big questions. * Seek Clarity: Embracing complexity to create clarity and inspire action. * Own the Outcome: Being accountable for decisions and taking ownership of our choices. * Center on the Client: Relentlessly adding value for our customers. * Be a Challenger: Never complacent, always striving for continuous improvement. * Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity. * Commit to each other: Contributing to making Circana a great place to work for everyone. Location This position can be located in the following area(s): Hybrid in Chicago, IL, Cincinnati, OH, Woonsocket, RI, Minneapolis, MI, Bentonville, AR, Philadelphia/Harrisburg, PA areas. Prospective candidates may be asked to consent to background checks (in accordance with local legislation and our candidate privacy notice ) Your current employer will not be contacted without your permission. The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An employee's position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. The salary for this role is $20.00 per hour. You can apply for this role through Careers website link and/or Handshake. #LI-AS1

Lincoln, Rhode Island **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 (************************************************************************************************************** **:** 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! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **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.