Finance analyst jobs in Rochester, NY

We are seeking a highly skilled and proactive Finance & Accounting Operations Manager to oversee the daily operations of a multi-entity, multi-currency Accounting function-while also participating hands-on in transactional work. This role integrates department leadership with active responsibilities across accounting operations, purchasing oversight (international and domestic), cashflow management, reconciliations, financial controls, and systems improvement. The ideal candidate thrives in a fast-paced environment, is comfortable shifting between strategic oversight and detailed transactional work, and can coordinate financial operations across several business entities. Requirements Hands-On Accounting & Daily Operations: Perform daily and weekly accounting transactions across multiple entities, including: Bank reconciliations Credit card reconciliations Inventory, prepaid, and accrual reconciliations Intercompany reconciliations and settlements Multi-currency general ledger maintenance and journal entries Process and review accounts payable and accounts receivable Maintain accurate supporting schedules, reports, and documentation Assist in preparing financial statements, internal reporting, budgets, and cashflow forecasts Complete sales tax filings, audits, and compliance requirements Ensure accuracy, integrity, and confidentiality of financial data Purchasing & Cashflow Oversight: Oversee international and domestic purchasing processes Coordinate vendor payments, terms, and timelines to support optimized cashflow Work cross-functionally to ensure purchasing aligns with forecasting and inventory needs Track currency impacts to purchasing decisions and payments Monitor daily, weekly, and monthly cashflow requirements for all entities Leadership & Department Management: Oversee day-to-day operations of the Accounting department while actively contributing to the work Supervise, mentor, and support accounting team members Set and communicate expectations regarding accuracy, timeliness, and productivity Develop, implement, and enforce internal controls and accounting procedures Review staff work for accuracy, consistency, and compliance Coordinate month-end and year-end close across entities Serve as the primary internal point of contact for accounting and finance-related questions Process Improvement & Systems Management: Identify opportunities to improve workflows, automation, and efficiency Support ERP migration, system upgrades, and continuous improvement initiatives Build and refine accounting schedules, dashboards, and reporting tools Partner with leadership to ensure accurate, timely, and insightful financial data drives decision-making Cross-Functional Collaboration: Collaborate with Operations, Warehouse, Purchasing, Sales, Customer Support, Marketing, and Leadership Assist other departments with accounting-related questions, training, and problem solving Help resolve discrepancies quickly and support cross-departmental projects Requirements Bachelor's degree in Accounting, Finance, or related field 3-7+ years of hands-on accounting experience, including reconciliations and month-end close Experience in a multi-entity and/or multi-currency environment strongly preferred Prior supervisory experience or team leadership required Strong understanding of GAAP, financial reporting, and internal controls Proficiency with accounting/ERP systems such as QuickBooks, Acumatica, or Odoo Advanced Excel skills High level of accuracy, attention to detail, and organization Ability to balance leadership with daily transactional responsibilities Strong communication and interpersonal skills High degree of professionalism, confidentiality, and integrity Perks of the Position Dynamic and fast-growing multi-entity e-commerce environment Competitive health and dental insurance plans 401k plan with Company contribution Vacation time, sick time, and paid holidays Fully stocked kitchen with snacks, breakfast and lunch provide daily Company-sponsored DashPass Unlimited espresso, coffee, cappuccinos, and lattes Employee discounts on coffee and premium brewing equipment Salary Description 88,000 - 100,000

Senior Cost Control Analyst Grade/Classification: 6 (D1) - Senior Professional Salary Range: $102,177 - $128,220 - Albany, Buffalo, & Rochester office $107,231 - $133,274 - NYC Office (salary range reflects location differential-$ 5,054) Bargaining Unit: CSEA FLSA Status: Exempt Location: Statewide; may be filled in any DASNY main office Last Revised: April 11, 2016 Primary Purpose Senior Cost Control Analyst reviews and recommends approval of construction change orders, analyzes claims, and participates in the negotiation of claim settlements on complex capital construction projects with a high degree of variables including budget, schedule, number of contracts, management approach, delivery method, level of service, phasing, customer orientation, staffing, labor, location and site access, design and/or construction complexity, environmental issues and other non-traditional project variables. Senior Cost Control Analyst also reviews and provides comments on design-phase project documents. Essential Functions * Review and analyze claims in coordination with internal and external project staff by reviewing project schedules, project documents and contractor records to determine if the claim has merit and the value of the claim; participate as directed in the negotiation of fair and reasonable claim resolution. * Review and recommend approval of change orders, ensuring work is within the scope of the original contract, costs are reasonable, rates and calculations are in accordance with the contract and sufficient supporting documentation is provided. * Review and sign contract-specific Labor Rate Worksheets documenting acceptable labor costs for change order work. * Audit small change orders post-processing, and resolve any issues discovered during the audit. * Conduct design-phase document reviews, including cost estimate, bid milestone schedule and schedule of values. Provide feedback to design staff and consultants. * Coordinate with project estimating on cost estimate reviews. * Coordinate with design and construction staff to modify the schedule of values as necessary. * Review General Requirements to ensure they are not in conflict with, and properly supplement, the General Conditions. * Provide complete pre-bid phase construction support, including the review and approval of pre-bid summaries. * Participate in bid review and contractor selection; provide post-bid, pre-award phase services to construction staff. * Review construction progress schedule updates and narratives against baseline schedules for potential delays; coordinate with project scheduling on schedule reviews. * Participate in Project Health Assessment analyses, meetings and development of recommendations to improve project reporting, recover construction schedules and minimize financial impacts of delays. Other Duties and Responsibilities * May provide construction phase advisory service to Project Managers. * May train and evaluate staff. * Assist Management in the development of policies. * Develop, document and implement procedures. * Assess, develop and implement internal controls, and oversee the review and testing of same. * Undertake special assignments as directed. * Must maintain regular attendance in accordance with DASNY attendance and leave policies. * Must adhere to the NYS Information Security Policy Standards established and issued by the Office of Cyber Security and Critical Infrastructure Coordination. (Standards can be found on the Intranet). Supervision Supervision of employees may be required. Physical/Mental/Visual Demands Frequent travel is required, using public transportation, DASNY vehicle, rental vehicle or personal vehicle. This travel may include overnight stays at public accommodations and related establishments. Exposure to weather and temperature extremes, loud noises, heights (climbing ladders, scaffolding, etc.) and other work-safety hazards (chemicals, fumes, etc.) of a construction site. Requires complex and time-pressured decision-making. Must be able to work overtime or extended work hours as needed. Work Environment Standard office environment, including the use of one or more of the following: PC, telephone, fax machine, printer, copier, scanner, electronic stapler/hole punch, date stamp, shredder. Minimum Qualifications Bachelor's degree plus five years relevant experience. Must possess a valid driver's license. Preferred Qualifications Bachelor's degree in Engineering, Architecture or construction related field strongly preferred, plus five years experience in contracting, claim analysis, schedule analysis, estimating, bidding, contract formation, bonding, delay and dispute resolution. Experience in financial management systems, project management systems, and scheduling applications (preferably Oracle Contract Manager and PMWeb, along with P6 scheduling). Must possess a valid driver's license. Essential Skills * Demonstrated analytical and conceptual skills. * Excellent negotiation skills and demonstrated results. * Comprehensive knowledge of construction costs and cost estimating. * Excellent oral and written communications skills. * Knowledge of construction scheduling * Demonstrated ability to work independently and exercise sound judgment. * Proficiency in PC applications such as Outlook, Excel, Word and Access. * Supervisory and mentoring skills. Benefits information: DASNY provides financing and construction services to public and private universities, not-for-profit healthcare facilities, and other institutions which serve the public good. We offer a comprehensive benefits plan, which includes: * Choice of several health insurance plans * Dental & vision insurance * Membership in the NYS Retirement System * Deferred Compensation Investment Plan * 13 vacation days per year * 13 sick days per year * 5 days of personal leave per year * 12 paid holidays per year (plus one float day) * Tuition reimbursement * Training & development opportunities We offer additional benefits, which includes: * Telecommuting Work Plan - Employees are required to apply and obtain approval through management to telecommute according to DASNY's Telecommuting Program Guidelines. The days designated as telecommute days must be consistent with operational needs as determined by DASNY division, department and/or unit management. Employees may only telecommute on up to four (4) workdays per pay period and shall be limited to no more than two (2) contiguous telecommute workdays. Eligibility applies after 3 months of employment. * Limited Work from Home (LWFH) - additional telecommute days according to DASNY's Telecommuting Program Guidelines. Eligibility applies after 6 months of employment. * DASNY is a government employer for purposes of the Public Services Loan Forgiveness Program (PSLF Program). The PSLF Program forgives the remaining balance of certain student loans after making 120 qualifying monthly payments. For more information regarding PSLF Program and whether you qualify please visit the Studentaid.gov website.

Qualifications you'll bring: Bachelor's degree of applicable study with minimum of 3 years of experience in Health Care Analytics role or Advanced degree in math or statistics, and at least 1 year of experience working with Health Care data Working knowledge of Provider Billing/Reimbursement methodologies Foundational knowledge of MVP's markets and products and awareness of competitive landscape Working knowledge of MVP Data assets including claim, pharmacy, member and provider data Proficiency in SQL and Microsoft suite of products including Power Platform Curiosity to foster innovation and pave the way for growth Humility to play as a team Commitment to being the difference for our customers in every interaction Your key responsibilities: Collaboration with team leader, peers and key stakeholders across the organization Research and query multiple data sources, manipulate large sets of data using appropriate tool Identify and implement the most efficient solution for the business problem with forward thinking mindset to leverage automation and efficiency Leverage AI, Machine Learning or Statistical software where appropriate to advance analytics Validation of data, data models and reporting for accuracy and soundness Actively seek to draw inferences from the data to drive actionable insights/strategic discussions Actively seek to understand the why and how to add value to business request vs. just doing the request Actively challenge the status quo and find a better way Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer. Where you'll be: Location: remote within New York State

Resume and Civil Service application required. This is a staff position responsible for the development of an annual budget for an agency or department and the conduct of financial analysis of programs and long range projections by management. Duties involve serving as a liaison between operational and various administrative and managerial staff. This position differs from Budget Analyst by virtue of performing more complex duties such as developing an entire budget for a department or agency, developing financial proposals, and similar work. The employee reports directly to, and works under the general supervision of a budget or finance director or other higher level staff member. General supervision may be exercised over a technical and clerical staff such as Budget Analysts. Does related work as required. Graduation from high school or possession of an equivalency diploma, plus EITHER: (A) Graduation from a regionally accredited or New York State registered college or university with a Masters degree in Business Administration, Public Administration, Economics, Finance or a closely related field plus two (2) years paid full-time or its part-time equivalent professional* experience in budget preparation, budget analysis, financial planning, or financial analysis for a public or private agency; OR, (B) Graduation from a regionally accredited or New York State registered college or university with a Bachelors degree in one of the fields mentioned in (A) above plus three (3) years paid full-time or its part-time equivalent professional* experience in budget preparation, budget analysis, financial planning, or financial analysis for a public or private agency; OR, (C) An equivalent combination of education and experience as defined by the limits of (A) and (B) above. *Professional experience, for the purposes of these minimum qualifications, does not include secretarial, clerical or other similar work. SPECIAL REQUIREMENTS: If you are appointed, you will be required to have a valid license to operate a motor vehicle in New York State or otherwise demonstrate your capacity to meet the transportation needs of the job. (All need not be performed in a given position. Other related activities may be performed although not listed.) Directs and coordinates development and presentation of an annual budget; Develops financial proposals; Analyzes projections of future development for impact on planned expenditures; Develops budget models for long term projects; Consults with management to resolve problems relating to the budget; Makes recommendations for establishment of priorities within the budget; Notifies affected staff of rejected budget items; Prepares narrative and tabular or statistical reports; Incorporates suggestions and recommendations into budget plans; Confers with management on policy decisions on the function of a department or agency; Directs the handling of budget appropriation transfers; Attends conferences and meetings for the review of suggestions, dissemination of information, and other procedural details; Gathers and reviews data for special analyses and studies. FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS: Good knowledge of the principles and techniques of budget preparation and administration; good knowledge of the theories of financial planning; good knowledge of local government or agency organization and function; good knowledge of office practices and procedures; good knowledge of mathematics and English usage; working knowledge of basic research techniques; ability to formulate a departmental or agency budget; ability to develop projections of future expense; ability to communicate orally and in writing; ability to analyze the impact of expenditures on a budget; ability to establish and maintain effective working relationships; ability to direct and supervise the work of others; ability to write narrative reports and develop statistical reports; ability to conduct research; ability to analyze data; ability to make recommendations and develop proposals; good judgment; physical condition commensurate with the demands of the position.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training · Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy · Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner · Assist with generating quote specifications and proposal generation · Ability to adhere to project timelines and meet Service Level Agreement goals · Provide support for clients in a help desk capacity and assist in troubleshooting application questions · Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: · Maintain daily timesheet and expense report entries and submit them accurately and timely · Other duties as required Requirements TECHNICAL SKILLS: · High level (Intermediate) of proficiency in MS Office and SharePoint · Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: · Strong written and verbal communication skills · Pleasant and professional demeanor in all client and internal communications · Ability to multi task · Intellectually resourceful with sound/ethical judgment and effective decision-making abilities · Independent worker and able to work effectively on daily tasks without direct supervision · Strong organization skills and ability to operate efficiently throughout daily tasks · In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate · Demonstrates empathy with users and professionalism at all times · Work well with clients at all levels · Operates with client satisfaction in mind · Energy, enthusiasm and results-oriented · Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: · CPA or CMA Preferred · Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software · Strong knowledge in supply chain / distribution desirable · Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: · Use of computer and office equipment · Ability to remain calm in stressful situations · Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: · Ability to be scheduled for evening or weekend work occasionally · Valid driver's license in your state of residence and reliable personal vehicle Salary Description $85,000-$115,000

Job Description Looking for a talented and driven Financial Advisor to join our rapidly growing team in Rochester, NY. As a Financial Advisor, your role will involve offering financial advice and tailored solutions to support clients in reaching their financial goals. If you thrive on interacting with people, possess a business mindset, and derive satisfaction from assisting others, then this opportunity is right for you. Joining New York Life enables you to leverage these abilities to establish a thriving practice of your own. Moreover, our team is fully committed to your success, providing comprehensive training, knowledge, and assistance to empower you in establishing your practice as a licensed financial professional. About NYL - Rochester Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $90,000 - $120,000 at plan yearly Responsibilities: Customize financial plans for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Customize financial plans for each client based on potential life changes and changing financial needs Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: Strong interpersonal skills to develop and maintain relationships through effective communication Superior relationship skills, communication skills, and customer service skills are necessary Demonstrated business-minded drive with a passion for autonomy in managing your practice Openness to coaching and continuous learning for professional and personal development Relevant knowledge of the financial industry, financial products, and best practices is preferred Sales and finance experience is beneficial but not mandatory Ability to pass licensing exams Experience in sales & finance is helpful but not required About Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. Job Location (Full Address): 601 Elmwood Ave, Rochester, New York, United States of America, 14642 Opening: Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 400178 Cancer Center/Clin Trials Ofc Work Shift: Range: UR URG 110 Compensation Range: $60,431.00 - $84,603.00 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Responsibilities: The Financial Analyst II for Clinical Trials Office (CTO) reports to the Manager of Financial Services and is responsible for; the management of negotiations of simple/complex financial and contractual terms; making accurate, specialized decisions on a range of patient charges and insurance reimbursement guidelines; ensuring compliance with research billing office regulations; negotiating sponsor reimbursements, and compensation and other payments. This individual consults with the Office of Research and Project Administration regarding contractual rights and obligations involving issues such as indemnification, publication rights, and confidentiality; and manages activities concerned with amendments and /or extensions of contracts. This position functions under general guidance and with considerable latitude for exercise of independent judgment, this position provides administrative oversight of financial activities for all clinical research studies managed within the CTO of the WCI. Responsible for all aspects of clinical trial budget development and negotiation processes required for all clinical trial protocols submitted to the CTO. Develop, create and manage all study-specific budgets for industry supported investigator-initiated, cooperative group, and industry-initiated research projects in all phases of clinical research for the WCI, which accounts for $10 million in annual expenditures associated with 400 - 500 protocol budgets and amendments per year. Ensure budgets developed accurately account for all procedural and labor costs. Coordinate efforts with principle investigators, Disease Working Groups (DWGs), clinical study teams, industry representatives, ORPA, ORACS, and all other University and/or hospital departments to ensure all items/procedures required by protocol are accounted for and priced appropriately. Oversee all clinical trial contracting in collaboration with the Office of Research and Project Administration (ORPA); Research Billing Compliance Office, the Office of Research Accounting and Costing Standards (ORACS). Manage OnCore calendar and budget process and execution. Manage assigned portfolio of calendar builds, inclusive of internal review process. Review and evaluate trial budgets for accuracy, identify issues and propose solutions Address any study-specific amendments. Manage any budget, contract, Oncore changes and collaborate with the Compliance Office to finalize amendments. QUALIFICATIONS: Bachelor's degree in Accounting, Business Administration or Project Management and 2 years of related experience; or an equivalent combination of education and experience. Certification (finance, accounting or clinical research) preferred. Experience with databases, word processing, spreadsheets and document tracking preferred. Schedule: 8 AM-5 PM The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.

Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.). Responsibilities Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company. Cultivate strong working relationships and build trust among customers through effectively working your book of business. Follow a professional, broad based sales process in accordance with the Company's procedures. Follow regulatory securities requirements and strictly adhere to all Company policies. Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner. Follow the Company and regulatory guidelines for maintaining client files. Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers. Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company. Requirements Three to five years of proven financial services sales success experience. Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million. FINRA Registration: Series 7, 63 and 65/66. Life/Health License(s). Commitment to Total Needs Bases Sales approach. 5+ to 7 years experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally SKILLS AND CERTIFICATIONS Selling securities Selling insurance face to face client meetings bank or credit union experience IDEAL CANDIDATE Someone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities. Any Independent B/D, bank, or credit union. WHY WE'RE A GREAT COMPANY Great support for the FA's, great work environment, and a stable location in a volatile arena of business. Additional Information All your information will be kept confidential according to EEO guidelines.

LOCATION: Taastrup / New York (US-NY), United States | BRAND: KB Signaling | REQUISITION ID: 8917 | JOB GRADE: 13 | ON-SITE/REMOTE: Hybrid KB Signaling delivers unparalleled end-to-end wayside and onboard conventional signaling Control, Command, and Signaling (CCS) platforms and solutions. A trailblazer, we are driven to provide the best solutions for improved safety, performance, and lower overall operating cost for today's transit and freight railway systems and operators in North America and beyond. Our team is fueled by innovation and grounded in solid values, like giving back to the communities where we do business and embracing sustainability to help protect our planet. KB Signaling is part of a global, high-tech company that will challenge you and help you grow. Discover your potential. JOB DESCRIPTION: Position Summary The Finance Project Analyst provides essential financial and administrative support to the finance project team. This role requires a detail-oriented individual with strong organizational and analytical skills, capable of working independently and as part of a team. Essential Functions: * Ensure accuracy and timeliness of reports, consistently meeting monthly reporting deadlines. * Communicate performance variances to management promptly and effectively. * Clearly articulate assumptions and rationale during discussions and presentations. * Maintain well-documented assumptions taken in Estimate to Complete (ETC) reports, stored in designated shared drives. Knowledge: * Project Accounting for Short Term Projects, or Long Term Projects that are classified as Non-Critical, or in the Warranty/Close Out Phase: * Perform accounting tasks for projects within portfolio. * Tracks project budgets and expenditures, and ensure transactions are accurately recorded. * Support project managers in monitoring project financial performance. * Works with project team on cash management of project, including booking invoices and updating cash forecasts. * Assist the project team to prepare financial reports and presentations to support the Management Project Review Cycle. * Prepares financial reports and presentations related to projects to support the Finance Project Review Cycle. Experience * Ensure completeness of timesheets at month end. * Maintain a monthly gap hours file and provide recommendation in terms of hours accrual. * Reconcile hours between the time/attendance system and the ERP. * Run monthly cost center actuals vs budget reports, coordinate monthly cost centers meetings with cost centers owners. * Gather comments from department heads on personnel low utilization. * Administrative Tasks: * Oversee the maintenance and updating of process documents related to project finance, ensuring accuracy and accessibility. * Run bi-weekly cash review sessions with Project Directors and Senior Finance Project manager. * Assist in the organization and upkeep of project files, both physical and digital. * Provide general administrative support to the finance project team. * Responsible for new project set-up and hand off to FPM and project team. * Responsible for closeout of projects as assigned. * Handle other special assignments and projects as assigned by management. * Month End preparation tasks and downloading of month end financials from ERP system. Skills: * Accounting Skills: Basic understanding of accounting principles and practices. * Technical Skills: Proficiency in accounting software (SAP preferred) and MS Office, especially Excel. * Organizational Skills: Strong organizational and time-management skills, capable of handling multiple tasks and meeting deadlines. * Communication Skills: Effective written and verbal communication skills. * Detail-Oriented: Meticulous attention to detail and accuracy in all tasks. * Problem-Solving Skills: Ability to identify issues and propose solutions related to project finances. Education: * Associate's or bachelor's degree in accounting, finance, or related field preferred. * 1-5 years of experience in finance or accounting roles, preferably with exposure to project-based accounting. The anticipated salary range for candidates who will work in Rochester, NY is $65 to $95K per year. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry and education. Knorr Bremse is a multi-state employer, and this pay scale may not reflect positions that work in other states or locations. Provided they meet all eligibility requirements under the applicable plan documents, employees (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, vision, and basic life and disability insurance. Employees also will be able to enroll in our company's 401k plan. Employees will also receive 120 hours of vacation leave and 40 hours of Personal Paid Absence every year. Employees will also enjoy 12 paid holidays, and 1 floating holiday throughout the calendar year, subject to relevant terms outlined in the employee handbook. 6 weeks of paid parental leave will also be available for use. Requirements for these benefits will be controlled by applicable plan documents and policies. Employees working on federal contracts covered by the Federal Paid Sick Leave requirements will be notified and will receive benefits consistent and compliant with the FPSL requirements. Hired applicant will be able to purchase company stock, subject to the relevant plan documents and annual bonuses based on achievement of certain metrics of up to 4% of annual salary. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies. Applications for this position are accepted on an ongoing basis. Please note: At this time, we are not able to offer immigration sponsorship for new hires. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future employment-based visa sponsorship. What does KB Signaling have to offer you? * Competitive Health Benefits, including Medical, Prescription, Dental, Vision and Virtual visits * Company-paid Basic Life and Accidental Death & Dismemberment Insurance * Company-paid Short-Term Disability Coverage * Voluntary life, Disability, and other Supplemental coverages * Identity Theft and Legal Protection benefits * Health and Dependent Care Flexible Spending Accounts * Health Savings Accounts * Generous 401(k) plan * Personal Paid Time Off * Company-paid holidays KB Signaling Inc. is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. The anticipated salary range for candidates who will work in [Specific City or Remotely] is $65 to $95K per year. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry and education. Knorr Bremse is a multi-state employer, and this pay scale may not reflect positions that work in other states or locations. Provided they meet all eligibility requirements under the applicable plan documents, employees (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, vision, and basic life and disability insurance. Employees also will be able to enroll in our company's 401k plan. Employees will also receive 120 hours of vacation leave and 40 hours of Personal Paid Absence every year. Employees will also enjoy 12 paid holidays, and 1 floating holiday throughout the calendar year, subject to relevant terms outlined in the employee handbook. 6 weeks of paid parental leave will also be available for use. Requirements for these benefits will be controlled by applicable plan documents and policies. Employees working on federal contracts covered by the Federal Paid Sick Leave requirements will be notified and will receive benefits consistent and compliant with the FPSL requirements. Hired applicant will be able to purchase company stock, subject to the relevant plan documents and annual bonuses based on achievement of certain metrics of up to 4% of annual salary. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies. Applications for this position are accepted on an ongoing basis. Nearest Major Market: Rochester

Description & Requirements Maximus is currently seeking a Senior Finance Analyst. In this role, you will be responsible for producing accurate project financial reporting results for submission. The successful candidate will conduct monthly invoice variance analysis and develop performance metrics for management review. You will maintain accurate financial records and data to support internal and external audits. Essential Duties and Responsibilities: - Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast. - Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates. - In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor. - Oversee and review monthly accruals. - Prepare monthly variance analysis for management review. - Responsible for ad-hoc reporting requests from the management. - Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc. - Participate in all internal and external audits and maintain reports and data related to and necessary for audits. - Ensure the security and privacy of financial information. Job-Specific Essential Duties and Responsibilities: - Support the invoice life cycle where necessary. - Prepare and analyze monthly revenue adjustments to align with changes in the invoice life cycle. - Assist with the coordination of workload. - Collaborate with business partners to ensure alignment with process flows between business units. - Provide financial analysis to support business decisions. - Present findings and recommendations to management in a clear, concise manner. - Identify trends, risks, and opportunities to improve processes and controls. - Conduct monthly invoice variance and performance metrics analysis for management. - Manage governance of sent/received items to/from the customer. - Reconcile customer invoices submitted to cash received. - Respond to ad-hoc reporting and documentation requests from management and clients. - Support internal and external audits by maintaining accurate reports and data. - Ensure confidentiality and security of information. - Perform other duties as assigned. Minimum Requirements - Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience. Job-Specific Minimum Requirements: - Bachelor's degree in a relevant field, preferably Finance. Additional years of relevant experience will be considered in lieu of degree. - 5+ years of related experience. - Per customer requirements, this position requires United States Citizenship. - Strong proficiency in Excel and financial acumen. - Excellent analytical, problem-solving, and communication skills - Experience in process improvement and automation initiatives. - Strong business acumen and ability to influence stakeholders. #techjobs #LI-PN1 EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 75,000.00 Maximum Salary $ 90,000.00

St. John Fisher University is an independent, liberal arts institution that provides a transformative education to approximately 3,800 undergraduate, master's, and doctoral students each year. Across its five Schools, Fisher offers nearly 40 majors in the humanities, social sciences, natural sciences, business, education, and nursing; 11 pre-professional programs; and master's and doctoral programs in business, nursing, education, pharmacy, and public health. The University's residential campus boasts a robust living and learning community and a successful intercollegiate athletics program. Fisher is a community where all are welcome, regardless of religious or cultural background. The University continues to honor its founders, the Congregation of St. Basil, by embracing their motto, "Teach Me Goodness, Discipline, and Knowledge." We are located in Pittsford, N.Y., seven miles outside of the city of Rochester. The campus is situated on 164 park-like acres-a beautiful setting for a warm, friendly campus community. Job Responsibilities The Controller serves as the chief accounting and financial reporting officer of the University, responsible for the integrity, accuracy, and transparency of all financial operations. Reporting to the VP for Finance & Administration and CFO, the Controller provides strategic leadership and oversight of accounting, budgeting, treasury, financial systems, compliance, and internal controls. This role ensures the University's financial health and supports its mission through effective stewardship of resources and informed decision-making. Financial Operations & Reporting * Directs general accounting, financial reporting and analysis, grants management, payroll, accounts payable, purchasing, non-student accounts receivable, and events and reservations. * Oversees the preparation of year-end financial statements, footnotes, and tax return schedules; ensures compliance with federal, state, and local tax regulations. * Coordinates internal and external audits and ensures timely resolution of audit findings. Treasury & Investment Management * Manages cash flow, operating funds, and working capital. * Oversees endowment funds, investment portfolios, and debt service obligations. * Executes investment transactions and monitors compliance with debt covenants. Budgeting & Strategic Planning * Leads the development of the University's annual operating and capital budgets. * Prepares financial presentations for senior leadership, the Finance & Facilities Committee, Audit & Risk Committee, Investment Committee and the Board of Trustees. * Monitors budget performance and collaborates with departments to ensure fiscal discipline. * Participates in strategic planning and prepares financial models for new initiatives and program development. Systems & Compliance * Maximizes the utility of financial systems (e.g., Banner, Prophix, Unimarket, Fundriver) to support robust reporting and decision-making. * Develops, reviews, and implements fiscal policies and procedures. * Establishes and monitors internal controls to safeguard University assets and ensure compliance with GAAP, GASB, and other regulatory standards. Campus Engagement & Support * Provides financial guidance and training to campus departments. * Coordinates with Advancement to ensure accurate accounting for pledges, gifts, endowments, and scholarships. * Ensures timely dissemination of financial information to support effective decision-making. Education / Experience Required: * Bachelor's degree in Accounting required with five to ten years of progressively responsible financial management experience, related experience preferably in a not-for-profit or higher education environment. * Experience analyzing financial data, using pertinent data sources to independently gather, compile and analyze financial information and coordinate and manage financial projects. * Strong knowledge of generally accepted accounting principles. * Strong PC based computer skills, including advanced knowledge of spreadsheet products. Preferred: * MBA or CPA * Previous Banner applications experience (or another enterprise system) Competencies / Skills Must possess strong written and oral communication; a strong customer service orientation; consensus building skills; as well as a demonstrated ability to work collaboratively in a team environment. Must work independently with minimal supervision and exercise professional judgment in carrying out all assigned responsibilities. Supervision of Employees Supervises and coordinates all Controller's Office functions including Assistant Controller, Financial Reporting, Budgeting, Treasury Management, Grants Management, Payroll, Accounts Payable, Purchasing, and Events and Reservations. Direct supervision of seven employees and department headcount of thirteen. Work Environment Pleasant, well-lit office environment. Significant computer time required. Equipment to be Used Computer, phone, copier/fax Job Type Full-time Work Hours 12 months, 35 hours/week Special Conditions for Eligibility Minimum Number of References Requested 3 EEO Statement It is the policy of St. John Fisher University to provide Equal Employment Opportunity to all employees and applicants for employment in accordance with the applicable federal, state, and local laws governing non-discrimination in employment in each locality in which the University has employees. The University does not discriminate against applicants or employees in hiring, promotion, termination or the terms and conditions of employment on the basis of race, color, religion, gender, sex, perceived sex, gender identity, gender expression, the status of being transgender, sexual orientation, national origin, citizenship, age, disability, marital status, military status, veteran status, predisposing genetic, characteristics or genetic information, arrest or conviction record, status as a victim of domestic violence, or any other characteristic protected by law. The Title IX Coordinator is the designated University official with primary responsibility for coordinating compliance with Title IX and related federal and state laws. The Title IX Coordinator, Meg Flaherty, Ph.D., can be reached by phone **************, email (titleix@sjfc.edutitleix@sjfc.edu>), in-person in Campus Center 209, or outside of business hours by contacting the Office of Safety and Security **************. Work Location 3690 East Ave., Rochester, NY 14618 FLSA Exempt Salary / Hourly Range $125,375.00 - $147,500.00 per year Notes The salary range for this role is set based on a variety of factors, including but not limited to internal equity, qualifications, experience, and education. The above hiring range is one component of the University's competitive Total Rewards package which can be viewed here Posting Detail Information Posting Number S00749P Desired Start Date Open Date Open Until Filled Special Instructions to Applicant

Hours: 40 Schedule: Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Pay Range: $37.19 - $46.88 Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Purpose: A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard. Accountabilities: Business development and client relationship building Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events Host a minimum annual client strategy sessions, either in person, virtually, or at location of client's choice utilizing planning software for sessions Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours Cultivate and maintain productive working rapport with credit union personnel on all levels Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles Serve as subject matter expertise Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals Mentor licensed Bankers and FC1 within assigned market Personal and professional development Master tools and technology (financial planning, account opening/maintenance, client relationship management software) Maintain industry education and work toward advanced designations (CFP, ChFC) Maintain excellent compliance and operational standards. Understand and adhere to all internal written supervisory principals Comply with all NYS Insurance Department FINRA, SEC, standards and regulations Timely completion of all required regulatory continuing education Proficiency with all paperwork and processes Qualifications: Bachelor's degree or 4 years of equivalent directly related experience Minimum of 6 years directly related experience Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver) Must have experience in providing planning and implementing strategies (software and product solution expertise) Strong Knowledge of investment and insurance products Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard) Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: CFP, ChFC Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm) We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

Ready to launch a thriving career with unlimited earning potential? The Brighton Securities Financial Advisor Development Program offers one of the most dynamic and rewarding opportunities in the industry! If you're eager to learn, grow, and succeed, this is your chance to be part of a program that's setting the bar for success. As a participant, you'll be learning directly from industry leaders and mentors, gaining hands-on experience in sales, investment strategies, and business management. You'll work with clients to craft tailored strategies that help them protect their wealth and reach their financial goals. You'll build long-lasting relationships, positioning yourself as a trusted advisor and driving your career forward! At Brighton Securities, we're passionate about your success! Our strategic, tiered approach ensures that regardless of your experience level, you're equipped with the tools, training, and mentorship to succeed at every stage. Here's why this program is a game-changer: 🔥 Training with the Best: Learn from the industry's most successful experts who will guide you on everything from prospecting to wealth management. 🔥 Build Your Client Pipeline: Develop long-term client relationships and help them achieve their financial goals with personalized strategies. 🔥 Real Results: Graduates of our program are on track to earn six-figure incomes within just 3 years! Your Path to Success Includes: Full registration with FINRA, and preparation for Series 7, 66, and SIE exams (if applicable) Comprehensive, hands-on training plan Mentorship with seasoned financial professionals Build your own client base while receiving full-time financial advisor support What's in it for you? 💼 Competitive Base Salary + Commissions + Bonuses 🛡️ Comprehensive Benefits Package including medical, dental, and vision coverage, 401(k) match, and Employee Assistance Programs💡 Proven Business Plan Model for success📈 Personal Marketing Budget & Guidance to grow your brand📚 Expert Guidance in wealth management, sales strategies, and investment topics🤝 Dedicated Back Office Team to support you every step of the way Qualifications? We want driven individuals with: 🎓 A Bachelor's degree in a related field💼 At least 1 year of sales or business development experience🔥 A passion for networking and building relationships💡 An entrepreneurial mindset with a client-first attitude🎤 A confident and engaging presence Why Choose Brighton Securities? Our program isn't just a steppingstone. Upon successful completion of the program, you'll be ready to enjoy a rewarding and lifelong career in the financial services industry. Are you ready to take control of your success and build your future with us? Apply now! Committed to Equal Opportunity Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.

Job DescriptionDescription: We are seeking a highly skilled and proactive Finance & Accounting Operations Manager to oversee the daily operations of a multi-entity, multi-currency Accounting function-while also participating hands-on in transactional work. This role integrates department leadership with active responsibilities across accounting operations, purchasing oversight (international and domestic), cashflow management, reconciliations, financial controls, and systems improvement. The ideal candidate thrives in a fast-paced environment, is comfortable shifting between strategic oversight and detailed transactional work, and can coordinate financial operations across several business entities. Requirements: Hands-On Accounting & Daily Operations: Perform daily and weekly accounting transactions across multiple entities, including: Bank reconciliations Credit card reconciliations Inventory, prepaid, and accrual reconciliations Intercompany reconciliations and settlements Multi-currency general ledger maintenance and journal entries Process and review accounts payable and accounts receivable Maintain accurate supporting schedules, reports, and documentation Assist in preparing financial statements, internal reporting, budgets, and cashflow forecasts Complete sales tax filings, audits, and compliance requirements Ensure accuracy, integrity, and confidentiality of financial data Purchasing & Cashflow Oversight: Oversee international and domestic purchasing processes Coordinate vendor payments, terms, and timelines to support optimized cashflow Work cross-functionally to ensure purchasing aligns with forecasting and inventory needs Track currency impacts to purchasing decisions and payments Monitor daily, weekly, and monthly cashflow requirements for all entities Leadership & Department Management: Oversee day-to-day operations of the Accounting department while actively contributing to the work Supervise, mentor, and support accounting team members Set and communicate expectations regarding accuracy, timeliness, and productivity Develop, implement, and enforce internal controls and accounting procedures Review staff work for accuracy, consistency, and compliance Coordinate month-end and year-end close across entities Serve as the primary internal point of contact for accounting and finance-related questions Process Improvement & Systems Management: Identify opportunities to improve workflows, automation, and efficiency Support ERP migration, system upgrades, and continuous improvement initiatives Build and refine accounting schedules, dashboards, and reporting tools Partner with leadership to ensure accurate, timely, and insightful financial data drives decision-making Cross-Functional Collaboration: Collaborate with Operations, Warehouse, Purchasing, Sales, Customer Support, Marketing, and Leadership Assist other departments with accounting-related questions, training, and problem solving Help resolve discrepancies quickly and support cross-departmental projects Requirements Bachelor's degree in Accounting, Finance, or related field 3-7+ years of hands-on accounting experience, including reconciliations and month-end close Experience in a multi-entity and/or multi-currency environment strongly preferred Prior supervisory experience or team leadership required Strong understanding of GAAP, financial reporting, and internal controls Proficiency with accounting/ERP systems such as QuickBooks, Acumatica, or Odoo Advanced Excel skills High level of accuracy, attention to detail, and organization Ability to balance leadership with daily transactional responsibilities Strong communication and interpersonal skills High degree of professionalism, confidentiality, and integrity Perks of the Position Dynamic and fast-growing multi-entity e-commerce environment Competitive health and dental insurance plans 401k plan with Company contribution Vacation time, sick time, and paid holidays Fully stocked kitchen with snacks, breakfast and lunch provide daily Company-sponsored DashPass Unlimited espresso, coffee, cappuccinos, and lattes Employee discounts on coffee and premium brewing equipment

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. Job Location (Full Address): 601 Elmwood Ave, Rochester, New York, United States of America, 14642 Opening: Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 500240 Lab Admin-Clin Labs SMH Work Shift: Range: UR URG 110 Compensation Range: $60,431.00 - $84,603.00 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Responsibilities: Conducts specialized and highly complex analysis of financial data in support of various finance functions. Responsible for providing senior management with the analysis and information they need to make timely operational, financial, and strategic decisions. Conducts specialized and highly complex analysis of financial data in support of the various Finance functions, identifying and researching material variances by working with related entity personnel. Reviews and evaluates accounting policies and procedures for efficiency, accuracy, and compliance with generally accepted accounting principles (GAAP). Responsibilities Position Summary: UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations. Specific Responsibilities: UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations. 40% Financial Analysis and Research Support the budgeting process through analytical assessments that estimate the financial impact of operational changes such as: - New/replacement items purchased related to clinical testing - Price changes due to new contracts, annual CPI increases, and/or GPO tier changes - Margin enhancement/business improvement plan development Analyzes and interprets data, statistics and financial information and identifies significant differences in relationships among sources of information. 25% Data Presentation - Compiles and/or prepares reports, graphs and charts of data analyzed. - Makes presentations on areas of research or analysis. - Prepares conclusions, forecasts and makes recommendations based on research. 15% Special Projects - As assigned, assumes responsibilities for special projects involving financial planning and analysis. - Establishes time tables and activity plans for assigned projects and coordinates the efforts of team members. 15% Purchasing and Finance System Support - Utilizes Workday P2P to place orders for Faculty and lab areas in need of assistance. - Answers questions and acts as a resource for departmental staff relating to Workday P2P. - Stays informed of system changes and upgrades as they relate to financial management and adapts new developments into planning, control and analytical processes. 5% Team Communication/Participation - Attends team meetings and provides updates. - Initiates corrective action when finding errors and/or inconsistencies in data. Consults with and/or refers matter to supervisor when error trends indicate a system or procedural issue. - Recommends improvements, adaptation, and changes in policy and procedures. - Assists in the development and/or modification of Finance policies and procedures. - Acts as backup for other team members' responsibilities. - Other duties as needed. Requirements: - Bachelor's degree and 2-4 years of experience in the analysis and dissemination of information. - Strong interpersonal skills and effective communication skills, written and oral. - Experience in healthcare analytics, utilizing advanced Excel, SQL, and/or Tableau helpful, but not required. - Demonstrates ICARE values. - For more on the ICARE values go to: *********************************************************************************************** The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.

Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: * Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training * Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy * Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state * Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner * Assist with generating quote specifications and proposal generation * Ability to adhere to project timelines and meet Service Level Agreement goals * Provide support for clients in a help desk capacity and assist in troubleshooting application questions * Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: * Maintain daily timesheet and expense report entries and submit them accurately and timely * Other duties as required Requirements TECHNICAL SKILLS: * High level (Intermediate) of proficiency in MS Office and SharePoint * Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: * Strong written and verbal communication skills * Pleasant and professional demeanor in all client and internal communications * Ability to multi task * Intellectually resourceful with sound/ethical judgment and effective decision-making abilities * Independent worker and able to work effectively on daily tasks without direct supervision * Strong organization skills and ability to operate efficiently throughout daily tasks * In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate * Demonstrates empathy with users and professionalism at all times * Work well with clients at all levels * Operates with client satisfaction in mind * Energy, enthusiasm and results-oriented * Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: * CPA or CMA Preferred * Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software * Strong knowledge in supply chain / distribution desirable * Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: * Use of computer and office equipment * Ability to remain calm in stressful situations * Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: * Ability to be scheduled for evening or weekend work occasionally * Valid driver's license in your state of residence and reliable personal vehicle

Hours: 40 Schedule: Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Pay Range: $37.19 - $46.88 Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Purpose: A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard. Accountabilities: Business development and client relationship building * Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals * Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making * Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health * Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience * Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships * Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events * Host a minimum annual client strategy sessions, either in person, virtually, or at location of client's choice utilizing planning software for sessions * Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours Cultivate and maintain productive working rapport with credit union personnel on all levels * Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory * Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles * Serve as subject matter expertise * Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals * Mentor licensed Bankers and FC1 within assigned market Personal and professional development * Master tools and technology (financial planning, account opening/maintenance, client relationship management software) * Maintain industry education and work toward advanced designations (CFP, ChFC) Maintain excellent compliance and operational standards. * Understand and adhere to all internal written supervisory principals * Comply with all NYS Insurance Department FINRA, SEC, standards and regulations * Timely completion of all required regulatory continuing education * Proficiency with all paperwork and processes Qualifications: * Bachelor's degree or 4 years of equivalent directly related experience * Minimum of 6 years directly related experience * Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver) * Must have experience in providing planning and implementing strategies (software and product solution expertise) * Strong Knowledge of investment and insurance products * Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard) * Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: * CFP, ChFC * Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm) We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.