Finance Analyst jobs in Springfield, OR

Job Title: Controller Reports To: CFO Employment Type: Full-Time We are seeking an experienced and detail-oriented Controller to oversee and manage a broad range of accounting, payroll, insurance, tax, and financial reporting functions. This role is critical to ensure accurate financial operations, compliance with regulatory requirements, and timely reporting across multiple timber and real estate properties. The ideal candidate will bring strong technical accounting knowledge, experience with Yardi, Paragon, or similar financial systems, and the ability to thrive in a dynamic environment involving timber management, payroll, and tax compliance. Key Responsibilities: Accounts Payable (A/P) Review vendor invoices and credit card reconciliations. Post payables and prepare check-run summaries. Monitor daily payment files (PP) from Yardi and manage Bill Pay exceptions. Review outstanding check files and coordinate voids with bank. Payroll & Employee Benefits Prepare, review, and process payroll for employees. Post payroll journal entries and prepare transfer requests. Submit Oregon Paid Leave invoices and update payment statuses online. Compile and report monthly gross income wages for intercompany and CIP allocations. Administer employee insurance enrollments and terminations. Reconcile payroll bank accounts and assist with SAIF audits. Manage COBRA communications, Department of Labor reporting, and OR Paid Leave Equivalent Plan compliance. Insurance Management Allocate annual property and liability insurance premiums. Notify brokers of changes to the Insured List. Prepare year-end audit support for insurance reviews. Financial Reporting & Budgeting Review accounts receivable and intercompany settlements. Review timber financials, budgets, and monthly cutting payments. Evaluate year-end financials for property and timber holdings, including tax workbook reviews. Assist in preparing the annual operating budgets. Tax Compliance Allocate and record quarterly CAT tax estimates and other tax liabilities. Track and report various state and local taxes, including property, PTE-E, OR CAT, B&O, and harvest taxes. Prepare quarterly PTE-E estimates and support CAT year-end tax filings. File state-level tax returns and monitor tax payment schedules. Additional Duties Maintain and update the CAM (Common Area Maintenance) Abstract. Act as liaison for year-end timber audits. Review and manage driver mileage reimbursement schedules and billing. Monitor daily cash reporting and support treasury functions. Qualifications: Bachelor’s degree in accounting, finance, or related field required; CPA preferred. Minimum 5–7 years of accounting experience, including payroll and insurance administration. Experience in property management or timber/land management industries is highly desirable. Proficiency in Yardi and Microsoft Excel. Strong understanding of GAAP, tax compliance, and payroll regulations. Excellent attention to detail, organizational skills, and ability to meet deadlines.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states

Benefits Citizens Bank offers competitive compensation and outstanding benefits: * Medical, Dental, and Vision Insurance * 401(k) with Employer Matching * Employee Assistance and Wellness Program * Life, Short-term and Long-term Disability * Up to 11 Paid Holidays * Health and Dependent Care Reimbursement Accounts * Paid Time Off; Paid Family Leave * Banking Privileges Position: Controller / Finance Department Manager Position Location Citizens Bank - Main Branch 275 SW Third St Corvallis, OR 97333 Type: Exempt/Officer Reports to: Chief Financial Officer Description The Controller is responsible for leading, directing and providing support to all members of the Finance Department. The individual is responsible for developing and implementing effective internal control over financial and regulatory reporting, and ensuring compliance with Bank policies, procedures, generally accepted accounting principles ("GAAP"), laws and banking regulations. The Controller will establish and maintain the Bank's fiscal record-keeping system, ensuring the timely, complete and accurate recording of all financial transactions. Duties and Responsibilities General Accounting and Reporting * Design, establish, and maintain effective internal control over financial reporting. * Monitor and maintain the general ledger daily, ensuring the timely, complete and accurate recording of all financial transactions in accordance with GAAP. Oversee the reconciliation and certification of all balance sheet accounts. * Consolidate Citizens Bancorp (the "Company") and Citizens Bank financial statements monthly, ensuring proper elimination of intercompany transactions. * Oversee preparation of the Company's monthly Board financial reporting package, including supporting documentation describing capital adequacy, shareholder activity, Bank liquidity, contingency funding, and other reports as desired by the Board. Produce the Company's annual audited financial statements, including all notes to the financial statements. * Oversee the preparation and filing of all required regulatory reports, including the quarterly call report, annual summary of deposits, bank holding company reports, public funds, collateral pledging certifications, and other reports as assigned. * Develop, enhance, and oversee the Bank's annual budgeting process, providing material support to each branch and department. This process includes the gathering and combining of branch and department budgets into a comprehensive, Bank-wide budget. Provide monthly reporting to branches and departments to support accountability to the budget. Audits and Examinations * Oversee the independent audit of financial statements and act as the primary point of contact for financial statement auditors. Coordinate the development, preparation, gathering and remittance of all supporting documents. * Provide material support for periodic regulatory examinations and internal audits including the development, preparation, gathering, and remittance of supporting documents. Taxes * Oversee the calculation and recording of the monthly and annual tax provisions, including the calculation, assessment, and recording of all deferred tax assets and liabilities. * Gather, review, and submit documentation to third-party tax accountants supporting quarterly estimated tax payments. Remit estimated tax payments. Review and approve all income tax returns, as provided by the Bank's third-party tax accountants. * Manage and pay property taxes on all bank-owned property. Enterprise Risk Management (ERM) * Prepare an annual Capital Plan for review and approval by the Board, monitoring both financial and regulatory measures of capital adequacy. The Capital Plan must include robust capital stress testing. * Monitor and certify the Bank's daily liquidity position, tracking both the Bank's asset-based and contingent liquidity positions. Maintain multiple secured and unsecured borrowing lines, testing those lines regularly, consistent with the Board-approved Contingency Funding Plan. * Support the Chief Financial Officer and the Chief Credit Officer in calculating and validating the allowance for credit losses. * Coordinate the quarterly preparation of the Bank's internal ERM analysis by gathering information from key stakeholders about critical risks and management's efforts to avoid, reduce, mitigate, and manage risk. * Work with a third-party vendor to prepare and analyze the Bank's quarterly Asset Liability Modeling (ALM). Assess key assumptions driving modeling results and make changes where appropriate. Analyze the Bank's predicted exposure to net income and the economic value of equity under various interest rate scenarios, making strategic recommendations to mitigate those risks. * Actively manage relationships with certain third-party vendors, supporting the Bank's Third-Party Risk Management Policy and procedures. Finance Department Management * Oversee the Accounts Payable process, ensuring that internal control is maintained to minimize the risk of fraud and errors. * Ensure proper review and approval of all invoices prior to payment and sign all Accounts Payable checks. * Provide support to the Bank's Stock Transfer Agent, meeting with shareholders as appropriate. * Assist Executive Management and the Board in managing shareholder relations. * Assist in the preparation and mailing of the annual proxy statements, the aggregation and reporting of shareholder votes. Provide support with the dividend declaration and payment process, and review documentation supporting dividends declared and paid. * Oversee the Bank's primary cash balances at the Federal Reserve, Federal Home Loan Bank and other correspondent banks, managing relationships with key individuals at each institution. Monitor daily balancing of cash accounts and maintenance of borrowing lines. * Provide support to Finance employees in maintaining appropriate Board communications, including the development and posting of all Board materials. * Provide leadership, training, guidance, and direct supervision to the employees of the Finance Department. Other * Ensure strict adherence to applicable Bank policies, procedures, accounting principles, laws and banking regulations. Maintain absolute discretion and confidentiality with all shareholder and Board information. * Build, develop, and maintain positive working relationships with executives, managers and employees throughout the Bank. * Responsible for completing all training courses assigned. * Serve on the Bank's Management 401(k) Committee. * Assume responsibility for special projects and other duties as assigned. Qualifications * Bachelor's degree in accounting, finance, or another business-related field, with a master's degree preferred (or equivalent experience). * Certified Public Accountant (CPA) preferred. * Six to ten years of progressively responsible accounting or finance experience, preferably with small- to mid-sized financial institutions. * Advanced knowledge of US GAAP, state and federal banking laws and regulations, federal, state and local tax laws, and common accounting policies and procedures in the banking industry. * Advanced skills in developing, monitoring, and maintaining effective internal control over financial reporting under FDICIA and/or the Sarbanes-Oxley Act. Extensive documentation of accounting strategies and procedures consistent with Board approved policies is required. * Advanced skills related to overseeing the financial statement close process, including consolidation and reporting of Bank financial and operational results. This includes regular reporting to state and federal regulatory bodies, as well as other stakeholders. * Advanced data mining skills required with advanced skills using Microsoft Excel to manipulate and summarize data. * Working knowledge of human resource practices and relevant labor laws. Attributes * Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for one or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills. * Ability to work independently while performing duties. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees. * Ability to address complex problems involving multiple facets and variables in non-standardized situations. * Exhibit a professional, business-like appearance and demeanor. Working Conditions * Work is conducted during day shift hours in an indoor, temperature-controlled office. Physical Requirements * Ability to clearly speak, hear, see, and communicate with co-workers, vendors and other stakeholders. * Ability to stand or sit for extended periods of time. * Ability to perform repetitive finger, hand, and arm movements. Disclaimer Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check. Bank. Banking. Finance. Accounting. Financial. Accountant.

Proven to Perform. From the edges of space to the bottoms of ocean, our materials are proven to perform -- and so is our team. We're hiring high performers as proven as our products. Join us. We are currently seeking a Financial Analyst at our Millersburg Facility located in Albany, Oregon. This is an onsite position. Reporting into the Financial Planning and Analysis Sr. Manager, you will support the analysis of financial reporting including financial plans, forecasting, and the analysis of operational results for ATI. As a Financial Analyst, you'll work collaboratively with many cross-functional teams including finance and accounting, operations, commercial, engineering, and technology. This position will support the preparation of the short-term forecasting and long-term planning process along with analyzing business performance and overall department spending. The Financial Analyst will develop an understanding of the business and will create relevant reporting to enable management decision-making, seeking to maximize profitable growth. Additionally, this position will be heavily involved in process improvements related to forecasting, planning, and finance systems and tools. This person will be empowered to stand up and drive processes to deliver insights to the business and partner with our leaders to elevate our planning, forecasting, and analytical capabilities. The successful candidate will quickly grasp ATI's business and use analytical skills to effectively analyze financial statements and interpret financial results, perform monthly and quarterly forecasting, perform variance analysis/explain variances, and identify risks and opportunities that are critical to the success of operations and ATI. They will feel comfortable speaking up to offer insight into opportunities and will develop close working relationships across the business. Responsibilities * Provide business with foundation to optimize financial decisions by assisting with the preparation of monthly forecasting, annual planning and multi-year planning, as well as plan/forecast variance analysis and implementation of actionable analytics * Identify, understand, analyze and provide insight into key performance metrics * Develop and maintain partnerships with key contacts throughout the business to understand and identify key expense drivers, issues and opportunities * Ability to communicate complex thoughts and ideas in a clear and concise manner * Develop and maintain relationships throughout the organization. * Collaborate with cross-functional teams to understand results, using this information to forecast outlook and identify business risks and opportunities * Compiles data from multiple sources, develops performance reports, and provides understanding of operational and financial performance to management * Makes recommendations to management on financial performance projections using financial and business knowledge and experience * Coordinate efforts to troubleshoot process and tool issues, determines root cause and recommends solutions * Creation of monthly and quarterly reporting packages * Support and participate in ad-hoc analysis We thrive when the expectations are great, and the barriers are high. We're solving the world's most difficult challenges through materials science. Our advanced, integrated process technologies and proven performers give us a tremendous competitive advantage. When customers systems need to fly higher, dig deeper, stand stronger, and last longer -- anywhere on, above or below the earth -- ATI is proven to perform. Minimum Requirements * Bachelor's degree in Finance, Accounting, or Business from an accredited institution * At least 2 years of Finance, Accounting, or Business Analysis/Planning experience Preferences * Experience in a manufacturing industry a plus * Experience with Data Visualization tools (i.e. Power BI, Tableau, SAP Data Hub) Additional Skills * Proficient in Microsoft Office (specifically Excel and PowerPoint) * Ability to use query tools and databases (Hyperion Essbase a plus) * Excellent critical thinking and problem-solving skills with the ability to use logic and reasoning to evaluate options and implement solutions * Exhibits high sense of urgency and results oriented * Highly organized, attention to detail * Create complex financial models * Design and implement process improvements * Adept at cultivating and maintaining relationships across different functions and at all levels within the organization * It is ATI's policy to not provide immigration sponsorship for any of the company's positions. Due to the nature of its operations, including certain federal government contracts, ATI Specialty Alloys & Components must track -- and in some cases limit employment opportunity based on -- citizenship or immigration status. ATI and its subsidiary companies will provide equal employment opportunities to all applicants without regard to applicant's race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, age, veteran status, disability status, or any other status protected be federal or state law. The company will provide reasonable accommodations to allow an applicant to participate in the hiring process if so requested. Total Rewards ATI has a Total Rewards package to attract and retain top talent. As part of our Total Rewards package, we offer a competitive base pay with variable additional compensation opportunities. This includes: * A top 401K plan, including company match * Health insurance (medical, dental, vision), life insurance, short and long-term disability, Accidental Death and Dismemberment, Flexible Spending Accounts, Employee Assistance Programs * 3 weeks of paid vacation time, 2 personal days and 10 paid holidays * Performance bonus * Optional employee paid programs such as Critical Illness Insurance, Accident Insurance, and Pet Insurance Our Total Rewards program and options available to an employee & may vary depending on multiple factors, including location and hire date. Hourly pay rates are based upon candidate experience and qualifications, as well as market and business considerations. Salary Range: $65,000 to $84,000/annually +

Roseburg Forest Products owns, sustains and responsibly harvests 600,000 acres of U.S. timberlands that yield the highest-quality building materials and specialty wood products that generate pride for the job and stand the test of time. Founded in 1936, the privately-held company has built its reputation for quality, versatility and reliability with products shipped across North America that include medium density fiberboard, softwood and hardwood plywood, dimension and stud lumber, and LVL and I-Joists. See how Roseburg is building and growing at **************** and @Roseburg Purpose To support effective financial data management, accurate financial reporting and analysis, continuous process improvement, and provide comprehensive customer support. Key Responsibilities Financial Systems Management * Maintain chart of accounts in Oracle JD Edwards (JDE) ERP system. Create new entities, business units, accounts, and projects in JDE once approved. * System administrator for BlackLine account reconciliation software and other finance systems where appropriate segregation of duties is required. Develop and lead training on account reconciliation software. * Recommend system updates, configurations, and efficiencies. Financial Reporting and Analysis * Write and maintain financial reports based on business needs and available data. Work with team responsible for developing new reports in different systems. * Organize and format reports for distribution, ensuring business data and reporting needs are met. * Develop approval process with senior accounting manager to maintain and update financial reporting metrics, ensuring all changes are approved and tested. * Provide data queries and reports for analysis as needed utilizing system reporting tools. Process Improvement * Research, identify, and collaborate with management on developing and implementing process improvements. * Assist in refining and automating financial processes. * Help evaluate internal controls, user needs, and system security to ensure reliable and accurate financial data reporting. * Develop and uphold standard operating procedures and workflows for processes. Other Responsibilities * Train team members in the use of relevant financial systems. * Deliver effective customer service, communication, decision making, and support to internal customers at every level. * Perform ad-hoc project requests and additional duties when assigned. * Assist with preparation of corporate accounting deliverables as needed or assigned. * Model company core values. Required Qualifications * Bachelor's degree in accounting or data analytics * Minimum of three (3) years of experience in an accounting or analyst position * Knowledge of generally accepted accounting principles, theory, and practice * Excellent communication skills * Intermediate or Advanced expertise with Microsoft Office * Strong analytical and problem-solving abilities * Proven leadership skills * Ability to learn new systems and train others. * Ability to work in a fast-paced environment. * Ability to adapt quickly to change. Preferred Qualifications * Previous experience with Business Intelligence, SAP Business Objects and/or Oracle JD Edwards * Proven knowledge of databases and systems * Previous experience monitoring or testing internal controls. * CPA license AN EQUAL OPPORTUNITY EMPLOYER INCLUDING DISABILITY AND VETERANS

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

At Gilead, we're creating a healthier world for all people. For more than 35 years, we've tackled diseases such as HIV, viral hepatitis, COVID-19 and cancer - working relentlessly to develop therapies that help improve lives and to ensure access to these therapies across the globe. We continue to fight against the world's biggest health challenges, and our mission requires collaboration, determination and a relentless drive to make a difference. Every member of Gilead's team plays a critical role in the discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking for the next wave of passionate and ambitious people ready to make a direct impact. We believe every employee deserves a great leader. People Leaders are the cornerstone to the employee experience at Gilead and Kite. As a people leader now or in the future, you are the key driver in evolving our culture and creating an environment where every employee feels included, developed and empowered to fulfil their aspirations. Join Gilead and help create possible, together. **Job Description** As the Principal Medical Key Account Lead, US Medical Affairs Patient Access, and Quality of Care (PAQ) - this role covers Northern CA, WA, and OR. **Key Responsibilities:** + The Medical Key Account Lead (MKAL) will be responsible for leading the medical interface among key HIV and oncology health systems, academic medical centers, GPOs, and Pathway accounts. This interface involves developing sustainable enterprise customer relationships and communicating comprehensive clinical, scientific, health economic and outcomes research (HEOR), including real world evidence and patient reported outcomes. + This position will be responsible for developing and maintaining access to the key account stakeholders to facilitate the appropriate scientific interchange for all Gilead HIV and oncology innovations, including Gilead's pipeline assets with priority placed upon launch products. + Will be responsible for the development of strategic medical plans and tactics for their accounts, and implementation of customer-specific Real-World Evidence (RWE) data generation and will work closely with the PAQ strategy teams to interpret and disseminate data and information assessing and communicating the medical value of Gilead's portfolio. + Assigned to approximately 10-15 critical key accounts. These customers are primarily the largest US academic health and key health systems. The MKAL will work closely with the Commercial Oncology Key Account Directors and HIV Institutional Account Directors as it relates to external stakeholder needs and engagements. + Will also work closely with Therapeutic Area Medical Science Liaisons, Clinical Development, Clinic Operations, and home office medical matrix teams to facilitate deep scientific product exchange. + The Medical Key Account Lead will provide strong leadership in developing the medical strategy for their accounts as it relates to patient access, the evolving healthcare environment, and their customers. Additionally, the role will require one to: + Effectively communicate approved clinical, scientific, and outcomes data, and accurately respond to customer questions during a scientific exchange. They must be knowledgeable about the full data/information available. The audience for these interactions at the assigned key accounts are usually access and policy decision-makers, department heads and chairs, executive medical and institutional stakeholders, scientific advisors, healthcare policymakers, nationally recognized health economists, and population health experts. Interactions with these stakeholders will take place in accordance with Company Policies, applicable laws, regulations, and ethical standards. + Gain insights into (1) formulary, policy, and reimbursement strategies (2) outcomes and real-world evidence research activities taking place, (3) the needs and interests of the key account(s), (4) the thinking and recommendations being formulated by policymakers involved in pathways and pathway decision making, (5) cost-effectiveness and healthcare value, quality of life, and quality of care issues, and (6) healthcare needs of patients. In addition, the MKAL will participate in the interpretation and communication of insights to the appropriate medical matrix teams. **Basic Qualifications:** + 12+ Years with BSOR + 10+ Years with MSOR + 8+ Years with PhD/PharmDOR + 4+ Years with MD **Preferred Qualifications:** + Strong leadership in developing and executing medical account strategy as it relates to patient access, customer engagement, matrix collaboration, and the evolving healthcare landscape. + Deep understanding and knowledge of the current US healthcare system, healthcare delivery, and biotechnology drug/device development process required. + Knowledge of HEOR disciplines, and basic understanding of biostatistics and evidence-based medicine required (i.e. research methodology, developing clinical protocols, clinical reports, etc.) + Excellent interpersonal, verbal and written communication, and presentation skills required. Ability to develop and deliver high-quality presentations + Excellent project management, organizational skills, and the ability to manage multiple priorities and work effectively in a constantly changing environment in both an independent and collaborative manner. + Experience working in a collaborative, team-oriented environment and approach; ability to network and partner with internal stakeholders including medical affairs colleagues, field-based therapeutic medical science liaisons , HEOR, commercial, market access and account manager teams; and external stakeholders, including medical thought-leaders inacademic institutions, health systems, large group practices, medical directors, pharmacy directors, clinical payer leads, specialty pharmacy, and other value based and population-based groups and decision makers. + Demonstrates a patient-centric and customer mindset and the ability to gain insights and identify customer needs and opportunities. + Demonstrates ability and knowledge to effectively communicate medical, scientific, health economic, and business information to internal and external stakeholders through impactful presentations in a variety of different settings. + Anticipates obstacles and difficulties that may arise in the field and resolves them in a collaborative manner. + Knowledge of Microsoft Office suite (Word, PowerPoint, Excel, Access, and Outlook) is required. + Ability to travel within the US a minimum of 70% of the time, occasionally with short notice. + Education: Advanced scientific degreerequired(MD, DO, PhD or PharmD strongly preferred) and 6 years of relevant experience in the pharmaceutical or related healthcare field required. PhD or additionaldegree/training in health economics, health outcomes, public health or health policy is a plus. + Significant clinical and/or pharmaceutical industry experience inoncology and/or HIV. + History of relationships among key academic health centers and oncology health systems stakeholders within the position region + Comprehensive knowledge of the US health care landscape, Integrated Delivery Networks, Health Systems (ideally Academic Health centers),managed markets, HEOR, and disease management with at least 5 years of experience in pharmaceutical industry, managed care, or similar organization is required with >10 years preferred. **People leader accountabilities:** + Create inclusion - knowing the business value of diverse teams, modeling inclusion, and embedding the value of diversity in the way they manage their teams. + Develop talent - understand the skills, experience, aspirations and potential of their employees and coach them on current performance and future potential. They ensure employees are receiving the feedback and insight needed to grow, develop and realize their purpose. + Empower teams - connect the team to the organization by aligning goals, purpose, and organizational objectives, and holding them to account. They provide the support needed to remove barriers and connect their team to the broader ecosystem. The salary range for this position is: $221,000.00 - $286,000.00. Gilead considers a variety of factors when determining base compensation, including experience, qualifications, and geographic location. These considerations mean actual compensation will vary. This position may also be eligible for a discretionary annual bonus, discretionary stock-based long-term incentives (eligibility may vary based on role), paid time off, and a benefits package. Benefits include company-sponsored medical, dental, vision, and life insurance plans*. For additional benefits information, visit: ****************************************************************** * Eligible employees may participate in benefit plans, subject to the terms and conditions of the applicable plans. **For jobs in the United States:** Gilead Sciences Inc. is committed to providing equal employment opportunities to all employees and applicants for employment, and is dedicated to fostering an inclusive work environment comprised of diverse perspectives, backgrounds, and experiences. Employment decisions regarding recruitment and selection will be made without discrimination based on race, color, religion, national origin, sex, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state and local laws. In order to ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact ApplicantAccommodations@gilead.com for assistance. For more information about equal employment opportunity protections, please view the 'Know Your Rights' (********************************************** poster. NOTICE: EMPLOYEE POLYGRAPH PROTECTION ACT (********************************************************* YOUR RIGHTS UNDER THE FAMILY AND MEDICAL LEAVE ACT PAY TRANSPARENCY NONDISCRIMINATION PROVISION (*********************************************************************************************** Our environment respects individual differences and recognizes each employee as an integral member of our company. Our workforce reflects these values and celebrates the individuals who make up our growing team. Gilead provides a work environment free of harassment and prohibited conduct. We promote and support individual differences and diversity of thoughts and opinion. **For Current Gilead Employees and Contractors:** Please apply via the Internal Career Opportunities portal in Workday. Gilead Sciences, Inc. is a biopharmaceutical company that has pursued and achieved breakthroughs in medicine for more than three decades, with the goal of creating a healthier world for all people. The company is committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis and cancer. Gilead operates in more than 35 countries worldwide, with headquarters in Foster City, California.

A nuclear energy company is looking to add a Strategic Finance Manager to their finance team. Responsibilities include: * Completing strategic and financial modeling to support financial and business development needs in coordination with the business development team. * Completing strategic and financial modeling to support corporate financial needs and in support of acquisition and divestment analysis. * Representing the finance department in communications with internal stakeholders and external providers of equity and debt capital in support of existing and potential customer projects. * Modeling company projects to support customer requests for financial information. * Analyzing market opportunities for complementary value streams. * Supporting external capital provider conversations for the benefit of the customers. * Guiding internal conversations regarding the financial value of the business product lines. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements * Bachelor's degree in Finance or Accounting * 8+ years of experience as a financial analyst in the energy, utility, commercial real estate, or infrastructure field * Experience closing of project-level debt and equity * Experience with domestic and/or international export credit agency debt placement null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to ********************.

Kimberly Casey from Robert Half is seeking an experienced Controller to join a respected organization in Albany, OR. This company has multiple locations in Oregon and 150+ employees. This leadership role oversees all operations, guiding a dedicated team while safeguarding the integrity of accounting processes and ensuring full compliance with regulatory standards. In this role, you will manage a team of 4 and will report directly to the CFO. Hybrid remote flexibility: however, in office is required at minimum of 3 days per week. Benefits include but not limited to: Annual bonus opportunity, healthcare (3 plan options), holiday pay, sick pay, vacation pay that increases with tenure. If you are interested in this opportunity, please reach out to Kimberly Casey at 541-897-8218 at Robert Half or apply directly through the Robert Half website. Requirements - Minimum of 7 years of experience in accounting or financial management roles. - Proven expertise in accounting functions, auditing, and financial reporting. - Strong knowledge of budgeting processes and financial planning & analysis (FP& A). - Experience managing vendor relationships and ensuring audit compliance. - Demonstrated ability to lead and develop a team effectively. - Independent, resourceful, and able to communicate directly and confidently. - Familiarity with general ledger processes and accounting controls. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

This position is responsible for driving operational and financial results. This role will provide ongoing financial and cost support throughout the new product development process, requiring a strong understanding of manufacturing processes and building of item costs. In addition, the Manager will provide significant leadership for the monthly forecasting and annual planning processes. This also includes developing and reporting operational metrics to management. The Finance Manager will also deliver value by driving bottom-line results and leading holistic margin management. Main aspects of the role include: Works cross-functionally with a wide range of people to ensure the company has the financial and informational resources to support decision-making and accomplish its goals. This includes developing financial modeling and identifying/refining/challenging costs and assumptions for new products, promotions, and savings proposals. Produce and present the quarterly customer profitability review. Look to improve the reporting to capture new business issues and significant customer unique nesses. Responsible for Materials Performance Management as a business partner to Procurement. Lead and drive savings plans, including developing project validations (Forecast and Actuals), control processes, monthly efficiency, and performance reviews. Contribute to the accuracy, transparency, and predictability for cost of goods sold and all related key performance indicators (KPIs) including material cost, production cost, distribution costs, overhead absorption, and business waste. Support financial planning of Supply Chain costs to drive continuous improvement of predictability and transparency. Ownership of the forecasting and budgeting income statement, communicating with appropriate team members from across the company for updates and submissions. You! The ideal candidate will have a Bachelor's Degree in Finance, Accounting, or Business, with a CMA preferred. This candidate will have 4+ years in relevant finance experience, with strong Cost Accounting acumen in a multi-plant manufacturing environment that includes experience developing item costing. In addition, this candidate should have experience in supply chain finance, logistics, industrial/manufacturing finance, or procurement. This individual will need to communicate financial acumen effectively with all levels within the organization. Experience with INFOR M3 is highly desired, as well as ERP conversions. 1-2 years in a leadership role is preferred. Lastly, this candidate would have a can-do attitude, commitment to quality, strong attention to detail, and enthusiasm for people, culture, company, and products. Ownership of building standard costing rates and ensuring compliance with related audit requirements.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members. This is an onsite role location in Eugene and surrounding areas. The starting salary is a minimum of $60,000 annually, with primary pay through commissions. Financial Advisors support OCCU members by providing financial advice and services. They assist members with financial planning, investment strategies, and retirement planning, ensuring members receive personalized and effective financial solutions. Qualifications for this role include a minimum of three years of similar or related experience, strong interpersonal skills, experience using judgment to assist clients in adopting the investment position agreed upon and demonstrated sound judgment in adopting the investment positions agreed to by clients. Candidates must be fully licensed with Series 7, 65/66, and state insurance licenses. Financial Planner Certification is preferred. Proficiency in Microsoft Office programs is required. OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 12 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability. OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.

Looking for a way to make an impact and help people? Join PacificSource and help our members access quality, affordable care! PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths. The Senior Accountant is a key contributor to the Finance team supporting general ledger, receivables, liabilities, and fixed asset functions across PacificSource entities. This role reviews peer work completes Workday testing and upgrades, and plays a key role in cross-functional projects. Essential Responsibilities: Create and post recurring journal entries for leases, rent receivables, notes payable, prepaids and other accounts according to established accounting procedures for multiple legal entities. Review journal entries and reconciliations for accuracy and completeness. Reconcile accounts including prepaid assets, fixed assets, accrued liabilities, receivables and other balance sheet accounts. Perform lease accounting reconciliations and prepare Common Area Maintenance (CAM) schedules throughout the year and reconcile annually for tenant invoicing. Record amortization and depreciation schedules; reconcile subledgers to the general ledger. Perform audits of weekly claims payments, and monthly commission and capitation payments. Assist with the preparation of quarterly and annual NAIC statements. Prepare and file annual Personal Property Tax statements within multiple states. Record revenue from Facets and CMS; maintain schedules for advance deposits, prefunds, rebates, and settlements. Assist Billing & Enrollment with invoice variances and pass-through invoice reviews. Calculate Rx and medical rebates to self-funded groups. Accrue, record and reconcile Retrospective Settlement Liabilities. Calculate and record Exchange user fee accruals and perform monthly reconciliations. Act as a Workday Finance user lead for testing, validating, and supporting upgrades as new features are rolled out. Assist with annual financial, Medicare, and Medicaid audits by preparing workpapers, providing documentation, and performing research to support audit requests. Partner with Accounting Operations and IT teams to ensure system updates align with operational needs and compliance standards. Lead or support cross-functional initiatives to streamline accounting and interdepartmental processes, using visual management tools (e.g., daily huddles, performance boards) to identify and implement improvements. Supporting Responsibilities: Meet department and company performance and attendance expectations. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information. Backup other finance functions including cash posting, bank reconciliations, and payroll review as needed. Perform other duties as assigned. SUCCESS PROFILE Work Experience: Minimum of four (4) years of experience in accounting required, with healthcare or insurance experience strongly preferred. Detail-oriented, collaborative, and ongoing knowledge growth in finance role. Experience with Workday Financials is a plus. Education, Certificates, Licenses: Bachelor's degree in Accounting or Finance required. Knowledge: Strong understanding of GAAP, financial reporting, and internal controls. Ability to review and validate the work of others; comfortable providing constructive feedback. Proficient in Excel and familiar with ERP systems, especially Workday. Detail-oriented with strong organizational and time management skills. Strong interpersonal skills and a team-first attitude. Competencies: Adaptability Building Customer Loyalty Building Strategic Work Relationships Building Trust Continuous Improvement Contributing to Team Success Planning and Organizing Work Standards Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately less than 5% of the time. Skills: Accountability, Collaboration, Communication (written/verbal), Flexibility, Listening (active), Organizational skills/Planning and Organization, Problem Solving, Teamwork Our Values We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business: We are committed to doing the right thing. We are one team working toward a common goal. We are each responsible for customer service. We practice open communication at all levels of the company to foster individual, team and company growth. We actively participate in efforts to improve our many communities-internally and externally. We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community. We encourage creativity, innovation, and the pursuit of excellence. Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively. Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies * Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions * Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth * Understands and accesses the full breadth of resources across the bank to benefit clients or prospects * Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor * Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: * Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! * Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. * Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. * Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: * A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. * Marketing strategies to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. * Potential Opportunities for professional growth. * Leadership opportunities, including leading client and conference seminars We're a culture that: * Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. * Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. * Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. * Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses * Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Self-starter who efficiently manages time and capacity * Sets and accomplishes goals, achieving whatever you put your mind to * Builds and nurtures strong relationships * Collaborates effectively with others to get things done * Communicates effectively and confidently and is comfortable engaging all clients * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment * Likes to learn, adapts to new information and seeks the right solutions for clients * Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: * Proven ability to partner and promote lead generation * Experience balancing investment management, sales activities, and new client development * Strong computer skills and the ability to multitask in a demanding environment * Bachelor's degree, preferably in business-related field * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) * Obtained insurance licenses Skills: * Account Management * Client Investments Management * Client Management * Client Solutions Advisory * Relationship Building * Advisory * Business Development * Fraud Management * Pipeline Management * Portfolio Management * Client Experience Branding * Issue Management * Prospecting * Referral Identification * Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Vancouver - 101 E 6TH ST (WA9101) Pay and benefits information Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job DescriptionJob Title: Plant Controller Department: Finance Reports To: Chief Financial Officer (CFO) FLSA Status: Exempt The Plant Controller serves as the financial and strategic partner to the plant and operational leadership teams, with responsibility for overseeing all financial aspects of manufacturing operations. This role plays a key part in cost management, variance analysis, budgeting, forecasting, inventory control, and driving operational efficiency through data analysis and financial insights. Reports to the CFO with a dotted-line relationship to the Director of Operations. Core Responsibilities Cost Accounting & Analysis Manage all aspects of cost accounting, including product costing, labor, and overhead allocation. Lead cost analysis efforts to identify cost-saving opportunities and improve operational efficiency. Provide detailed financial insights on cost drivers across manufacturing processes. Perform cost estimates for new products and processes. Analyze and explain manufacturing cost variances, including labor, material, and overhead. Budgeting & Forecasting Coordinate annual and quarterly planning processes related to plant operations, labor, overhead, and inventory. Provide operational forecasts and scenario modeling for leadership decision-making. Track and evaluate performance against budgets and identify key variances. Inventory Control & Supply Chain Collaboration Partner with supply chain and warehousing teams to manage inventory accuracy, including cycle counts and reconciliation. Develop and implement inventory control procedures and troubleshoot discrepancies. Analyze inventory valuation and obsolescence reserves; optimize inventory turnover. Support vendor relations and inventory-related process improvements. Financial Reporting & Operational Support Prepare and present financial statements, KPIs, and analysis related to operations. Deliver insights and reporting that support manufacturing efficiency and financial performance. Support the monthly financial close process, including journal entries and reconciliations. Ensure alignment of financial data with ERP systems and operational results. Data & Systems Proficiency Utilize ERP to extract and analyze financial data using the client interface and SQL. Develop dashboards and reports to track operational metrics and KPIs. Leverage advanced Excel skills for modeling, trend analysis, and data visualization. Serve as a systems expert, identifying opportunities for automation and process enhancements. Leadership & Compliance Actively participate as a member of the plant leadership team, contributing financial insight to strategic decisions. Lead capital project financial analysis, including ROI evaluation, expenditure tracking, and purchase order creation. Ensure department managers understand relevant financial performance and variance to targets. Ensure adherence to documented ERP data entry procedures. Ensure compliance with internal controls and company financial policies. Support internal and external audits with accurate documentation and analysis. Qualifications Education & Experience Bachelor’s degree in Accounting, Finance, or a related field required. Minimum of 5 years of experience in plant accounting or financial leadership within a manufacturing environment (CPG or food manufacturing preferred). Prior experience supporting plant leadership and cross-functional teams. ERP systems experience required; Microsoft Dynamics NAV preferred. Key Competencies & Skills Strong background in cost accounting and manufacturing variance analysis Must have a strong background in cost analysis. Advanced skills in Microsoft Excel (pivot tables, macros, data modeling, etc.) Query relational databases and define relevant report requirements Excellent analytical and problem-solving skills; data-savvy with a strong financial acumen Effective verbal and written communication skills across all levels of the organization. Highly organized with the ability to manage multiple priorities in a fast-paced environment Collaborative team player with strong interpersonal skills Familiarity with manufacturing processes and operations performance metrics Experience in budgeting, forecasting, and operational planning Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position may require some travel for job and recruiting events. Physical Requirements: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. An office position, which may require sitting for long periods of time and a significant amount of time in front of a computer, entering data and preparing reports While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. Powered by JazzHR 7J7xSQMDrg

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Job Details Finance - Corvallis, OR Full Time DayDescription Benefits Citizens Bank offers competitive compensation and outstanding benefits: Medical, Dental, and Vision Insurance 401(k) with Employer Matching Employee Assistance and Wellness Program Life, Short-term and Long-term Disability Up to 11 Paid Holidays Health and Dependent Care Reimbursement Accounts Paid Time Off; Paid Family Leave Banking Privileges Position: Controller / Finance Department Manager Position Location Citizens Bank - Main Branch 275 SW Third St Corvallis, OR 97333 Type: Exempt/Officer Reports to: Chief Financial Officer Description The Controller is responsible for leading, directing and providing support to all members of the Finance Department. The individual is responsible for developing and implementing effective internal control over financial and regulatory reporting, and ensuring compliance with Bank policies, procedures, generally accepted accounting principles (“GAAP”), laws and banking regulations. The Controller will establish and maintain the Bank's fiscal record-keeping system, ensuring the timely, complete and accurate recording of all financial transactions. Duties and Responsibilities General Accounting and Reporting Design, establish, and maintain effective internal control over financial reporting. Monitor and maintain the general ledger daily, ensuring the timely, complete and accurate recording of all financial transactions in accordance with GAAP. Oversee the reconciliation and certification of all balance sheet accounts. Consolidate Citizens Bancorp (the “Company”) and Citizens Bank financial statements monthly, ensuring proper elimination of intercompany transactions. Oversee preparation of the Company's monthly Board financial reporting package, including supporting documentation describing capital adequacy, shareholder activity, Bank liquidity, contingency funding, and other reports as desired by the Board. Produce the Company's annual audited financial statements, including all notes to the financial statements. Oversee the preparation and filing of all required regulatory reports, including the quarterly call report, annual summary of deposits, bank holding company reports, public funds, collateral pledging certifications, and other reports as assigned. Develop, enhance, and oversee the Bank's annual budgeting process, providing material support to each branch and department. This process includes the gathering and combining of branch and department budgets into a comprehensive, Bank-wide budget. Provide monthly reporting to branches and departments to support accountability to the budget. Audits and Examinations Oversee the independent audit of financial statements and act as the primary point of contact for financial statement auditors. Coordinate the development, preparation, gathering and remittance of all supporting documents. Provide material support for periodic regulatory examinations and internal audits including the development, preparation, gathering, and remittance of supporting documents. Taxes Oversee the calculation and recording of the monthly and annual tax provisions, including the calculation, assessment, and recording of all deferred tax assets and liabilities. Gather, review, and submit documentation to third-party tax accountants supporting quarterly estimated tax payments. Remit estimated tax payments. Review and approve all income tax returns, as provided by the Bank's third-party tax accountants. Manage and pay property taxes on all bank-owned property. Enterprise Risk Management (ERM) Prepare an annual Capital Plan for review and approval by the Board, monitoring both financial and regulatory measures of capital adequacy. The Capital Plan must include robust capital stress testing. Monitor and certify the Bank's daily liquidity position, tracking both the Bank's asset-based and contingent liquidity positions. Maintain multiple secured and unsecured borrowing lines, testing those lines regularly, consistent with the Board-approved Contingency Funding Plan. Support the Chief Financial Officer and the Chief Credit Officer in calculating and validating the allowance for credit losses. Coordinate the quarterly preparation of the Bank's internal ERM analysis by gathering information from key stakeholders about critical risks and management's efforts to avoid, reduce, mitigate, and manage risk. Work with a third-party vendor to prepare and analyze the Bank's quarterly Asset Liability Modeling (ALM). Assess key assumptions driving modeling results and make changes where appropriate. Analyze the Bank's predicted exposure to net income and the economic value of equity under various interest rate scenarios, making strategic recommendations to mitigate those risks. Actively manage relationships with certain third-party vendors, supporting the Bank's Third-Party Risk Management Policy and procedures. Finance Department Management Oversee the Accounts Payable process, ensuring that internal control is maintained to minimize the risk of fraud and errors. Ensure proper review and approval of all invoices prior to payment and sign all Accounts Payable checks. Provide support to the Bank's Stock Transfer Agent, meeting with shareholders as appropriate. Assist Executive Management and the Board in managing shareholder relations. Assist in the preparation and mailing of the annual proxy statements, the aggregation and reporting of shareholder votes. Provide support with the dividend declaration and payment process, and review documentation supporting dividends declared and paid. Oversee the Bank's primary cash balances at the Federal Reserve, Federal Home Loan Bank and other correspondent banks, managing relationships with key individuals at each institution. Monitor daily balancing of cash accounts and maintenance of borrowing lines. Provide support to Finance employees in maintaining appropriate Board communications, including the development and posting of all Board materials. Provide leadership, training, guidance, and direct supervision to the employees of the Finance Department. Other Ensure strict adherence to applicable Bank policies, procedures, accounting principles, laws and banking regulations. Maintain absolute discretion and confidentiality with all shareholder and Board information. Build, develop, and maintain positive working relationships with executives, managers and employees throughout the Bank. Responsible for completing all training courses assigned. Serve on the Bank's Management 401(k) Committee. Assume responsibility for special projects and other duties as assigned. Qualifications Bachelor's degree in accounting, finance, or another business-related field, with a master's degree preferred (or equivalent experience). Certified Public Accountant (CPA) preferred. Six to ten years of progressively responsible accounting or finance experience, preferably with small- to mid-sized financial institutions. Advanced knowledge of US GAAP, state and federal banking laws and regulations, federal, state and local tax laws, and common accounting policies and procedures in the banking industry. Advanced skills in developing, monitoring, and maintaining effective internal control over financial reporting under FDICIA and/or the Sarbanes-Oxley Act. Extensive documentation of accounting strategies and procedures consistent with Board approved policies is required. Advanced skills related to overseeing the financial statement close process, including consolidation and reporting of Bank financial and operational results. This includes regular reporting to state and federal regulatory bodies, as well as other stakeholders. Advanced data mining skills required with advanced skills using Microsoft Excel to manipulate and summarize data. Working knowledge of human resource practices and relevant labor laws. Attributes Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for one or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills. Ability to work independently while performing duties. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees. Ability to address complex problems involving multiple facets and variables in non-standardized situations. Exhibit a professional, business-like appearance and demeanor. Working Conditions Work is conducted during day shift hours in an indoor, temperature-controlled office. Physical Requirements Ability to clearly speak, hear, see, and communicate with co-workers, vendors and other stakeholders. Ability to stand or sit for extended periods of time. Ability to perform repetitive finger, hand, and arm movements. Disclaimer Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check. Bank. Banking. Finance. Accounting. Financial. Accountant.

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Work Schedule Monday thru Friday, some Saturdays required Schedule Example: 8am-5pm, 9am-6pm, etc We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * •Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: * Bilingual Mandarin Strongly Desired * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program * A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? * Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions * Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate * Resiliency and adaptability in a nimble learning environment * Attention to detail, strong organizational and time management skills Can you see yourself… * Providing personalized investment and financial solutions to clients? * Cultivating relationships in your local community to grow the business? * Contributing to the branch business plan to increase branch effectiveness? Key responsibilities with existing and newly created clients Responsibilities may include: * Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. * Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. * Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. * Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. * Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. * Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. * Continually develop yourself to grow personally and professionally. Job Requirements * High School Diploma/Equivalent required; Bachelor's degree preferred * Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period * At least 3-5 years of relevant experience in securities industry preferred * FINRA licenses required within three months. State insurance licenses required * As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. As a salaried professional, you can also expect… * A culture of continuous improvement and professional development * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.