Finance analyst jobs in Waco, TX - 48 jobs

Job Description GENERAL DESCRIPTION The Plant Controller-I is an entry-level management role responsible for overseeing the basic financial operations and job costing within the plant. The Level 1 controller works on foundational financial reporting, cost management, and adherence to company policies and procedures. They provide financial insights to plant management and ensure the accuracy of day-to-day financial transactions. Plant Controller - Level 1 Starting Salary: $70,000 or higher depending on experience and location. 2-4 years of experience in accounting, preferably in a manufacturing environment. Plant Controller - Level 2 Starting Salary: $90,000 or higher depending on experience and location. 4-6 years of experience in accounting, with a minimum of 2 years in a manufacturing environment. Plant Controller - Level 3 Starting Salary: $110,000 or higher depending on experience and location. 7 - Plus years of experience in accounting, with a minimum of 3 years in a senior-level manufacturing role. Each level corresponds to increasing responsibility, complexity, and the scope of work. WHY WORK FOR US? At Wells, we empower our team members to deliver an exceptional client experience. Our employees are talented problem solvers that shine in preconstruction, engineering, operations, and project management. They bring innovative solutions that yield outstanding results. In the design and construction industry, we focus on honesty and hard work to build trust that lasts beyond individual projects. Our team is consistently working to improve building processes and raise industry standards. We meet our partners' needs through collaborative efforts that ensure safe and certain results, reducing risks along the way. Together, we help businesses and individuals succeed and change our communities for the better. WHAT WE HAVE TO OFFER Wells values our employees and is committed to providing a competitive and comprehensive benefits package. Health, dental and vision insurance Paid premiums for short- and long-term disability, and life insurance Wellness Incentives Paid holidays Flex spending for medical and daycare Health savings account (HSA) 401(k) plan with profit sharing Access to Nice Healthcare Employee Assistance Program Paid Time Off (PTO) Wishbone Pet Insurance Critical Illness Benefit Plan Accident Insurance Plan Voluntary Hospital Indemnity Plan Please note that the benefits listed here are for non-union employees. Benefits for union employees are covered under separate collective bargaining agreements which can be obtained through their union business agent or their HR representative. Other benefits include Health and Family Care leave for both union and non-union employees. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Assist with preparing financial statements and reports for plant-level operations Monitor daily accounting transactions, ensuring compliance with internal controls and financial regulations Maintain job costing records and analyze variances in labor, materials, and overhead costs Support the corporate accounting team with the month-end close process, reconciliations, and reporting Assist in developing plant budgets and forecasts under the supervision of the Corporate Controller Manage and maintain inventory control systems, ensuring accuracy in product costing Implement plant-level internal controls and compliance with corporate financial policies Provide basic financial analysis to plant management to aid in operational decision-making EDUCATION, SKILLS, AND ABILITIES REQUIRED Bachelor's degree in Accounting, Finance, or related field 2-4 years of experience in accounting, preferably in a manufacturing environment Familiarity with job costing and manufacturing metrics Strong analytical and problem-solving skills Proficiency in accounting software, ERP systems, and Microsoft Office (Excel, Word, PowerPoint) Strong communication skills, with the ability to present financial data and insights clearly to plant management and corporate teams Detail-oriented, with excellent organizational skills and the ability to manage multiple priorities Knowledge of AIA documents, construction industry-specific financial practices, and manufacturing cost controls is preferred PHYSICAL REQUIREMENTS/ ADA ESSENTIAL FUNCTIONS Ability to sit or stand for extended periods of time Manual dexterity and hand-eye coordination for typing, filing, and using office equipment Visual acuity and ability to read small print Hearing acuity and ability to communicate effectively with others Ability to lift and move office supplies and equipment Mobility and ability to move around the office as needed WORKING CONDITIONS Minimal risk of exposure to unusual elements Minimal risk of safety precautions General office environment This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be assigned by his/her supervisor. Wells in an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. Wells participates in E-Verify and will provide the federal government with your I-9 Form information to confirm you are authorized to work in the U.S. #LI-AB1

We are seeking a hands-on Controller to support an established, mid-market contractor-based company with integrated manufacturing operations. This role works closely with the CFO in a lean, three-person finance department and is responsible for core accounting functions including billing, inventory and cost accounting, payroll, month-end close, and accounts payable oversight. This position is ideal for a detail-oriented accounting professional who enjoys both operational and technical accounting in a fast-paced environment. Key Responsibilities Manage monthly, quarterly, and year-end close processes Prepare and review journal entries, account reconciliations, and financial reports Oversee customer billing, revenue recognition, and WIP reporting Maintain inventory, cost accounting, and variance analysis Manage payroll processing and allocation of labor costs Oversee accounts payable and review vendor payments Maintain fixed assets, depreciation, and capital project tracking Support audits, tax filings, budgeting, and forecasting Compensation: Salary based on previous experience Annual bonus based on achieving key metrics Qualifications Bachelor's degree in accounting or finance 5-7 years of progressive accounting experience Experience in manufacturing and/or contractor-based environments Strong knowledge of GAAP and general ledger accounting Hands-on experience with inventory and cost accounting Proficiency with accounting software (Sage Intacct) and Microsoft Excel with knowledge of Strumis a plus. Preferred Qualifications CPA or CMA designation Experience in a lean finance department Familiarity with job costing, WIP accounting, and ERP systems

Job DescriptionControllerLocation: Waco, TXJob Type: Full-Time | ExemptOverviewA well-established, privately held organization in the Waco area is seeking a Controller to join its leadership team. This is a hands-on role for an experienced accounting professional who thrives in a fast-paced, collaborative environment. The Controller will play a key role in overseeing financial operations, ensuring accurate reporting, and supporting leadership with timely, reliable financial insight. This position offers broad responsibility, visibility, and the opportunity to influence processes within a stable and growing organization. Key Responsibilities• Lead monthly, quarterly, and year-end close processes• Prepare and review journal entries, account reconciliations, and financial statements• Oversee customer billing, revenue recognition, and work-in-progress (WIP) reporting• Manage inventory accounting, cost accounting, and variance analysis• Oversee payroll processing and labor cost allocation• Supervise accounts payable and review vendor payments• Maintain fixed assets, depreciation schedules, and capital project tracking• Assist with audits, tax filings, budgeting, forecasting, and internal controls Qualifications• Bachelor's degree in Accounting or Finance• 5-7 years of progressive accounting experience• Experience in manufacturing, construction, or contractor-based environments• Strong knowledge of GAAP and general ledger accounting• Proven experience with inventory and cost accounting• Proficiency in accounting software and Microsoft Excel• ERP and job costing experience strongly preferred Preferred Experience• CPA or CMA designation• Experience working in a lean or small accounting team• Background in WIP, job costing, or project-based accounting Why Consider This Role?• Leadership-level accounting role with executive collaboration• Stable organization with consistent revenue• Broad exposure across accounting, operations, and reporting• Opportunity to improve processes and influence financial controls Compensation & Benefits• Competitive salary commensurate with experience• Health, dental, and vision insurance• Paid time off and paid holidays• Retirement plan options Please apply at www. crouchstaffing. com

Job Description Job Summary Responsible for the Accounting Department's conduct and maintenance of required records to support corporate financial policy. Responsibilities Develop policies and procedures related to the organization's accounting practices. Plans and directs accounting activities within a finance department or division of an organization by performing the following duties, personally or through subordinates. Partner with the Director of Operations in setting & implementing the location strategy & business plans. Assists in the development and implementation of goals, policies, priorities, and procedures relating to financial management, budget, accounting, and/or payroll. Manage team by establishing monthly and quarterly performance goals, allocating resources, assessing annual performance, and determining individual merit, incentive and/or promotional increases in support of company goals. Full responsibility for the location income statement & balance sheet. Prepare the location's annual financial budget for presentation to HQ. Daily engagement with operations to provide a financial perspective during decision making and ensure compliance. Provide timely analysis, data and information to senior management. Oversee general accounting, property accounting, inventory control, internal auditing, office equipment control and record retention programs. Direct the preparation of statistics for periodic and yearly financial statements, including the preparation of charts and graphs showing progress, conditions and results. Responsible for the 8-hour closing process on WD1 and reporting of results to HQ. Develop and monitor inventory control procedures affecting all warehouse operations and monitoring cycle count of inventories. Coordinate the preparation of the location's capital expenditure requests for submission to HQ for approval, ensuring all requirements are fulfilled. Consolidate capital assets, maintenance and company operating budgets, check appropriate requests against approved budgets for availability of fund prior to commitment and exercise accounting control to ensure that budgeted expenditures do not exceed amounts authorized. Interpret operating results as they affect the financial aspects of the organization and make specific recommendations which will result in cost reduction and profit improvement. Directs internal audits involving review of accounting and administrative controls. Co-ordinates preparation of external audit materials and external financial reporting. Coordinate the location's ASAT (audit self-assessment tool) program for monitoring internal controls and identifying areas for improvement. Ensure full compliance with SOX and US GAAP requirements as per Company policies. Preparation of rolling quarterly forecasts and bridge comparisons with prior versions and periods. Develop the site finance team and ensure direct reports are challenged and cross-functional to ensure task coverage. Perform special assignments within the realm of the accounting area and work with limited supervision. Performs other duties as required. Qualifications Qualifications Basic Bachelors' degree required: Degree in Finance, Accounting or related field. 7+ years of experience in accounting and finance in a manufacturing environment, supported by sophisticated automated systems. Solid analytical and problem-solving skills to evaluate technical and operational accounting issues and to develop effective solutions. Excellent planning, organizational and implementation skills to deliver superior levels of performance in assigned areas of responsibility. Proven interpersonal and leadership abilities to proactively lead a small team of accounting personnel and to interact effectively with individuals and groups both internal and external to the company and at all levels. Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status. ITAR defines U.S. person as an U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee. Preferred Advanced Excel and PowerPoint skills MBA, CMA and/or CPA Strong knowledge and understanding of GAAP, with solid analytical and strategic planning skills. High proficiency in using MS Office software, experience with Oracle, Hyperion, or similar systems, project management, multi-tasking, and developing/executing data queries. Strong organizational skills in relation to managing multiple projects with tight deadlines in a high pressure/high intensity environment. Strong cost accounting skills - Multi level Routing and Bill of material Cost Accounting Experience.

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We're a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth. Role Overview Our PDI Fuel Management team is in search of a Managed Services Analyst I that can provide fuel inventory management and accounting services for customers who outsource their fuel management to PDI. Our customers rely on PDI's services to support fuel management, logistics distribution, fuel reconciliation services. Using PDI software, the PDI Fuel Management team helps its customers implement innovative technological solutions, increase efficiency, reduce labor costs, and maintain a competitive advantage. This is an ideal role for professionals with bookkeeping, accounting, data processing, dispatching and/or bulk fuel experience as our Fuel Services Analysts assist customers with end-to-end support in everything from A/P to A/R as it pertains to their fuel operations.Responsibilities: Bulk Fuel Inventory Management Actively monitor designated customer's tank readings Plan deliveries as indicated by current fuel level and average daily usage Monitor market direction and adjust delivery time as necessary to manage customer fuel needs with the company's best purchasing opportunities Schedule, coordinate, and manage fuel deliveries to customer locations Build strong relationships with suppliers & carriers to support customer's fuel management program Ability to make fuel procurement or financial decisions efficiently and independently within established guidelines Ability to participate in an on-call rotation requiring weekend and overnight availability. Responsibilities: Customer Service Receive customer calls /emails, engaging with a warm, pleasant, and helpful attitude Identify customer problems and resolve timely either directly or through other departments for resolution; maintain communication with the customer throughout the process In addition to inbound phone calls and email, other methods of communication and requests for delivery need to be managed and executed upon to ensure timely and accurate delivery of service on behalf of the customer Responsibilities: Fuel Accounting Services Review customer's bulk fuel vendor invoice exceptions, correct errors, or dispute invoices on customer's behalf. Work with vendors to resolve any disputed invoices Ensure vendor invoices and files are processed for payment timely and accurately. Management statement process and ensure vendors are paid timely Required Knowledge, Skills & Abilities Bachelor's Degree in Logistics or Supply Chain Management or equivalent work experience Minimum of 2 years of prior experience in either dispatch or fuel accounting required Petroleum experience preferred. Confident skills with Microsoft Office suite Must be able to multi-task and make financial impactful decisions in a fast-paced environment Demonstrated ability to work in a fast pasted, constantly changing environment Ability to handle multiple tasks and move between activities that require immediate response Ability to communicate effectively to all stakeholders. Able to work nights/weekends to support on-call Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role. PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.

Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment. Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions. Prospects include individual families, court appointed trusts, nonprofits, corporations and both DB and 401(k) plans. Critical Tasks: New business development for Wealth & Trust Team Build Money Guide Pro financial plans for clients and prospects Attend sales meetings with trust officers and collaborates with partners to close the sale Generate awareness, deliver solutions and drive new revenue through centers of influence Assist trust officers with delivery of financial plans Qualifications: Bachelor's degree required Masters degree or certifications such as CFP a plus Experience: 5+ Years in financial services Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco Banks is a member FDIC.

About Sembcorp Sembcorp is a leading energy and urban solutions provider headquartered in Singapore. Led by its purpose to drive energy transition, Sembcorp delivers sustainable energy solutions and urban developments by leveraging its sector expertise and global track record. * Join Gas & Related Services Drive Asia's energy transition with us! Our Gas & Related Services segment is a key growth engine, delivering reliable and efficient energy to industries and communities across multiple countries. We support Asia's growing energy needs while advancing the shift to a lower-carbon future. Key Roles and Responsibilities * Conduct proper data input into the laboratory documentation system to ensure traceability. * Calibration of laboratory instruments and equipment to ensure accuracy of results and maintain good conditions. * Assist in maintain lab safety and risk assessment. * Preparation of reagents and standards as required for testing * Maintain good housekeeping, proper waste disposal, and overall compliance to safety regulations. Qualifications, Skills & Experience * Independent, self-initiated, positive attitude, and able to deliver results within tight deadlines. * Familiar with laboratory environment. * Passionate, responsible, and take pride in work. * Good team player and willingness to learn and adopt new ideas. * Common computer skills (e.g. MS Word, MS Excel). Our Culture at Sembcorp At Sembcorp, our culture is shaped by a strong set of shared behaviours that guide the way we work and uphold our commitment to driving the energy transition. We foster an institution-first mindset, where the success of Sembcorp takes precedence over individual interests. Collaboration is at the heart of what we do, as we work seamlessly across markets, businesses, and functions to achieve our goals together. Accountability is a core principle, ensuring that we take ownership of our commitments and deliver on them with integrity and excellence. These values define who we are and create a workplace where our people can thrive while making a meaningful impact on driving energy transition. Join us in making a real impact! Working Location: Jurong Island - Transport is provided to & fro MRT Stations (Jurong East / Boon Lay / Woodlands / Admiralty / Sengkang / Bishan / Tampines / Bedok / Outram Park)

Finance and Insurance (F&I) Manager Only Top Talent Need Apply!! This is an incredible opportunity for an experienced professional who is excited by Automotive F&I and passionate about customer service. We are currently seeking a Top Producing F&I Manager with a focus on Compliance to join our team. We need a leader with a strong focus on product knowledge who can clearly communicate features and benefits and confidently close the sale correctly. Requirements: Automotive Finance Experience is a must. Luxury Automotive Experience preferred. $1900 PRU minimum required. Must not be just average. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance, or lease transactions Contract or collect all money at closing Seek bank approval on financed and leased deals as needed Strongly follow-up on all required lender steps Understand all programs and rate options offered by our lenders Maintain acceptable CIT's Maintain acceptable deal turn around to Accounting Process all deals to Accounting for payroll cut-offs and month-end Handle all cancellations for extended warranties and other aftermarket products Compensation Aggressive Compensation Plan

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. This is an entry-level professional position learning and assisting with preparation and filing of state income and franchise tax returns, assisting with federal income tax return preparation and assisting with other tax related projects. Significant guidance and direction will be provided by various Senior Tax Analysts. Benefits you can count on\: Day 1 Benefits\: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance Paid time off begins day one. 401(k) Profit Sharing Plan after 90 days. Additional benefits\: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more! What you'll do as a Tax Analyst\: Prepare and file state and federal income tax returns. Prepare and file franchise tax returns. Communicate clearly with McLane operating divisions and act as first point of contact for certain states' audit inquiries where responses to such inquiries will be subject to review by and guidance from more senior members of the Tax Department. Assist with other special projects as assigned. Other duties may be assigned. Qualifications you'll bring as a Tax Analyst\: Have Bachelor's degree in Accounting, be a CPA or working towards certification Have 1 to 3 years of work experience in professional work environment Be detail-oriented with solid verbal and written communication skills Be a self starter and have ability to multi-task Display aptitude for becoming highly proficient with computer applications Have working knowledge of Microsoft Excel, Outlook, PowerPoint and Word Have excellent organization and documentation skills. Be successful in meeting deadlines. This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards. Fit the following? We want you here! Teamwork oriented Organized Problem solver Detailed Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit https\://**********************************

Job Title: Cost Accountant Department: Accounting & Finance Reports To: Vice President of Finance FLSA Status: Exempt For more than sixty years MarathonNorco Aerospace has successfully served commercial and military aviation markets with reliable cost-effective products and continues to be a leading global producer, designer and supplier of highly engineered aerospace components, systems and subsystems. We focus on optimizing value creation as well as careful management of our financial statements. Everyone at our businesses thinks and acts like an owner. We operate a unique business model in the aerospace industry with a simple, well-proven operating strategy, based on our three value-drivers - generating profitable new business, productivity and cost improvements and value-based pricing. Our best-in-class products as well as the superior quality, availability, reliability and safety of our products lead to long-term customer relationships and drive our customers to select us when new business opportunities arise. SUMMARY The core capability for this position is applying principles of cost accounting to conduct studies, providing detailed costs and other inventory information not supplied by general accounting systems. The applicant must have the drive, fundamental skills, mindset of exceeding expectations and the inherent desire for leadership responsibility, in order to be considered for future advancement. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Collects and analyzes data to determine costs of business activity on all levels of inventory. Maintains, analyzes, and updates all aspects of the Company's standard cost system through reviewing and analyzing the bill of materials and associated routers. Provides management with reports specifying factors affecting prices and profitability of products through the maintenance of the current cost system. Records, reviews, and investigates actual manufacturing costs, and prepares monthly reports comparing standard costs to actual production costs. Investigates and analyzes scrap, usage, and purchase price variance monthly. Analyzes differences between budgeted and actual spend. Responsible for planning, coordinating, and overseeing the Company's cycle counting policy. Maintains, updates, and records all transactions concerning the fixed asset system. Reports all necessary methods of depreciation for the varying taxing authorities. Assists in month-end close of the general ledger. Responsible for Capital Spend tracking and verification of productivity projects. Updates and reports Quarterly Pay-for-Performance (PFP) calculations. Complies with and conducts business in accordance with the letter, spirit, and intent of all relevant laws and regulations, policies, work procedures, instructions; wherefore, refrains from any illegal, dishonest, unethical conduct. Maintains communications with all employees, vendors, customers and others in a cooperative and professional manner, while treating them in with dignity, respect and courtesy. Performs other related duties as required and may be assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL EDUCATION, SKILLS, and/or EXPERIENCE Education: Bachelor's degree (BBA/BSBA) in Accounting or Finance. A Master's degree in Business Administration (MBA) completed or in progress, is preferred. Work Experience: Three (3) or more years of related experience in manufacturing cost accounting principles and/or public accounting experience is preferred. In addition this position requires: Excellent computer skills with strong proficiency in Windows interface, Microsoft Office package (Outlook, Word, Excel), along with knowledge in INFOR ERP Powerlink and MAPICS and/or similar system(s). Strong written and verbal communication / presentation skills. Consistent adherence to deadlines with detailed and quality work. Ability to act as an owner and dedication to outperformance. Exceptional leadership, analytical and problem solving skills, exhibits a professional manner in dealing with others throughout the organization; previous supervisory experience would be beneficial. While performing the duties of this job, the employee is regularly required to stand, use hands and fingers, handle or feel, and reach with hands and arms. The employee is occasionally required to walk and move about the facility, sit, and talk or hear. The employee may lift and/or move up to 10 pounds and occasionally lift and/or move up to 30 pounds. This position must meet “US Person” Export Control Requirements as defined by 22 CFR 120.62 - “US Person means a person who is a lawful permanent resident as defined by 8 U.S.C. 1101(a)(20) or who is a protected individual as defined by 8 U.S.C. 1324b(a)(3).” Or a successful foreign person candidate must be eligible to obtain any required export authorizations.” EOE/M/F/Vet/Disabled

Minimum Starting Salary: $62,459.19 per year The City of Waco Seeks: The City of Waco is seeking a detail-oriented and analytical Financial Supervisor to join our team. This role will perform a wide range of accounting, technical review and financial analysis functions. This role will also present financial information for the departments. Minimum Qualifications: Required: * Bachelor's Degree in Finance, Accounting, Business Administration, or a related field and 5 years' experience in government accounting and budgeting; or an equivalent combination of education and experience. Preferred: * Certified Public Accountant (CPA) Position Overview: Under general supervision, performs a wide range of accounting, technical review and financial analysis functions and maintains the integrity of the City's accounting system for the Departments; develops and manages a variety of budgets, oversees financial transactions, and assures compliance with grant and other funding agency requirements and standards. Essential Functions: * Manages and coordinates the financial functions of the Department(s), including accounts payable & receivable, budgets, revenue management, grants and special projects, and medical and insurance billing. * Supervises department(s) financial workflow; reviews and reconciles accounting transactions; reviews and analyzes financial and accounting records, assures fund integrity, corrects errors, and resolves accounting issues according to City policies. * Oversees accounting and administration for a wide variety of state and federal grant-funded programs; reviews and updates procedures to ensure technical compliance with funding agency requirements. * Prepares health and housing grant financial reports and assures effective communication regarding financial issues for proper grant management, reviews and approves grant financial reports prepared by City staff. * Manages the collection, analysis, and reporting of financial and operational data for health and housing for the City and grant-funded programs. * Provides technical support and guidance on medical and insurance billing and related revenue streams and serves as a primary liaison between the Department and third-party contractors to manage various state and federal funding streams. * Interprets and explains both the City's and grant accounting policies, procedures, rules, and regulations. * Provides technical support for the Department Director(s) and Department managers, evaluates and analyzes financial issues, provides status reports, and coordinates financial issues with other City departments and other state and regional agencies. * Uses knowledge of City policies and procedures to maintain financial records, review and process technical accounting documents, and evaluate technical accounting information. * Analyzes operational information, evaluates trends, and assures department financial and budget issues are properly addressed and resolved. * Prepares and presents financial information, including balance sheets, expense reports, and budget status reports to the Health Board and other stakeholders, as needed. * May travel to various city office for training or to attend meetings. * Performs other related duties as assigned. * Complies with all policies and standards. * Supports the relationship between the City of Waco and the general public by demonstrating courteous and cooperative behavior when interacting with residents, visitors, and City staff; maintains confidentiality of work-related issues and City information. * Lives the City of Waco Values: equity & inclusion, excellence & innovation, integrity, people, and teamwork.

Finance Manager Location: Gatesville, TX, 76528 The Automotive Finance Manager is responsible for overseeing the financial operations of the dealership's automotive sales department. This includes managing the finance and insurance (F&I) department, ensuring compliance with all state and federal regulations, and maximizing profitability. Responsibilities: Manage the finance and insurance (F&I) department Ensure compliance with all state and federal regulations Maximize profitability through effective management of finance and insurance products Develop and maintain relationships with lending institutions and other financial partners Train and mentor staff to ensure high levels of customer service and sales performance Work closely with sales staff to ensure seamless customer experience Prepare and submit financing and leasing applications to lending institutions Review and approve all F&I paperwork Ensure accurate and timely completion of all F&I transactions Provide exceptional customer service to all customers Requirements: Minimum of 3 years of experience in automotive finance and insurance Strong knowledge of state and federal regulations related to automotive finance and insurance Excellent communication and interpersonal skills Ability to work in a fast-paced environment Strong attention to detail and organizational skills Proficient in Microsoft Office and other relevant software

The Controller provides sales and expense analyses for all departments, represents the financial condition of the dealership, develops controls necessary for the proper conduct of the business, and maintains accurate records. This position interacts daily with the Chief Financial Officer, General Manager and Management team members. The Controller supports the entire accounting function and financial reporting for our dealership. This position will work closely with Management and other departments to help ensure harmonious and productive operations, which will help maximize the success of the dealerships. Successful candidates must be able to maintain excellent business relations with customers, both internally and externally. Candidates will also be expected to help develop and motivate accounting associates to ensure that performance metrics are being met or exceeded. Prepare complete financial statements and submit to the manufacture and management in accordance with established timeframes. Interpret and analyze financial statements. Manage the day-to-day accounting operations of the store to ensure that all transactions are recorded in compliance with dealership accounting processes and policies. Close the books accurately each month. Prepare and submit required statements and reports. Manage and safeguard the stores assets and ensure that internal controls are in place. Assist department managers in reading and interpreting their financial reports and in creating action plans needed to improve their operation. Respond to request for information and assistance in a timely manner. Work with General Manager to improve revenue or reduce expense in order to meet or exceed budget and grow the business. Work with staff to ensure that corporate initiatives are attained. Qualifications Bachelor's Degree Minimum 5 years automotive dealership accounting experience Extensive knowledge of CDK software Extensive knowledge of manufacture, bank, and floorplan reconciliations Extensive knowledge of accounting schedules/controlled accounts/general ledger Extensive knowledge, and proficiency, in the use of Microsoft Excel and Word Working knowledge of dealership financial statements Working knowledge of dealership accounting month-end close Working knowledge of state sales and tax returns Working knowledge of all accounting office positions Supervisory experience Strong work ethic/attendance accountability Strong process improvement involvement(problem/resolution) Ability to explain technical financial information in an understandable manner Excellent communication skills COMPANY BENEFITS Profit-sharing and 401k WITH MATCH, medical insurance with prescription coverage, dental and vision insurance, life insurance, supplemental short- and long-term disability coverage, paid vacation, continued paid training, and employee discounts! Nyle Maxwell of Killeen also provides all employees the opportunity to earn a *** NO-COST, NO-DEBT COLLEGE DEGREE *** through Degrees@Work, a partnership between the dealership, FCA US, and Strayer University. Attend college while working at our dealership! - Individual college classes - Associate, Bachelor's, and Master's degrees - Tuition, fees, and textbooks included! Applicants must have excellent communication skills. All applicants must be authorized to work in the USA. All applicants must be able to demonstrate the ability to pass pre-employment testing to include a background check, drug screen, and have a valid driver's license.

Requirements Senior Accountant - To $110K - Temple, TX - Job # 3624Who We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Senior Accountant role to be based in the Temple, TX market. The position is responsible for understanding and applying accounting principles, preparing and analyzing financial reports and statements; designing and executing appropriate internal controls; developing/maintaining desktop procedures.This position offers a generous base salary of up to $110K and an excellent benefits package. (This is not a remote position) Senior Accountant responsibilities include: Prepare FLASH reporting and oversee month end closing Prepare quarterly Call Reports Prepare Consolidated and Combined working papers Prepare journal entries (month/quarter end and allocations), data/statistical analysis, monthly report preparation, and budget participation Review and sign-off on Staff Accountant journal entries and reconcilements Configure, modify, test and implement both current and new software workflows and procedures to ensure compliance with updated accounting standards and operational requirements Enforce Company and Departmental policies and procedures Process and/or review entries related to FCIS, FNR, and FNR II Prepare rebills for intercompany entries and assist in posting when needed Analysis and research of individual accounts and outstanding items at all company levels Assist in annual external audits and regulatory audits (example: OCC, Federal Reserve, and FDIC) Oversee departmental processes and identify opportunities to automate and streamline workflows for increased efficiency and accuracy. Prepare monthly and quarterly financial reports Prepare managerial reports as needed Oversee Property renditions and Property taxes for 300+ branches Cross train and help staff accountants with daily work Participate in webinars related to Banking, Accounting, and overall Regulatory reporting Regular and predictable attendance and punctuality Travel as need to meet business needs Other duties as assigned Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: At least 18 years of age CPA required Bachelor's/master's degree in accounting or finance 3-8 years Accounting Experience Knowledge of accounting principles, practices, and procedures in manual and automated systems Understand the concepts of report writing in accounting and/or financial applications Proficiency in report writing and ad hoc reporting Must be detail oriented, analytical, and organized Working knowledge of Microsoft Office Must successfully pass background investigation according to company policy Must be able to get along with co-workers and work effectively in a team environment The next step is yours. Email us your current resume along with the position you are considering to:************************

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

GENERAL DESCRIPTION The Plant Controller-I is an entry-level management role responsible for overseeing the basic financial operations and job costing within the plant. The Level 1 controller works on foundational financial reporting, cost management, and adherence to company policies and procedures. They provide financial insights to plant management and ensure the accuracy of day-to-day financial transactions. Plant Controller - Level 1 Starting Salary: $70,000 or higher depending on experience and location. 2-4 years of experience in accounting, preferably in a manufacturing environment. Plant Controller - Level 2 Starting Salary: $90,000 or higher depending on experience and location. 4-6 years of experience in accounting, with a minimum of 2 years in a manufacturing environment. Plant Controller - Level 3 Starting Salary: $110,000 or higher depending on experience and location. 7 - Plus years of experience in accounting, with a minimum of 3 years in a senior-level manufacturing role. Each level corresponds to increasing responsibility, complexity, and the scope of work. WHY WORK FOR US? At Wells, we empower our team members to deliver an exceptional client experience. Our employees are talented problem solvers that shine in preconstruction, engineering, operations, and project management. They bring innovative solutions that yield outstanding results. In the design and construction industry, we focus on honesty and hard work to build trust that lasts beyond individual projects. Our team is consistently working to improve building processes and raise industry standards. We meet our partners' needs through collaborative efforts that ensure safe and certain results, reducing risks along the way. Together, we help businesses and individuals succeed and change our communities for the better. WHAT WE HAVE TO OFFER Wells values our employees and is committed to providing a competitive and comprehensive benefits package. Health, dental and vision insurance Paid premiums for short- and long-term disability, and life insurance Wellness Incentives Paid holidays Flex spending for medical and daycare Health savings account (HSA) 401(k) plan with profit sharing Access to Nice Healthcare Employee Assistance Program Paid Time Off (PTO) Wishbone Pet Insurance Critical Illness Benefit Plan Accident Insurance Plan Voluntary Hospital Indemnity Plan Please note that the benefits listed here are for non-union employees. Benefits for union employees are covered under separate collective bargaining agreements which can be obtained through their union business agent or their HR representative. Other benefits include Health and Family Care leave for both union and non-union employees. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Assist with preparing financial statements and reports for plant-level operations Monitor daily accounting transactions, ensuring compliance with internal controls and financial regulations Maintain job costing records and analyze variances in labor, materials, and overhead costs Support the corporate accounting team with the month-end close process, reconciliations, and reporting Assist in developing plant budgets and forecasts under the supervision of the Corporate Controller Manage and maintain inventory control systems, ensuring accuracy in product costing Implement plant-level internal controls and compliance with corporate financial policies Provide basic financial analysis to plant management to aid in operational decision-making EDUCATION, SKILLS, AND ABILITIES REQUIRED Bachelor s degree in Accounting, Finance, or related field 2-4 years of experience in accounting, preferably in a manufacturing environment Familiarity with job costing and manufacturing metrics Strong analytical and problem-solving skills Proficiency in accounting software, ERP systems, and Microsoft Office (Excel, Word, PowerPoint) Strong communication skills, with the ability to present financial data and insights clearly to plant management and corporate teams Detail-oriented, with excellent organizational skills and the ability to manage multiple priorities Knowledge of AIA documents, construction industry-specific financial practices, and manufacturing cost controls is preferred PHYSICAL REQUIREMENTS/ ADA ESSENTIAL FUNCTIONS Ability to sit or stand for extended periods of time Manual dexterity and hand-eye coordination for typing, filing, and using office equipment Visual acuity and ability to read small print Hearing acuity and ability to communicate effectively with others Ability to lift and move office supplies and equipment Mobility and ability to move around the office as needed WORKING CONDITIONS Minimal risk of exposure to unusual elements Minimal risk of safety precautions General office environment This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be assigned by his/her supervisor. Wells in an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. Wells participates in E-Verify and will provide the federal government with your I-9 Form information to confirm you are authorized to work in the U.S. #LI-AB1

Job DescriptionAt PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We're a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth. Role Overview Our PDI Fuel Management team is in search of a Managed Services Analyst I that can provide fuel inventory management and accounting services for customers who outsource their fuel management to PDI. Our customers rely on PDI's services to support fuel management, logistics distribution, fuel reconciliation services. Using PDI software, the PDI Fuel Management team helps its customers implement innovative technological solutions, increase efficiency, reduce labor costs, and maintain a competitive advantage. This is an ideal role for professionals with bookkeeping, accounting, data processing, dispatching and/or bulk fuel experience as our Fuel Services Analysts assist customers with end-to-end support in everything from A/P to A/R as it pertains to their fuel operations.Responsibilities: Bulk Fuel Inventory Management Actively monitor designated customer's tank readings Plan deliveries as indicated by current fuel level and average daily usage Monitor market direction and adjust delivery time as necessary to manage customer fuel needs with the company's best purchasing opportunities Schedule, coordinate, and manage fuel deliveries to customer locations Build strong relationships with suppliers & carriers to support customer's fuel management program Ability to make fuel procurement or financial decisions efficiently and independently within established guidelines Ability to participate in an on-call rotation requiring weekend and overnight availability. Responsibilities: Customer Service Receive customer calls /emails, engaging with a warm, pleasant, and helpful attitude Identify customer problems and resolve timely either directly or through other departments for resolution; maintain communication with the customer throughout the process In addition to inbound phone calls and email, other methods of communication and requests for delivery need to be managed and executed upon to ensure timely and accurate delivery of service on behalf of the customer Responsibilities: Fuel Accounting Services Review customer's bulk fuel vendor invoice exceptions, correct errors, or dispute invoices on customer's behalf. Work with vendors to resolve any disputed invoices Ensure vendor invoices and files are processed for payment timely and accurately. Management statement process and ensure vendors are paid timely Required Knowledge, Skills & Abilities Bachelor's Degree in Logistics or Supply Chain Management or equivalent work experience Minimum of 2 years of prior experience in either dispatch or fuel accounting required Petroleum experience preferred. Confident skills with Microsoft Office suite Must be able to multi-task and make financial impactful decisions in a fast-paced environment Demonstrated ability to work in a fast pasted, constantly changing environment Ability to handle multiple tasks and move between activities that require immediate response Ability to communicate effectively to all stakeholders. Able to work nights/weekends to support on-call Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role. PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Finance and Insurance (F&I) Manager Only Top Talent Need Apply!! This is an incredible opportunity for an experienced professional who is excited by Automotive F&I and passionate about customer service. We are currently seeking a Top Producing F&I Manager with a focus on Compliance to join our team. We need a leader with a strong focus on product knowledge who can clearly communicate features and benefits and confidently close the sale correctly. Requirements: Automotive Finance Experience is a must. Luxury Automotive Experience preferred. $1900 PRU minimum required. Must not be just average. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance, or lease transactions Contract or collect all money at closing Seek bank approval on financed and leased deals as needed Strongly follow-up on all required lender steps Understand all programs and rate options offered by our lenders Maintain acceptable CIT's Maintain acceptable deal turn around to Accounting Process all deals to Accounting for payroll cut-offs and month-end Handle all cancellations for extended warranties and other aftermarket products Compensation Aggressive Compensation Plan

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