Finance Manager- Channel & Field Sales
Pella, Iowa
(Hybrid- 3 days in office)
Partners with cross-functional teams, assisting with the preparation, analysis, and delivery of the monthly financial reporting, budgeting process, and forecasting process for specific functional areas. These processes must follow Pella Corporate guidelines and policies. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research, and explain variances to budget and forecasts. Special Projects and other duties as assigned and based on business necessity.
Responsibilities
Partner with Channel and Field Sales leadership teams, delivering meaningful business insights to help improve financial acumen and performance.
Responsible for monthly P&L reporting, business case support, and maintenance of cost allocation methodologies.
Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities.
Provide financial support for discounting, promotional, or other sales programs effectiveness.
Analyze sales trends and support sales and operations planning processes; identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans.
Responsible for monthly cyclical activities to support cross-functional partners.
Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements.
Maintain cost center, account structure, and financial allocations, as necessary.
Ensure that proper internal controls are in place.
In addition, based on the needs of the business; will participate in other projects as assigned.
SUPERVISORY RESPONSIBILITIES
Supervises Financial Analyst and Finance Manager roles.
EDUCATION and/or EXPERIENCE
Bachelor's degree with finance or accounting related experience. Seven to ten years of related experience desired, including experience developing financial reports, metrics and modeling.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to successfully manage multiple competing priorities while maintaining a view of the overall strategy.
COMPUTER SKILLS
Word, Excel, and Power Point. Financial systems exposure (Oracle and OneStream) and understanding of reporting tools such as Power BI, are preferred.
CERTIFICATES, LICENSES, REGISTRATIONS
CPA or CMA designation desired.
$83k-110k yearly est. 4d ago
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Relationship Banker - Nebraska-IA Market
Bank of America 4.7
Finance associate job in Des Moines, IA
Des Moines, Iowa
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**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.
$24k-28k yearly est. 3d ago
SBA Banker III
Seacoast National Bank 4.9
Finance associate job in Des Moines, IA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-42k yearly est. 3d ago
Join Our Team at Trader PhD LLC!
Trader PhD LLC
Finance associate job in West Des Moines, IA
Who We Are
We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies.
In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces.
Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team!
Opportunities at Trader PhD LLC
We continuously seek individuals with skills in:
Sales & Business Development - Building relationships and driving revenue growth.
Market Analysis & Research - Providing expert insights on commodity trends.
Client Success & Support - Ensuring clients get the most value from our services.
Telemarketing & Lead Generation - Connecting with potential clients and generating leads.
Software & IT Support - Improving and maintaining our internal and client-facing systems.
Operations & Administration - Keeping our business running smoothly.
If you don't see a currently open job listing that matches your expertise, we still want to hear from you!
What We Look For
We value:
Strong sales, problem-solving and analytical skills
A proactive and results-driven mindset
Excellent communication and teamwork abilities
A passion for financial markets, agriculture, and innovation
Why Join Trader PhD LLC?
Innovative & Growing Company - Be part of a team shaping the future of commodity trading.
Career Growth - We invest in our employees' professional development.
Competitive Compensation - Salaries, performance incentives, and benefits.
Collaborative Culture - Work with industry experts in a supportive environment.
How to Apply
Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises.
Be part of a company that is transforming agricultural markets-apply today!
$60k-97k yearly est. 60d+ ago
Investment Trader
Integrity Marketing Group 3.7
Finance associate job in Urbandale, IA
The Role
This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
Essential Job Functions
Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations.
Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing.
Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software.
Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives.
Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
Communicate with various team members and stakeholders regarding investment strategies and portfolio performance.
Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
Other duties as assigned.
Travel up to 10%
Knowledge, Skills, and Abilities
Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes
Strong attention to detail
Product knowledge in managed accounts, securities, and trading systems
Strong conceptual skills with an ability to deliver big ideas that drive results
Exceptional written and verbal communication skills
Experience and Education
2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
Licensing: FINRA Series 7. Series 65/66 required within 6 months.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
$64k-107k yearly est. Auto-Apply 60d+ ago
Community Banker- HQ
Community State Bank 4.3
Finance associate job in Ankeny, IA
Full-time Description
TITLE: Community Banker
DEPARTMENT: Retail Banking
The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
Process client transactions in a professional and efficient manner while following established policies and procedures.
Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
Balance cash vault according to established procedures.
Process requests for foreign currency transactions.
Identify potential fraud accounts and take appropriate action to prevent loss.
Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
Follow all established procedures to ensure compliance with federal regulations.
Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
Actively promote banking products and services to the community.
Answer client questions, address client concerns, and provide resolutions to inquiries.
May quote client deposit rates.
Collaborate with other team members to ensure a positive banking experience for all clients.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Assist with client outreach and demonstrate support for company culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
High school diploma or equivalent required.
Previous banking, client service, or related field with cash handling experience.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Strong interpersonal and written communication capabilities.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
Requires travel to other bank locations.
Availability to work on Saturdays.
Overtime may be required.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-41k yearly est. 17d ago
Financial Accounting Database Analyst, Senior
Elevance Health
Finance associate job in West Des Moines, IA
Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting.
How You Will Make an Impact
Primary duties may include, but are not limited to:
* Manages database processes, related analysis and reporting.
* Reviews and approves changes to database coding.
* Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases.
* Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise.
* Analyzes, reports, and develops recommendations on data related to complex and varied business metrics.
* Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools.
* Leads a team of associates, mentors, trains, and coaches lower level analysts.
Minimum Requirements:
Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528.
Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Job Level:
Non-Management Exempt
Workshift:
Job Family:
AFA > Financial Reporting, Planning & Analysis
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$45k-60k yearly est. 13d ago
Business Banker
Two Rivers Bank & Trust 3.8
Finance associate job in Des Moines, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
POSITION PURPOSE
This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients.
EDUCATION AND WORK EXPERIENCE
* Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience.
* Seven or more years' lending experience.
* Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred.
* Portfolio management experience preferred.
* Knowledge of banking rules and regulations, in addition to knowledge of bank products and services.
SKILLS AND QUALIFICATIONS
* Experience with Windows operating systems.
* Experience with MS Office software and bank financial analysis software.
* Organized, effective time management, and self-directed team player.
* Excellent verbal and written communication skills.
* Advanced understanding of Commercial Banking products and services.
* Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients.
* High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors.
* Strong sales skills with proven success in meeting and/or exceeding sales goals.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
* Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies.
* Negotiate credit items including overall terms, repayment methods, and collateral requirements.
* Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
* Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions.
* Ensure that loans are properly documented in accordance with approval terms.
* Conduct annual reviews of commercial relationships to monitor overall credit quality.
* Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services.
* Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business.
SCHEDULE/TRAVEL/STATUS
* Exempt
* In-Office (Not Remote)
* Infrequent Travel
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
$25k-44k yearly est. 9d ago
Finance Summer Intern
Berkley 4.3
Finance associate job in Urbandale, IA
Company Details
Rated Best Places to Work 2024 by Business Insurance, Continental Western Group is a regional property casualty insurance company offering commercial products and services through independent agents in the Midwest. CWG provides unique value through the service provided by our experienced group of employees and independent agents. Since 1886 - Strong, Local and Trusted.
As a Berkley company, we enjoy operational flexibility that allows us to deliver quality coverage solutions. W. R. Berkley Corporation, and all member insurance companies, are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor's Financial Rating of A+ (Strong).
This role will be based in our Urbandale, IA office 4 days a week on site and one day remote.
#LI-hybrid, #LI-LD1
The Company is an equal employment opportunity employer.
Responsibilities
As an Finance Intern with Continental Western Group (CWG), you will be immersed in a variety of insurance business fields, test your skills, enhance your business knowledge, network and be offered assignments/projects in specific areas of study. The program was developed to provide you with a valuable, rewarding experience and help connect the knowledge from academics with the reality of today's insurance careers.
What you can expect
The CWG internship and development program seeks high potential students that demonstrate creativity, curiosity, innovativeness, entrepreneurial spirit and appropriate risk taking. The program provides access to the company's senior leaders while also introducing a broad overview of insurance operations in claims, marketing, underwriting, analytics and the independent agency system.
Learn the Fundamentals
The first phase of the CWG internship includes an introduction to CWG and the W. R. Berkley Corporation including the historical path of our 100-year-old company. General training about CWG's product, distribution channel and company-specific business processes will lay the groundwork for an intern's comprehensive learning experience. Technical training necessary to perform analysis and complete program projects will follow the general training. Sessions focused on developing innovation, creativity, risk taking, and entrepreneurial drive will be held regularly for all program interns.
Make an Impact
Each intern may be assigned to a business area within CWG such as Claims, Underwriting, Actuarial, Marketing or Finance. After completing the general rotational training, interns will manage project responsibilities specific to the Finance department.
Create Connection
The CWG internship program will include social activities aimed at building strong networking relationships with fellow interns and CWG staff. Activities may include CWG key management sessions, team building, and volunteer/community service opportunities.
At CWG, we're dedicated to making your time with us unique and rewarding! Competitive pay, exposure to the complete business operation, meaningful responsibility, fun activities, and full-time employment opportunities!
Qualifications
What you need to have:
Must be a registered undergraduate junior or senior student pursuing a major in finance/accounting, business, math, risk management, actuarial science, or related studies.
Participation in extracurricular and leadership activities.
Commitment to the duration of the 10-12 week internship program.
Unrestricted authorization to work in the United States.
Must be available to work onsite at the Urbandale, IA Campus
We will be reviewing applications after the holiday season.
Please note, internships are planned for employment start dates in Summer 2026.
Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms.
The company offers a competitive compensation plan and robust benefits package for full time regular employees.
The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role
$33k-41k yearly est. Auto-Apply 45d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in West Des Moines, IA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 13d ago
Finance Coordinator-Full time
Regional Health Services of Howard County 4.7
Finance associate job in Des Moines, IA
Serves as the office clerical coordinator. Provides clerical support to the department Vice President, managers and other employees as applicable. ESSENTIAL FUNCTIONS: * • Greets visitors and others who enter the dept. and calls to inform staff of their arrival. • Receives and directs telephone calls and visitors, both of in-house and out-of-house origin, to the appropriate personnel.
* • Maintains the Kronos vacation schedule for the dept. and prepare for final sign off.
* • Schedules appointments and reservations as requested along with ordering food/beverage when appropriate.
* • Opens, sorts and distributes mail daily as appropriate.
* • Maintains department administrator's filing system and audited financial statements.
* • Operates equipment including personal computer, copy machine, fax, typewriter, calculator and audio/visual equipment such as TV/VCR and LCD projectors.
* • Maintains dept. calendars, phone listings and email directories. • Understands the best software program or equipment to use for specific projects and tasks. Takes appropriate classes to maintain that knowledge.
* • Maintains office supply inventory and researches the cost effective options prior to the purchase of items requested. • Works with all Financial Operations personnel and when necessary, will assist in maintaining a timely process on all Financial Operations projects.
* • Be able to make minor administrative decisions in the absence of the department administrator/department manager.
* • Performs various other projects as required.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* • High school diploma or GED required
* • One year PC/word processing required
* • Three years experience in the secretarial field preferred.
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.
$32k-38k yearly est. 48d ago
Financial Analyst
Holmes Murphy 4.1
Finance associate job in Waukee, IA
Innovative Captive Strategies is redefining what's possible in the captive insurance space-and we're looking for an experienced Financial Analyst who's ready to grow with us. If you're energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact.
As a Financial Analyst on our Captive Finance team, you'll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You'll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members.
Core Responsibilities
Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards.
Prepare captive financial statements, budgets, supporting schedules, and quarterly/year‑end reporting materials; coordinate audit and tax documentation with internal teams and external advisors.
Compile and analyze key financial data such as claims, premiums, bordereaux, reinsurance reporting, expense budgets, tax calculations, and quarterly loss data.
Monitor and manage captive cash flow, including surplus cash investments, and evaluate financial performance, benchmarking results and assessing potential member distributions.
Provide financial reporting and insights to captive managers and members; assemble board book materials and support client communications.
Review financial statements, establish and document procedures, delegate tasks to FinanceAssociates, and support training for new team members.
Qualifications
Bachelor's degree in Accounting or Finance.
CPA preferred; MBA a plus.
3-5 years of accounting experience, ideally within the insurance industry.
Offshore banking experience is a plus.
Occasional overnight travel may be required.
Here's a little bit about us:
Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!
Innovative Captive Strategies is an Equal Opportunity Employer.
#LI-EG1
$50k-75k yearly est. Auto-Apply 8d ago
Community Banker- HQ
QCR Holdings 4.1
Finance associate job in Ankeny, IA
TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
* Process client transactions in a professional and efficient manner while following established policies and procedures.
* Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
* Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
* Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
* Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
* Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
* Balance cash vault according to established procedures.
* Process requests for foreign currency transactions.
* Identify potential fraud accounts and take appropriate action to prevent loss.
* Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
* Follow all established procedures to ensure compliance with federal regulations.
* Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
* Actively promote banking products and services to the community.
* Answer client questions, address client concerns, and provide resolutions to inquiries.
* May quote client deposit rates.
* Collaborate with other team members to ensure a positive banking experience for all clients.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Assist with client outreach and demonstrate support for company culture.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
* High school diploma or equivalent required.
* Previous banking, client service, or related field with cash handling experience.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Strong interpersonal and written communication capabilities.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
* Duties are performed in a professional office environment.
* Requires travel to other bank locations.
* Availability to work on Saturdays.
* Overtime may be required.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-32k yearly est. 17d ago
Relationship Banker - (New Build) - Johnston Station Branch - Johnston, IA
Jpmorgan Chase 4.8
Finance associate job in Des Moines, IA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$25k-30k yearly est. 13d ago
Financial Analyst
Innovative Captive Strategies
Finance associate job in Waukee, IA
Innovative Captive Strategies is redefining what's possible in the captive insurance space-and we're looking for an experienced Financial Analyst who's ready to grow with us. If you're energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact.
As a Financial Analyst on our Captive Finance team, you'll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You'll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members.
Core Responsibilities
Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards.
Prepare captive financial statements, budgets, supporting schedules, and quarterly/year‑end reporting materials; coordinate audit and tax documentation with internal teams and external advisors.
Compile and analyze key financial data such as claims, premiums, bordereaux, reinsurance reporting, expense budgets, tax calculations, and quarterly loss data.
Monitor and manage captive cash flow, including surplus cash investments, and evaluate financial performance, benchmarking results and assessing potential member distributions.
Provide financial reporting and insights to captive managers and members; assemble board book materials and support client communications.
Review financial statements, establish and document procedures, delegate tasks to FinanceAssociates, and support training for new team members.
Qualifications
Bachelor's degree in Accounting or Finance.
CPA preferred; MBA a plus.
3-5 years of accounting experience, ideally within the insurance industry.
Offshore banking experience is a plus.
Occasional overnight travel may be required.
Here's a little bit about us:
Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!
Innovative Captive Strategies is an Equal Opportunity Employer.
#LI-EG1
$46k-67k yearly est. Auto-Apply 8d ago
Grants Finance Specialist
Iowa State University 4.6
Finance associate job in Ames, IA
Grants Finance Specialist Job Group: Professional & Scientific Required Minimum Qualifications: Bachelor's degree and 2 years of related experience Preferred Qualifications: Bachelor's or master's degree in a business-related field of study Experience with post-award financial management of grants, including the development of budget projections
Experience in higher education/institutional setting
Experience working remotely
Experience with Microsoft Office, specifically Outlook, Excel, and Teams
Experience with Workday Financial Management
Job Description:
Summary
Iowa State University's Finance Service Delivery team is accepting applications for a Grants Finance Specialist to support the College of Health and Human Sciences and the Office of the Vice President for Research in post-award activities related to grants.
Example of Duties
* Researches and understands any special conditions associated with the awards in a portfolio
* Monitors financial activity for an award portfolio, including overspends, cost sharing, and unallowable expenses, throughout the award lifecycle to ensure compliance with sponsor requirements and university policies
* Maintains working knowledge of applicable regulations, policies, and protocols regarding sponsor and university requirements
* Recommends and processes accounting adjustments to award expenditures to resolve issues of non-compliance or lack of funds
* Documents cost-share expenditures
* Processes effort reporting and adjustments for all Federal/Federal Flow Through awards
* Assists in budget revisions, no-cost extensions, and supplemental award line requests
* Provides and reviews sponsored funding financial reports
* Collaborates with team members and departmental customers to provide exceptional customer service
* Works closely with team members and departmental customers to resolve complex or unique situations, escalating to leadership if necessary
This position offers the opportunity for hybrid work but does require the employee to reside in the state of Iowa on or before the start of employment.
Candidates must be legally authorized to work in the U.S. on an ongoing basis without sponsorship. Immigration sponsorship is not available for this position.
Level Guidelines
* Intermediate-level position with solid professional and/or technical skills working under general supervision to achieve goals
* Applies broad, working knowledge of the principles of the field to moderately complex, difficult, and varied problems and issues
* Exercises judgment within defined procedures and practices to determine appropriate action and resolve problems
* Responds to a broad range of inquiries and requests
* May provide training and/or direction to lower-level staff
* May lead projects of moderate scope and complexity
* Provides guidance to students
Appointment Type:
Regular
Number of Months Employed Per Year:
12 Month Work Period
Time Type:
Full time
Pay Grade:
PS808
Application Instructions:
To apply for this position, please click on "Apply" and complete the Employment Application. Please be prepared to enter or attach the following:
1) Resume/Curriculum Vitae
2) Letter of Application/Cover Letter
Applications will be accepted until the position is filled. Please Note: To receive full consideration, applications should be received by January 18, 2026.
If you have questions regarding this application process, please email ********************** or call ************ or Toll Free: **************.
Why Choose ISU?
Iowa State Employees enjoy comprehensive health and work-life benefits, including medical and dental; as well as:
* Retirement benefits including defined benefit and defined contribution plans
* Generous vacation, holiday and sick time and leave plans
* Onsite childcare (Ames, Iowa)
* Life insurance and long-term disability
* Flexible Spending Accounts
* Various voluntary benefits and discounts
* Employee Assistance Program
* Wellbeing program
Original Posting Date:
January 9, 2026
Posting Close Date:
Job Requisition Number:
R18430
$27k-39k yearly est. Auto-Apply 13d ago
Financial Analyst
Compressor Controls LLC (CCC
Finance associate job in Urbandale, IA
Job Description
DUTIES & RESPONSIBILITIES
Listed in order of relevance:
FP&A Operational Excellence - Meet enterprise planning and financial reporting requirements on a US GAAP basis. Lead fiduciary role that ensures internal controls are in place and effectively protect global asset base. Provide support to international entities on an as needed basis. Deliver simple, timely, consistent and insightful strategic and operational analyses.
Business Forecasting - Develop and maintain automated forecasting process. Scorecard forecasting process and implement enhancements to deliver targeted precision.
Sales & Marketing Decision Support - Provide financial support to Regional Sales teams, quantify and analyze Sales Pipeline health, support incentive plans, and provide ad hoc analysis.
Enhance Profitability - Develop and maintain automated tools to better assess profitability on a project, business segment, and region basis.
Effectively communicate with management and staff across the organization
Respond to change productively and handle other duties as required.
Follow all company safety policies and procedures.
EDUCATION & EXPERIENCE
Undergraduate degree from a four-year college or university required.
1-3+ years work experience in related Accounting/Finance field.
Experience with Power BI or other Business Intelligence program a plus.
Experience with data models and financial concepts and terminology.
KNOWLEDGE & SKILLS
Proficiency in Microsoft Office suite, particularly Excel.
Proven skills in accurate and timely business forecasting.
Proven ability to learn new concepts and thrive in a changing environment.
Ability to read, speak, and write in English required.
WORKING CONDITIONS
The noise level in the work environment is usually moderate.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to manipulate computer input devices, finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must have sufficient mobility to enable travel to industrial sites, offices, and facilities. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception, and the ability to adjust focus.
Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
$46k-67k yearly est. 15d ago
Plant Financial Analyst
3M 4.6
Finance associate job in Knoxville, IA
**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.**
**The Impact You'll Make in this Role**
As a **Plant Financial Analyst** , you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ Providing insights and establishing predictive analytics of financial performance to stakeholders to develop and improve upon Plant Financial P&L and Balance Sheet Targets
+ Leading plant and business teams through annual forecasting of the Operating Plan for the plant(s) and input to other forecasting processes
+ Ensuring compliance with 3M Global Financial Standards (GAAP)
+ Ensuring that current SKUs have appropriate costs during the annual inventory revaluation process.
+ Improving ROI for all plant Capital Investments (AFE-Authorization For Expenditures)
+ Possibly support other plants as assigned.
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M is looking for candidates who must have the following qualifications:
+ Bachelor's degree or higher in (completed and verified prior to start).
+ Four (4) combined years of experience in Finance and/or Accounting and/or manufacturing supply chain in a private, public, government, or military environment.
Additional qualifications that could help you succeed even further in this role include:
+ Possess an MBA, CMA, or CPA certification
+ Demonstrates the ability to act as a change agent
+ Strong written and verbal communication skills
+ Advanced knowledge of Excel
**Work location:**
+ **On-site Knoxville, I** A
**Travel: May include up to 20% domestic**
**Relocation Assistance: Is not authorized**
**Must be legally authorized to work in the country of employment without sponsorship for employment visa status (e.g., H1B status)**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $109,202 - $133,469, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 09/10/2025 To 10/10/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
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Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
$109.2k-133.5k yearly 60d+ ago
Financial Accounting Database Analyst, Senior
Elevance Health
Finance associate job in West Des Moines, IA
**Location:** This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The **Financial Accounting Database Analyst, Senior** is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting.
**How You Will Make an Impact**
Primary duties may include, but are not limited to:
+ Manages database processes, related analysis and reporting.
+ Reviews and approves changes to database coding.
+ Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases.
+ Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise.
+ Analyzes, reports, and develops recommendations on data related to complex and varied business metrics.
+ Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools.
+ Leads a team of associates, mentors, trains, and coaches lower level analysts.
**Minimum Requirements:**
Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528.
Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws _._
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$45k-60k yearly est. 13d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Urbandale, IA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance associate earn in Ankeny, IA?
The average finance associate in Ankeny, IA earns between $20,000 and $62,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Ankeny, IA
$35,000
What are the biggest employers of Finance Associates in Ankeny, IA?
The biggest employers of Finance Associates in Ankeny, IA are: