The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities:
Minimum 5 years of experience in Finance, Budgeting, or Cost Accounting
Bachelor's degree in Accounting required (Master's preferred)
Strong analytical skills
Proficiency in MS Excel and MS Word
Knowledge of GAAP and budget systems
$67k-97k yearly est. 2d ago
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Trader
Sherwood Lumber Corporation 3.8
Finance associate job in Baltimore, MD
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$58k-104k yearly est. 26d ago
Global Equity Trader
Brown Advisory 4.9
Finance associate job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
Stay current on global market structure developments, regulatory changes, and trading innovations
Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
Assist with management of CSA budget and bundled research arrangements
Produce and be able to present on quarterly best execution and board reporting
Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
10+ years of global equity trading experience across global markets and managing firm risk
Proven leader and self-starter requiring limited oversight
Ability to work rotational overnight shifts to support global trading operations
Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Collaborative and proactive mindset with strong interpersonal skills
Comfortable working in a fast-paced, deadline-driven environment
Familiarity with compliance regulations regarding best execution and fair allocation practices
Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
Strategic thinker with a passion for global equity, capital markets, and ETFs
Demonstrable history of success in former roles
Flexible and adaptable
Detail oriented with strong analytical skills
Superior communication skills
Ability to maintain composure and focus through stressful situations
Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
Easily viewed as a trustworthy and dependable team player
Self-confidence
Fair and balanced in negotiating complex situations
A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Top 3 Skills: Attention to Detail, Communication Skills, Prioritization and Organization Skills Responsibilities include: Daily Expiry and delivery functions for cash settled and deliverable futures, and options on futures positions across asset classes
Focus on risk management and control with respect to processes and procedures
Resolution of client issues, with a focus on root cause analysis and risk mitigation
Actively participate in team meetings, raise issues, question the status quo and offers solutions/ideas
Work as a member of a team; help others in the team with tasks and issues
Analyze problems to establish root causes and suggest clear, logical and practical solutions based upon extensive analysis
Contribute to refining controls and continuously improving and reducing operational risk
Build and manage stakeholder relationships across silos
Acquire & demonstrate deep knowledge of the product and/or functional area for which they are responsible
Establish clear goals and set priorities for themselves
Additional Information
All your information will be kept confidential according to EEO guidelines.
$40k-69k yearly est. 15h ago
Project Finance Associate
5 Legal
Finance associate job in Baltimore, MD
Job Description
Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices.
Qualified candidates must have 3-7 years of project finance experience. The right candidate will have a grounding in project finance documentation and/or tax equity experience. Experience having closed transactions is very important. An active bar license in the location for which you wish to be considered is preferred.
$38k-69k yearly est. 15d ago
Global Banking Graduate Programme Germany 2026
Standard Chartered 4.8
Finance associate job in Frankford, DE
Apply now Work Type: Office Working Employment Type: Graduates Job Description: Global Banking Graduate Programme - 2026 Our Global Banking team provides credit and advisory solutions to Corporate and Financial Institutions clients across the world. Global Banking's comprehensive product capabilities span across loans, bonds, structured credit and advisory solutions. The solutions offered by Global Banking are catered to address a diverse set of client needs and sectors - with expertise across financing for investment clients, leveraged finance, infrastructure finance, fund finance, transportation finance and sustainable finance.
About the Graduate Programme - how you'll learn and grow
Join a skills-first organisation where your potential matters more than your background. From day one, you'll build the skills that matter - through real-world projects, mentoring, and tailored learning journeys. Our 12-month graduate programme is designed to accelerate your development and set you up for long-term success. You'll benefit from
* Structured learning: Classroom training combined with hands-on experience
* Global collaboration: Work with diverse teams and experienced leaders
* Skill development: Build technical expertise and professional capabilities
Where you could work
As part of our programme, you'll be matched with one of our specialist teams based on your skills, interests, and strengths. You'll gain hands-on experience and play a meaningful role from day one. Explore opportunities across the following areas
* Capital Markets
* Commercial Real Estate
* Financing Solutions
* Fund Finance
* Infrastructure Development & Finance Group
* Leveraged & Acquisition Finance
* Transportation Finance
German speaking is mandatory for this role.
Bring the skills and we'll help you build your career
We believe that diverse skills drive innovation, which is why we welcome students from all degree disciplines and encourage applicants from diverse backgrounds. You'll be:
* A final-year student, graduating by July 2026
* Legally eligible to work full-time in the country you're applying to
* A team player with strong academic performance and extracurricular achievements
* Analytical, numerate, and detail-oriented
* Adaptable and resilient in fast-paced environments
* Curious about global markets and driven to make an impact.
Key Dates
* Assessment Centres: November 2025.
* Start Date: July 2026.
Exception
* UK & UAE: Candidates requiring visa sponsorship will be considered.
* UAE: Priority is given to UAE nationals.
* US: We will only accept applications from individuals who have the permanent right to work in the USA.
About Corporate & Investment Banking (CIB)
We support a wide range of clients - from local businesses to global corporations, governments, banks, and institutional investors - with their transaction banking, financial markets, and financing needs
* Serving over 20,000 clients across 54 markets, we operate in some of the world's fastest-growing economies and most active trade corridors.
* Our deep local presence enables us to co-create tailored solutions and connect clients to investors, suppliers, buyers, and sellers.
* Our products and services help clients move capital, manage risk, and invest to create wealth.
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing:
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment Assessments
Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process
Visit our careers website ******************
Apply now
Information at a Glance
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$76k-115k yearly est. 60d+ ago
Corporate Financial Analyst
Top Stack
Finance associate job in Brandywine, MD
About the Opportunity A century-old, billion-dollar, family-owned company is making its first-ever FP&A hire-and we're looking for a high-impact analyst ready to shape the future of financial planning and strategy. This is a rare chance to step into a newly created role with direct visibility to senior leadership and a clear pathway to management.
Why This Role Is Compelling
Build FP&A from scratch: Establish new processes, tools, dashboards, and reporting structure.
High visibility & influence: Partner directly with senior leaders to drive forecasting, budgeting, and strategic decision-making.
Real career trajectory: Designed to evolve into a Manager-level role as the company scales.
Stable, values-driven environment: 100+ years in business and planning to double growth this decade.
What You'll Do
Own budgeting, forecasting, and financial modeling
Develop dashboards and reporting to guide operational and strategic decisions
Build standardized FP&A processes and best practices
Collaborate cross-functionally with leadership across the organization
What We're Looking For
Strong analytical and financial modeling skills
Desire to build and improve FP&A processes
Ability to communicate insights to senior leadership
A proactive, growth-minded approach
Please apply if this sounds like a fit with your background!
$57k-85k yearly est. 26d ago
Private Banker 2
First National Trust Company
Finance associate job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$37k-84k yearly est. Auto-Apply 60d+ ago
Private Banker 2
First National Bank (FNB Corp 3.7
Finance associate job in Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$34k-38k yearly est. Auto-Apply 60d+ ago
FP&A, Financial Analyst
Inovalon 4.8
Finance associate job in Bowie, MD
Location: This position is a hybrid role based out of our HQ Bowie, MD office. The current expectation is that we are in office two days each week (Tuesday-Wed), with extra additional days as required during the month.
Overview: The Financial Analyst is responsible for producing ad hoc financial and operational models to support management in decision making. You will be a critical member of the team that will partner with Inovalon's business leaders to provide insights.
Duties and Responsibilities:
Contribute to monthly processes, including long range planning, monthly budget and forecasting;
Provide FP&A support and financial analysis across functional organizations;
Assist in developing the forecasting models for various departments;
Prepare accurate, timely and monthly, quarterly, and annual variance reporting to departments;
Document and/or building simulations and perform analyses;
Run simulations on various "what-if" scenarios using insight and critical thinking to evaluate and recommend solutions; - Articulate findings on a regular basis to management;
Provide FP&A ad hoc analyses as needed;
Maintain compliance with Inovalon's policies, procedures and mission statement;
Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon's Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position; and
Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Company.
Job Requirements:
Minimum of 2 years of experience in an analytic/data analysis;
Public accounting experience preferred;
Track record of supporting large departments (400+ employees);
Ability to partner with internal customers effectively;
Advanced Excel skills required;
Strong analytical and problem-solving skills with strong attention to detail;
Ability to create models that provide "what if" capabilities;
Understanding of US GAAP, quarterly earnings process and public company audit; and
Must be very detail oriented and self-motivated, as this position generally requires employees to work independently.
Education:
Bachelor's Degree in Business Administration, Finance or Accounting.
$55k-73k yearly est. Auto-Apply 20d ago
Financial Analyst
National Aquarium 3.8
Finance associate job in Baltimore, MD
Job Title: Financial Analyst
Job Department: Finance
Schedule: Full Time
Job Type: On-site/ Hybrid
The National Aquarium is seeking a Financial Analyst to support the annual planning process and quarterly forecasts, manage long-term capital planning updates, and prepare and analyze financial reports to provide actionable insights to the VP of Finance & Capital Planning, COFO, CEO, and other key stakeholders on the Aquarium's financial performance.
KEY REQUIREMENTS:
Essential responsibilities include:
Financial Planning & Analysis
• Support annual budgeting and forecasting processes; partner with department and team leaders to facilitate operating budgets and forecasts.
• Provide support to organizational and departmental budget development, submission, maintenance, monitoring, and revision;
• Report and analyze financial activity (revenue/expense) to identify potential risks and opportunities;
• Support long-term financial planning through scenario modeling
• Conduct ad hoc financial analyses and research to support leadership decision-making.
Capital Planning & Project Support
• Manage and maintain the 10-year capital list, including updates, reconciliations, and reporting, in coordination with the VP of Finance & Capital Planning.
• Provide financial tracking and reporting support for capital construction projects, including monitoring budgets, timelines and expenditures.
• Assist in tracking funding sources and capital financing strategies.
Reporting & Communication
• Prepare, review, and facilitate financial and budgetary reports and presentations for leadership, the Board, and committees.
• Coordinate supporting materials, analysis, and presentations to ensure clarity and accuracy.
• Represent the Finance team by partnering with department leaders and managers to provide support relative to the operating and capital budgets.
• Proactively communicate and collaborate with internal and external stakeholders to analyze information needs and functional requirements.
Administrative & VP Support
• Assist the VP of Finance & Capital Planning with administrative tasks, including scheduling, meeting preparation, note-taking, and follow-up on action items.
• Support document management, contract tracking, and the maintenance of organized financial and project files.
• Coordinate deadlines, reminders, and deliverables related to capital planning and finance activities.
• Support company mission.
• Adhere to all organizational and departmental policies and procedures.
• Other duties as assigned or required.
QUALIFICATIONS:
· Bachelor's degree in business management, finance, or accounting.
· 5-8 years of experience in business/financial analytics, and/or budget management, providing leadership and guidance to executives.
· Financial modeling skills (rolling forecasting; scenario planning, etc.)
· Experience with a not-for-profit organization is preferred
· Exceptional customer service, communication, organizational, and time management skills.
· Demonstrated capacity to use tools (such as Excel) to digest financial data and present to stakeholders
· Experience with software solutions, such as Sage Intacct, Workday Adaptive Planning, and Office Connect
· High degree of initiative and the ability to be self-motivated
· Ability to manage multiple projects in a fast paced, dynamic environment
· An appreciation for working in a mission-driven organization; passion for the National Aquarium's mission of inspiring compassion and care for our ocean planet.
TOTAL COMPENSATION INFORMATION:
Salary range ($58,660-71,399 Annual). National Aquarium provides an excellent benefits package, including four weeks paid time off, and six paid floating holidays and up to four weeks of paid family leave. Employees are eligible for health care (single and family) after 30 days of full-time work. Conservation day leave and 401(k) plan with employer match available.
About the National Aquarium
Established in 1981, the National Aquarium in Baltimore, Maryland, is a nonprofit organization whose mission is to connect people with nature to inspire compassion and care for our ocean planet. The Aquarium's award-winning habitats are home to thousands of animals representing hundreds of species of fish, birds, amphibians, reptiles and mammals. We are proud to be accredited by the Association of Zoos and Aquariums (AZA) and exceed industry standards in all aspects of animal care and welfare.
More than 1.2 million people visit the Aquarium each year to experience our immersive exhibits, and we reach far more through our science-based education programs and hands-on field conservation work. The National Aquarium is one of the top three aquariums in the United States and the largest paid cultural attraction in Maryland.
Our Mission and Goals
The Aquarium's mission-to connect people with nature to inspire compassion and care for our ocean planet-begins within the walls of its buildings, but it does not end there. The Aquarium protects, enhances and restores natural resources through education and engagement, habitat restoration, animal rescue and sustainable business practices, with its conservation work guided by three overarching goals-to combat climate change, save wildlife and habitats, and stop plastic pollution.
Our Values
At the National Aquarium, our core values form the basis for our beliefs about our organization, our colleagues and ourselves, and serve as the framework to guide our behaviors and actions to achieve our mission.
Connection: We take the time to build lasting connections with each other, our guests, the animals in our care and the nature that surrounds us. We communicate clearly and collaborate readily within and across teams. We engage thoughtfully with our partners. We practice shared accountability.
Curiosity: We center learning and growth in all that we do. Our people are empowered to explore new approaches. We support taking risks. We value diverse perspectives and bold ideas. We embrace change.
Optimism: We celebrate the power of positive moments and shared experiences. We seek out opportunities to have fun. We reconnect with our purpose through sharing successes with our colleagues.
Service: We are in service to each other, our guests and our communities. We make intentional decisions and actions for the benefit of the people and animals within our organization.
Wellbeing: We ensure our people and animals have what they need mentally and physically to thrive. We are committed to improving the wellbeing of communities and sharing the healing power of natural for all.
Our Commitment to Diversity, Equity, Inclusion and Justice
National Aquarium values an inclusive and diverse environment for all employees, volunteers, and interns. Our goal is to recruit, develop, and retain the most talented people from a candidate pool representative of the variety of communities we serve. With a commitment to diversity, equity, inclusion, and justice, the Aquarium is proud to be an Equal Opportunity Employer and promotes an environment free from all discrimination and harassment.
In the selection and retention of employees, volunteers, and interns, we do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, ancestry, citizenship status, age, physical, mental, or sensory disability, sex (including pregnancy or childbirth), marital status, veteran status, sexual orientation, gender identity and/or expression, genetic information, arrest record, family or caregiver status, HIV status, socioeconomic status, or any other characteristic protected by applicable federal, state, or local law.
Our organization is dedicated to this policy with respect to all terms and conditions of employment, including but not limited to recruitment, training, promotions, performance management, and separation, and general treatment during time of employment.
$58.7k-71.4k yearly 60d+ ago
Financial Analyst
Business Transformation Group
Finance associate job in Baltimore, MD
Business Transformation Group (BTG) is a management consulting and technology company specializing in the program management of large transportation projects with small business assistance goals and partnership programs. We also provide management and technology consulting to emerging small businesses, as well as high quality transformative growth strategies through a proven service model at an affordable cost. Visit our website **************** for additional information.
Job Description
Review and management of budgets, fund tracking, cash flow and revenue forecasting; and project coordination. Support Finance Department with all reporting needs and customer support questions, preparing and providing financial reports for review by Senior Leadership, and perform other duties assignment.
Develop and implement budgets, forecast financial needs, as well as process and validate data flowing through budget information systems. Other duties might include tracking, monitoring and analyzing data to ensure proper allocation, review use and status of funds, and reconcile and resolve data discrepancies. Conduct research and analyses, formulate recommendations and follow through with execution. Identify issues through regular review of statistics and budgets. Provide corrective solutions. Review operating budgets to analyze trends affecting budget needs. Summarize budgets and submit recommendations for the approval or disapproval of funds requests. Analyze monthly department budgeting and accounting reports to maintain expenditure controls. Summarize budgets and submit recommendations for the approval or disapproval of funds requests. Prepare financial documents, reports, or budgets.
Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
Examine budget expenditures for completeness, accuracy, and conformance with procedures and regulations.
1. Gathers, assembles, and formats data and prepares preliminary analysis for budget preparation; assists in preparation and presentation of preliminary and final budget documents; prepares budget presentation materials; maintains data and systems for budget tracking and reporting and generates reports; assists section/division with issues related to funds availability, fund transfers and budget compliance; prepares and participates in the preparation of the Status Of Funds Reporting, including analysis and estimates of expenditures; analysis and projections of revenue; review of intra-department requests and sub-budgets; recommendations on allocations of funds, personnel and account coding.
2. Develops expenditures and revenue forecasts; prepares baseline budget and revisions as needed; analyzes, evaluates and processes budget proposals; reconciles appropriation by source of funding; prepares and processes transfer of budget allotments.
3. Review and consult with department management staff on final budget preparation and presentations to departments.
4. Makes recommendations on budget matters to higher level staff, and assists in implementation and monitoring of changes.
5. Analyzes proposed legislation to determine funding impact on department programs.
6. Conducts studies of new and existing programs and special projects to determine feasibility, resolve problems including organizational, budget and fiscal research and analysis; analyzes proposed legislation to determine funding impact on Court programs.
7. Reviews, analyzes, and recommends to management organizational policy and procedures for department operations; participates in the development of new or revised programs, systems, procedures, and methods of operations.
8. Analyzes and evaluates requests from department personnel for changes in budget allocations throughout the fiscal year in such areas as staffing levels, facilities, systems, and equipment; coordinates and consults with other department personnel and other departments; makes recommendations and obtains final approval for changes.
9. Prepares narrative, graphical and statistical reports with alternative solutions for resolving issues; uses computer software to develop and maintain databases and spreadsheets and prepares correspondence and other written materials.
Qualifications
Bachelor's Degree (related work experience may be substituted for education requirements)
Major Field/Specialty: Accounting, Finance, Business Administration
3 + years of experience in finance/accounting department or directly related experience
PC application - particularly spreadsheet and database application
Good Analytical skills exhibiting sound logic and thinking
Excellent written and verbal communication skills
Additional Information
This position is located in Virgina and is virtual.
BTG ensures nondiscrimination in all programs and activities in accordance with Title VI and Title VII of the Civil Rights Act of 1964. If you need more information or special accommodations for persons with disabilities, limited English proficiency, or hearing-and speech-impairments, please visit our opportunities page at ****************.
$53k-83k yearly est. 60d+ ago
Financial Analyst I, Trade Spend
McCormick 4.4
Finance associate job in Huntingtown, MD
You may know McCormick as a leader in herbs, spices, seasonings, and condiments - and we're only getting started. At McCormick, we're always looking for new people to bring their unique flavor to our team. McCormick employees - all 14,000 of us across the world - are what makes this company a great place to work.
We are looking to hire a Financial Analyst I, Trade Spend immediately in a Hybrid (50/50) capacity at our Global Headquarters in Hunt Valley, Maryland.
What We Bring To The Table:
The best people deserve the best rewards. In addition to the benefits you'd expect from a global leader (401k, health insurance, paid time off, etc.) we also offer:
* Competitive compensation
* Career growth opportunities
* Flexibility and Support for Diverse Life Stages and Choices
* Wellbeing programs including Physical, Mental and Financial wellness
* Tuition assistance
Position Overview
The Financial Analyst is an integral member of the Commercial Finance team and will be the subject matter expert for critical pricing activities including the execution of updating and maintaining multiple customer price pages, implementing pricing changes in SAP and researching invoice pricing discrepancies while working with the cross functional teams on resolutions. The Financial Analyst will also support trade spend reporting and analysis.
Responsibilities
* Point person responsible for executing and maintaining customer price pages for any changes including but not limited to; pricing actions, new item launches or discontinuations, changes in customer deals, or any other ad hoc price page updates
* Publish customer price pages in an accurate and timely way to enable sales to communicate with the customer
* Maintain and update customer specific pricing in SAP
* Determine root cause of pricing discrepancies and drive resolution and future corrective actions
* Provide support to Financial Analyst II on Trade Spend reporting, forecasting and analysis
* Process Improvement - Continually standardizing and optimizing processes/reporting
* Participate actively in projects and ad-hoc analyses
Key Qualifications
* Bachelors - Accounting, Finance or Business Management
* 1-2 years of experience in a financial analyst role
* Excellent interpersonal (written and verbal) communications skills with a demonstrated ability to work across functions & cultures and interact with all levels of the organization required
* Strong proficiency in MS Excel required
* Intermediate proficiency in MS Word and MS PowerPoint required
* The successful candidate will be very detail oriented, have strong interpersonal and teamwork abilities, demonstrated grammatical and organizational skills and must be a self-starter, who is able to work independently
* Understands available reporting, drill down capabilities, and able to organize data in a way that adds value to analysis
* Demonstrated ability to proactively solve problems, multi-task, deliver accurate financial deliverables, and work in cross functional teams
#LI-CG1
McCormick & Company is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
As a general policy, McCormick does not offer employment visa sponsorships upon hire or in the future.
==
Base Salary: $63,250 to $110,680
Base salary compensation will be determined based on factors such as geographic location, skills, education, experience for this role, and/or internal equity of our current employees as part of any final offer. This position is also eligible to participate in McCormick's Incentive Bonus (MIB) Plan. In addition to a competitive compensation package, permanent employees of McCormick are eligible for our extensive Total Rewards programs that include:
* Comprehensive health plans covering medical, vision, dental, life and disability benefits
* Family-friendly benefits such as paid parental leave, fertility benefits, Employee Assistance Program, and caregiver support
* Retirement and investment programs including 401(k) and profit-sharing plans
WHY WORK AT MCCORMICK?
United by flavor. Driven by results.
As a McCormick employee you'll be empowered to focus on more than your individual responsibilities. You'll have the opportunity to be part of something bigger than yourself-to have a say in where the company is going and how it's growing.
Between our passion for flavor, our 130-year history of leadership and integrity, the competitive and comprehensive benefits we offer, and our culture, which is built on respect and opportunities for growth, there are many reasons to join us at McCormick.
$63.3k-110.7k yearly 33d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Baltimore, MD
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 32d ago
Financial Analyst III (Sr)
V2X
Finance associate job in California, MD
Working across the globe, V2X builds smart solutions designed to integrate physical and digital infrastructure from base to battlefield. We bring 120 years of successful mission support to improve security, streamline logistics, and enhance readiness. Aligned around a shared purpose, our $3.9B company and 16,000 people work alongside our clients, here and abroad, to tackle their most complex challenges with integrity, respect, responsibility, and professionalism.
Responsibilities
+ What You'll Do:
+ The Senior Financial Management Analyst will support the Naval Air Systems Command's Program Office (PMA-265), and provide FMS (Foreign Military Sales) program analysis support to all aspects of the program.
+ Key Responsibilities:
+ Collect, complete, organize and interpret technical data and financial information relating to aircraft acquisition and product programs.
+ Tracks program status and schedules and applies policies for financial planning. The work includes formulation of budget and cost estimates to support programs, including defending budget estimates before authorities; review and evaluate budget requests; and control and reporting of obligations and expenditures. Work includes analyzing and recommending costs and benefits of alternative methods of financial management of programs and operations; implementing legal and regulatory controls over approved budgets; and providing advice on effective methods for the acquisition and use of funds to support activities.
+ Pre-FMS Case P&A, LOA Planning: Review and make recommendations via written reports, for Price and Availability (P&A)/Letters of Offer and Acceptance (LOA) in accordance with the guidance and procedures set forth in the Security Assistance Management Manual (SAMM).
+ Be able to perform Case Reconciliation, reconcile program financial records with Defense Finance Accounting and Service (DFAS) and Management Information Systems for International Logistics (MISIL).
+ Provide case reconciliation and closure recommendations.
+ Develop estimates of FMS case financial requirements based upon actual initiations, commitments, obligations and expenditures for ILS requirements and projected funding for future requirements
+ Assess the financial status of FMS cases and provide recommendations on the optimum use of remaining resources to meet program needs.
+ Initiate draft funding documents using the Navy Enterprise Resource Planning (NERP) system.
Qualifications
+ Minimum Qualifications:
+ Education
+ BS or BA degree in a Business, Management, or Relevant Technical Discipline.
+ ALLOWABLE SUBSTITUTION: A AS or AA degree and an additional four (4) year experience can be substituted for an AS or AA degree.
+ Experience:
+ Minimum 6 years' of direct financial management experience.
+ Financial management experience should include financial analysis of business programs, development of cost estimates, program status reports, and demonstrated knowledge of DoD Federal Management Regulations (FMR), Federal Acquisition Regulation (FAR), PPBE and four (4) years DoN procurement policies and procedures experience.
+ Navy ERP knowledge is required.
+ Other Requirements:
+ U.S. Secret Security Clearance
+ U.S. Citizenship status is required as this position will require the ability to access US only data system.
+ Hybrid work schedule with minimal travel requirements
+ Skills & Technology Used
+ Analytical Thinking & Problem Solving:
+ Possesses both analytical skills and attention to detail.
+ Problem solving skills and ability to submit thorough closure recommendations to business program.
+ Strong commitment to use and interpretation of federal regulations and applying financial analysis of business programs effectively
+ Time management skills performing work under deadlines
+ Business Partner/Effective Communicator:
+ Accomplishes work in timely manner and with minimal direction from supervisor.
+ English language skills to communicate.
+ Strong communicator must be able to communicate clearly both in writing and orally.
+ Ability to work independently and as part of a team.
+ Customer service oriented, detail focused, pro-active behavior, multi-task capability.
+ Software:
+ Microsoft Office Suite
+ Excel
+ Outlook
+ SharePoint
+ Personal computer, printer, copy machine and other general office equipment.
+ What We Bring
+ At V2X we strive to be market competitive in our total reward offerings.
+ The successful candidate's starting pay will be based on, but not limited to, their job-related skills, experience, qualifications, work location, and market conditions.
+ Maryland Salary Range:
+ USD $ 116,000 - $135,000.
+ The salary range provided is intended to display the value of the company's base pay compensation for locations in the state of Maryland and may be modified at the discretion of the company.
+ Provided salary range minimum and maximum values correspond to variances between regional/geographic locations across the United States.
+ Please speak with a recruiter for additional information.
+ Employee benefits include the following:
+ Healthcare coverage
+ Life insurance, AD&D, and disability benefits
+ Retirement plan
+ Wellness programs
+ Paid time off, including holidays
+ Learning and Development resources
+ Employee assistance resources
+ Pay and benefits are subject to change at any time and may be modified at the discretion of the company, consistent with the terms of any applicable compensation or benefit plans.
At V2X, we are deeply committed to both equal employment opportunity, including protection for Veterans and individuals with disabilities, and fostering an inclusive and diverse workplace. We ensure all individuals are treated with fairness, respect, and dignity, recognizing the strength that comes from a workforce rich in diverse experiences, perspectives, and skills. This commitment, aligned with our core Vision and Values of Integrity, Respect, and Responsibility, allows us to leverage differences, encourage innovation, and expand our success in the global marketplace, ultimately enabling us to best serve our clients
$116k-135k yearly 54d ago
Main Banker II - Full-Time - Maryland
Maryland Live! Casino & Hotel
Finance associate job in Severn, MD
Min Compensation USD $17.00/Hr. Max Compensation USD $17.00/Hr. Why We Need Your Talents: As a Main Banker you will be responsible for delivering exceptional gest service while performing all casino cage transactions. You will assist in Cash control and disbursement for the casino bank which we call the vault or the cage! Assisting in the daily shift functions of the cage will ensure that guests have an enjoyable gaming experience.
Compensation: $17/hr + tips!
Responsibilities
Where You'll Make an Impact:
* Servicing all cashiers and team member exchanges throughout the shift.
* Keeping cash drawer balanced and impressed.
* Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs.
* Accurate record-keeping in all aspects of duties and responsibilities.
* Answering customer questions in a courteous and professional manner.
* Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions.
* Making exchanges with Main bank, Marker bank, and Chip bank.
* Responsible for cashing out customers, giving correct change.
* Become familiar with the casino credit application process.
* Cleaning/washing of chips.
Skills to Help You Succeed:
* Ability to
* Effectively communicate
* Read, write and understand basic instructions.
* Complete, perform and understand basic mathematical functions.
* Must be able to distinguish between colors
* Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls.
* Knowledge in all service areas, front window, marker bank, Chip Bank and main vault.
* Ability to perform assigned job duties under frequent time pressures in an interruptive environment.
* Flexible work schedule.
Qualifications
Must-Haves:
* A high school diploma or GED equivalent.
* One (1) year cashier or banking experience preferred.
* Must be able to obtain and maintain the necessary license as mandated by the Maryland Lottery and Gaming Control Agency.
Physical Requirements:
* Ability to:
* Work at a fast pace in stressful situations.
* Stand for entire shift.
* Lift, push, or pull up to 50lbs.
* Stoop, bend, and squat.
* Must be able to work in a location with loud noise and visual distractions.
What We Offer
Perks We Offer You
* Comprehensive group health benefits for full-time and part-time Team Members and their eligible dependents. Other benefits for full-time and part-time Team Members include:
* Free Basic Life Insurance
* Free Short Term & Long-Term Disability
* Generous retirement savings options
* Paid Time Off
* Tuition Reimbursement
* On-site Wellness center for Team Members and eligible dependents (Maryland Property only)
* Training and pathways for career growth
* Robust Rewards & Recognition Programs
* Annual Merit Based Pay Increases
* Discretionary Performance Bonuses
* Discretionary Service Bonuses
* Free parking
* Free food and discounted meals
* Live! Hotel, Food & Beverage, and Entertainment Discounts
Life at Live!
Individuals chosen to be part of the Live! Team can expect:
* To be part of an exciting experience unlike any other in the market.
* To be given the power and responsibility to put service and community first.
* To come together as a strong team, while valuing and celebrating our diversity.
* To be given the tools, resources, and opportunity to grow in their career.
* To work hard and have fun.
* Live is a 24 hour /7 days per week high energy casino with a culture committed to fairness, teamwork, and most importantly FUN.
* The casino is large and fast paced, requiring the ability and energy to move about it with a true sense of urgency!
* Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises.
* You will work in an environment where smoking is allowed.
$17 hourly Auto-Apply 20d ago
Life Services Financial Services Representative
Bank of America 4.7
Finance associate job in Huntingtown, MD
Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************
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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 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!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
- Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
- Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
- Get training and one-on-one coaching from academy managers who are invested in your success
- Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
- Develop techniques to confidently engage with clients by telephone
- Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
- Providing a world class client experience through point of call account servicing and resolution
- Working in a well-compensated, highly collaborative environment
- Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
- Is client-focused with a passion for excellence and a positive team attitude
- Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
- Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Is an effective communicator with an aptitude for sales and relationship management
- Has strong computer skills
- Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
**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.
$28k-41k yearly est. 60d+ ago
Business Banker
First National Bank (FNB Corp 3.7
Finance associate job in Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT13
Pay Range:
$111,150.00 - $185,250.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$28k-32k yearly est. Auto-Apply 60d+ ago
Life Services Financial Services Representative
Bank of America Corporation 4.7
Finance associate job in Huntingtown, MD
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
* Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
* Focuses daily on service to sales with existing Merrill clients
* Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
* Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
* Get training and one-on-one coaching from academy managers who are invested in your success
* Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
* Develop techniques to confidently engage with clients by telephone
* Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
* Providing a world class client experience through point of call account servicing and resolution
* Working in a well-compensated, highly collaborative environment
* Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
* Is client-focused with a passion for excellence and a positive team attitude
* Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
* Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
* Is an effective communicator with an aptitude for sales and relationship management
* Has strong computer skills
* Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
* Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
* Attention to Detail
* Critical Thinking
* Customer and Client Focus
* Oral Communications
* Prioritization
* Active Listening
* Decision Making
* Emotional Intelligence
* Result Orientation
* Written Communications
* Account Management
* Adaptability
* Client Experience Branding
* Coaching
* Referral Identification
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-41k yearly est. 23d ago
Main Banker I - Full-Time - Maryland
Maryland Live! Casino & Hotel
Finance associate job in Severn, MD
Min Compensation USD $16.00/Hr. Max Compensation USD $16.00/Hr. Why We Need Your Talents: As a Main Banker you will be responsible for delivering exceptional gest service while performing all casino cage transactions. You will assist in Cash control and disbursement for the casino bank which we call the vault or the cage! Assisting in the daily shift functions of the cage will ensure that guests have an enjoyable gaming experience.
Compensation: $16/hr + tips!
Responsibilities
Where You'll Make an Impact:
* Servicing all cashiers and team member exchanges throughout the shift.
* Keeping cash drawer balanced and impressed.
* Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs.
* Accurate record-keeping in all aspects of duties and responsibilities.
* Answering customer questions in a courteous and professional manner.
* Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions.
* Making exchanges with Main bank, Marker bank, and Chip bank.
* Responsible for cashing out customers, giving correct change.
* Become familiar with the casino credit application process.
* Cleaning/washing of chips.
Skills to Help You Succeed:
* Ability to
* Effectively communicate
* Read, write, and understand basic instructions.
* Complete, perform and understand basic mathematical functions.
* Must be able to distinguish between colors
* Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls.
* Knowledge in all service areas, front window, marker bank, Chip Bank and main vault.
* Ability to perform assigned job duties under frequent time pressures in an interruptive environment.
* Flexible work schedule.
Qualifications
Must-Haves:
* A high school diploma or GED equivalent.
* One (1) year cashier or banking experience preferred.
* Must be able to obtain and maintain the necessary license as mandated by the Maryland Lottery and Gaming Control Agency.
*
Physical Requirements:
* Ability to:
* Work at a fast pace in stressful situations.
* Stand for entire shift.
* Lift, push, or pull up to 50lbs.
* Stoop, bend, and squat.
* Must be able to work in a location with loud noise and visual distractions.
What We Offer
Perks We Offer You
* Comprehensive group health benefits for full-time and part-time Team Members and their eligible dependents. Other benefits for full-time and part-time Team Members include:
* Free Basic Life Insurance
* Free Short Term & Long-Term Disability
* Generous retirement savings options
* Paid Time Off
* Tuition Reimbursement
* On-site Wellness center for Team Members and eligible dependents (Maryland Property only)
* Training and pathways for career growth
* Robust Rewards & Recognition Programs
* Annual Merit Based Pay Increases
* Discretionary Performance Bonuses
* Discretionary Service Bonuses
* Free parking
* Free food and discounted meals
* Live! Hotel, Food & Beverage, and Entertainment Discounts
Life at Live!
Individuals chosen to be part of the Live! Team can expect:
* To be part of an exciting experience unlike any other in the market.
* To be given the power and responsibility to put service and community first.
* To come together as a strong team, while valuing and celebrating our diversity.
* To be given the tools, resources, and opportunity to grow in their career.
* To work hard and have fun.
* Live is a 24 hour /7 days per week high energy casino with a culture committed to fairness, teamwork, and most importantly FUN.
* The casino is large and fast paced, requiring the ability and energy to move about it with a true sense of urgency!
* Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises.
* You will work in an environment where smoking is allowed.
How much does a finance associate earn in Easton, MD?
The average finance associate in Easton, MD earns between $30,000 and $89,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.