Finance associate jobs in Graham, NC - 223 jobs

Job DescriptionFinance, Bankruptcy & Restructuring Associate - Financial Services Direct Counsel is representing an Am Law 100 firm. An Am Law 100 firm is seeking a mid-level Associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team. This position offers the opportunity to work on sophisticated, high-value finance transactions in a supportive and nationally respected environment. The role is open to candidates in North Carolina, with a strong preference for those based in Charlotte or Raleigh. About the Role: The successful candidate will work on a variety of secured and unsecured credit facilities, with a focus on commercial and corporate lending transactions, including syndicated loan structures. This is a dynamic opportunity for attorneys looking to build long-term client relationships and expand their experience in complex financial deals. Key Responsibilities: Represent lenders and borrowers in negotiating, documenting, and closing a wide range of commercial loan transactions. Conduct and manage due diligence, draft term sheets and credit agreements, and guide deals through inception to post-closing. Collaborate with a team of experienced finance attorneys and interface directly with clients. Qualifications: 3-5 years of experience handling complex finance transactions, preferably in a large law firm or financial institution. Experience with syndicated credit facilities strongly preferred. Proven ability to manage deals independently and communicate effectively with clients. Licensed or eligible to practice law in North Carolina. Strong academic credentials and exceptional communication and drafting skills required. Compensation: Salary range: $180,000 - $200,000/year, based on experience and qualifications. Full benefits package including medical, dental, vision, life insurance, 401(k), generous paid time off, and discretionary bonuses. This is an exciting opportunity to join a national finance practice and develop your skills within a collaborative, growth-oriented team. Apply now with your resume and a brief cover letter to learn more.

CEVA Logistics provides global supply chain solutions to connect people, products, and providers all around the world. Present in 170+ countries and with more than 110,000 employees spread over 1,500 sites, we are proud to be a Top 5 global 3PL. We believe that our employees are the key to our success. We want to engage and empower our diverse, global team to co-create value with our customers through our solutions in contract logistics and air, ocean, ground, and finished vehicle transport. That is why CEVA Logistics offers a dynamic and exceptional work environment that fosters personal growth, innovation, and continuous improvement. DARE TO GROW! Join CEVA Logistics, and you will be part of a team that values imagination and continued learning and is committed to excellence in everything we do. Join us in our mission to shape the future of global logistics. As we continue growing at a fast pace, will you "Dare to Grow" with us? PAY RANGE: $80,000 YOUR ROLE Perform a variety of moderately complex clerical accounting functions to ensure accurate, efficient and complete processing of transactions. Model and act in accordance with our guiding principles and core values. WHAT ARE YOU GOING TO DO? * Perform accounts payable functions that ensure vendors are paid accurately and on time. * Provide training to new employees on department procedures and financial systems. * Monitor all check processing procedures to ensure accuracy and compliance with general accounting principles and department policies and procedures. * Review processing status of vendor invoices and ensure invoices are processed for payment. * Distributes work to accounting clerk staff to ensure an efficient and productive work flow. * Provide assistance on follow-up and consultation with stations and vendors to resolve complex accounts payable or other accounting issues. * Perform data entry by inputting data from source documents into computer. * Respond to vendor questions on current invoices, past due invoices and statements. * Performs other duties as assigned. WHAT ARE WE LOOKING FOR? Education and Experience: * High School Diploma or GED required; Associate's Degree preferred. * Minimum two years related experience. * Minimum one year industry experience preferred. Skills: * Intermediate proficiency in Microsoft Office, internet, web-based and job specific software applications. Other Skills/Experience: * Ability to analyze moderately complex administrative details and routine Accounting tasks including organizing, preparing and coding documents and preparing summary reconciliations. * Ability to generate routine to moderately complex reports, charts, and graphs. * Accurate typing and/or data entry skills. * Ability to add, subtract, multiply and divide using units of U.S. or international currency, weight, volume and distance measurement. * Responds promptly and professionally to customer needs and solicits customer feedback to improve performance. * Recommends solutions to common problems. * Gives and welcomes feedback, and contributes to building a positive team spirit. WHAT DO WE HAVE TO OFFER? With a genuine culture of recognition, we want our employees to grow, develop and be part of our journey. We offer a benefits package with a focus on your wellbeing. This includes competitive Paid Time Off, 401(k), health insurance and an employee benefits platform that offers discounts on gym memberships and a diverse range of retail, travel, car and hospitality brands, including important offerings like pet insurance. We are a team in every sense, and we support each other and work collaboratively to achieve our goals together. It is our goal that you will be compensated for your hard work and commitment, so if you'd like to work for one of the top Logistics providers in the world then let's work together to help you find your new role. ABOUT TOMORROW We value your professional and personal growth. That's why we share plenty of career opportunities for you to thrive within CEVA. This role can be the first step on your career path with us. You can stay in the same job family, find a new family to grow in (an almost limitless number of options) or find your own path. Join CEVA for a challenging and rewarding career. #LI-JS1 CEVA operates in a multicultural, global environment and is a richly diverse organization operating seamlessly as one company. We aim to attract, motivate and retain the best people in our industry, whatever their background. We share the same passion to deliver world-class solutions to our customers. We have the best supply chain professionals in the industry and develop this talent in an inspiring work environment. CEVA Logistics is proud to be an equal opportunity work place and an affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other characteristic. We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individual with Disabilities. Please note: Legitimate CEVA Logistics recruitment processes include communication with candidates through recognized professional networks, such as LinkedIn or via an official company email address: ************************************. We recommend that you do not respond to unsolicited business propositions and/or offers from people with whom you are unfamiliar. Information provided is true and accurate. False statements or information will result in the application voided. Outstanding benefits for employee and family including multiple health plans(company contribution to health savings account), prescription, dental and vision coverage. Company paid life insurance, accident insurance, short- and long-term disability coverage and employee assistance plan. Voluntary benefits including additional life insurance, AD&D coverage, buy-up short- and long-term disability, critical illness, identify theft & legal plan. 401(k) with company match. Flexible Paid Time Off programs including company paid holidays. Tuition reimbursement program. Nearest Major Market: Durham Nearest Secondary Market: Raleigh

Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 3 Business Unit: Commercial Banking Reports to: Varies by Assignment Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets. The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customer's needs. 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 Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: 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 an equivalent lending or banking position and in a successful business relationship in a customer focused position Knowledge of banking laws and regulations Experience in community and civic activities Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Full-time Description Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist II to join our team in Brosville, VA! The Financial Services Specialist II provides leadership and successfully promotes teamwork while coordinating the retail branch deposit service functions in consultation with the Branch Manager. This includes, but is not limited to: Ensuring smooth, efficient Teller operations in compliance with regulatory and operational guidelines Acting as a liaison between the Branch Tellers and other Bank personnel What will you be doing in this role? Performing Teller duties Executing the directives of the Branch Manager and other members of the Bank's management Opens new accounts, certificates of deposit, and other products offered by the Bank. Answers customer questions, provides account opening information, updates customer and account information, and ensures that proper paperwork is completed and entered on the computer system Providing guidance for other Tellers who need assistance in conducting transactions or managing challenging customer issues Assists in preparing reports for branch performance, audit, and compliance purposes. Coordinates regular branch audits and testing. Enhancing Branch operations by recommending changes for improvement Ensuring a neat appearance of facilities and maintaining supply inventories for the Branch What's in it for you? Competitive salary and Incentive Plan opportunity Comprehensive medical, dental, vision and life insurance benefits Generous Paid Time Off (PTO) and 11 paid holidays Paid Parental Leave and other paid extended leave for eligible employees 401(k) Match Program and Pension Plan Tuition Reimbursement Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans We focus on the growth and development of our employees. The Financial Services Specialist II has the ability to grow professionally at FNB Requirements What will you need? High School graduate or equivalent required. Associate's degree in business, finance, or a related field preferred One to three years of proven customer service and job-related experience, preferably in banking or financial services. Prior experience in opening and servicing customer accounts and knowledge of relevant banking regulations and operational policies is a plus To be a well-organized, detail-oriented, problem solver who shows strong initiative and works quickly and accurately with minimal supervision Excellent oral, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly Proficient in use of PC based products including Word, Outlook and Deposit Pro. Basic Excel skills Basic math skills including ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Some flexibility to work outside of normal business hours Physical/Environmental Demands 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 qualified individuals with disabilities to perform the essential functions This position works in a normal office environment While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision We are proud to be an EEO/AA/M/F/Disabled/Veteran employer

Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life. Discover what our 29,000 employees, across 110 countries already know. WORK HERE MATTERS EVERYWHERE Why Syneos Health * We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. * We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. * We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong. Job Responsibilities Job Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health. Core Responsibilities * Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions. * Engage in due diligence, financial analysis and modeling * Provide valuation analysis * Assist with the due diligence and contract negotiation process * Provide market/competitive analysis * Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors * Other Responsibilities: * Performs other work-related duties as assigned. Travel may be required (up to 25%). Qualifications Education Requirements Min/Preferred Education Level Description Additional Qualifications * Work experience in a related field such as investment banking, consulting, or private equity preferred. * A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field. Substantial experience in integrated financial modeling and valuation * Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments * Acute attention to detail * Excellent written and verbal communication skills * Confidence in presenting to management * Strong quantitative and analytical skills * Strong motivation and work ethic and the ability to work independently * A high level of professionalism and confidentiality * The ability to balance multiple projects and competing deadlines Disclaimer Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. US ONLY Years of experience required Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment, investment banking, private equity, and consulting or other relevant experience Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role. We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements. Salary Range: The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. Get to know Syneos Health Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients. No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health. *************************** Additional Information Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health.

Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Sunday, January 4, 2026 More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy. Primary locations for this position are: Charlotte, NC or Raleigh, NC and any other local areas surrounding Raleigh & Charlotte. This position is responsible for the day-to-day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the Enterprise Safety & Generation Services. This position will provide direct support to the senior leadership within the ESGS organization. The ESGS organization manages all coal ash activities within Duke Energy's six (6) jurisdictions and as such this position will support all work activities in all jurisdictions. The ESGS Finance team supports consolidated total annual spend of ~$2.0 billion for O&M, Capital, COR and ARO. In addition, team supports the ARO life to date forecasted spend of $8-10 billion for the next 30-40 years as well as the cost recovery via rate cases and ongoing Coal Combustion Residual (CCR) insurance claim/litigation ranging $3-5 billion in potential future recovery. This position provides end user financial reporting support for management, operational and external reporting. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the organization to analyze and report variances, trends and plans. This position will analyze and develop the consolidated financials for all jurisdictional reporting and forecasting. This position will define and improve current and future reporting requirements and understand how those requirements impact source databases and reports. This position will work closely with project teams to test database and reporting solutions as well as participate on various project teams to develop new reporting solutions. This position also helps ensure adherence to GAAP, internal company financial policies and procedures (i.e. Capital, O&M, COR & ARO Charging guidelines, etc..) particularly related to collaborating with CARG (Corporate Accounting Research Group) and Fixed Assets as needed. This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. Position will provide Regulatory knowledge includes familiarity with environmental clause cost management, and other pass-through items for all jurisdictions to support various reporting and requirements. Effective leadership, communication and collaboration skills are essential for this position as the incumbent is responsible for functions that cross and impact multiple fleet sites and jurisdictions. Job Responsibilities and Duties: Ensure timely and accurate analysis and reporting: * Provide and present accurate and relevant financial analysis and management reporting to the CCP Organization and respective senior management to enable strategic decision-making * Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations. * Analyze data, identify and correct errors to ensure accuracy and integrity of financial information. * Coordinate and support the month-end close activities. * Prepare, check and/or post journal entries and accruals on an as needed basis. * Assist in the preparation and review of governmental filings, including quarterly and annual FERC reports, rate case support, insurance claim, recoverables, ARO Calculations etc. * Work with internal & external auditors; provide necessary information & answer questions as needed. * Assist in SOX documentation updates and management testing. * Maintain good working knowledge of accounting policies and impacts as required. Ensure effective budget & business planning process: * Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections. * Validate budgets uploaded to correct target amounts. * Develop and support department budget, strategic plan and related presentation material. * Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content. * Coordinate the preparation of annual budgets utilizing Hyperion Planning. Leading and building relationships: * Build relationships & promote two-way communication with business partners and Finance peers. * Help provide guidance to team on complex accounting issues. * Proactively help identify cost reduction opportunities through independent analysis. * Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved. * Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner's organization. Other and miscellaneous duties: * Coordinate & manage various projects & initiatives that arise throughout the normal course of business. * Identify, develop and implement continuous process improvement opportunities. * Lead and/or assist with special projects and requests as required * Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization * Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes. * Perform other ad hoc requests as necessary. Basic Qualifications - Financial Analyst I * Bachelor's degree with major in Accounting/Finance or related discipline * One (1) or more years of increasingly diverse or complex experience in related field in addition to degree * Possesses and applies fundamental accounting and finance concepts, practices, and procedures * Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) * Experience using Microsoft products such as Excel, Word and Power Point Basic Qualifications - Financial Analyst II * Bachelor's degree with major in Accounting/Finance or related discipline * Two (2) or more years of increasingly diverse or complex experience in related field in addition to degree * Possesses and applies fundamental accounting and finance concepts, practices, and procedures * Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) * Experience using Microsoft products such as Excel, Word and Power Point Desired Qualifications: * CPA, CIS, CFA or CMA Certifications (or working toward certification) * Master's in Accounting, Finance or Business Administration * Experience in interfacing with executive leadership * Strong oral and written communication skills * Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge * Demonstrated ability to work independently with proactive recommendations and limited supervision * Broad knowledge of utility environment and its business units/operations. * Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management. * Ability to work in a team environment & foster good relationships with teammates & business partners * Ability to build and maintain productive working relationships at all levels within the organization. * Proven analytical and skills. * Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach. * Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments * Experience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.) * Proficient use of Power BI and Microsoft products such as Excel (i.e. pivot tables, PowerPivot), Word, & Power Point. Working Conditions - Hybrid #LI-PG1 #LI-Hybrid Travel Requirements 5-15% Relocation Assistance Provided (as applicable) No Represented/Union Position No Visa Sponsored Position No Please note that in order to be considered for this position, you must possess all of the basic/required qualifications. Privacy Do Not Sell My Personal Information (CA) Terms of Use Accessibility

At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.

Who We Are: Kontoor Brands is a portfolio of three of the world's most iconic lifestyle, outdoor and workwear brands: Wrangler, Lee and Helly Hansen. Kontoor Brands is a purpose-led organization focused on leveraging its global platform, strategic sourcing model and best-in-class supply chain to drive brand growth and deliver long- term value for its stakeholders. Job Posting: Kontoor Brands Summer Internship Program 2026 | Program Overview Level up your fashion-industry experience with the teams behind Wrangler and Lee jeans, Kontoor Brands! We design, manufacture and distribute superior high-quality products that look good, fit right, and are crafted with respect to our planet to give people around the world the freedom and confidence to express themselves. Above all, our people are our business. Purpose is in our Genes. People are our thread. With a presence in over 60 countries and a legacy that dates back over 200 years, our massive global community is all about integrity, teamwork, performance, and entrepreneurship. We're on the hunt for inclusive, creative, and down-to-earth forward-thinkers passionate about meaningful and purposeful apparel. Belonging starts with Influencers and Advocates. Become a Kontoor Brands Champion. Kontoor Brands' Summer Intern Program is packed with projects, networking socials, cross-functional learning, and the chance to connect with industry trailblazers like our Executive Leadership Team. Previous interns have taken on projects as subject matter experts and social architects to engineer solutions through social media, Go-To-Market strategies, and denim designs. Participants can also take advantage of opportunities to explore interests in Social Issues, Sustainability, Career Fairs, Community Outreach and more. This is a 10-week, full-time paid internship. Start your journey with us and take your career to the next level! Apply to join the common thread and gain so much more! Program Overview: * 10-week term * Full-time paid internship * Must be local or willing to relocate to Greensboro, NC Find Your Fit at Kontoor if you are: * Currently enrolled in an accredited undergraduate program at a College/University and able to receive a paid internship * Eligible to work in the US without restrictions * A demonstrated leader through school, extracurricular activities and/or community involvement * Exceptional at taking on challenges and using your particular set of skills to create solutions * A self-starter, ability to work with others in a team environment, with a passion for helping others * Knowledgeable of Microsoft Office (Excel, Word, PowerPoint, Teams, etc.) Full-time roles are up for grabs when the program concludes. Opportunities are based on performance and business needs. Don't miss out on this amazing experience and jumpstart your career with Kontoor Brands. Project Role: NAM Finance Intern Contribute to the success of Kontoor's financial objectives by supporting the North America & Mexico brand FP&A team in enhancing its reporting, analytics capabilities, and driving projects to completion. Candidates must possess strong financial acumen and technological skills, along with the ability to think critically. The NAM Finance Intern will be partnered with brand FP&A, accounting, corporate FP&A and other finance groups to support business needs across the region. The role will provide opportunities for learning and collaboration with multiple stakeholders and key constituents. The primary responsibilities of the NAM Finance Intern will be to support the NAM brand FP&A team on financial activities including report building, financial analysis, process documentation, and project work. Some specific projects/activities may include: * Run weekly sales and other reporting * Leverage technology skills to create and modify reports in Power BI and AFO * Support the reconciliation of key financial statements and analysis * Develop consistent Global reporting that can be leveraged across regions * Create documentation and training materials around specific financial processes * Take ownership of certain projects and drive them to completion, ensuring accurate and insightful work product(s) Skills for Success: * Currently majoring in finance, accounting, economics or another related field * Proficiency in Microsoft Office, particularly Microsoft Excel * Inquisitive nature; eagerness to learn and contribute * Strong computer and technology skills * Understanding of financial statements including Profit & Loss, Balance Sheet and Cash Flow * Self-starter; ability to work independently and trouble shoot problems * Professional demeanor; strong interpersonal, leadership, problem solving, communication, and time management skills Location Requirements: * Greensboro, North Carolina Why Kontoor Brands? At Kontoor, we offer a comprehensive benefit package to fit your lifestyle. Our benefits are crafted with the same care as our products. When our employees are healthy, secure, and well, they bring their best selves to work. Kontoor Brands supports you with a competitive benefits program that provides choice and flexibility to meet your and your family's needs - now and in the future. We offer resources to support your physical, emotional, social, and financial wellbeing, plus benefits like discounts on our apparel. Kontoor Brands also provides four weeks of Paid Parental Leave to eligible employees who are new parents, Flexible Fridays, and Tuition Reimbursement. We are proud to offer a workplace culture centered on equitable opportunities and a sense of belonging for all team members. Here we have a global workforce of high-performing teams that both unlocks our individual uniqueness and harnesses our collaborative talents.

Operations admin needs basic financial experience Operations admin requires: Basic financial experience MS Office Banking Performs a number of administrative processing duties to facilitate client service objectives. Ensures regulatory compliance and accurate reporting by reviewing business processes, documentation, systems, and accounts. Review - Maintains the integrity of information reporting systems through daily maintenance and review. Ensures all information or supporting documentation is present and correct, that accounts are properly set up, and that access is monitored. Adds, modifies, and maintains accounts to comply with applicable regulations and requests. Reviews regulatory holds placed on accounts by branch associates and makes corrective actions with

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: **************************************************************************

Contract employee to provide short-term assistance in Corporate Financial Planning and Analysis department. Responsibilities will include accounts payable related functions (coding of invoices and payment research), report generation and duties related to the accounting month-end close. Additional Information Pushkaraj Hachibatti | Mindlance, Inc. | Office- ************

Job DescriptionDescriptionAbout The Role This internship is ideal for current college students eager to gain hands-on experience in finance within a dynamic commercial environment. As a Finance Intern, you will support the North America Commercial Finance team, primarily partnering with the sales organization. You'll work across key financial processes and projects, analyze data to deliver actionable insights, assist with financial modeling, and enhance reporting capabilities. This role offers an excellent opportunity to build foundational finance skills while contributing to the success of the business. What You Will Do Join and play an integral role on the North America Commercial Finance team. Conduct financial analysis and modeling to support strategic business initiatives. Monitor financial performance of programs, projects, and products; identify trends and areas for improvement. Assist with month-end close activities and forecasting cycles, including reconciliations and reporting. Collaborate with cross-functional teams (sales, marketing, analytics, operations) to gather data and ensure accuracy in financial forecasts and reports. Prepare and present financial reports and insights to management. What We're Looking For Education: Currently pursuing a bachelor's or master's degree in finance, Accounting, Economics, or a related field. Experience: Prior internship or coursework in financial analysis, accounting, or business preferred. Skills: Strong analytical and problem-solving abilities. Proficiency in Excel (pivot tables, formulas) and general financial concepts. Familiarity with ERP systems (SAP) and exposure to data visualization tools (Power BI) is a plus. Communication: Ability to clearly present findings and collaborate effectively across teams. Teamwork: Comfortable working independently and within a team environment. Qualifications Technical: Advanced Excel skills; familiarity with ERP systems; exposure to data visualization tools. Soft Skills: Attention to detail, time management, strong communication, and a willingness to learn. Nice to Haves: Positive attitude, self-starter mindset, and ability to thrive in a fast-paced environment. ..

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Pursuing a Bachelor's degree in Finance, General Business, or Business Analytics Strong financial and analytical skills Proven ability to organize and interpret large amounts of data Meticulous, organized and proficient at managing multiple workstreams simultaneously Excellent written and verbal communication skills needed to interact with internal team members and external client personnel. Dedicated, result oriented and ability to learn quickly in a fast-paced, dynamic work environment under tight deadlines Highly proficient in Excel; SQL and Tableau experience preferred Proficiency in the English language, including the ability to listen, understand, read and communicate effectively both in writing and verbally in a professional environment.

Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Budgeting and Forecasting Support Help in the preparation and review of budgets and forecasts. Support variance analysis by comparing actuals vs. budgeted numbers. Account Reconciliation Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries. Identify discrepancies and report findings to senior finance staff. Financial Reporting Help prepare monthly, quarterly, and annual financial reports. Support the team in ensuring accuracy and compliance with company policies. Invoice Processing & Expense Tracking Assist with reviewing and processing vendor invoices and employee expense reports. Ensure documentation accuracy and compliance with internal policies. Market and Competitor Research Conduct basic financial research on market trends, competitors, or investment opportunities. Summarize findings and present to supervisors or team leads. ERP/Finance System Data Entry Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks. Ad Hoc Projects Assist with special projects such as cost-saving initiatives, financial modeling, or data cleanup efforts. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Bachelor's degree in Finance or Accounting Analytical, problem solving and organizational skills. Proficiency in Microsoft Word, Excel and Access applications. Clear and concise verbal and written communication skills.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. · A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary · This position is not eligible for Visa sponsorship Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Required Job Skills & Years of Experience for Each: 1. Advanced computer skills experience with Microsoft applications (1-3 yrs) 2. Proven success in analytical and organizational skills coupled with an attention to detail (1-3 yrs) 3. Proven success working well with minimal supervision (1-3 yrs) 4. Proven ability to clearly and concisely communicate with internal and external personnel (1-3 yrs) • Team player with ability to work through others on team • Drive self-development and continuous learning through coaching and feedback • Apply knowledge of key customer financial indicators to evaluate alternative courses of action Additional Job Description: The Finance Customer Management Coordinator contributes to the success of PBC by driving cash flow and managing relationships with internal and external PBC customers. Required to identify, analyze and solve customer concerns in a timely and effective manner. Review product detail and cost on our invoices, compare those to the receiving detail in a customer portal, identify and track their findings. Understand and follow documentation with the A/R system and PBC workflow tool and partner with others to identify and recommend root cause resolution. Possess strong analytical and Microsoft Excel skills to resolve large sets of data. Demonstrate initiative for expanding own skill set and knowledge of business Additional Information Must have Bachelors,Excel,SAP,Accounting Experience.

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm Agent Zach Barnes, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.