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Financial Analyst
Remax 4.2
Finance associate job in Denver, CO
RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization.
This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements.
Key Responsibilities
Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units.
Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives.
Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions.
Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends.
Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives.
Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency.
Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations.
Contribute to the development of new reporting templates and tools
Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities.
Qualifications & Skills
Required: Bachelor's degree in Finance, Accounting, Economics, or related field.
Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A.
Proven experience in budgeting, forecasting, financial modeling, and performance analysis.
Strong business acumen and ability to influence stakeholders through data-driven insights.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus.
Solid understanding of financial statements and GAAP accounting principles.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
Highly organized, detail-oriented, and capable of managing multiple priorities independently.
Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement.
Compensation & Benefits
Hire Range/Rate:
Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility.
Benefits Include:
Competitive medical, dental, and vision coverage
401(k) and Roth 401(k) with company match
Health savings account with company contribution
Flexible spending accounts
Paid parental leave (maternity, adoption, foster)
Educational assistance and student loan support
Paid holidays and flexible time-off program
ClassPass discount and monthly subsidy
And more!
About RE/MAX Holdings
RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive.
Hire Range/Rate:
$70,000 - $83,000
Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
Competitive Medical, Dental, and Vision benefits
Retirement plans with optimal company match
Annual bonus/merit opportunity
Educational Assistance
Mental Health support program
O.R.E. Events offered in-person and virtually
Mentorship program
Employee Resource Groups
Community Engagement
Diversity, Equity, and Inclusion
Parenting
Remote
Women at REMAX
RE/MAX, LLC & Motto Mortgage
Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your
RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!
RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
*As measured by transactions sides
Application Deadline: January 22, 2026
$70k-83k yearly 1d ago
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Retail Relationship Banker
BMO Financial Group 4.7
Finance associate job in Aurora, CO
Bilingual/Spanish preferred; Aurora branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
+ Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
+ Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
+ Supports customer transactions needs based on customer traffic.
+ Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
+ Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
+ Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
+ Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
+ Analyzes issues and determines next steps.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
+ Appropriate lending qualifications and designations.
+ Working knowledge of personal and small business customer needs and solutions.
+ Working knowledge of retail investments and lending products.
+ Experience in financial services is an asset.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
+ Passionate commitment to helping our customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$41,714.00 - $69,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-69k yearly 2d ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Broomfield, CO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. 1d ago
Branch Relationship Banker Denver, CO
Banktalent HQ
Finance associate job in Denver, CO
At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post, we offer our customers and employees the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success.
At Vectra, we're committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care.
With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless - come for a job, stay for a career.
We are looking for a Branch Relationship Banker to provide top notch customer service to our clients and customers at our Denver Quebec branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Looking for candidates that are available Monday thru Friday
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed.
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Responsible to resolve customer service issues.
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative-oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills.
Strong attention to detail and time management.
Proficient in basic computer skills.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $21.00- $29.00 hourly depending on job-related factors such as level of experience and location.
$21-29 hourly 3d ago
Residential Whole Loan Trader
Janus Henderson Investors 4.8
Finance associate job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
+ Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
+ Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
+ Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
+ Perform levered cash flow modeling for whole loan pools and securitization structures.
+ Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
+ Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
+ Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
+ Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
+ Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
+ Track portfolio performance against expectations and market benchmarks.
+ Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
+ Track all recent whole loan market activity and color.
+ Stay current on mortgage market trends, regulatory developments, and investor behavior.
+ Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
+ Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
+ Technical Skills:
+ Proficiency in cash flow modeling and loan-level analytics.
+ Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
+ Strong programming skills in Python, R, or SQL for data manipulation and model development.
+ Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
+ Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
+ Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$180k-210k yearly 60d+ ago
Finance Officer
Alpine Bank (Co 4.4
Finance associate job in Grand Junction, CO
General Purpose The Finance Officer will oversee finance systems, maintain accurate records and financial documentation. This job will assist the Head of Finance with bank wide initiatives with reporting and analysis of business needs. Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Assist with Net Interest Margin (NIM) control by researching loan and deposit competitive rates.
* Manage the interest rate risk model and related processes for the bank.
* Perform regular due diligence on brokers/dealers and correspondent banks.
* Build pro-forma financial projections and goals.
* Maintain relationships with external auditors and examiners.
* Support goals and initiatives of Asset Liability Committee (ALCO).
* Prepare ALCO meeting materials and packet.
* Deliver reports and analytics to provide management information to make financial decisions.
* Contribute analysis in the areas of liquidity, costing, and regulatory reporting.
* Analyze and interpret financial plans, profit and loss statements, or other financial documents.
* Regular and Reliable on-site attendance is an essential function of this position.
* Performs other duties as assigned.
Supervisory Duties
* None.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
* Carries out the bank's vision, mission, and values.
* Demonstrates expanded knowledge and understanding of banking industry.
* Ability to work in a fast-paced environment with a desire for professional growth.
* Receives mentoring in a mature and open manner.
* Outstanding oral and written communication skills.
* Self-motivated.
* Good interpersonal skills.
* Demonstrates the ability to work as a team player.
* Ability and willingness to relocate if necessary.
* Proficient knowledge in Microsoft Office Suite and Adobe Acrobat.
* Ability to work independently.
* Demonstrates adaptability and change management skills.
* Ability to organize and analyze financial information and to accurately perform complex financial calculations.
Education or Formal Training:
* A Bachelor of Arts or Bachelor of Science Degree (BA or BS) with a 3.0 grade point average (GPA) or above is required.
* A Bachelor of Arts or Bachelor of Science Degree (BA or BS) in Accounting, Finance, Business or similar is required.
* Possession of, or ability to obtain, a valid State of Colorado Drivers' License, required.
Experience:
* Minimum 2-5 years' experience in accounting and financial management.
* An equivalent combination of education and experience may be substituted on a year-to-year basis
Working Conditions
Working Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Travel to conferences, meetings and branch locations on a regular basis is necessary.
Physical Activities:
These are representative of those which must be met to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is from $65,000.00 to $100,000.00 per year, depending on experience. Actual pay and Officer level will be commensurate with experience.
Position anticipated to close March 31, 2026, or until filled.
For an overview of our employee benefits please visit: Alpine Bank Careers Page
$65k-100k yearly 42d ago
Programmatic Trader
Booyah Advertising 4.4
Finance associate job in Denver, CO
Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices.
Areas of Responsibilities:
Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources
Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources
Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management
Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives
Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings
Ensure quality control of campaigns, implementing and adhering to a rigorous QA process
Once campaigns are live, optimize performance based on agreed-upon key performance indicators
Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts
Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities
Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights
Manages budgeting on a daily, weekly, monthly, and quarterly basis
Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns
Develop client presentations and present to the client when needed
Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc.
Serves as a mentor/coach to Coordinators
Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA
Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance
Qualifications
1.5+ years of client-facing experience within programmatic media
Must have experience managing budgets upwards of $1MM/month
Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization
Experience with ad server technology, preferably Campaign Manager 360
Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc.
Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc.
In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools
Demonstrated analytical mindset and skills
An eagerness for career progression in AdTech
Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner
A self-starter with strong multi-tasking ability and close attention to detail
Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients
Ambition and drive to produce great results for clients
Understanding of responsibility and willingness/desire to go above and beyond given tasks
Ability to work under pressure
Skillshop or Edge Academy certifications desired
Salary: $60,000 to $79,825
Wage differential is based on seniority, merit, education, training and experience.
Who is Booyah Advertising?
Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta.
At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it.
Our company culture speaks for itself and has earned us recognition from leading publications:
#1 on The Denver Post's Top Workplaces
#9 on Ad Age's Best Places to Work
#10 on Outside's 50 Best Places to Work
Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work
Why You'll Love Working at Booyah
You'll feel right at home at Booyah if:
You're excited to join a driven, growth-focused team that prioritizes collaboration over ego.
You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm.
You value building meaningful, supportive relationships with colleagues, clients, and industry partners.
You believe in working for a company that invests in your growth and development.
You're passionate about making a tangible impact on real client outcomes.
Employee Benefits
We're proud to offer a competitive benefits package designed to support your well-being and growth:
Competitive salary
Medical, dental, and vision insurance with HSA and FSA options
401(k) with company match
Unlimited PTO to recharge and prioritize life outside work
Award-winning management training programs
Regular 360 feedback surveys and biannual performance reviews
Quarterly team and company-wide events
5-year anniversary trip to celebrate your contributions
Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.
$60k-79.8k yearly 8d ago
Residential Whole Loan Trader
GWP 4.3
Finance associate job in Denver, CO
Why work for us?
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
Perform levered cash flow modeling for whole loan pools and securitization structures.
Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
Track portfolio performance against expectations and market benchmarks.
Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
Track all recent whole loan market activity and color.
Stay current on mortgage market trends, regulatory developments, and investor behavior.
Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace - the mindfulness app
Corporate membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Must have skills
Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
Technical Skills:
Proficiency in cash flow modeling and loan-level analytics.
Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
Strong programming skills in Python, R, or SQL for data manipulation and model development.
Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
No
Potential for growth
Mentoring
Leadership development programs
Regular training
Career development services
Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$46k-76k yearly est. 60d+ ago
Sr. Corporate Financial Analyst
Waystar 4.6
Finance associate job in Lehi, UT
** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals.
**WHAT YOU'LL DO**
+ Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results.
+ Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy.
+ Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process.
+ Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting.
+ Provide detailed reports and present analyses to executive leadership on an ad-hoc basis.
+ Lead initiatives to identify opportunities for financial and operational improvements.
+ Enhance business insights and reporting by leveraging PowerBI.
+ Gathering, combining, and analyzing data from a variety of sources and systems
+ Proactively and independently identify opportunities for improvement and communicate to management.
**WHAT YOU'LL NEED**
+ Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field.
+ 3-5+ years of similar work experience.
+ Assurance or advisory experience with Big Four accounting firms is strongly preferred.
+ Attainment or pursuit of CPA, CFA, or other relevant certifications.
+ Experience working for a publicly traded company or private equity-backed business.
+ Strong understanding of financial metrics, accounting concepts, and US GAAP.
+ Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses.
+ Attention to detail and the ability to communicate financial information clearly to senior stakeholders.
+ Self-motivated with the ability to manage multiple ongoing tasks and assignments.
+ A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team.
+ Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions.
+ Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation.
+ Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation.
**ABOUT WAYSTAR**
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter.
**WAYSTAR PERKS**
+ Competitive total rewards (base salary + bonus, if applicable)
+ Customizable benefits package (3 medical plans with Health Saving Account company match)
+ We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
+ Paid parental leave (including maternity + paternity leave)
+ Education assistance opportunities and free LinkedIn Learning access
+ Free mental health and family planning programs, including adoption assistance and fertility support
+ 401(K) program with company match
+ Pet insurance
+ Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
**Job Category:** Accounting/Finance
**Job Type:** Full time
**Req ID:** R2751
$49k-70k yearly est. 60d+ ago
Dental Finance Coordinator
Marillachealth
Finance associate job in Grand Junction, CO
Job Summary: The Dental Finance Counselor will be in charge of the Patient relationship management related to Treatment plans and financial agreements. Essential Functions: • Promotes mission, vision, and values of SCL/Marillac Health. • Assure that Dental Patients have treatment plan and assist by educating patients on their dental needs and financial arrangements • Present Dental Treatment plan, review procedures, answer questions and concerns related to treatment plan • Educate patients on insurance benefits and limitation with Dental financial programs • Be in charge of the cases granted by AV Hunter and ADRC or Friends of man • Management of the Senior Dental Program • Give the financial information related to implant cases to the patient • Coordinate patient care with specialty referrals and follow up on this process. Make any needed appointments in the local Office • Follow up on any changes in the Dental Treatment plan to discuss procedure and finances • Assist Dental team on answering phone calls • Assist Front Desk team in daily operations flow • Participate in the Recall program • Participate in the MDI program getting the reports and calling referred patients • Assist Dental Patients in making and keeping their appointments • Participate in data and Dashboard utilization of clinical metrics to identify areas of reporting and performance improvement • Maintain a work environment that is marked by respect • Assist the QI department in all HRSA requirements • Comply with all OSHA and HIPAA Policies and procedures at Marillac Health • Performs other related job duties as assigned by the supervisor Competencies: • Good Proficiency and navigation PC application included but not limited to MicroSoft suite of products and EMR/EDR systems • Ability to multitask while actively listening • Excellent keyboarding skills • Good telephone manners with a clear speaking voice • Effective communication skills and the ability to build rapport with the patients, outside professionals and staff • Ability to work in a PCHM team model of care
Required Education/Experience:
One year beyond High School.
Preferred Education/ Experience:
* One year experience in a Dental practice
* Certification from an accredited college/program
* Bilingual in Spanish
Additional Eligibility: Must be current or willing to be vaccinated for the following
o TDAP (up to date booster)
o MMR series
o Varicella
o HEP B series
o Flu Shot
o TB Screening
o COVID
$35k-52k yearly est. 56d ago
Dental Finance Coordinator
Primehealth 4.0
Finance associate job in Grand Junction, CO
Job Summary: The Dental Finance Counselor will be in charge of the Patient relationship management related to Treatment plans and financial agreements.
Essential Functions: • Promotes mission, vision, and values of SCL/Marillac Health. • Assure that Dental Patients have treatment plan and assist by educating patients on their dental needs and financial arrangements
• Present Dental Treatment plan, review procedures, answer questions and concerns related to treatment plan
• Educate patients on insurance benefits and limitation with Dental financial programs
• Be in charge of the cases granted by AV Hunter and ADRC or Friends of man
• Management of the Senior Dental Program
• Give the financial information related to implant cases to the patient
• Coordinate patient care with specialty referrals and follow up on this process. Make any needed appointments in the local Office
• Follow up on any changes in the Dental Treatment plan to discuss procedure and finances
• Assist Dental team on answering phone calls
• Assist Front Desk team in daily operations flow
• Participate in the Recall program
• Participate in the MDI program getting the reports and calling referred patients
• Assist Dental Patients in making and keeping their appointments
• Participate in data and Dashboard utilization of clinical metrics to identify areas of reporting and performance improvement
• Maintain a work environment that is marked by respect
• Assist the QI department in all HRSA requirements
• Comply with all OSHA and HIPAA Policies and procedures at Marillac Health
• Performs other related job duties as assigned by the supervisor
Competencies:
• Good Proficiency and navigation PC application included but not limited to MicroSoft suite of products and EMR/EDR systems
• Ability to multitask while actively listening
• Excellent keyboarding skills
• Good telephone manners with a clear speaking voice
• Effective communication skills and the ability to build rapport with the patients, outside professionals and staff
• Ability to work in a PCHM team model of care
Qualifications
Required Education/Experience:
One year beyond High School.
Preferred Education/ Experience:
• One year experience in a Dental practice
• Certification from an accredited college/program
• Bilingual in Spanish
Additional Eligibility: Must be current or willing to be vaccinated for the following
o TDAP (up to date booster)
o MMR series
o Varicella
o HEP B series
o Flu Shot
o TB Screening
o COVID
$40k-54k yearly est. 11d ago
Banking Specialist I or II
Timberline Bank
Finance associate job in Grand Junction, CO
The Timberline Bank GJ branch is hiring to fill one Banking Specialist position. This opening may be filled as either a Banking Specialist I or Banking Specialist II, depending on the applicant's prior banking experience and familiarity with banking products and services. Applicants should review both role descriptions and indicate which position they are applying for in their electronic application.
Who We Are
At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.
What We ValueAt Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.
Exceeding Customers' High Expectations
Empowering a Dedicated Team
Having Fun While Winning
Passionate About our Communities
Value Added Resource for our Customers (Trusted Advisor)
Banking Specialist ISalary Range: $32,300 - $43,700Department: GJ Deposit OperationsStatus: Full-Time, Non-Exempt
This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing, cash handling, and greeting and engaging with customers. Adequate product knowledge is necessary to refer sales leads and to problem solve on an ongoing basis. The career progression is to move to a Banking Specialist II when efficient in all necessary skills as determined by supervisor.
Essential Duties and Responsibilities
Provide quality customer service and greet customers promptly and courteously at all times.
Primarily responsible for answering telephone calls with exceptional telephone etiquette.
Process teller transactions accurately and efficiently.
Meet the required standards established for cash handling and cash disbursement.
Accurately meet policy requirements for teller drawer balancing.
Maintain a calm demeanor during periods of high volume.
Set up, maintain cleanliness of, and stock the coffee bar and make/serve coffee to customers and Bank visitors.
Serve as the 1st floor kitchen monitor.
Maintain and organize 1st floor storage/supply room.
Responsible for branch supply orders for each department, inputting orders and delivering to proper departments upon arrival.
Guide existing and prospective customers on live tours of our Timberline Bank Headquarters.
Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis.
Assist customers with queries concerning Bank services.
Follow established audit, security, and compliance guidelines.
Represents Timberline Bank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility, and adaptability in meeting Bank and customer needs.
Interact with other teams to collaborate and solve problems.
Engage professionally in person, via email, and on the phone to assist with every customer's need or issue.
Work independently and in a team environment to maximize productivity in a most efficient manner.
Actively seek opportunities to contribute to teams outside immediate area of responsibility.
Adhere to Timberline Bank's Core Values.
Ability to meet goals for rocks as assigned by Deposit Operations Leader.
Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings.
Duties may be expanded on as experience and professional goals are achieved.
Knowledge, Skills, and Abilities
High School Diploma or GED.
Exceptional customer service skills.
Knowledge of banking services and products to offer solutions to meet our customers' needs.
Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank's policies and procedures.
Ability to use various office equipment and become proficient in computer software programs including Excel, Word, Power Point and Publisher.
Ability to stand for an extended period of time, move to various locations promptly, and lift coin boxes (approx. 50 lbs.).
Excellent verbal and written communication skills.
Proven people, prioritization, and organizational skills.
Team player with a strong, team-focused attitude.
Banking Specialist IISalary Range: $35,700 - $48,300Department: Deposit Operations LeaderStatus: Full-Time, Non-Exempt
This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing and cash handling. Adequate product knowledge is necessary to refer sales leads and to problem solve on an ongoing basis.
Essential Duties and Responsibilities
Must be proficient and able to perform all essential duties and responsibilities of the Banking Specialist I. In addition, this position will:
Provide quality customer service promptly and courteously at all times.
Primarily responsible for answering telephone calls with exceptional telephone etiquette.
Process teller transactions accurately and efficiently.
Meet the required standards established for cash handling and cash disbursement.
Accurately meet policy requirements for teller drawer balancing.
Maintain a calm demeanor during periods of high volume.
Set up, maintain cleanliness of, and stock the coffee bar and make/serve coffee to customers and Bank visitors.
Serve as the 1st floor kitchen monitor.
Maintain and organize 1st floor storage/supply room.
Responsible for branch supply orders for each department, inputting orders and delivering to proper departments upon arrival.
Guide existing and prospective customers on live tours of our Timberline Bank Headquarters.
Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis.
Assist customers with queries concerning Bank services.
Performs various clerical duties related to lending such as filing/scanning loan papers and verifying collateral insurance and lien filings.
Follow established audit, security, and compliance guidelines.
Represents Timberline Bank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility, and adaptability in meeting Bank and customer needs.
Interact with other teams to collaborate and solve problems.
Engage professionally in person, via email, and on the phone to assist with every customer's needs or issue.
Work independently and in a team environment to maximize productivity in a most efficient manner.
Actively seek opportunities to contribute to teams outside immediate area of responsibility.
Adhere to Timberline Bank's Core Values.
Perform research on fraudulent debit card transactions as well as placing debit card travel exceptions.
Accurately complete debit card limit increases and decreases, placing Holds and Stop Payments, and more.
Researching and completing disputes for fraudulent and unauthorized debit card transactions.
Assist consumer and business customers with domestic and international wires, familiarity with wire procedures, fees, and customer inquiries, working with the Wire Team as needed to resolve issues.
Under the direction of the Deposit Operations Leader, assist with global Deposit Operations duties as assigned.
Strong professional integrity in compliance with company policy, and ethical and legal standards.
Ability to practice discretion and handle confidential information in a professional manner.
Acquire and maintain thorough understanding of security procedures.
Opportunity to become a committee member within the Bank, some committees requiring Senior Cash Operations Officer and/or Board approval.
Ability to meet goals for rocks as assigned by Deposit Operations Leader.
Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings.
Duties to be expanded on as experience and professional goals are achieved.
Knowledge, Skills, and Abilities
High School Diploma or GED.
Exceptional customer service skills.
Some banking experience preferred.
Knowledge of banking services and products to offer solutions to meet our customers' needs.
Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank's policies and procedures.
Excellent verbal and written communication skills.
Strong attention to detail and organization/multitasking skills.
Team player with a strong, team-focused attitude.
Ability to work on a computer/stand/sit for extended periods of time, ability to move to various locations promptly.
Ability to lift coin boxes (approx. 50 lbs.).
Banking Specialist I and II Key Competencies:
Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled.
Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
Establish and Maintain Personal Credibility: Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical.
Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees' needs and concerns.
Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.
Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules,
the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.
Equal Employer Opportunity Statement:
Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.
$35.7k-48.3k yearly 9d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Grand Junction, CO
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.
$500 weekly Auto-Apply 15d ago
Financial Field Analyst - Vivage Corporate
Vivage
Finance associate job in Lakewood, CO
Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado.
WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE?
Competitive Salary
Flexible working hours
Daily Pay Advance Option Available
Holiday Pay (when working on a major holiday)
Sick time pay accrual
Paid Time Off
Health, Dental, Vision, and More
OVERVIEW OF THE ROLE
The primary responsibility of your job position is to assume responsibility for financial consulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities.
KEY RESPONSIBILITIES
Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions.
Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes.
Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding.
Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled.
Conduct Resident Trust compliance reviews quarterly.
Implement and monitor performance improvement plans as needed.
Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks).
Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file.
EDUCATION/EXPERIENCE
Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements.
Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility.
Accounting or full-charge bookkeeping experience and nursing home business-office experience required.
Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required.
Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred.
Must have knowledge of general ledger accounting.
Must maintain a valid, unrestricted Colorado driver's license.
Ability to pass a criminal background check as well as Colorado CAPS background check.
COVID Vaccine Required or Valid Exemption.
We are an Equal Opportunity Employer
$51k-75k yearly est. 11d ago
Relationship Banker
Bank of America 4.7
Finance associate job in Longmont, CO
Lafayette, Colorado;Longmont, Colorado; Broomfield, Colorado
**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 (*****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
_This job will be open and accepting applications for a minimum of seven days from the date it was posted._
**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-33k yearly est. 7d ago
Financial Analyst - Incentive Compensation - SLC
Banktalent HQ
Finance associate job in Salt Lake City, UT
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Financial Analyst as part of our Finance Incentive Compensation department. Finance Incentive Compensation is integrated within the large Corporate Finance division at Zions Bancorporation.
Corporate Finance is undergoing rapid growth and we are focused on creating a relevant program that will enable our organization's long-term success. What's great about our department is that we work with the brightest minds in the organization who foster a culture of continuous learning and growth, have Executive and Board level visibility and support for our work and direct engagement with a diverse range of executives, and our efforts translate directly into highly visible, enterprise-wide initiatives. We are focused on creating business value and are seeking like-minded professionals to join our team!
The Financial Analyst will join our Finance Incentive Compensation team responsible for administration of incentive compensation plans for nearly 7,000 employees across 11 states. Our team assists business leaders to design, implement, and manage optimized and equitable incentive programs through standard financial metrics, incentive reporting, and plan administration. If you want to work on a team that truly drives company strategic objectives through alignment of individual goals, works closely with business and executive leadership, protects the company from operational, legal, and financial risk, constantly nurtures talent and personal and professional growth, fosters an atmosphere of efficiency, continuous progress, and excellence, and serves as experts on a financial metrics for a wide array of financial instruments, then you will be in excellent company.
As an Incentive Compensation Financial Analyst , you will play a key role in motivating and rewarding employees for exceptional performance through administration of our Incentive Compensation plans. The work you do has an impact for employees across the organization and drives enterprise performance - we directly impact Zions Bancorporation's success.
The Incentive Compensation Financial Analyst will:
Collaborate with cross-functional teams, including Human Resources, Sales, Finance, and Business Intelligence, to ensure the alignment of compensation strategies and financial metrics with business objectives.
Function as subject matter expert of the financial metrics calculated by the team and provide insight into compensation plan outcomes.
Conduct in-depth analysis of incentive compensation plans, ensuring compliance with company policies and alignment to strategic objectives.
Develop ideas, conduct research on complex concepts and processes, and recommend viable solutions.
Create financial modeling to analyze and forecast financial impacts to aide management in decision making process.
Prepare financial planning reports of key performance indicators, ad hoc analysis reports, and financial forecasts.
Drive business process improvement to optimize current processes and implement new solutions that improve the efficiency of the Finance and Compensation reporting function.
Develop resolutions to complex problems that require the frequent use of creativity, networking, and financial best practices.
Investigate data issues, perform analyses with strong attention to detail; propose and execute solutions.
Collaborate with stakeholders at all levels of organization, including senior and executive management, to assess and prioritize compensation related needs.
Perform other administrative duties as assigned.
Requirements:
Bachelor's degree in accounting, finance, statistics, mathematics, or another related field.
2-4+ years of experience in financial analysis, financial modeling, financial statements, management reporting, budgeting, and forecasting or other directly related experience.
A combination of education and experience may meet the requirements, previous experience in Financial Services a plus.
Excellent written and verbal communication and interpersonal skills that translate into effective consulting, facilitation, and presentation skills.
Ability to prepare oral and written reports.
Ability to work in a deadline-oriented environment.
Ability to work on their own and as part of a team; works effectively with cross-functional co-workers and internal customers.
Ability to communicate effectively to a large variety of audiences, from front-line bankers to data engineers to executives.
Ability to identify, research, coordinate, and resolve issues with attention to detail.
A desire and an ability to find ways to continually improve processes and drive efficiency
Excellent computer skills including Microsoft Office (Excel, Word, PowerPoint) required.
Ability to comprehend and develop complex financial models.
Incentive Compensation experience a plus.
Experience with SQL and Power BI a plus.
Mid-Large size financial institution experience a plus
Visa Sponsorship:
This Delivery Product Owner position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$46k-67k yearly est. 3d ago
Residential Whole Loan Trader
Janus Henderson Group 4.8
Finance associate job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
* Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
* Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
* Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
* Perform levered cash flow modeling for whole loan pools and securitization structures.
* Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
* Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
* Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
* Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
* Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
* Track portfolio performance against expectations and market benchmarks.
* Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
* Track all recent whole loan market activity and color.
* Stay current on mortgage market trends, regulatory developments, and investor behavior.
* Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
* Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
* Technical Skills:
* Proficiency in cash flow modeling and loan-level analytics.
* Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
* Strong programming skills in Python, R, or SQL for data manipulation and model development.
* Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
* Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
* Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
$180k-210k yearly 49d ago
Sr. Corporate Financial Analyst
Waystar 4.6
Finance associate job in Lehi, UT
As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals.
WHAT YOU'LL DO
* Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results.
* Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy.
* Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process.
* Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting.
* Provide detailed reports and present analyses to executive leadership on an ad-hoc basis.
* Lead initiatives to identify opportunities for financial and operational improvements.
* Enhance business insights and reporting by leveraging PowerBI.
* Gathering, combining, and analyzing data from a variety of sources and systems
* Proactively and independently identify opportunities for improvement and communicate to management.
WHAT YOU'LL NEED
* Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field.
* 3-5+ years of similar work experience.
* Assurance or advisory experience with Big Four accounting firms is strongly preferred.
* Attainment or pursuit of CPA, CFA, or other relevant certifications.
* Experience working for a publicly traded company or private equity-backed business.
* Strong understanding of financial metrics, accounting concepts, and US GAAP.
* Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses.
* Attention to detail and the ability to communicate financial information clearly to senior stakeholders.
* Self-motivated with the ability to manage multiple ongoing tasks and assignments.
* A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team.
* Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions.
* Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation.
* Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation.
ABOUT WAYSTAR
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter.
WAYSTAR PERKS
* Competitive total rewards (base salary + bonus, if applicable)
* Customizable benefits package (3 medical plans with Health Saving Account company match)
* We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
* Paid parental leave (including maternity + paternity leave)
* Education assistance opportunities and free LinkedIn Learning access
* Free mental health and family planning programs, including adoption assistance and fertility support
* 401(K) program with company match
* Pet insurance
* Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$49k-70k yearly est. Auto-Apply 14d ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Lafayette, CO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. 1d ago
Branch Business Development Banker
Banktalent HQ
Finance associate job in Herriman, UT
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
Join a company where your efforts will make a difference to our community. We need your talents and abilities help our clients feel welcome. We seek to find the best candidates whose enthusiasm for client engagement and the banking industry position themselves for growth and exposure to retail leadership. Bring your needs-based sales experience to strengthen our clients' relationship with us and we'll provide you a chance to shine. Gain valuable, hands-on experience in our branches to launch your career in our organization while making friendships along the way. Don't delay join Zions Bank today!
This role will:
Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
Open new accounts, consumer loans, and refer other banking products as applicable.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resources.
Make appropriate referrals for other bank products and services, including commercial lending products.
Potentially perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer.
Perform other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience.
An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills.
Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills. Strong attention to detail and time management.
Proficient in basic computer skills.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
How much does a finance associate earn in Grand Junction, CO?
The average finance associate in Grand Junction, CO earns between $21,000 and $59,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Grand Junction, CO