Finance associate jobs in Saint Peters, MO

Job Description At Utilitra, our employees are the cornerstone of our success, and we're dedicated to fostering an environment that reflects that. Interested in joining the Utilitra team? Provide your resume and contact information to be considered for future positions. About our Company Utilitra is a woman-owned firm specializing in utility and technology solutions. We offer design, construction, and metering services to utilities, and supply businesses and municipalities with robust technology services through our team of IT professionals. Our ability to integrate distinct specialties gives customers the opportunity to work with a coordinated team for the design and maintenance of their infrastructure. Utilitra has been recognized by the St. Louis Business Journal as a Best Places to Work finalist, one of St. Louis' 50 Fastest Growing Companies, and one of the Largest Women-Owned Businesses. We were also recognized by the St. Louis Post Dispatch as one of the area's Top Work Places. Utilitra is committed to building and sustaining an equitable and inclusive work environment where diversity is expected and valued. We believe that a diverse workforce benefits and enriches our mission, vision, and core values, and is a critical component to our company's success. Utilitra IS AN EQUAL OPPORTUNITY EMPLOYER. We proudly extend consideration for employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, age, national origin, disability, gender identity, sexual orientation, pregnancy, pregnancy-related conditions, protected veteran status, or any other criteria protected by law.

Job Description Top AmLaw 100 national law firm seeks an associate to join their Securities and Corporate Finance Practice Group in any of their Phoenix, St. Louis, Kansas City, or Denver. Interested candidates must possess a high level of academic achievement, solid law firm experience, and well-developed problem-solving, writing, and communication skills. Experience advising public companies on capital markets, SEC disclosure, and corporate governance matters is required. Candidates should have 3+ years of experience in the work described above. Relocation support is available for highly qualified candidates.

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $60,000 - $118,000+ Responsibilities: Create customized financial plans using the products and services we offer based on each client's potential life and financial needs Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications: Must possess uncompromising integrity and the ability to communicate complex ideas Must have effective relationship management skills Must have the ability to successfully network and prospect for new clients About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. We're proud of the training we offer. Training Magazine's APEX Award for 2024 We're proud to be recognized by organizations that also value diversity Human Rights Campaign: 2024 Corporate Equality Index Forbes 2024: America's Best Employers for Diversity

The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services Duties & Responsibilities Customer Service & Relationship Management * Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. * Serve as a trusted point of contact for customers, ensuring the highest level of service is provided. * Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. * Provide guidance to customers on financial products and services that best meet their needs. Sales & Cross-Selling * Actively identify and promote all bank products and services. * Ask clients targeted questions to learn about their financial needs and goals. * Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions. * Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc. Account Management and Support * Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements. * Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders. * Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools. Loan & Credit Processing * Process and assist with customer loan applications, including personal loans and home equity lines of credit. * Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process. * Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling * Process transactions with a high degree of accuracy. * Balance cash drawer and ensure transactions are accurately recorded and processed. Compliance & Risk Management * Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions. * Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate. * Adhere to privacy regulations and ensure customer data is handled securely and confidentially. Team Support and Mentorship * Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures. * Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs. Branch Operations & Administrative Support * Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch. * Support branch leadership in maintaining branch security and ensuring operational efficiency. Education & Experience Knowledge of: * Strong sales and customer service skills * Strong oral and written communication skills * Basic math and accounting functions * The basic tenets of lending and assessing a customer's financial needs Ability to: * Accurately count money * Perform duties and make decisions under frequent time pressures * Stand for extended periods of time * Lift 50 pounds * Explain products and services to current and potential customers * In concert with Banking Center leadership and other LOB, participate in cross-selling Education and Training: * Requires a High School diploma. * 2 years of banking experience with lending responsibilities required * 1 year of previous training and/or combination of mentorship, military or management experience required * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. * Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. Base Pay Range: $18-$21/hour Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Central Trust Company provides world-class "fee-only" wealth management solutions, including: investment management, fiduciary services, retirement, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years. Job Summary As a Financial Planner, you will be the strategic guide for clients navigating life's financial milestones. From retirement planning to education funding, you will craft personalized roadmaps that help individuals and families achieve long-term financial security. You will work closely with clients and their Central Trust service team, to uncover needs, offer expert advice, and deliver comprehensive planning solutions that align with their goals and values. Job Duties * Client Engagement & Planning: * Conduct in-depth discovery meetings and financial situation assessments * Create customized financial plans covering retirement, education, insurance, estate, and tax strategies * Present recommendations in a clear, actionable format * Revisit planning regularly with clients, serving as a financial coach and resource at all life stages, cultivating long-term relationships through trust and transparency * Responsible for managing and retaining all relationships and accounts assigned. * Team Collaboration: * Be an internal advocate for the value of financial planning, working with client service teams to expand their current client relationships * Serve as a knowledgeable resource for client service teams as financial questions arise, staying informed about trends and updates in the industry * Compliance & Documentation: * Ensure all planning activities meet regulatory and internal compliance standards * Maintain accurate client records and planning documentation * Uphold the highest standards of confidentiality and ethical conduct * Qualifications * Bachelor's degree in Finance, Business, Accounting, or related field (CFP designation preferred) * Minimum 3-5 years of experience in financial planning or advisory services * Strong understanding of financial planning principles, investment vehicles, and insurance products * Excellent communication, interpersonal, and analytical skills * Is comfortable collaborating with many different teams and roles

Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: *********************************************************************** A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Meet our local leaders: Matt Banderman - Managing Director What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence. Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors. Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development. Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Tom Simon - Financial Advisor Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar! Passions: Building his own team, winning charity golf tourneys, and being a dad. Secret Weapon: A knack for leading with vision and commitment to growth. Time with our team: 12+ years. Alan Metzger - Financial Advisor Background: Accountant with 16 years in construction before joining Northwestern Mutual. Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball. Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter Background: Business Management graduate from UMSL, with recruiting experience since 2023. Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis. Time with our Team: Joined in 2024. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time. As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career. At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business. Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jim Zara Wealth Management Advisor How long with NM? 34 years. Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School. Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle. Cassandra Clemens Director of Recruitment and Selection: How long with NM? 4 years. Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years. Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab. Jesstine Kemper Financial Advisor: How long with NM? 6 years. Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager. Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria. Brian LaValle Private Wealth Advisor: How long with NM? 22 years. Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products. Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO. Jakob Junker Financial Representative: How long with NM? 6 months. Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender. Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other. Job Description As a Financial Consultant, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Culture & Learning. This includes responsibilities such as: Preparing financial plans, reviews, projections, and periodic updates Reviewing, modeling, analyzing, and rebalancing investment portfolios Researching, implementing, and helping coordinate wealth strategies Managing accounts and cash positions Researching and responding to client requests or questions Managing and coaching junior team members Assisting with various projects and firm-related initiatives Qualifications You have a minimum of four years in the financial services industry, including significant client-facing experience. You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management. You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate. You have a BA or BS degree with exceptional academic performance from a challenging four-year institution. CFP, CFA, CPA, or MBA is preferred but not required. Experience serving family office-level clients is preferred but not required. Benefits Competitive Salary and Annual Performance Based Bonus Medical and Dental Health Plans Supplemented Health Savings Account and Health Flexible Spending Account Dependent Care Flexible Spending Account Employer Supplemented Health Reimbursement Account Plan Short- and Long-term disability coverage paid for by employer Paid Group Life Insurance Flexible 401(k) retirement benefits with employer matching 10 paid holidays per year plus competitive vacation and sick leave Cell phone reimbursement plan Opportunity for advancement based on performance, personal growth, and cultural fit Work with a team-oriented culture that supports continuing education and career growth Strong support for volunteer, community and/or industry involvement Additional information All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

Our staffing solutions connect skilled candidates with the best companies in the area. We take pride in understanding a candidate's skill set, experience and needs and then pairing them up with the right organization. We conduct thorough interviews, reference and background checks, and we verify previous work history of all our candidates before we place them. As one of the premier Staffing agencies in Colorado, we help job seekers find positions in various fields of work at the best organizations in Colorado. Not only do we provide you with job opportunities, we also offer ongoing training and courses that will help you improve your skills and work. Job Description The responsibilities of the position will include the following: •Gather and consolidate key financial information and metric data •Partner with Business Finance teams to complete annual plan, perform metric reporting and facilitate monthly close and forecast processes •Assist in the production of key reporting packages for senior leadership conferences •Coordinate organizational hierarchy and account structure changes as part of monthly system maintenance process •Develop new and/or enhance existing financial and metric reports to improve efficiency of processes and provide effective data presentations to organization •Partner to support segment level planning and reporting •Assist in ad-hoc financial reporting as requested by business leaders •Participate on project teams as assigned or needed Qualifications Minimum Qualifications: Must have 3+ years finance experience Minimum of 3 years of relevant experience data collection and reporting experience technical finance skills. Strong Excel and Powerpoint skills required Access experience preferred Attention to detail dedication for accuracy and must possess the ability to work under tight deadlines and have the ability to demonstrate positive attitude and behaviors while performing job responsibilities. Excellent verbal and written communication skills Additional Information All your information will be kept confidential according to EEO guidelines.

EmTacq specializes in EM ployer T alent ACQ uisitions, matching the most qualified candidates with the most competitive positions available. We pride ourselves on not just putting bodies in seats, rather matching professionals to their careers. We are headquartered in the Raleigh / Durham, NC area. However, as a recruiting agency we service companies and candidates across the United States. We are your best source for professional, value driven low cost recruitment services. Our primary focus is providing a one-on-one recruiter relationship and provide top Direct hire performers to our clients. Our goal is to make each hiring experience simple and successful. We want to be your “Employment Partner" and are excited to assist you with all your employment needs. We look forward to building and maintaining a solid relationship. Our MISSION STATEMENT is to provide "Personnel Services with a Personal Touch". Our philosophy is to employ only the best, skilled candidates to create the perfect "fit" for each client. We follow that up with unsurpassed customer service. Job Description Financial Consultant with a leading consumer and commercial finance company. Qualifications Bachelor's Degree in related field. More than 6 years of financial analysis experience. Experience with financial modeling and reporting Excellent communication and presentation skills Experience with a big 4 or large bank Additional Information Must be a US citizen or Green Card holder. All your information will be kept confidential according to EEO guidelines.

We are seeking an experienced and driven Finance Manager to join our automotive dealership team. The Finance Manager is responsible for securing financing options for clients, ensuring compliance with all regulations, and maintaining high standards of customer satisfaction throughout the process. This individual will play a critical role in supporting the sales team and maximizing dealership profitability. Compensation: Very lucrative Pay Plan, great work schedule, great facilities, and huge opportunity for advancement with our group. This is one of the most agressive pay plans in the automotive industry! Job Responsibilities Present financial services and products to customers in a professional and compliant manner Secure financing through a wide network of lenders, offering the best available options for each customer Process all transactions accurately and in compliance with local, state, and federal laws and regulations Maintain relationships with financial institutions and update programs as needed Collaborate with the sales team to ensure a seamless transition for customers from sales to finance Review and verify all documentation for accuracy and completeness before submission Maintain strong knowledge of current financing programs, rates, and incentives Monitor and maintain appropriate levels of product penetration and profitability Requirements Proven experience in automotive finance management with a solid track record of performance Excellent communication and interpersonal skills Strong knowledge of dealership financial processes and regulatory requirements Ability to work in a fast-paced, goal-oriented environment Professional demeanor with a commitment to providing exceptional customer service Education and/or Experience High School Diploma or GED required; post-secondary education in business or finance preferred Minimum of 3 years of experience in automotive finance or a similar role Apply Today!

The Finance Manager at Auffenberg Dealer Group will play a crucial role in the success of our dealership in Shiloh, Illinois. This is a full-time management position in the Automotive industry, offering a competitive base salary plus commission. The Finance Manager will be responsible for overseeing all aspects of the dealership's finance and insurance operations, providing guidance and support to the sales team, and ensuring compliance with all federal and state laws and regulations. Compensation & Benefits: The Finance Manager at Auffenberg Dealer Group will receive a generous compensation package. In addition, the successful candidate will have the opportunity to earn a commission based on their performance. Other benefits include health insurance, 401(k) retirement plans, flexible schedule, and employee discounts on vehicles and services. Responsibilities: Oversee all finance and insurance operations, including but not limited to, reviewing and approving customer credit applications, preparing loan or lease contracts, and obtaining required signatures and verifications. Collaborate with the sales team to develop and implement effective and ethical sales strategies to meet and exceed dealership targets. Provide guidance and support to the sales team on financing options, aftermarket products, and other financial services available to customers. Maintain strong relationships with finance sources and negotiate terms to secure competitive rates for customers. Stay current with all federal, state, and local laws and regulations related to automotive financing and ensure dealership compliance. Manage and maintain accurate and complete financial records, provide reports to management, and assist in forecasting and budgeting. Requirements: Minimum of 3-5 years of experience as a Finance Manager in the automotive industry. Bachelor's degree in business, finance, or a related field preferred. Knowledge of automotive financing, insurance, and lease programs. Strong interpersonal and communication skills. Attention to detail and ability to multitask in a fast-paced environment. Proficiency in Microsoft Office and experience with dealership management systems. Must possess a valid driver's license and have a clean driving record. EEOC Statement: Auffenberg Dealer Group is an equal-opportunity employer and values diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to creating an inclusive working environment for all employees and welcome applicants of all backgrounds to apply for this position.

About this Role Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. In this Role You Will Process a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitate the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitor ITM machines to ensure they are working properly. Assist systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Manage incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assess clients' needs and cross-sell or make sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Process and perform check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detect potential fraud when possible. Meet or exceed established referral goals. Maintain knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials Qualifications, Competencies and Skills High School diploma or equivalent. Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred. Associate-s degree preferred. Bi-lingual or Multi-Lingual a plus. Strong customer service orientation. Ability to maintain a friendly, helpful and courteous attitude when working with clients or co-workers under diverse conditions. Ability to communicate, verbally, through video Experience communicating via virtual technology (Skype, Face Time, Video Conf.) Comfortable on camera, maintaining a friendly and professional appearance

Description & Requirements Forvis Mazars is a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. We are driven by our commitment to Forward Vision in providing rewarding careers and delivering unmatched client experiences through innovative services to our industry leading global clients. The Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups. We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused - they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations. Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals. How you will contribute: * Conducting Regulatory Compliance Reviews * Conducting Independent Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Reviews * Interfacing with the senior management of our clients * Writing reports, including key findings and recommendations * Participating in client meetings and executive presentations * Maintaining and achieving high quality in work, client relations, and team relations * Performing other duties as assigned by the firm's leadership * Executing with significant independence all facets of engagement activities * Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients We are looking for people who have Forward Vision and: * Effective time management * Strong oral and written communication skills * Ability to work well with a team as well as independently * Problem-solving attitude * Willingness to take initiative * Close attention to detail * Ability to work under pressure and against deadlines Minimum Qualifications: * Bachelor's degree in business, finance, accounting, economics and others might be considered * Proficiency in MS Office: Word, Excel, Power Point and Outlook Preferred Qualifications: * GPA of 3.0 or higher (in major and overall) Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. #LI-LRA, #LI-CHI, #LI-IND, #LI-KCMO, #LI-STL, #LI-OKC, #LI-HOU Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit **************************************** Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 71000 IL Maximum Salary (USD) $ 75000

The Finance Manager, reporting to the Senior Director of Finance, will be responsible for performing and coordinating accounting duties with COCA. These responsibilities include performing account reconciliations, maintaining the general ledger, leading the audit and preparation of the 990, financial statement preparation, developing budget and performing other accounting duties as assigned. This individual must have solid working knowledge of Generally Accepted Accounting Principles (GAAP) and strong accounting skills. Essential Functions: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. General Ledger : Reconcile balance sheet account balances and investigate variances. Maintain fixed asset listing and calculate depreciation in accordance with accounting policies. Allocate investment activity to endowment funds and prepare related entries. Record biweekly payroll; submit required reporting related to the 403(b) retirement plan ensuring accuracy and timeliness; reconcile employee benefit invoices to payroll data and resolve discrepancies; reports internal payroll donation deductions to Development. Allocate monthly administrative expenses. Prepare monthly financial statements and forecasts. Assist in developing, monitoring, and managing budget. Cash Management : Manages and records all cash-related activity, including transfers between accounts, ACH requests, EFT deposits, line of credit transactions and endowment transfers. Reconcile all bank accounts on a monthly basis. Maintain accurate up-to-date operating account activity within the financial system and reconcile it weekly. Provide regular cash availability updates to Director of Finance. General and Other Duties : Update and maintain finance department process documentation to ensure accuracy, clarity, and consistency. Assist with preparation for Finance Committee and Endowment Committee meetings including minutes. Lead the annual audit and 990 preparation. Other duties and special projects as assigned. Education and/ or Qualifications: Bachelor's degree in accounting or finance required, CPA preferred Five years full cycle accounting experience. Effective collaboration skills Demonstrate understating of GAAP and knowledge of internal controls. Proficient software skills and ability to use technology efficiently and effectively. Competencies: Ethics -Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. Cost Consciousness - Works within the approved budget; develops and implements cost saving measures; contributes to profit and revenue; conserve organizational resources. Judgement - Displays willingness to make decisions; exhibits sound and accurate judgement; supports and explains reasoning for decisions; includes appropriate people in decision-making process; make timely decisions Quality Management - Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.

Why is This a Great Opportunity? Why Join Us: You'll be part of an organization that blends innovation, brand leadership and operational excellence. You'll influence how technology enables business growth, while shaping financial strategy and bringing clarity to IT investment decisions. If you're motivated by partnering across functions, translating complex data into decisions, and working in a collaborative culture - we want you on our team. Outstanding advancement opportunity in a rising company surrounded by very talented people with great perks! Job Description: About the Role: Join a dynamic, growth-oriented enterprise at the next phase of growth. We're seeking an IT Finance Manager to partner with both the Finance/FP&A and IT organizations. You'll play a pivotal role ensuring that technology investments are financially sound, aligned with business strategies, and operationally optimized. Key Responsibilities: • Develop, manage and analyze the IT budget, ensuring alignment with our strategic roadmap and business objectives. • Collaborate with IT leadership and ELT to evaluate technology investments (hardware, software, cloud, services), performing cost-benefit and ROI assessments. • Lead forecasting, monthly/quarterly financial close activities and variance analysis for the IT function. • Design and maintain financial models for forecasting, scenario planning and “what-if” analysis related to technology spend. • Partner with procurement to ensure tech vendor contracts are financially structured, governed and compliant. • Monitor cost allocation, chargeback and cost recovery models across IT services. • Partner with finance controls, audit and compliance teams to ensure IT spend meets SOX, internal control and regulatory standards. • Provide business insights and reporting on key IT financial metrics (e.g., total cost of ownership, cost per user/device, cloud spend, service-cost ratios). • Serve as a liaison between Finance, IT and business stakeholders, translating financial information into actionable insights and recommendations. • Lead periodic reviews of IT financial processes, driving continuous improvement and automation where feasible. Qualifications: • Bachelor's degree in Finance, Accounting • 4-5+ years of finance/business partnership experience in an IT or technology-driven environment. • Strong technical acumen: comfortable working with IT leaders on budget, forecasting and vendor financials. • Proficiency in financial modeling, forecasting tools and advanced Excel skills; experience with ERP/financial systems • Experience with capital planning, depreciation, and cost allocation for technology assets a plus. • Excellent stakeholder management skills: ability to bridge finance and technology teams, present financial insights clearly to non‐financial audiences. • Strong analytical mindset, attention to detail, and ability to operate in a fast-paced, dynamic environment. Preferred Qualifications: • Experience in retail services, brand execution or consumer goods sectors. • Familiarity with cloud cost-management (AWS, Azure, Google Cloud) and SaaS-financial management. • Demonstrated success automating financial reporting processes (e.g., via BI tools). • MBA or advanced degree a plus. #ACCNOR

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Consumer Sales Consultant About the Role More than a typical Sales Role A job in sales can be tough for some people, but at the Lou Fusz Automotive Network we aren't looking for just some people. Instead, we are looking for people who understand that successful sales are about ‘relationships' with customers and their teammates. To our point, we are looking for people who want to make real contributions as part of the Fusz Team. We are actively hiring a group of people who are willing to learn ways to better understand how to use their emotional intelligence, their product knowledge, and our advanced technologies and processes to make every customer a ‘customer for life' by delivering the most enjoyable buying and ownership experience possible. And to enjoy doing this all the while contributing to their own personal success as well as that of the Network. This position involves assisting consumers who may need special financing. There is the opportunity to earn between $85k and $100k annually for the right inidividual in this position. At the Lou Fusz Automotive Network, we now have the capability to offer our customers the simplest, most effective way to buy a car using the Fusz innovative sales processes and technologies. We need just the ‘right' people who enjoy continuously learning, who enjoy working in a great environment, and who will enjoy great opportunities for personal and team success and advancement with our Company. If you have the relational skill sets and the determination we are looking for, but aren't necessarily experienced in automotive sales, we have the training and development programs in place to help you succeed at our Network. Many of our great salespeople have come from different backgrounds such as industrial or manufacturing sales, retail sales, Business-to-Business (B2B), restaurant servers and bartenders, cell phone sales, inside and insurance sales, and even rental car counter associates, just to name a few. So, bring your dedication, passion, energy, and experience, and we'll give you the training, support, and encouragement you need to succeed. What We Offer Extremely competitive Medical/Dental/Vision Reimbursement Plans Company paid Life Insurance/Accidental Death & Dismemberment/Long Term Disability 401K Plan with Company Match Voluntary Benefits including Short Term Disability/Accident/Critical Illness/Universal Life/Cancer and Vision Vacation Holidays Personal Time off Bereavement Leave Employee Discounts Referral Bonus Academy Training Athletic Scholarships An incredible work environment where we focus on our employees, their success, and their individual growth and opportunities No work Sundays Responsibilities (After training) Building relationships and creating customers for life Qualifying buyers by understanding their requirements and interests; matching those requirements and interests to the proper vehicle; building rapport Demonstrating vehicles by explaining characteristics, capabilities, and features; taking customers out to experience the vehicle on a test drive; explaining warranties and services Understanding vehicles by studying their characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting vehicles; maintaining and inspecting Buy Here/Pay Here inventory Developing buyers by maintaining rapport with previous customers; suggesting trade ins; meeting prospects at community activities; greeting walk ins; responding to inquiries; recommending sales campaigns and promotions; asking for referrals from other buyers Closing sales by overcoming objections; asking for the sale; negotiating price; completing sales or purchase contracts; explaining provisions; explaining and offering financing options, warranties and service contracts; collecting payments; delivering vehicles Understanding of the proper use of and leveraging the available technologies Directly reporting to the Sales Manager regarding objectives, planned activities, reviews, and analyses Communicating professionally and provides updates on customer interests and inquiries Bring your ‘A' game and a positive attitude every day! Qualifications Passion for helping your business and our Network succeed Secondary financing or buy here/pay here experience preferred, but not required Sales experience of some sort with a ‘hunter mentality' and a strong desire to win Proven success and ability to follow a system or discipline for success Excellent written and verbal communication skills The ability and desire to meet and exceed measurable performance goals The technical aptitude to master our sales tools A highly motivated entrepreneurial spirit Available to work flexible hours and weekends Professional, well-groomed personal appearance Clean driving record We are an equal opportunity employer and prohibit discrimination/harassment 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.

Responsibilities: Manages the preparation of proposals exceeding Truth in Negotiations Act (TINA) threshold Supports customer audits, alongside the contracts and accounting team Applies Federal Acquisition Regulations (FAR) and DFAR requirements Develops procurement and supply chain solutions, strategies and policies to support customer requirements Consults on proposal analyses and development of negotiation strategies Ensures compliance with company procedures and regulatory requirements Develops and executes company strategic business goals and objectives Requirements: Experience with FAR and TINA requirements 3+ years of experience with the Microsoft Excel application using formulas, VLookups, pivot tables, charts, filters, and linking worksheets 3+ years of experience in a business-related function including but not limited to Finance, Contracts, Estimating or Supplier Management 3-5 or more years of experience developing proposals and contracts Experience managing indirect and direct cost to improve competitiveness Experience leading proposals, contract terms and conditions development Must be a U.S. Person This is an on-site position at our facility in St. Charles, MO Preferred Qualifications: Bachelor's degree or higher Manufacturing industry experience May be required to obtain and maintain a U.S. Security Clearance at the appropriate level. Requires U.S. Citizenship. Must also be able to satisfy federal government requirements for access to government information, and having dual citizenship may preclude you from being able to meet this requirement. Company Profile: Patriot Machine, Inc. is a technologically advanced aerospace manufacturer headquartered in St. Charles, Missouri. We supply complex structural parts and assemblies made from aluminum, titanium and steel to America's largest aircraft manufacturers. Our culture of innovation and continuous improvement attracts skilled workers who are looking for a challenge. We offer opportunities to learn, grow and help shape the future of aerospace by applying innovative approaches to problem-solving. Patriot Machine is a woman-owned business currently consisting of over 190 employees and 277,000 square feet of manufacturing and office space. We recently expanded into a new advanced manufacturing facility with ample space for further growth. We provide employees the opportunity to work alongside industry experts at an ultramodern manufacturing company. Patriot Machine offers an excellent benefits package including health, dental, vision, life/disability, 401(k) with employer contributions, paid vacation and holidays.