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  • Remote Head of Capital Markets - Insurance Financial Strategy

    Martello Re

    Remote finance coach job

    A leading reinsurance company is seeking a Head of Capital Markets in Charlotte, NC. This strategic leader will design and implement capital market solutions to optimize the balance sheet. Responsibilities include leading transactions, managing stakeholder relationships, and ensuring alignment with regulatory requirements. Candidates should have a strong background in capital markets, insurance finance, and excellent analytical and communication skills. This role promotes a collaborative environment and offers growth opportunities. #J-18808-Ljbffr
    $64k-107k yearly est. 3d ago
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  • Principal, Financial Planning & Analysis

    Wellington Management Company 4.9company rating

    Remote finance coach job

    Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr
    $124k-165k yearly est. 4d ago
  • Student Financial Success Coach

    Stepful

    Remote finance coach job

    Stepful is reimagining allied healthcare training by offering affordable, online, instructor-led, and AI-supported programs that help learners-especially those from underserved communities-launch high-demand healthcare careers. In addition to our direct-to-consumer training, Stepful partners with leading healthcare institutions to build talent pipelines and address the growing shortage of allied health workers. Our graduates, including Medical Assistants, Pharmacy Technicians and more, go on to work at major employers like CVS, NY-Presbyterian, and Walgreens. Stepful is backed by Y Combinator, Reach Capital, and AlleyCorp, with a recent $31.5M Series B led by Oak HC/FT. Additionally, we were named the #1 EdTech company in the U.S. by TIME for 2025 and to GSV's 150 Most Transformational Growth Companies in Digital Learning. We're unlocking the full potential of the global workforce-improving access to quality healthcare for everyone, everywhere. Our values: We credit much of our success to our exceptional team. We're looking for mission-driven individuals who thrive in fast-paced, sometimes ambiguous environments, and embody our four core values: Care first: We do whatever it takes for our students to succeed. Learn quickly: We test, learn with data, and iterate. Build together: We win when we rely on each other. Own it: We show up, take initiative, and show pride. The opportunity: As a Student Financial Success Coach, you will serve as first-line support to our students providing all the information they need to succeed, graduate from their programs and find a job. You will work collaboratively with team members across the organization to resolve technical issues and clarify questions about our programs, striving always to provide the best customer experience. This is a fully remote 1099 contract position. This role requires availability during daytime hours, Monday through Friday (typically between the house of 8 AM - 8 PM EST). What you'll do: Coach students who are struggling with motivation, grades, or program payments by helping them problem-solve and stay on track toward completing their training Provide timely support to our students successfully resolving inquiries using Front/HubSpot Answer phone calls from current and potential students in the program Respond to email, SMS, and social media inquiries from potential students Create and update documentation that supports our students with getting answers to frequently asked questions Work 1:1 with students to help them stay on-track academically, meeting all requirements for graduation What you'll bring: At least 2 years of experience in career services or student coaching role (preferred) Front, Freshdesk or Hubspot experience (preferred) Strong communication skills and high attention to detail to ensure our students' issues are resolved in the most efficient manner Strong problem-solving skills to address issues and identify improvement opportunities What you'll need: A reliable computer that can handle multi-tasking among many online tools and video-conferencing software High-speed internet A quiet, professional workspace Compensation: The hourly rate range for this opportunity is $18/hour - $20/hour. Individual pay may vary from the target range and is determined by a number of factors including experience, internal pay equity and other relevant business considerations. Stepful is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic.
    $18-20 hourly Auto-Apply 33d ago
  • Financial Coach

    Rebel Financial

    Finance coach job in Groveport, OH

    Why Choose Us At rebel Financial, we're not just redefining what a financial firm looks like - we're rebuilding the system from the inside out. We believe wealth management should empower people at every level, not just the wealthy few. That's why we've built a Certified B Corporation that blends purpose and profit - combining the innovation of a fintech startup, the mission of a social enterprise, and the long-term opportunity of a growing private firm. We serve clients others overlook - from young professionals to underserved communities - through programs like Freemium, our free service level, and values-based investing that aligns money with meaning, including ESG, Halal, and impact-driven strategies. We're also on the cutting edge of technology: early adopters of AI, pioneers in delivering crypto investment advice, multi-custodian management, and developers of our own fintech solutions. Our team experiments with tools like VR/AR, automation, and data analytics to deliver an experience that's as modern as it is personal. But the biggest reason to join us? Long-term Opportunity. We're building a firm where future leadership and broad-based equity will be shared among the people who help us grow - a company designed to evolve into one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. If you want to make finance more human, technology more ethical, and opportunity more inclusive - while growing your career with real long-term upside - rebel Financial is where you can do it. Position Overview The Financial Coach role is your entry point into a fulfilling career as a Financial Advisor. You'll be the first point of contact for many of our clients, helping them build healthy financial habits and guiding them through our service tiers - from Simple rebel to eRebel, Silver, and Gold. In this role, you'll support the advisory team by preparing client materials, conducting research, leading introductory meetings, and ensuring clients stay on track with their financial goals. You'll gain technical training, client relationship experience, and a direct pathway toward advisory advancement. This is an ideal opportunity for someone who's passionate about helping others, eager to learn, and motivated to grow within a purpose-driven firm. What We're Looking For Education: Bachelor's degree required (Financial Planning or Business preferred). Certifications: Series 65 required; CFP designation preferred (or willingness to obtain). Experience: Prior financial services, customer service, or sales experience strongly preferred. Skills: Strong organizational and analytical abilities Excellent written and verbal communication Comfortable in a fast-paced, collaborative environment Proficient in Microsoft Office and Google Workspace Passion for helping others achieve financial success Openness to growth in both technical knowledge and client interaction Key Responsibilities Collaborate with the advisory team to support client success. Conduct client research and prepare materials for meetings. Run introductory appointments and serve as the main contact for Simple rebel clients. Provide ongoing client service, helping clients stay on track and advance through service tiers. Embrace and apply our firm's investment and financial planning philosophy. Identify and solve client challenges with practical, creative solutions. Contribute to a positive, team-oriented culture. Participate in business development and improve your sales skills. This role blends financial acumen with relationship-building - ideal for someone who wants to master both. Compensation & Benefits Base Salary: $45,000 - $60,000, depending on experience, licensing, and client development readiness: Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards CFP designation. Experienced candidates (closer to $60,000) have strong client service or sales experience, hold their Series 65, and are close to attaining their CFP designation. Additional Compensation: Company Bonus: $500 - $8,000 annually, based on firm performance and profitability. Performance Compensation: $500 - $10,000, based on individual performance. Benefits Include: 401(k) with company match Health, dental, and vision insurance Student loan repayment matching Paid time off and holidays Flexible scheduling and hybrid work options Professional development reimbursement Long-term career growth and equity potential As you progress within the firm, pass the CFP , you'll have the opportunity to advance into Financial Advisor roles, with increasing compensation and ownership potential. Please check out more about our company on our Careers Site. Join Our Team! Whether you're beginning your financial career or pivoting into a purpose-driven advisory path, this role offers a strong foundation - not just for a job, but for a career of lasting impact. Coach today, advise tomorrow-your career in finance starts here.
    $45k-60k yearly 60d+ ago
  • Head of Finance

    Guidewheel

    Remote finance coach job

    Build the future of how humanity makes things. Join the Guidewheel team. Who we are: Guidewheel is on a mission to empower the world's ten million factories to reach sustainable peak performance. Our leading AI-powered FactoryOps platform is the fastest and most scalable way for manufacturers to get more from every plant and machine. Customers have achieved as much as 2X productivity gains and cut energy costs by 15-20%, often within months. Our platform works on any machine - from brand-new to decades old. A simple sensor clips around the power going in to any machine, reads the machine's “electrical heartbeat,” and, paired with AI, guides teams to improvements that drive lasting bottom-line impact. Already trusted by 300+ manufacturers including Johnson & Johnson, Cargill, Hershey, Steelcase, ATI, and U.S. Steel, Guidewheel brings the power of AI to every plant, no matter the size. Recognized by the World Economic Forum as a top company poised to change business and society, we've also earned awards from McKinsey, Stanford, and MIT. We have incredible momentum and alignment around our mission; backing from top investors including BlackRock and Temasek's Decarbonization Partners Fund, Greycroft, and Breakthrough Energy Ventures; and a culture that values diversity, a growth mindset, and results. Check us out here: TED talk by our CEO, Lauren Dunford Series B: Led by BlackRock and Temasek's Decarbonization Partners What do Guidewheel customers have to say? What we value: Integrity matters: We are honest, straightforward and sincere. With each other. With our investors. With our customers. We (actually) care: About each other. About fighting climate change. About making a real impact. We use data to make decisions: We possess the courage to accept “hard truths” and confront challenges head-on. The power of a growth mindset is real: We strive to be the best we can be. We are committed to embracing change and expanding our capabilities. We are thoughtful and fast, results-driven with a bias for action. Adaptable and resilient: Guidewheelers have grit. We thrive in fast-paced environments and aren't afraid to take on hard things or embrace feedback and continuous improvement. We come through for our customers and teammates. Extreme teamwork. No one can whistle a symphony. Mission for the role: As Head of Finance, you will architect a world-class finance organization that becomes a strategic advantage for Guidewheel. You'll bring exceptional financial rigor and systems thinking to ensure we scale fast, intelligently, and profitably. Your mission: turn financial data into a competitive weapon, driving sharper decisions, higher margins, and stronger enterprise value as we accelerate toward our next phase of growth What you'll do: Build a world-class foundation for financial visibility and control Design and implement scalable reporting systems, leveraging the best available technology and smart applications of AI. Build reliable, automated forecasting and consolidation workflows. Deliver dashboards for budget owners that deliver clarity and accountability, and equip them from true ownership of their performance Establish GAAP-compliant financial statements and lead audits as necessary. Drive strategic capital allocation and cash management to fuel growth Develop scenario-planning models that link strategy, growth targets, and capital needs. Help manage burn rate and runway with precision, aligning spending to value creation milestones. Optimize working capital (e.g., for hardware) and capital allocation (e.g., product features, lead generation) to maximize ROI. Instill world-class cash discipline: rigorous invoicing, AR collection, and write-off practices that sustain predictable, high-quality revenue and liquidity. Make Finance a force multiplier: operational excellence and margin expansion Embed financial acumen across the organization and create a shared understanding of how every decision drives value. Partner with department heads to align budgets to measurable outcomes and margin improvement. Institutionalize performance metrics that sharpen accountability - unit economics by cohort, CAC payback, gross margin, profitability by account. Collaborate with Product Marketing to continually evolve pricing strategy for both competitiveness and profitability. Lead investor relations and fundraising strategy Maintain transparent, data-driven communication with the Board and investors. Craft the financial story and KPIs for the Series C round, positioning Guidewheel as a world-class operator with a differentiated growth engine. Who you are: You have demonstrated success at a Series B/Series C stage high-growth company (or equivalent), and you've held a senior finance role where you helped scale the finance function. Your accounting foundation is world-class- you're comfortable with GAAP, audit readiness and you are ideally CPA or CFA certified. You are a builder with systems thinking: you create scalable models, processes, and dashboards that unlock business leverage. l You have a strategic mindset and are a true business partner: equally comfortable setting financial strategy and rolling up your sleeves to make it real You are adaptable and hands-on: you understand the demands of a scaling startup, can operate in fast-paced, ambiguous environments, and build the foundation as you go. You are an excellent communicator and trusted advisor: you distill complexity into clear, actionable insights and build credibility at all levels of the organization. What's in it for you? There are a lot of reasons why you should want to be our Head of Finance, but some of the top reasons are: You'll be a key builder at a key time. The impact you'll have is huge. You'll get to build side-by-side with amazing humans, at a company on a mission to reach a $10B IPO by 2030, and see the positive impact of your work every day on the backbone of the economy and on the planet. You'll get the privilege of joining at the ground level in building the FactoryOps layer for the world's factories and a company with generational impact. You'll be an equity partner in the business. If Guidewheel can reach its potential, success in this role should bring significant wealth. Additional benefits include: Fair & equitable pay. Annual on-target earnings for this role are in the range of $180,000-$220,000, dependent on many factors, including our internal compensation and role bands. 100% remote culture. Work from wherever, whenever - we hired you to get a job done, and as long as that is happening, you have the autonomy to get it done where and when you feel comfortable. Flexible PTO policy. We value balance and boundaries. To be the best version of you, you need time away from your screen, so we want you to take it. Generous equity. Everyone at Guidewheel receives equity in the business. You will be working hard to build something great, and when we reach the finish line, you should be rewarded for your hard work. Health Benefits. We offer different health benefits to cover your personal needs from day one of employment - you pick the plan that makes the most sense to you. Additional Perks. Included but not limited to, 401k (match up to 4%), $500 home office set-up, parental leave, company laptop, retirement plan, paid company holidays, and some (if you choose) company travel to spend time with your Guidewheel peers. Equal Opportunity Employer Statement: Guidewheel is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, age, gender identity, gender expression, veteran status, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Guidewheel makes hiring decisions based solely on qualifications, merit, and business needs at the time.
    $180k-220k yearly Auto-Apply 60d+ ago
  • Head of Finance

    Ivo

    Remote finance coach job

    Job DescriptionWhy Ivo?Contract negotiation is the most time-consuming, costly, and difficult component of the contract lifecycle-and it hasn't gotten much easier since the days of fax machines. Large language models have unlocked the ability to solve many contract negotiation problems at scale. Our product is best-in-market (we have an 85%+ h2h trial win rate) and used by some of the leading companies in the world. OverviewWe're hiring our first Head of Finance to own Ivo's financial engine end-to-end. This role will build and lead our finance function, with responsibility for full oversight of Ivo's financial landscape, including budgeting, planning, forecasting, reporting, and strategic financial oversight. This leader will determine the right long-term operating model for finance at Ivo, including, over time, standing up an in-house team (with support from our fractional CFO team). Key Responsibilities Build & Lead the Finance Function Establish core financial processes, controls, and reporting frameworks appropriate for a rapidly scaling AI company. Hire, manage, and develop finance talent (FP&A, accounting, revenue operations, or other roles as the company scales). Support the CEO and the leadership team through key operational and financial decisions. Evaluate Ivo's current financial tech stack and our fractional model and determine the optimal mix of internal vs. external finance resources over the next 12-24 months. Budgeting, Planning & Forecasting Own the annual planning cycle and develop a coherent financial plan aligned with company strategy. Partner with department heads to build and manage budgets, track spend, and forecast outcomes with accuracy and accountability. Create rolling forecasts and scenario models to inform decision-making (e.g., hiring, GTM expansion, pricing, R&D allocation). Board, Investor & Executive Reporting Deliver crisp, recurring financial reporting to the CEO, exec team, and Board as needed, including dashboards, commentary, and insights. Lead preparation of board materials, including revenue performance, cost structure analysis, hiring plans, and financial outlooks. Provide proactive insights on business performance, risks, and opportunities as part of leadership and strategic decision-making by the CEO and leadership team. Headcount & Hiring Planning Partner with People Operations and team leads to develop headcount plans aligned with financial targets and hiring velocity. Monitor compensation budgets, bonus and commission planning and calculations, hiring costs, and organizational structure to ensure efficient scaling. Ensure hiring plans are closely connected with revenue, runway, and Ivo's key metrics. Operational Finance & Compliance Oversee accounting, month-end close, audit preparation, tax compliance, and cash management (whether executed internally or through external partners). Implement systems and automation that improve reporting accuracy, financial controls, and data visibility. Manage and own the accounts receivable and accounts payable processes, ensuring we are managing these functions appropriately as a team. What You Bring 7-12+ years of experience at in-house finance teams, ideally with a mix of FP&A, strategic finance, and operating roles in SaaS companies. Experience building finance functions from scratch in high-growth startups. Strong command of key SaaS metrics (ARR, NRR, CAC, LTV, payback, gross margin, cohort analysis, etc.) and how to operationalize them. Ability to work closely with executives and department leads across operations, marketing, GTM and product / engineering, while maintaining independence and financial discipline. Excellent modeling, forecasting, and presentation skills. Pragmatism: you know when to be scrappy and when to introduce structure. Excitement at the prospect of joining a fast-growing company with potential to change the way companies operate their businesses. Why Join Ivo Shape the financial foundation of a fast-growing AI legal tech company. Work directly with the CEO and executive leadership to influence strategic decisions. Build a function and team your way, with strong backing from leadership. Competitive compensation, equity, and the opportunity to grow into a CFO-track role as the company scales. We offer relocation assistance and visa/green card sponsorship where applicable. Comprehensive medical, dental, and vision plans for you and your family. FAQ:How far along are we? We launched in early access in 2023. Since then, we've had an incredible response from the market and are growing rapidly. We 6x'd in ARR in the last 12 months. Our clients include companies like Uber, Reddit, IBM, Canva, Pinterest, WordPress, and more. We're happy to share more details with candidates who go through our interview process. Is this a chill gig?Startups are very hard, especially if they're growing fast. You'll have a ton of responsibility, and there's always an enormous amount of stuff to do. It's hard work but the payoff is uncapped. Can I work remotely?We require candidates to work with us in-person 5 days a week in our San Francisco office.
    $95k-170k yearly est. 2d ago
  • Corporate Strategy Advisor Extern

    USA The Nature Conservancy

    Remote finance coach job

    Summary: We are seeking a highly motivated and entrepreneurial individual passionate about conservation, tourism, and social impact to join our team. As an extern, you will be responsible for developing a private sector engagement strategy for the hospitality & tourism sector. Through this externship, you'll gain a deep understanding of how TNC's innovative financial mechanisms, such as Project Finance for Permanence (PFPs), Nature Bonds, and large-scale protection initiatives, can be strategically aligned with corporate sustainability and biodiversity goals. By engaging directly with internal experts and external stakeholders, the extern will explore how these tools can meet the evolving needs of tourism and hospitality companies, while advancing TNC's mission to protect critical ecosystems and support resilient livelihoods. The Nature Conservancy: TNC is a global environmental nonprofit working to create a world where people and nature can thrive by conserving the lands and waters on which all life depends. As a science-driven organization, we craft innovative, on-the-ground solutions to tackle the world's toughest challenges, fostering a harmonious world where both people and nature flourish. Our mission is our foundation, and our values - embracing diversity and respecting people, communities, and cultures- guide us. Program: Impact Finance & Markets > Corporate Engagement (dotted line > Protect) TNC has a long-standing history of collaboration with the tourism and hospitality sector, notably through initiatives such as the Africa Conservation & Communities Tourism (ACCT) Fund. Partnerships such as this have supported conservation efforts and demonstrated the sector's commitment to preserving the ecosystems that underpin biodiversity, local livelihoods, and the tourism economy itself. As TNC seeks to deepen its engagement with tourism and hospitality companies, this externship will support the development of strategic framework to guide future collaboration and philanthropic outreach. The extern's work will directly inform TNC's approach to engaging in private sector funders in this space. Responsibilities: The outputs of this externship will be used to inform TNC's strategy for engaging private sector funders in the tourism and hospitality sector. The extern will work with internal and external stakeholders to: Sector Segmentation & Prioritization: Relevance to TNC's conservation priorities and advancing TNC's goals Feasibility of corporate collaboration (e.g., philanthropic potential, operational model and alignment, risk profile) Geographic footprint and influence on biodiversity hotspots Create a ranking methodology to assess and prioritize corporate prospects based on alignment with TNC's goals, potential for impact, and readiness to engage. Value Proposition Development: Strategic benefits of partnering with TNC, including place-based risk-mitigation and enhancements of natural assets Co-benefits for companies (e.g., brand reputation, stakeholder engagement, ESG performance, and other reasons why companies should engage TNC) Alignment with TNC's protection priorities and Provide's biodiversity pillars. Additional Responsibilities and Opportunities for Contribution: Prioritize region(s) or specific sectors for deep dives. Identify and summarize successful TNC collaborations in tourism and hospitality to inform best practices. Visualize the sector's influence on key geographies and ecosystems relevant to TNC's work. Propose KPIs for measuring partnership success and conservation impact in tourism collaborations. Assess investor relations value to companies. Identify opportunities for procurement from hospitality and tourism operators to support other TNC goals (e.g., Provide). Value Proposition: You'll gain hands-on exposure to the environmental and conservation sectors, working alongside leading scientists, strategists, and nonprofit experts on high-impact initiatives. This is a powerful opportunity to expand your skill set, explore new working styles, and strengthen your leadership capabilities, all while contributing to meaningful change. Employees manage their own workday, collaborate remotely across global teams, and build confidence in navigating complex, interdisciplinary challenges. The role also offers flexible hours and the possibility to travel or work from anywhere, making it ideal for those seeking autonomy and balance. Whether you're passionate about nature, eager to grow professionally, or curious about nonprofit dynamics, this role is a launchpad for personal and career transformation. Minimum Qualifications: BA/BS and 3 years of consulting experience or an MBA plus 1 year of consulting experience at Bain Strategic, action-oriented, resourceful, and adaptable Ability to deliver results independently and collaboratively Ability to communicate clearly with emotional intelligence and cultural competency Demonstrated experience in leading conversations with internal and external stakeholders Skilled in developing and utilizing analytical frameworks and ranking methodology. Self-starter with the ability to thrive in entrepreneurial environments Commitment to social impact and/or environmental sustainability. Preferred Qualifications: 5-7 years of demonstrated experience in project management, business strategy, and related fields. Demonstrated experience working with the tourism & hospitality sector. What We Bring: Since 1951, The Nature Conservancy has been doing work you can believe in, protecting the lands and waters that all life depends on. Through grassroots action, TNC has grown to become one of the most effective and wide-reaching environmental organizations in the world. Thanks to more than 1 million members, over 400 scientists, and the dedicated efforts of our diverse staff, we impact conservation throughout the world! We're proud to offer a work environment that is supportive of the health, well-being, and flexibility needs of the people we employ! Salary Information: The starting pay range for a candidate selected for this position is generally within the range of $140,400 annual, or $70,200 for the six month term. This range only applies to candidates whose country of employment is the USA. Where a successful candidate's actual pay will fall within this range will be based on a variety of factors, including, for example, the candidate's location, qualifications, specific skills, and experience. Please note countries outside the USA would have a different pay range in the local currency based on the local labor market, and not tied to USA pay or ranges. Your geographic location will be confirmed during the recruitment. Who We Are: The Nature Conservancy's mission is to protect the lands and waters upon which all life depends. As a science-based organization, we create innovative, on-the-ground solutions to our world's toughest challenges so that we can create a world in which people and nature thrive. We're rooted in our mission and guided by our values, which include respect for all people, communities, and cultures. Whether it's career development, flexible schedules, or a rewarding mission, there's many reasons to love life inside TNC. Want a better insight to TNC? Check out our TNC Talent playlist on YouTube to hear stories from staff or visit Glassdoor. One goal is to cultivate an inclusive work environment so that all our colleagues around the globe feel a sense of belonging and that their unique contributions to our mission are valued. In addition to the requirements in our job postings, we recognize that people come with talent and experiences outside of a job and consider each applicant's unique experience. Please apply - we'd love to hear from you. To quote a popular saying at TNC, “you'll join for the mission, and stay for the people.” What We Bring: Since 1951, TNC has been doing work you can believe in. Through grassroots action, we have grown from a small non-profit into one of the most effective and wide-reaching environmental organizations in the world. Thanks to more than 1 million members, over 400 scientists, and the dedicated efforts of our diverse staff and partners, we impact conservation around the world! TNC offers a competitive, comprehensive benefits package including health care benefits, flexible spending accounts, a 401(k) plan with an 8% employer match, parental leave, accrued paid time off, life insurance, disability coverage, employee assistance program, other life and work well-being benefits. Learn more about our Benefits and Perks here. We're proud to offer a flexible work environment that supports of the health and well-being of the people we employ. Our recruiting process includes a rolling interview process to ensure we engage applicants in a timely manner. This means we may review applications in the order in which they are received. Once a strong candidate pool is identified, the role will be unposted. The timeline may vary depending on the expressed interest in the role, so we highly encourage candidates to apply as soon as possible. The Nature Conservancy is an Equal Opportunity Employer. Our commitment to equal employment opportunity includes the recognition that our conservation mission is best advanced by the leadership and contributions of people of all backgrounds, beliefs, and culture. Recruiting and mentoring staff to create an inclusive organization is a priority, and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law. The successful applicant must meet the requirements of The Nature Conservancy's background screening process. Do you have military experience? Visit our U.S. Military Skills Translator to match your military experience with our current job openings! TNC is committed to offering accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or an accommodation due to a disability, please send a note to ***************** with Request for Accommodation in the subject line.
    $140.4k yearly Auto-Apply 2d ago
  • Head of Finance

    Recover Medical Group

    Remote finance coach job

    About Recover Recover is a Y Combinator-backed startup working to make addiction treatment for low-income people more effective and accessible. We work with governments to use telehealth and medicine to improve outcomes for people who need treatment. We are growing fast and need people to grow with us. Over 46 million Americans struggle with addiction, and less than 10% receive treatment. For those that do, traditional treatment only works for ~8%. By integrating medical care, outcomes can be improved up to 10x, saving lives. We are working to make sure low-income Americans have access to best-in-class treatment. Our team includes people from Yale Law, UCLA School of Medicine, Harvard Medical School, and White House alums. We are covering millions of people, growing quickly, and hiring to support our growth. The opportunity As the finance leader at Recover, you'll work directly with the CEO to lead our finance and compliance functions. You will have the opportunity to solve problems, build teams, and shape the strategic direction of Recover. There will be lots of room for growth and ownership. This role is full-time and fully remote. You will report directly to Recover's CEO, Nick Gulino. Competitive salary, equity, and PTO. Key responsibilities Finance: Drive financial reporting and cash management. (40%) Serve as a strategic partner to the CEO and operations Ensure timely billing each month and track Accounts Receivable Manage and optimize Accounts Payable Improve and oversee cash management Perform regular financial reporting, including detailed unit economic analysis Manage external bookkeeper and ensure financial statements are up-to-date at all times Maximize revenue through understanding of contracts and billing practices Compliance: Lead our compliance function. (40%) Ensure all audits are responded to in a timely and complete fashion Design and implement internal compliance programs for medical services Manage contract compliance requirements Lead the compliance team Special projects: Support the CEO as needed. (20%) Scale founder time with special projects Build and own programs Requirements Need to have Experience: 4+ years of relevant experience (e.g., finance at a healthcare organization, management consulting, accounting etc.) Systems: You think in and build out systems. You are structured in your thinking and work. Complexity: You're highly organized, good at planning, and can complete multiple projects successfully at once. Mindset: You want to grow and are comfortable with uncertainty. Learning: You're an autodidact with impressive speed and resourcefulness. You regularly teach yourself the skills you need from scratch. Ownership: You're a self-starter and are solution oriented. You try to find problems and own the process of solving them. Humility: You're good with rolling up your sleeves and doing work that isn't glamorous. Nice to have: Certified Public Accountant (CPA) Experience in public accounting Benefits This role is full-time and fully remote. You will report directly to Recover's CEO, Nick Gulino. Competitive salary, equity, and PTO. Salary Range: $120k-$140k per year + competitive equity
    $120k-140k yearly Auto-Apply 60d+ ago
  • Head of Finance

    Axiom Recruit

    Remote finance coach job

    An innovative and growing Web3 company is seeking an experienced Finance Manager for a 'Head of' role, being part of the company's Leadership team. Focussing on key areas of business growth, funding, capital raising, investment management and general financial duties. Based remotely; North America or Europe. Responsibilities Bringing your background and experience in financial management in order to help the business grow. You will also be working with VC's and Investors to attract further investment into the business. Diving the Finance division for all cash management, investments, insurance, budgeting, and financial reporting, helping to drive the company's financial strategy and hiring needs. Creating strategic analysis and plans regarding our financials and investments Research revenue opportunities and economic trends, analyze internal operations, identify areas of cost reduction and process enhancement. Build out financial models and forecasts. Manage the quant team to drive the quantitative strategy throughout the company. Be the trusted advisor and consultant when talking with investors and institutions Ensure cash flow is compatible with project operations, by overseeing the day-to-day accounting, recording, reporting, and internal control activities of the organization. Background The role is seeking an experienced Finance Head, someone who has sat in a leadership role within the Fiance, Tech or Ideally Blockchain focussed business. Experience as a Head of Finance, Head of finance, or finance officer. In depth knowledge of corporate financial law and risk management practices. Previous experience in working with FX, loans, options, trading markets, or market making. Previous experience in working in a top tier investment company or management consulting firm. Excellent knowledge of data analysis and forecasting methods. Strong leadership and organizational skills. An analytical mind, comfortable with numbers Interest and experience in blockchain technology is a huge benefit Reward This is a great chance to be part of a fast growing, international DeFi company, at the bleeding edge of this tech market. Working as part of a great leadership team, you will have the opportunity to make your mark on this future Unicorn business. Attractive salary Company tokens Benefits package Fully remote role For more information please apply directly to the role or send a personal email to ***********************
    $95k-110k yearly est. Easy Apply 60d+ ago
  • Finance Officer in High Point

    Futures.Works

    Remote finance coach job

    Vacatures Finance Nieuws Contact Login Jobs search Finance Officer EichholtzFull-time Remote (High Point, North Carolina, United States)1m ago About Eichholtz Eichholtz is a world-leading luxury furniture and home accessories brand, known for bringing timeless elegance to interior spaces globally. Founded in the Netherlands, we have grown to become one of the largest global wholesalers in luxury home furnishings, lighting, and accessories. With a rich heritage in design and a commitment to quality, we serve an international clientele of interior designers, hotels, and high-end retailers. Our collections combine classic sophistication with contemporary trends, offering a comprehensive range of luxury furniture, lighting, and accessories that set the standard in international interior design. Position within Eichholtz Reports to: Financial Controller (HQ) Supervises: Assistant bookkeeper (position to be filled in due time) Key collaborations: Controllers, CFO, HR, Operations, Sales, and external auditors Role Purpose As Financial Officer at Eichholtz, you will be hands-on in managing our day-to-day financial operations. You will be responsible for executing key financial processes, maintaining accurate records, and ensuring timely reporting. Your practical financial expertise will be essential in supporting our business operations and contributing to strategic decision-making. We're looking for someone who enjoys diving deep into financial details while maintaining a clear overview of the bigger picture. Key Responsibilities Core Financial Activities Execute daily financial transactions and maintain accurate records in Business Central Process and verify accounts payable and receivable Perform bank reconciliations and manage cash flow reporting Prepare monthly, quarterly, and annual financial statements Handle VAT returns and other tax-related matters Conduct detailed financial analysis and create management reports Process Execution and Improvement Key user of Microsoft Business Central Execute month-end and year-end closing procedures Implement and maintain financial controls and procedures Identify and execute process improvements to increase efficiency Create and maintain financial documentation and procedures Financial Analysis and Reporting Generate and analyze financial reports for management decision-making Prepare budget versus actual analysis and investigate variances Support the preparation of annual budgets Assist in external audit preparations by preparing required documentation Requirements Education and Experience Minimum Bachelor education in finance or related field Minimum 5 years experience in a financial role, preferably with demonstrable leadership experience Thorough knowledge of financial laws and regulations Experience with preparing and aligning financial reports Experience with financial software within ERP systems, specifically Business Central Ability to effectively manage and maintain these systems Competencies Accuracy Integrity Leadership Strong communication skills Organizational skills Analytical thinking Problem-solving ability Working Conditions Primarily office-based with flexible working hours according to Eichholtz guidelines Hours may occasionally vary depending on deadlines and projects Remote work allowed according to Eichholtz guidelines Position involves extensive computer work and seated activities May experience time pressure during year-end and monthly closings Handles sensitive financial information requiring high level of confidentiality Core Values in This Role Creativity: Creative approach to time management and problem-solving, while maintaining strict accuracy in financial matters Courage: Commitment to reporting facts accurately, regardless of outcomes Engaged Community: Ensuring timely information gathering from other departments for accurate reporting Commitment: Organization must be able to rely implicitly on your accurate processing and reporting within the Finance department Eichholtz Share this job RSSJobsContact Us© 2025 Pequnia Powered by JBoard Cookie settings
    $50k-90k yearly est. 60d+ ago
  • Program Finance Officer

    Multiplier 3.8company rating

    Remote finance coach job

    Department Multiplier Core Team Employment Type Permanent - Full Time Location Remote Workplace type Fully remote Compensation $150,000 - $160,000 / year Primary Responsibilities The Ideal Candidate Workplace, Compensation & Application About Multiplier Multiplier accelerates impact for innovative projects focused on protecting and fostering a healthy, sustainable, resilient and equitable world. At Multiplier, program teams can turn game-changing ideas into planet-saving impact, and they can do it faster and better than they otherwise could. Multiplier celebrates diversity and is committed to building teams and partnerships that represent a variety of backgrounds, perspectives, and skills. Multiplier is also committed to providing an environment of mutual respect that is free from discrimination and harassment. Multiplier prohibits discrimination in its governance, programs, and activities on the basis of race, color, national origin, age, disability, religion, gender, sexual orientation, gender identity, genetic information, political beliefs, reprisal, marital status, amnesty, status as a covered veteran, because all or part of an individual's income is derived from public assistance, or for any other factor that is not based on merit.
    $50k-73k yearly est. 34d ago
  • Remote Financial Representative | Training Provided | High Growth Path

    Ohana Outreach Financial

    Remote finance coach job

    Job Description You get full control of your schedule and income while being supported by training, mentorship, and systems that simplify the work. You can build part time or full time. Income includes uncapped commissions, bonuses, and leadership advancement. The culture is supportive, focused, and committed to helping individuals grow personally and professionally. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
    $32k-57k yearly est. 6d ago
  • Financial Representative State Farm Agent Team Member

    Mark Rossmiller-State Farm Agent

    Remote finance coach job

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires previous State Farm experience Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team. About Us: At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. About Mark Rossmiller Local State Farm agent in Sun City Center, Florida State Farm Experience since 1987 Chairman Circle Qualifier Offering Health Insurance FREE Insurance Review llinois State University Graduate Role and Responsibilities: As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Licensing - Must have or be able to attain Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS 8:30-5:00 This is a remote position.
    $28k-52k yearly est. 3d ago
  • Financial Aid Representative

    Beonair Network of Media Schools

    Finance coach job in Columbus, OH

    About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a Pro to Become a Pro”; students are trained by broadcast media professionals working in the field. The organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative culture and ensures graduates are fully ready for entry-level employment opportunities. A key role of the Financial Aid Advisor is assisting students with their financial aid eligibility. This individual is accountable for the one-on-one advising involved in ensuring students comply with their federal financial aid. The Financial Aid Advisor will work closely and in conjunction with the Admissions Departments to provide financial aid options for potential new students and complete their packaging on time. The Financial Aid Advisor is also responsible for meeting a monthly cash collection goal. Additional responsibilities may include participation in orientation, graduation, campus events, and various tasks. The Financial Aid Advisor must have extensive experience and judgment to plan and accomplish campus and department goals. Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. cash due, title 4 drawdowns on time, complete student financial aid packaging promptly. Responsibilities: Meet prospective students and determine their eligibility for financial aid and other most appropriate tuition options, including payment plans or other financing options. At a student's first meeting with the Financial Aid advisor, the goal of the visit is to be able to achieve an estimate of Financial Aid eligibility as a result of the student completing the FAFSA and receiving the EFC in an email confirmation. If the student has already completed the FAFSA during this session, the student should assign the school OPEID code to their FAFSA so the school can proceed with packaging. A follow-up appointment is to be scheduled within 48 hours so the student can return to complete the FA process. After a student is packaged and all internal documentation is filled out, enroll the student in payer express to contribute to the campus goal. Set all students up in QuickBooks Campus and QuickBooks Cash Receipt with all pertinent information, and upload award letters into QuickBooks. Upload files for review by NFA and RFA through the enrollment cycle. Upload Term 2 files for review by NFA and RFA once SAP is received from Education Submit completed drop packet for review by NFA and RFA Complete a payment plan form to ensure auto payment authorization and specific payment dates. Program tuition/fees or approved packing is due for all students by the end of add/drop. Assist students who are flagged for verification to complete the verification process within 2 weeks of informing student of being selected for verification. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student. Ensure packaging does not exceed 30 months. If any additional time, seek approval from the National Director of Financial Assistance and Planning (NDFAP). - Adhere to non- interest payment plan: only available to students who after borrowing from Direct and Plus loans still have a balance left on their account. Print and file student ledgers to confirm all pulls were received. Maintain compliant FA files to include all documents on checklist that relate to the first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA, Signed Award, Entrance Counseling, MPN, Payment Plan, and any items flagged for verification and ledger card. For the second terms proof of SAP assessment, revised ledger card and before graduation Exit counseling.) Responsible for maintaining receipt of payments. Complete nightly bank deposits. Interact with students using phone, email, texts, social media channels, and one-on-one communication to ensure accounts are less than 30 days past due. FA Advisor must conduct a daily review of the aging reports and/ or internal tracking reports for payments due by active cohorts to manage meeting weekly cash goal. Join in on weekly one-on-one ledger reviews with NFA and RFA and send a follow-up email about any pending financial aid needing to be requested Ensure payments are collected and processed on the due date. (If a due date falls on the weekend, payment should be sought the Friday before.) Complete a weekly review of grads and drops on aging to ensure accounts are current. Execute MPN's by the end of the drop/add period. Conduct Entrance and Exit counseling as due. Follow up with pending financial aid students to ensure they have all information needed for their education decision to meet app to enroll weekly goal. Supervision Received: This is an independent position that reports to the Campus Director and National Director of Financial Assistance and Planning. Two mandatory weekly meetings takes place: 1) Financial Aid Advisor to discuss goals to actual achievements; 2) Staff Meeting. Supervision of Others This individual may supervise another financial aid advisor should campus needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee to often physically move from department to department. This is not a sedentary position. Occasional lifting, bending and climbing stairs Frequent talking, listening, walking, sitting and standing Ability to perform multiple concurrent tasks and function in a fast-paced working environment Work Experience Requirements Three years of business experience, ideally within a financial aid/customer service background. May need to complete credit, criminal, and drug background checks successfully. Education Requirements 4-year college degree and/or experience equivalency. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
    $31k-62k yearly est. 60d+ ago
  • Financial Representative - State Farm Agent Team Member

    Mark Rossmiller

    Remote finance coach job

    Benefits: Competitive salary Opportunity for advancement Training & development *This role requires previous State Farm experience Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team. About Us:At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. About Mark Rossmiller Local State Farm agent in Sun City Center, Florida State Farm Experience since 1987 Chairman Circle Qualifier Offering Health Insurance FREE Insurance Review llinois State University Graduate Role and Responsibilities:As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications:To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Licensing - Must have or be able to attain Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS 8:30-5:00 This is a remote position. Compensation: $40,000.00 - $55,000.00 per year About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance. Our office is located in Sun City Center, Riverview, Brandon FL. I have been a State Farm agent since 2001. Before becoming a State Farm Agent, I was previously employed as a State Farm Employee. I am a proud graduate of Illinois State. We currently have 32 team members at our agency. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, Silver Scroll, and Bronze Tablet Additional languages spoken: Spanish, Polish, and Vietnamese Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $40k-55k yearly Auto-Apply 60d+ ago
  • Financial Representative Entry Level

    Abell District-Northwestern Mutual

    Remote finance coach job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive. Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA 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 companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Rick Abell, Managing Director: Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University. Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament. Gina Loza, Director of Training, Philanthropy & Events: Time with NM: 23 years. Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art. Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Toka Mwondela, Chief Development Officer: Time with NM: 8 and a half years. Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since. Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food. Jurome Saceda, College Unit Director: Time with NM: Over 2 years. Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services. Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people. Lars Ronten, Financial Advisor: Time with NM: A little over 2 years. Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales. Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects. Adam Besana, Growth & Development Director: Time with NM: 6 years. Prior Experience: College student at Chico State (go Wildcats!). Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside. 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. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. 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. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $26k-41k yearly est. 1d ago
  • Remote Financial Representative- Entry Level

    Unlock Potential 360

    Remote finance coach job

    Job Description About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions. Follow up with prospects and manage your pipeline in our CRM. Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Requirements Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Benefits Benefits: Dental insurance Flexible schedule Health insurance Vision insurance
    $24k-35k yearly est. 15d ago
  • Remote Financial Representative- Entry Level

    The Delaney Agency 4.1company rating

    Remote finance coach job

    About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote
    $25k-30k yearly est. Auto-Apply 26d ago
  • Remote Student Finance Representative

    Stratatech Education Group 4.0company rating

    Remote finance coach job

    Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact.
    $25k-34k yearly est. 60d+ ago
  • Financial Clearance Representative - Remote

    McLaren Health Care 4.7company rating

    Remote finance coach job

    Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools. * Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines. * Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information. * Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations. * Estimates and collects copays, deductibles, and other patient financial obligations. * Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements. * Applies recurring visit processing according to protocol. * Performs duties otherwise assigned by management. Qualifications: Required: * High school diploma or equivalent required * One year experience in patient access, registration, billing or physician office Preferred: * One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification Equal Opportunity Employer of Minorities/Females/Disabled/Veterans Additional Information * Schedule: Full-time * Requisition ID: 25005267 * Daily Work Times: Standard Business Hours * Hours Per Pay Period: 80 * On Call: No * Weekends: No
    $33k-42k yearly est. 57d ago

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