Investment Analyst
Finance consultant job in Duluth, GA
**Who We Are:** It's exciting to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today's dynamic digital transformation.
As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world's most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone.
QTS is **Powered by People** . People who play a vital role in our company's culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things.
**Who You Are:**
The **Investments Analyst** position is a part of QTS' Strategic Planning and Investments team which is focused on driving core growth initiatives domestically and internationally including:
+ Land and operating asset acquisitions
+ New development opportunities including build-to-suit (single customer) and multi-tenant sites
+ Strategic asset management such as re-tenanting and asset repositioning
**What You Will Do:**
The **Investments Analyst** will be responsible for helping the team create and support the following:
+ Prepare investment materials such as investment memorandums, presentations, and proposals
+ Create financial models to evaluate company acquisitions, financings (joint-venture, equity initiatives, etc.), land, and capital recycling
+ Assist in managing projects from identification through completion, including coordination of due diligence teams, model underwriting, and financing
+ Lead calls and meetings with key internal and external constituents as well as partner with business leaders to ensure that they understand the key financial drivers of the various opportunities
The role requires keen skills in the areas of real estate, financial modeling, and technology, along with the ability to lead through influence and communicate with the executive team and Blackstone partners.
**What You Need to be Successful:**
+ Bachelor's or Master's degree preferably with a concentration in Finance, Economics, Accounting or Mathematics or equivalent professional experience
+ 1+ years of working experience - preferably in a collaborative financial environment (banking, investment fund, real estate, etc.)
+ Proficiency in MS Office applications, especially Excel
**Nice To Have:**
+ Knowledge of financial concepts such as WACC, NPV, IRR and ROI
**Knowledge Skills and Abilities:**
+ Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure
+ Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a manner that enables non-financial managers to easily understand the information
+ High attention to detail and accuracy
+ Excellent written and oral communication skills
+ Enthusiastic attitude in a team environment and ability to work independently
+ Positive, flexible outlook
**The Perks (and these are just a few!):**
+ QRest Sabbatical
+ Employee Stock Purchase
+ QTS scholarship for dependents
+ Eagle Club award trip eligibility
+ Paid volunteer days
+ Tuition assistance, parental leave and military leave assistance
**Total Rewards**
This role is also eligible for a competitive benefits package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; paid time off; paid volunteer days; employee assistance program; tuition assistance; parental leave; military leave assistance; QTS scholarship for dependents; wellness program, and other company benefits.
This position is Bonus eligible.
\#LI-SM1
We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
The "Know Your Rights" Poster is included here:
Know Your Rights (English) (*****************************************************************************************
Know Your Rights (Spanish)
The pay transparency policy is available here:
Pay Transparency Nondiscrimination Poster-Formatted (***********************************************************************************************
QTS is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************************ and let us know the nature of your request and your contact information.
It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure.
As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals.
At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure.
And we'd like to invite you to join us.
In addition to a variety of benefit packages, QTS goes above and beyond for our employees:
+ Roth and Traditional 401(k) matching contributions with immediate vesting
+ Every employee is bonus or commission eligible
+ Generous PTO, Paid Volunteer Days Plus Floating Holidays
+ Stock Purchase Plan (SPP)
+ 11 paid Holidays Annually/Holiday compensation when worked
+ Pet and Legal Insurance
+ Q-Rest Sabbatical Program
+ Q-Anniversary Service Award Program
+ Parental Leave for primary and secondary caregivers
+ Military Benefits Package
+ QTS Charitable Matching Gift Program
+ QTS Scholarship for Employee Dependents
+ QTS Crisis Fund
+ Wellness Program
+ Tuition Reimbursement Program
Financial Analyst II - Budget Division
Finance consultant job in Lawrenceville, GA
The Financial Analyst II position within Gwinnett County's Budget Division is pivotal in the financial management processes. This role entails analyzing financial data, forecasting revenues and expenditures, understanding budgetary requirements, and offering recommendations to optimize resource allocation. The Financial Analyst II works closely with departments to monitor and adjust budgets, thereby contributing to the organization's financial objectives and ensuring fiscal responsibility. Reporting to the Budget Manager within the Financial Services Budget Division, this position holds a central role in helping the organization achieve its financial goals and maintain fiscal responsibility.
Essential Duties
* Monitors budgets
* Prepares financial reports, presentations, and dashboards
* Provides departmental support
* Interprets and analyzes data effectively
* Utilizes Microsoft Excel for analysis and reporting
* Enhances processes and procedures
* Conducts variance analysis
* Forecasts revenues and expenses
* Reviews budget amendments
* Utilizes ERP systems for financial data management
Grade
The grade for this position is C42(1). Salary will be dependent on education and experience.
Effective 4/11/2023, this position is eligible for the Employee Referral Program.
Minimum Qualifications
* Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field and
* Four years of professional level accounting, finance, or budgeting experience in the public sector or
* An equivalent combination of education and experience sufficient to successfully perform the essential duties of the job
For information related to position-specific essential duties, knowledge and skills, and physical requirements, please click here.
Note: The class specifications listed on this website are not the official class specifications for Gwinnett County and are subject to change.
For more information about this department, please click here.
Additional Information
About Gwinnett County
Welcome to Gwinnett County Government
Gwinnett County Government is an award-winning employer that believes in investing in its employees by providing corporate level benefits, a wellness program, professional development opportunities, career advancement, and more
Careers with impact
Gwinnett County sets the standard as a dynamic, vibrant community where all people can enjoy economic opportunities, safe neighborhoods, plentiful greenspace, and recreational facilities. We are committed to hiring those who share our dedication to making life better for our residents and business owners. The culture of superior service that our employees have created reflects that standard and helps staff, residents, and stakeholders remain vibrantly connected.
Exceptional benefits
Working for Gwinnett County comes with exceptional benefits, including health coverage, a robust wellness program (Spouses can participate, too!), onsite employee wellness center, longevity pay, tuition reimbursement, and more. The value of Gwinnett County benefits can be up to 49 percent of an individual's total compensation.
World-class community
More than a million residents make up Gwinnett's diverse community. The County is located just 45 minutes from Hartsfield-Jackson Atlanta International Airport and 30 minutes from downtown Atlanta. Georgia Highway 316 reduces travel time to the University of Georgia to 25 minutes.
Gwinnett County is an award-winning employer!
* Atlanta's Healthiest Employer by Atlanta Business Chronicle
* Green Communities Platinum Certification for Gwinnett County from the Atlanta Regional Commission
* Top 100 Healthiest Workplaces in America by Springbuk and PR NewsWire and more!
Vision
Gwinnett is the preferred community where everyone thrives!
Mission
Gwinnett proudly supports our vibrantly connected community by delivering superior services.
Values
Integrity: We believe in being honest, building trust, and having strong moral principles.
Accountability: We believe in stewardship, transparency, and sustainability.
Equity: We believe in fairness and respect for all.
Inclusivity: We believe in engaging, embracing, and unifying our communities.
Innovation: We believe in continual adaptation of technology, process, and experience.
Hiring Process
Gwinnett County is an Equal Opportunity Employer. For more information regarding our hiring process, please click the links below:
* Hiring Process
* FAQs
Gwinnett County is committed to creating a diverse workforce. As an Equal Opportunity Employer, we prohibit discrimination on the basis of genetic information (including sex), race, color, national origin (including ancestry), gender (identity and expression), sexual orientation, age, marital status, familial status (including pregnancy), disability, military or veteran status, religion, political affiliation, immigration status, homeless status, or any other category protected by law.
US Experienced Financial Advisor
Finance consultant job in Athens, GA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Consultant
Finance consultant job in Lawrenceville, GA
Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Empower
Job Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
What you will do
As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower.
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals
Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer's relationship with Empower
What you will bring
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated sales, relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
What will set you apart
Previous experience with inbound and/or phone-based sales
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team sales goals
This position can be done remotely.
#LI - Remote
#wealthmanagement
#series7
#finance
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$52,000.00 - $64,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility: Remote - Nationwide
Financial Advisor Trainee- Athens, GA
Finance consultant job in Athens, GA
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
If hired as a team candidate, the team will provide the specific goals and expectations.
Meets production targets that impact overall company revenue goals.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Opens, transfers, and closes customer accounts.
Maintains appropriate account records while monitoring the customer's portfolio.
Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Stays abreast of investment products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
Knowledge of
Economic and accounting principles and practices.
Financial markets, banking, and financial data analysis and reporting.
Basic principles and methods for showing, promoting, and selling products or services.
Firm's working structure, policies, mission, strategies, and compliance guidelines.
Skill in
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
Identifying the needs of customers through effective questioning and listening techniques.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
Continuously learn investment products, industry rules and regulations, and financial planning.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
Establish and maintain effective working relationships with clients and colleagues.
Persevere, handle rejection and show resilience during the prospecting and networking process.
Network in the community and effectively market him or herself and Raymond James.
Demonstrate persistence in the face of obstacles.
Accept criticism and deal calmly and effectively in high stress situations.
Education/Previous Experience
Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Auto-ApplyFinancial Advisor
Finance consultant job in Athens, GA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA
Finance consultant job in Suwanee, GA
JobID: 210650300 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Analyst, Forecasting II - Senior
Finance consultant job in Tucker, GA
Job Description
Oversees the development, preparation, and maintenance of the Long-Term Financial Forecast, including continuous scenario-based financial forecasting throughout the year. Conducts monthly reviews of key financial metrics and communicates emerging risks or concerns to management.
Leads research and analysis for ad hoc projects related to financial planning. Prepares comprehensive monthly reports, including capital accruals, advance land acquisitions, and detailed project reporting. Provides analytical and operational support to the Rates Analyst and Budget Analyst. Responsibilities include performing parity calculations and forecasts, variance analyses, TRI forecasts, rate development, DCOS modeling, goals reporting, annual budget preparations, and headcount monitoring.
Job duties include:
- Provide accounting expertise on the Financial Forecast model. Validate the treatment of transactions within the forecast and ensure the integrity of the statements produced. Responsible for the calculation of financial metrics as part of the Financial Forecast. Coordinate with the Budget Analyst to ensure budget/forecast concepts are included and well coordinated.
- Responsible for ongoing Financial Forecasting scenarios throughout the year. This includes a monthly review of the financial metrics and keeping management apprised of any potential issues. It also includes ongoing Financial Forecasting for any major financial change, including new projects, new financing, policy changes, etc.
- Researches special projects upon request. This includes accounting and control issues, business processes, and various management-specific requests. It also includes innovations, automation, and special teams participation.
REQUIRED QUALIFICATIONS
Education: BS, BA, BBA, or MBA, preferably in Finance, Accounting, or Business. CPA, CMA, CIA, or PMP preferred.
Experience:
Financial Analyst II: 2-4 Years of experience with accounting, forecasting, budgeting, project management, and cash forecasting.
Financial Analyst III: 4-6 Years of experience with accounting, forecasting, budgeting, project management, and cash forecasting.
Financial Analyst Senior: 6-8 Years of experience with accounting, forecasting, budgeting, project management, and cash forecasting.
Equivalent Experience: BA, BS, or BBA with a non-accounting concentration, supplemented with at least thirty quarter hours or twenty semester hours in college-level accounting or finance courses. 2-8 years of experience with accounting, forecasting, budgeting, project management, and cash forecasting.
Licenses, Certifications, and/or Registrations: None.
Specialized Skills (e.g., typing, computers, software, tools and equipment uses, etc.): Position requires an advanced knowledge of Excel spreadsheet software along with a basic understanding and competency in the use of PowerPoint, database management software (MS Access), and automated query reporting tools. Strong interpersonal, verbal, and written communication skills.
Job Posted by ApplicantPro
Private Wealth Management Wealth Advisor
Finance consultant job in Gainesville, GA
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Manages the most sophisticated client relationships
Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
May supervise other associates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
Requirements
Bachelor's degree in business, finance, economics, accounting or related field
Twelve (12) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Anticipates client needs and is proactively provides solutions
Consistently a top performer
Excellent verbal and written communication skills
Expert relationship management, business development and presentation skills
Expert sales, negotiation, problem solving, and interpersonal skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$125,705.14 USD
Median:
$194,503.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsGainesville-Regions Center Admin OfficeLocation:Gainesville, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Auto-ApplyGift, Data and Finance Specialist
Finance consultant job in Watkinsville, GA
esp is seeking a detail-oriented, systems-savvy, and mission-driven individual to ensure the accuracy, integrity, and efficiency of our financial and fundraising data. The Gift, Data and Finance Specialist will manage the full lifecycle of incoming funds and donor information-ensuring every gift, pledge, and payment, and donor record is accurately received, recorded, and maintained. This position plays a critical role in powering both Development and Finance operations. Responsibilities include processing and reconciling donations, participant payments, merchandise sales, and program income; maintaining clean and actionable donor and financial data; and supporting accounts payable and compliance needs. The Specialist provides reliable information that drives fundraising strategy, supports financial accuracy, and ensures timely reporting across all esp communities.
About esp:
Founded in 1986 in Watkinsville, Georgia, esp exists to create transformative experiences for people with disabilities and their families and change communities for the better. esp now operates four locations across the state of Georgia to provide year-round programming, summer camp, and family support to nearly 1,000 families. To learn more, visit espyouandme.org
Our Values
Infused with Joyful Hospitality
Innovating Possibilities
Activating the Abilities of All
Fascinated with Fun
Compassion, Freely Given
Connecting the Unconnected
Persevering, Together
Top Five Responsibilities:
Accurately record, code, and reconcile all revenue to include incoming gifts, deposits, participant payments, program, and other non-philanthropic income across systems including Salesforce, Campsite, Shopify, Acuity, and QuickBooks.
Maintain clean, complete donor records, receipts, and pledge reminders..
Process expense invoices and reimbursements in accordance with esp policies, ensuring accurate coding, proper approvals, vendor communication, and audit-ready documentation.
Develop reports, dashboards, segmented lists, and donor insights to support fundraisers, campaigns, and leadership; assist with month-end reconciliations, audits, and board reporting.
Support program and revenue operations, and identify opportunities to enhance systems, integrations, and workflows.
Other Functions and Responsibilities:
Gift, Accounts Receivable and Accounts Payment Management
Record all incoming gifts, deposits, and participant payments with accuracy and consistency.
Manage and reconcile income from multiple systems including Salesforce (donations), Campsite (program fees), Shopify (merchandise and book sales), and Acuity (Java Joy income).
Ensure timely reconciliation between Salesforce (donor system), QuickBooks (accounting system), and external income platforms.
Process all invoices and expense reimbursements in accordance with esp policies.
Verify approvals, coding accuracy, and budget alignment prior to payment
Maintain organized documentation of all payables for monthly close and audit
Ensure timely and accurate vendor communication and payments.
Gift Entry, Donor and Records Management
Record all incoming donations, pledges, and recurring gifts in Salesforce, ensuring proper coding and attribution.
Generate and issue donor, tax receipts, and pledge reminders in coordination with fundraisers.
Maintain data and systems to enable timely and accurate donor communication and recognition
Generate and track pledge reminders and receipts in collaboration with the Development team.
Maintain clear documentation for audit readiness and donor transparency
Maintain donor biographical information in Salesforce (addresses, employment, affiliation, matching gift companies, etc.) and ensure up-to-date, clean data
Establish & Lead Data Quality Metrics, Dashboards & Reporting, Conduct regular data hygiene audits, reviews and lead duplicate records management for donor data in Salesforce
Serve as the point person for Salesforce data governance & management, and internal data requests
Financial Compliance, Reporting, and Analytics
Support the Finance Officer with month-end reconciliations and cash flow tracking.
Assist in preparing financial documentation for board reports, audits, and grant reporting.
Maintain integrity of all financial data, ensuring compliance with GAAP and esp's internal controls.
Training and Process Improvements
Identify opportunities to improve systems, integrations (e.g., Give Lively, OneCause), and workflow efficiency.
Collaboration and Cross-Departmental Support
Partner with the Finance, Annual Giving and Development Operations teams to align financial and fundraising data and reconcile deposits and ensure consistency between Salesforce and QuickBooks.
Communicate proactively with site teams to ensure participant and vendor balances are current
Support financial process improvements, special projects, campaigns, and donor research as assigned..
Support Program, Java Joy, and Shop operations with accurate income reporting and reconciliation.
Contribute to financial process improvements and special projects as assigned.
Key Competencies
Attention to Detail
Data Hygiene, Data Management, Data Audits and Quality Assurance
Financial Acumen
Timeliness & Organization
Systems Thinking
Clear Communication
Confidentiality & Integrity
Minimum Qualifications
Bachelor's Degree in Accounting Finance or related field or experience in the field.
2-5 years of relevant data management, financial or accounting experience.
Experience with QuickBooks, Salesforce, and online income platforms (Campsite, Shopify, Acuity) preferred.
Strong proficiency in Excel data reconciliation and analysis.
Demonstrated ability to manage multiple priorities and deadlines.
Job Details
Reports To: Director of People with a dotted line to the Finance and Development teams
Supervises: N/A
Location: esp Headquarters (Athens, GA) - hybrid flexibility available
Type: Full-Time, Non-Exempt
Compensation: Commensurate with experience
Benefits: Medical, Dental, Vision, 401k match, generous PTO policy
esp provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
esp is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. As part of this commitment, esp will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact esp's People Team at ******************.
Auto-ApplyAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Gainesville, GA Merrill Office
Finance consultant job in Gainesville, GA
Gainesville, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
SR Financial Analyst
Finance consultant job in Athens, GA
ARE YOU LOOKING FOR A REWARDING CAREER WITH A GROWING AND DYNAMIC TEAM? CONSIDER UCBC.
At University Cancer & Blood Center, we pride ourselves on listening. On providing hope, guidance, and comfort. On getting up each day and striving to make a positive impact on the lives of patients and their families. From our front-desk staff to our counselors, nurses, technicians and physicians - who've chosen to accept their calling, we salute them for their efforts and recognize them as the very special individuals that they are.
DO YOU HAVE WHAT IT TAKES TO JOIN US? IF SO WE'D LOVE TO HAVE YOU!
Job Description:
Job Summary
The Sr Financial Analyst will support the financial and operational performance of University Cancer & Blood Center. This role is split between Revenue Cycle Management (RCM) analytics and broader financial planning and analysis (FP&A). The analyst will provide actionable insights on revenue cycle performance, payer trends, and collections while also contributing to budgeting, forecasting, and service line reporting. The ideal candidate will be detail-oriented, data-driven, and able to communicate complex findings to both financial and clinical leaders. This position is potentially remote for the right candidate.
Key Responsibilities
Revenue Cycle (≈40-50%)
Monitor and analyze key RCM metrics, including days in A/R, denial rates, clean claim rates, and collection trends.
Perform payer-level financial analysis, identifying reimbursement variances and payer performance issues.
Analyze denials by category, recommend process improvements, and support denial prevention initiatives.
Develop cash flow and collection forecasts based on charge activity, payer mix, and historical performance.
Financial Planning & Analysis (≈50-60%)
Assist in the preparation of annual operating budgets, forecasts, and long-range financial plans.
Conduct monthly financial reviews, explaining variances against budget/forecast and identifying drivers.
Develop provider and service line performance reports (e.g., wRVUs, contribution margin, infusion utilization).
Build financial models to support strategic initiatives, new service lines, or capital investment requests.
Provide operational analytics to support decision-making by finance, operations, and clinical leadership.
Qualifications
Bachelor's degree in Finance, Accounting, Healthcare Administration, or related field required
4+ years of experience in financial analysis, preferably in healthcare or provider-based setting.
Familiarity with revenue cycle operations, payer reimbursement, and denial management strongly preferred.
Advanced Excel skills required; experience with Power BI preferred.
Strong analytical, organizational, and communication skills, with ability to present findings to diverse stakeholders.
Excellent problem-solving skills, with ability to translate complex data into actionable insights.
Auto-ApplyFinancial Analyst
Finance consultant job in Athens, GA
Information Classification Title Budget Analyst II FLSA Exempt FTE 1.00 Minimum Qualifications Bachelor's degree in accounting or a related field, or equivalent and 2 years of professional experience This incumbent is part of a team of business managers and accountants supporting the activities and responsibilities of the Office of Global Engagement. Offices within OGE include the office of Global Education, the Africa/Latin America Study Abroad Programming Initiatives office, the office of Immigration Services, UGA's International Centers (Cortona, Italy and Oxford, UK), and the office of International Initiatives. This financial analyst position will have multifaceted accounting and data management responsibilities supporting fiscal activities of OGE.
Knowledge, Skills, Abilities and/or Competencies
* Professional accounting experience.
* Possess excellent communication and analytical skills, both verbal and written.
* Proficiency with Excel.
* Excellent planning and organizational skills.
* Works well as part of a team.
* Prior experience working with Study Abroad budget management.
* Possess a high degree of attention to detail and be highly proficient in effective communication.
* Stay current with UGA fiscal policies and procedures concerning travel, purchasing, and study away.
Physical Demands
Sitting at a computer for long periods of time, standing, talking, listening and keyboarding.
Is driving a responsibility of this position? No Is this a Position of Trust? Yes Does this position have operation, access, or control of financial resources? Yes Does this position require a P-Card? No Is having a P-Card an essential function of this position? No Does this position have direct interaction or care of children under the age of 18 or direct patient care? No Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications) Yes Credit and P-Card policy
Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website.
Background Investigation Policy
Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website.
Duties/Responsibilities
Duties/Responsibilities
* Oversee business analysis and tracking of study abroad and exchange activity including but not limited to assisting with study abroad program budget review, study abroad program close-out procedures, analyzing program data and making recommendations, overseeing withdrawal process, tracking communications with stakeholders and taking appropriate actions, reviewing and analyzing study abroad program revenue and fee activities for exchange and other related programming, maintain program data and historical information.
* Provide reports and analysis to leadership.
* Collect and analyze large volumes of financial and tracking data.
* Communicate with campus stakeholders regarding study away activities.
Percentage of time 50 Duties/Responsibilities
* Manage fiscal processes associated with OGE operations and study abroad programs, as assigned.
* Provide accounting and purchasing support to unit.
* Manage workflow to staff accountants, approve transactions, reconcile funds, etc.
* Oversee purchasing, procurement, and intra-university payments.
* Maintain electronic files.
Percentage of time 15 Duties/Responsibilities
* Manage travel process supporting faculty and staff traveling domestically and internationally.
* Maintain travel budgets, review and approve travel requests, approve travel authorizations, provide training to faculty and staff, as needed.
* Review and approve expense reports.
* Monitor, reconcile, and report on budget and expenditures monthly.
* Maintain electronic files.
Percentage of time 15 Duties/Responsibilities
* Prepare and initiate budget transactions and general ledger journals.
* Assist Director with budget review and management.
* Manage central email account and provide communications to stakeholders.
Percentage of time 15 Duties/Responsibilities
* Attend meetings, provide training and assistance to OGE accountants.
* Review and analyze organizational procedures and issues related to study abroad program management.
* Make recommendation for process improvement and advise on emerging concerns and issues.
* Complete professional development trainings, as assigned.
* Supervise student employees, when and as assigned.
* Complete other related tasks, as assigned.
Percentage of time 5
Contact Information
Recruitment Contact
Contact Details
For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below.
Recruitment Contact Name Elaine Brady Recruitment Contact Email ******************* Recruitment Contact Phone ************
Posting Specific Questions
Required fields are indicated with an asterisk (*).
Applicant Documents
Required Documents
* Resume/CV
* Cover Letter
Optional Documents
Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact University HR (*************).
The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status.
Easy ApplySenior Financial Analyst (Corporate)
Finance consultant job in Duluth, GA
The Senior Financial Analyst will play a crucial role in developing financial analysis and perspectives that guide critical strategic decision making. The main responsibility will be to analyze financial data and provide short- and long-term forecasting recommendations to management based on recent operating trends, peer performance and various macro-economic data points critical to our business. This role will work closely with Corporate Departments, Operations, and the Executive Team to gather insights and develop forecasts that will drive business growth. This position offers an exciting opportunity for a talented individual with a strong analytical mindset and a passion for financial excellence.
Job Responsibilities• Develop and maintain financial models and forecasts to predict future financial performance and support businessdecisions• Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategicfinancial decisions• Develop ad hoc analysis addressing questions around disruptive competitive or industry events• Assist in Evaluating potential investment opportunities, including mergers and acquisitions, and provide comprehensivefinancial models and projections• Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability• Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance• Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decisionmaking• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends andopportunities for improvement• Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practicesacross the organization• Assist in annual budget preparation and regularly monitor budget adherence, identifying areas for cost optimization
Job Qualifications• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred• Minimum of 2 years' experience in financial analysis; Public company and a senior or supervisory role experience preferred• Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel and other data analysistools; Knowledge of financial software and systems (e.g., OneStream, Hyperion) is a plus• Solid understanding of 3 Financial Statements and GAAP accounting principles• Proven track record of delivering high-quality financial analysis and insights Excellent communication skills with the abilityto present complex financial information to non-financial stakeholders• Proven ability to meet deadlines and manage multiple projects simultaneously• Relevant industry certifications (e.g., CFA, CPA) are a plus
Skills• Skilled in complex data analysis and decision support• Proficient in creating financial models• Strong analytical and problem-solving skills• Attention to detail and accuracy• Ability to work independently and as part of a team• Excellent time management and organizational skills• Expertise in budgeting and accurate forecasting
Pay and Recognition:
Weekly pay
Paid holidays & paid time off
Deferred Holiday Pay Match
Paid training
Stock Awards (select management and front-line team member's eligible)
Insurance / Retirement:
Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans
Up to 12 weeks paid pregnancy leave (disability leave)
Paid Parental Leave
Health savings
Flex spending accounts (tax free)
Short-term and Long-term disability plans
Life Insurance (Whole Life and Term)
401k with company match
Learning, Tuition Assistance and Career Development:
Digital career path tool to assist with career development
Continuous training through Asbury's Internal Learning Management System
Professional growth and development opportunities Additional advantages:
Student loan relief resources
Employee assistance program
Employee discounts on parts and service repairs
Scholarship awards
Opportunities to join our community service initiatives, which includes paid volunteer hours
Aggressive Employee referral program with bonus opportunities
INDOTHER
Finance Department Intern
Finance consultant job in Johns Creek, GA
Are you passionate and looking for a challenging and rewarding opportunity as an Intern in our Finance Department? The City of Johns Creek is seeking an Intern to support the Finance Department. The Intern will assist the department with a wide range of projects, including:
Stormwater Coordinator - assist with tracking payments, processing payments, reports, answering and returning calls and responding to emails.
Purchasing Coordinator - assist with purchasing migration, assisting with on-call services, receiving and organizing proposals.
General Accounting Assistance - assist with T-SPLOST auditing beginning in July. Support accounts payable with weekly disbursements and document filing. Assist with data gathering for Capital Assets and attach supporting documentation in TCM.
The anticipated start of the internship is May/June 2026.
WHY JOHNS CREEK?
* Competitive Compensation: We offer a competitive starting salary of $23.47 per hour (up to 30 hours per week).
Note: This is a seasonal position. You cannot work for more than 6 months and are not eligible for benefits.
* Opportunity: You'll gain valuable, hands-on experience that builds your foundational knowledge in Finance and practical workplace skills.
KNOWLEDGE, SKILLS & ABILITIES
* Basic knowledge and understanding of General Accounting
* Perform accurate and timely data entry
* Ability to communicate effectively with a variety of individuals
MINIMUM QUALIFICATIONS
* Current college student or recent graduate with a concentration in Accounting, Finance, or a closely related field.
ABOUT US
The City of Johns Creek is a vibrant jewel nestled in the thriving northeast suburbs of Metro Atlanta. As the 10th largest city in Georgia, we take pride in our community of 82,000 residents and 284 dedicated employees who contribute to its growth and well-being. Established in December of 2006, Johns Creek has emerged as a beacon of safety in Georgia, consistently earning high marks on safewise.com's rankings. We are committed to upholding this reputation as we move forward. Johns Creek was ranked the #1 Best Place to Live in the U.S. by U.S. News & World Report, #1 Best Atlanta Suburb in 2024 by livability.com, and the #1 place to raise a family in Georgia by Niche.com. We aim to pioneer health, wellness, and innovation, continually drawing residents and businesses from all corners to call Johns Creek their home.
EQUAL OPPORTUNITY EMPLOYER: The City of Johns Creek is an Equal Opportunity Employer. We do not discriminate based on age, gender, race, color, national origin, religion, disability, or any other class or status protected by law.
IMPORTANT: By submitting your resume online, you hereby authorize the City of Johns Creek to contact, obtain, and verify the accuracy of the information contained in this application from all previous employers, references, and educational institutions. You also release the City of Johns Creek and its representatives from liability for seeking, gathering, and using such information to make employment decisions and all other persons or organizations for providing such information. You understand that any misrepresentation or material omission made by you on this application will be sufficient cause for cancellation of this application or immediate termination of employment if you are employed, whenever it may be discovered.
Interested candidates should submit a resume, cover letter, and contact information via this online portal. In fairness to other potential candidates for this position, unsolicited letters, emails, telephone calls, or in-person submissions will not be considered. Applications will be reviewed as received. The City reserves the right to close the position before the posted date if a sufficient number of qualified applications are received.
The City of Johns Creek is a drug free workplace and all positions are subject to the candidate successfully passing a background screening.
2026 Finance Intern
Finance consultant job in Braselton, GA
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. The American Junior Golf Association is a 501(c)3 non-profit dedicated to the overall growth and development of young men and women who aspire to earn college golf scholarships through competitive junior golf. The AJGA is committed to creating an engaging, safe, and inclusive environment. We welcome people from all backgrounds and believe in embracing diverse perspectives, we are better equipped to accomplish our mission of developing golf's next generation. The backbone of the AJGA is its internship program and we are looking for talented and well-rounded applicants to serve as interns. The Finance department is responsible for working on a variety of financial aspects. Job Responsibilities
Assist with Accounts Payable functions
· Assist with weekly check run and filing· Assist with management of physical file cabinets and electronic filing system· Manage traveling intern credit card transactions within Concur reporting system
Assist with Accounts Receivable functions
· Enter daily credit card deposits into QuickBooks software· Assist with gift acknowledgment letter process - preparing and sending letters to sponsors/donors· Manage fundraising reporting process and communicate as needed
Assist with reconciliations
· Reconcile fundraising revenue with recorded history to ensure completeness · Reconcile tournament revenue with recorded revenue, find and correct discrepancies· Manage and reconcile AJGA corporate Visa cards (60+ employees) monthly with A/P
Other
· Enter journal entries and other various data entry into QuickBooks software· Assist with tournament budgets and financial review information· Assist Purchasing department with invoices and inventory Job Qualifications· Basic golf knowledge is preferred, but not required· Knowledge of Microsoft Office products (Word, Excel, Outlook)· Knowledge of Quickbooks (Quicken) and/or Mailchip is a plus, but not required· Exceptional customer service, communication, detail-oriented and public speaking skills· Ability to work and communicate in a team and independently to prioritize tasks and meet deadlines· Highly motivated, self-starter and willingness to take an active leadership role
Requirements· Legally eligible to work in the U.S. without sponsorship· Must either be working towards or achieved a Bachelor's Degree· Communicate both verbally and in writing· Ability to stand and/or sit for extended periods of time and/or lift equipment up to approximately 50 lbs
Details · Internship Dates: May 11 - August 14, 2026* | *S
ubject to change based on need & candidate availability.
· Interns will be compensated $10/hr. Interns will work Monday - Friday from 8 a.m. - 5 p.m. (40 hrs/week). · Interns will be required to work at National Headquarters (1980 Sports Club Drive, Braselton, GA 30517).· Interns will be required to provide their own housing and transportation throughout employment. To ApplyPlease visit ******************** for all information. Applications close February 9, 2026. For any questions, contact Sydney Emmi, Manager, Recruiting ([email protected]).
Associate, Financial Risk Analytics
Finance consultant job in Norcross, GA
Credigy is growing our Risk Management team at our Norcross, GA headquarters. We're hiring at the Associate level (and for other roles) to help us analyze and manage our investment portfolio. These roles offer the chance to build financial models, evaluate performance trends, and collaborate with teams across Valuation, Modeling, Data Strategy & Operations.
This position requires strong analytical skills, curiosity, and proficiency with tools such as MS Excel, SQL Server, Snowflake, Tableau, and Python. The ideal candidate will thrive in working with large data sets and approaching analytical challenges with creativity.
If this role feels like a stretch but excites you, please still apply. We value curiosity, motivation, and a willingness to learn just as much as direct experience.
Responsibilities of the Position:
Develop expert-level knowledge of the company's investments, including core valuation assumptions.
Perform detailed analyses of performance trends and identify investments requiring further review based on deviations from expectations.
Apply external tools (third-party data, research, and economic forecasts) to evaluate impacts of market and economic conditions.
Build and refine financial models to forecast cash flows and economic returns for existing investments.
Understand the company's data architecture and support efforts to create and maintain a robust Data Warehouse.
Assess broad areas of risk across the investment portfolio, including evaluating methods for risk mitigation.
Perform additional duties as assigned by management.
Target Candidate Profile:
Bachelor's degree in Finance, Economics, Engineering, Math, or other quantitative fields.
While 5+ years of experience is ideal, we welcome candidates with less experience who are motivated to learn and grow with us, as we are also open to hiring at the Analyst and Senior Analyst levels on this team.
Strong business sense with enthusiasm for analytics and/or data science.
Experience with analytical tools (Excel, SQL, Snowflake, Tableau); Python experience is a plus.
Prior exposure to projects requiring extensive data preparation and analysis.
Highly curious, self-motivated, and able to prioritize effectively while meeting deadlines.
Team-oriented mindset with the discipline and ownership to manage independent tasks.
Humble, collaborative attitude with readiness to handle a heavy workload.
Strong motivation to learn, grow, and contribute in a fast-paced environment
Founded in 2001, Credigy is a global specialty finance company with flexibility across the capital structure to acquire or finance a broad range of consumer assets. We are a wholly-owned subsidiary of National Bank of Canada (NBC) and our $6B+ portfolio represents 335+ deals and $20B+ in total investments life-to-date. We are the partner of choice when financial institutions face complex challenges and strategic changes. If you haven't heard of us yet, we're okay with that - we focus on serving our business partners, not making a name for ourselves.
We are proud of our people-first company culture that has been recognized year-over-year as a Top Workplace both in Atlanta and nationally. What matters to you, matters to us so we go beyond the usual benefits to offer meaningful perks that support professional growth, personal connection, and a life outside the office. Early in the hiring process, we partner with you on our innovative, personalized flexible work program to maximize compatibility between your needs and the business from day one. Our priority is hiring top talent and helping you create a career you love.
Credigy is a workplace that is free of discrimination and full of opportunity. We prioritize diversity, inclusion, and belonging, and we are dedicated to unbiased recruiting, hiring, and employment practices. Authenticity goes a long way at Credigy, and we get excited about the privilege of hiring people from diverse backgrounds. We are proud to be an Equal Opportunity Employer and commit to ensuring all applicants and employees are considered based on their qualifications and merit, without regard to race, ethnicity, religion, national origin, sex, sexual orientation, gender identity, age, veteran status, citizenship, disability, pregnancy, or any other status protected by law. We expect each employee to support this policy in our daily operations and we do not tolerate discriminatory practices or harassment in any form. No matter how you identify, or what background or industry you come from, we welcome you and feel honored you are considering opportunities at Credigy.
Auto-ApplyJr. Financial Analyst
Finance consultant job in Lawrenceville, GA
We are seeking a motivated and detail-oriented Junior Financial Analyst to join our team. This role supports multiple departments, including Sales, Finance, Customer Support, and Operations, by assisting with renewals reviews, basic reporting, customer inquiries, and day-to-day office administration.
This is an ideal opportunity for someone who enjoys working with data, supporting customers and internal teams, and helping ensure smooth business operations. This role offers excellent exposure to financial processes, revenue operations, and cross-functional collaboration.
Primary Duties & Accountabilities
* Renewal & Revenue Operations Support
* Support the billing and renewal process for Black Book's customer base.
* Monitor upcoming subscription renewals.
* Update CRM and internal systems with renewal statuses, pricing updates, and customer changes.
* Assist with customer payment follow-up (non-collections/administrative level).
Financial & Data Support
* Assist in preparing simple financial reports..
* Help maintain customer information in Salesforce or related tools.
* Conduct basic audits of accounts to accuracy.
Customer Support
* Respond to general customer questions about renewals, billing, or product usage.
* Triage customer issues and route tickets to appropriate internal teams.
* Maintain accurate customer records and ensure timely follow-up.
Office & Operations Management
* Submit and track facility tickets for office needs (repairs, maintenance, vendors, etc.).
* Manage mail, shipping, and supply inventory.
* Assist with office coordination, meeting support, and small events as needed.
* Provide general administrative support across departments.
Cross-Functional Collaboration
* Work closely with internal teams to support customer changes, and customer service needs.
* Build positive working relationships with internal stakeholders across Sales, IT, Product, and Finance.
Required Qualifications
* Bachelor's degree in Business, or equivalent experience.
* Experience in finance, operations, customer service, or administrative support preferred.
* Comfortable working with Excel for basic analysis.
* Strong attention to detail with the ability to manage multiple tasks at once.
* Clear and professional communication skills.
Preferred Qualifications (Not Required)
* Experience with Salesforce or other CRM/billing systems.
* Exposure to renewals, billing, or contract administration.
* Familiarity with the automotive industry.
* Strong organizational skills and willingness to support various operational functions.
* Ability to work collaboratively across departments.
Why Join Us?
* Build foundational financial, operational, and customer-facing skills.
* Gain exposure to revenue operations and contract processes.
* Contribute to a collaborative team with opportunities for growth.
* Work in a role that blends analysis, customer support, and office operations.
Systems Finance Intern
Finance consultant job in Conyers, GA
Job Title: Systems Finance Intern
Duration: 10 -12 weeks, Summer 2026 Department: Finance Reports To: Finance Manager, Analyst, or Department Lead
Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony.
DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion.
DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail.
Job Summary:
We are seeking a highly motivated and detail-oriented Finance Intern to join our team for the summer. This internship offers a hands-on opportunity to gain practical experience in financial analysis, budgeting, reporting, and other key finance functions within a dynamic business environment. This function will assist the analytical engine of the company to provide insights and support ‘optimal' business decision making. The intern will support the Finance team in day-to-day operations and contribute to special projects.
Key Responsibilities:
Assist in preparing and analyzing financial reports, statements, and forecasts.
Support budgeting and financial planning processes.
Conduct financial research and data analysis to identify trends and variances.
Help maintain and improve internal financial models and dashboards.
Participate in monthly/quarterly close processes and audit support activities.
Collaborate with various departments to gather and organize financial information.
Monitor, track & calculate key financial metrics including sales growth, earnings growth, operating margin, working capital percent, free cash flow, capex, days sales outstanding, inventory turns & day purchases outstanding
Present findings and insights to team members and leadership as needed.
Qualifications:
Current enrollment in a Bachelor's or Master's program in Finance, Accounting, Economics, Business, or a related field.
Completion of at least 1 year of college coursework.
Strong analytical and quantitative skills.
Proficiency in Microsoft Excel
Attention to detail with strong organizational and time management abilities.
Effective written and verbal communication skills.
Ability to handle sensitive financial data with integrity and confidentiality.
Preferred Qualifications (Optional):
Previous internship or academic project experience in finance or accounting.
Familiarity with financial statements and key finance concepts.
Experience with financial software or tools (e.g., SAP, Power BI)
What You'll Gain:
Real-world experience in finance operations and analysis.
Exposure to financial planning tools and decision-making processes.
Mentorship and networking opportunities within the organization.
Development of key technical and professional skills.
The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves.
These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company.
• Collaborative Entrepreneurial Spirit
• Winning Through Customers
• Respects and Values People
• Expectations for Results
• High Ethical Standards, Openness, and Trust
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Senior Financial Analyst
Finance consultant job in Duluth, GA
The Sr. Financial Analyst will manage General & Administrative (G&A) departments, supporting department heads with reporting, forecasting, and planning.
This role will focus on the IT department, working closely with IT leadership to create visibility into spend, vendor details, and contract renewals.
Additionally, the position will support company-wide reporting initiatives to digitally transform Finance from current tools (SAP BOBJ AO, Planful, Tableau) to the next-generation SAP Analytics Cloud and SAP Datasphere tools, assisting with onboarding new users and overall change management.
The NDCP Finance team is large enough to have access to the latest tools, capabilities, and technology, while still being small enough where every individual makes a meaningful difference. This role will have exposure and interaction with VPs and cross-functional leadership on a regular basis.
Deliverables are expected to be at the highest standard of excellence, with visibility at the total company and Board levels.
Reports to: Manager of FP&A. Joins a strong team of 20 talented and highly motivated FP&A professionals.
Individual contributor role.
Opportunities exist for advancement into other Finance functions, including Pricing, Logistics and Operations, Sourcing, BI and Analytics, Project Management, and Continuous Improvement.
Schedule: Monday through Friday: Hybrid: onsite: Tuesday, Wednesday, Thursday
Responsibilities
Manage financial planning and analysis for G&A departments, including budgeting, forecasting, and variance analysis.
Partner with IT leadership to monitor and report on departmental spend, vendor contracts, and renewal timelines.
Develop and maintain dashboards and reports to provide actionable insights for department heads.
Support total company reporting initiatives and assist in Finance's digital transformation to SAP Analytics Cloud and SAP Datasphere.
Facilitate user training and change management for new financial systems and tools.
Ensure accuracy and timeliness of financial data for decision-making purposes.
Competencies
Analytical Thinking and Problem Solving
Collaboration and Communication
Technical Proficiency in Financial Tools
Adaptability and Change Management
Business Acumen
Performance Metrics
Accuracy and timeliness of financial reports and forecasts
Successful support of IT department financial visibility
Contribution to Finance digital transformation initiatives
User adoption and satisfaction with new tools
Quality of insights provided to leadership
Qualifications
Bachelor's degree in Business, Finance, Economics, Accounting, Data Analytics, or related field.
Minimum 3+ years in Finance, FP&A, budgeting, and dashboarding.
Strong analytical skills with proficiency in financial modeling and reporting.
Familiarity with financial systems and planning tools such as SAP BPC / BOBJ AO, Tableau; experience with SAP Analytics Cloud and SAP Datasphere is a plus.
Excellent communication and collaboration skills to work effectively with cross-functional teams.
Benefits: We offer competitive compensation packages and excellent benefits. Our comprehensive offerings include:
A variety of affordable Medical, Dental, and Vision coverage
Flexible Spending Accounts
Company-paid Group Life, AD&D, Short-Term and Long-Term Disability coverage
Voluntary Life and AD&D coverage
401(k) retirement savings plan with company match
Employee Assistance Program
Paid time off for Vacation. Discretionary time, Sick time, and Holidays
Education Discounts at Southern New Hampshire University, as well as access to online self-study materials through our internal Learning Management System
Fitness and Wellness Discount and Reimbursement Program
Employee purchase discount programs
Employee apparel program
Bonus
Join Our Team: Ready to take the next step in your career? Apply now to become a part of NDCP and contribute to our mission of delivering innovative supply chain solutions to the foodservice industry. Your journey to success starts here!
Equal Opportunity Employer: NDCP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
#LI-BT1
Auto-Apply