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J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areas
Chase 4.4
Finance consultant job in Lansing, MI
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.
$82k-153k yearly est. Auto-Apply 60d+ ago
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Investment Analyst
Auto-Owners Insurance 4.3
Finance consultant job in Lansing, MI
We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, you could have the flexibility of work-from-home time as defined by the leadership team.
Auto-Owners Insurance, a top-rated insurance carrier, is seeking a Securities Analyst to join our team. This job is responsible for analyzing financial information, recommending investment opportunities to management, communicating with outside investment brokers, making cash flow projections, and investing short-term funds. The position requires the following, but is not limited to:
Search for investment opportunities and purchase investments that meet Auto-Owners investment guidelines by reviewing company financial statements; industry, regulatory and economic information; financial periodicals; and brokerage firm research.
Project cash flows by analyzing short-term investments, bond maturities, available funds, disbursement needs, anticipated cash receipts, and other appropriate sources of information.
Invest available short-term cash according to Company investment guidelines.
Monitor Company investments for potential or actual credit quality changes and take appropriate action.
Monitor Company investments for acceptable performance as compared to expected returns and take appropriate action.
Prepare investment purchase or sale recommendations, as applicable, for management review.
Communicate with outside investment brokers and gather investment information and data for review with management for use in decision-making
Negotiate and execute investment purchase or sale orders with investment brokers.
Assist in the preparation of monthly and annual reports for management.
Desired Skills & Experience
Bachelor's degree with a major or minor in accounting, economics or finance or several years of related work experience.
Above average communication skills (written and verbal).
Financial or investment experience.
Benefits
Auto-Owners offers a wide range of career opportunities, and we are seeking talent that will help us continue our long tradition of success. We offer a friendly work environment, structured training program, employee mentoring and an excellent compensation/benefits package. Along with a competitive base salary, matched 401(k), fully-funded pension plan (once vested), and bonus programs, Auto-Owners also provides generous paid time off including holidays, vacation days, personal time, and sick leave. If you're looking to do rewarding work alongside great people, Auto-Owners is the place for you!
Equal Employment Opportunity
Auto-Owners Insurance is an equal opportunity employer. The Company hires, transfers, and promotes on the basis of ability, without consideration of disability, age, sex, race, color, religion, height, weight, marital status, sexual orientation, gender identity or national origin, or any factor contrary to federal, state or local law.
Please note that the ability to work in the U.S. without current or future sponsorship is a requirement.
#LI-BK1 #LI-Hybrid
$86k-133k yearly est. Auto-Apply 44d ago
Financial Advisor
Mixed Staffing and Recruiting
Finance consultant job in Portage, MI
Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives
Responsibilities:
Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth.
Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives.
They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification.
They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans.
Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.
Requirements
Bachelor's Degree in finance, economics, accounting or business administration
Series 7 and Series 66 (or Series 63 and Series 65)
Book of business available to transfer
$90k-120k yearly 7d ago
J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areas
JPMC
Finance consultant job in Lansing, MI
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.
$63k-124k yearly est. Auto-Apply 60d+ ago
Personal Risk Advisor
The Strickland Group 3.7
Finance consultant job in Kalamazoo, MI
Join Us as a Personal Risk Advisor - Protect What Matters Most
Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you'll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind.
What You'll Do:
🛡 Assess Individual Risk Profiles - Evaluate clients' personal risk exposure related to health, property, life, and liability.
📋 Recommend Tailored Insurance Solutions - Offer customized coverage plans that align with each client's lifestyle, financial situation, and risk tolerance.
💬 Build Lasting Client Relationships - Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies.
🤝 Collaborate with Underwriters & Carriers - Work with insurance partners to secure optimal coverage terms and pricing.
📊 Stay Ahead of Industry Trends - Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice.
Who You Are:
✔ Experienced in personal lines insurance or risk advisory
✔ Strong communicator and empathetic listener
✔ Detail-oriented with a consultative sales approach
✔ Skilled in evaluating risk and offering proactive protection strategies
✔ Familiar with insurance products, policies, and CRM tools
Why This Role Stands Out:
✅ Help clients feel confident and secure in their coverage decisions
✅ Be a valued partner in times of need and protection planning
✅ Work in a supportive, people-first culture with growth opportunities
✅ Make a tangible impact in people's lives
🔒 Be the Advisor Who Protects What People Value Most
As a Personal Risk Advisor, you're not just selling insurance-you're providing protection, reassurance, and expert guidance.
👉 Apply now and start making a difference in personal risk management.
$53k-100k yearly est. Auto-Apply 60d+ ago
Senior Finance & Strategy Manager, FP&A
Coinbase 4.2
Finance consultant job in Lansing, MI
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
FP&A at Coinbase isn't your typical finance role-we're strategic partners deeply embedded within the business. We directly collaborate with leaders across every level and function, providing the critical insights that shape our company's most important decisions. Our team thrives on autonomy, taking ownership to build new processes and analyses that drive real business outcomes. Working in our remote-first environment, you'll join a high-performing team that's helping to build the future global financial system. The Core FP&A team is part of the broader FP&A team. This team's objective is to provide CFO-level partnership and guidance to critical support functions across the business including the People, Legal, Compliance, Policy, and Finance teams.
*What you'll be doing:*
* Act as a key leader within the finance organization, responsible for the financial health multiple major functional areas
* Partner directly with 3+ C-level executive, and their leadership teams shape company-wide resource allocation, investment strategy, and long-term financial planning
* Drive the vision and execution for how Finance partners with the business, identifying and implementing new analytical frameworks, efficiency opportunities and operational improvements
* Lead and develop a team of finance professionals, fostering a culture of high performance, strategic thinking, and continuous improvement
* Represent Finance in critical cross-functional leadership forums, driving alignment on key strategic and financial priorities
*What we look for in you:*
* 8+ years in FP&A, strategic finance, or a combination of these roles with investment banking experience
* At least 2 years of people management experience
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
* Demonstrated success as a strategic partner to executive leadership, with a track record of influencing company-level strategy and decisions
* Strong financial modeling, analytical, and strategic thinking skills, with the ability to shape and influence executive decision-making and long-term financial strategy
* Self-starter who is intellectually curious and dives into the details
*Nice to haves:*
* Experience in crypto or in the fintech space
* SQL, R or other more advanced analytical skills
Job #: P73114
Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range from $201,365 to $236,900+ target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$201,365-$236,900 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to 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 contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
$201.4k-236.9k yearly 60d+ ago
Financial Advisor - Advia Credit Union
LPL Financial Services 4.7
Finance consultant job in Battle Creek, MI
Credit Union Financial Advisor - Advia Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Advia Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Advia Credit Union for financial solutions. This position will offer:
* The ability to service an existing book of business upon hire
* The ability to build a strong client base with the credit union's exceptional referral system
* Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
* The opportunity to find new clients via the credit union's member base
* The opportunity to create client solutions without proprietary products
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
* The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
* Access to our proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across the firm to help you create client solutions
* The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
* Series 7 and 66 (63/65) required
* Insurance license required
* Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Advia Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
* REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union.
Tracking # 1-05026674
Pay Range:$70,000 - $80,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
$70k-80k yearly Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areas
Jpmorgan Chase & Co 4.8
Finance consultant job in Lansing, MI
JobID: 210691309 JobSchedule: Full time JobShift: Day : 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.
$56k-110k yearly est. Auto-Apply 50d ago
Wealth Advisor
Maner Costerisan 3.3
Finance consultant job in Lansing, MI
Wealth Advisor - Maner Wealth Exciting opportunity to join our established Maner Wealth practice as an experienced Wealth Advisor! Summary of Responsibilities: The Wealth Advisor will be responsible for all areas of the financial planning process, investment management and managing client relationships. Essential Functions:
Servicing and advising existing clients providing comprehensive planning advice and investment recommendations
Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
Independently manage client relationships including regular client contact in-person, via phone, as well as electronically
. Job Qualifications:
3-5 years' experience directly working with families on personal financial planning\
Bachelor's Degree from an accredited University
CFP certification a plus
Series 65 License required
Experience with eMoney or other financial planning software
Knowledge, Abilities and Skills:
Ability to build deep relationships and trust with clients, team members, and COI's
Thorough computer skills a must including Microsoft Office Suite
Excellent verbal and written communication skills a must
Knowledge of, and experience with, DC and DB plans is strongly preferred
Strong interpersonal skills and a compelling aptitude to provide advice
Ability to think critically, identify, meet and follow through with recommendations for clients
Strong attention to detail and highly organized
Ability to work independently and perform multiple tasks efficiently
Benefits:
Competitive compensation package
Generous Paid Time Off policy
Medical, Dental and Vision Insurance available
Life and Disability insurance
Wellness Reimbursement
401k with profit sharing
$71k-90k yearly est. 7d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 31d ago
Team-based Financial Advisor - Lake Effect Financial Consultants
Thrivent Financial 4.4
Finance consultant job in Kalamazoo, MI
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor with Lake Effect FinancialConsultants in Kalamazoo, MI, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$40k-77k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Engage Employment Solutions
Finance consultant job in Marshall, MI
Engage Employment Solutions, LLC works on both side of the employment application. Filling important vacant positions for employers and career coaching job seekers in gaining job offers in their desired industry. With over 30 years of executive human resources leadership, We work with the best employers to find the best new employees. Engage Employment Solutions is not a staffing or temp. agency. We work directly with our different employers for direct hire positions.
Recruitment expertise in all levels of public sector positions, specialty retail, health care, behavioral health care, manufacturing and specialty IT positions.
EngageEmploymentSolution.com
FINANCIAL ADVISOR
Ready to take your career to new levels of purpose, pride and satisfaction? Looking for freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? Already a Registered Financial / Investment Advisor?
If the answer is yes to any of these questions, then this opportunity is your answer.
About Us
VantagePointe Financial Group -
Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different?
It's our people.
We are comprised of a dedicated team of professionals with a wide range of backgrounds - in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered FinancialConsultant (ChFC), and Certified Financial Planner™ (CFP ).
It's our process.
Each Financial Advisor is responsible for understanding his or her client's entire financial picture and for providing the appropriate resources to meet a variety of needs.
It's our goods and services.
We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally,
it's our calling to make a difference.
The truth is, it's all of these - backed by our commitment to maintain our relationship with our clients.
Why you should consider this opportunity? Check out what we can offer you:
· Starting Base Salary plus Commission Splits
· IRA and Health Benefits
· Office Space
· Marketing Materials
· Financial Planning Software
· Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website
Job Description
The Financial Advisor position will be based out of our Marshall, Michigan office. This position helps clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. These tools may include the areas of retirement planning, insurance & investment services, estate planning, and education funding. The Financial Advisor has the flexibility to build their own practice while receiving support from our group's team of experts in the financial field.
Responsibilities include:
· Provides individualized needs analysis and prepares recommendations for customized financial solutions for potential clients.
· Profiles clients and delivers recommendations to ensure these needs are met
· Uses sales tools and modules to conduct the analysis; offers the best advice and products for client's understanding of solutions
· Delivers a diversified set of brokerage, investment and insurance with advice-based solutions with a financial planning mindset to meet the individual investment needs of current and potential clients.
· Increases assets under management by offering investment and insurance solutions to clients and leveraging business partnerships to increase referrals
· Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with the client's needs
· Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with set policies and regulations
· Understands and adheres to the group's risk and regulatory standards, policies and controls.
Qualifications
Education, Experience and Licensing Requirements:
· Minimum 2 years of experience in the financial industry
· Must hold series 7, series 63 & 65 or 66 licenses and a book of business
· Previous trust/fiduciary product, financial planning, managed accounts or insurance experience preferred
· Excellent Sales and Customer Service Skills
· Analytical and reporting skills
· Attention to detail and possess good time management skills
Additional Information
This position will be working from the Marshall office and will include travel in a 20 to 30 mile radius.
$45k-85k yearly est. 3d ago
Financial Business Analyst with SDLC (Local Candidate Only)
360 It Professionals 3.6
Finance consultant job in Lansing, MI
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
Complete Description:
Position will:
o Elicit and document SMART functional requirements.
o Develop and document technical system requirements.
o Review and document business processes.
o Contribute to use case / user stories estimates.
o Develop use case / user stories documentation.
o Conduct walkthrough of use case and GUI documentation.
o Demonstrate skill of complex problem solving, negotiation, and deductive reasoning.
o Develop functional designs.
o Support system design and development.
o Contribute to the mentoring of less experience Business Analysts on the team.
o Facilitate the communication of technical terminology at a level appropriate to the audience.
o Provide direction to software developers.
o Be self-motivated.
o Able to work independently and as part of a team.
o Work with stakeholders and discover the underlying business need.
o Establish and maintain effective relationships with clients.
o Ensure requirements and business solutions map to a business need.
Highly Desired Skills
o Solid knowledge of Finance Systems.
o Knowledge of Michigan government.
o Microsoft Office (Outlook, Project, Excel, Word, Access, Office).
o Knowledge of SQL and databases highly desirable.
o Knowledge of TOAD or other database querying tool.
o Experience in Agile and Waterfall methodologies.
o Knowledge of the State Unified Information Technology Environment (SUITE).
o Experience using Project Management Institute (PMI) methodologies.
Additional Information
Thanks and Regards,
Harry Singh
510 254 3300 EXT:-190
harry.singh(@360itpro.com
$51k-70k yearly est. 60d+ ago
Financial Analyst - Allegan Area
The Pivot Group Network 4.3
Finance consultant job in Allegan, MI
Job Description
Financial Analyst | Allegan, MI
Salary Range: $68,000 - $102,000 depending on experience
Are you a meticulous professional with a passion for financial analysis and supporting strategic decision-making? The Pivot Group is dedicated to fostering meaningful relationships and supporting career growth. We are collaborating with companies in Allegan seeking experienced Financial Analysts.
The Opportunity
We collaborate with manufacturing companies in the Allegan region seeking Financial Analysts. These employers partner with us because they want real insight into candidates-not just resumes. By joining our network, you gain access to roles worth considering.
Key Responsibilities
Analyze manufacturing costs, variances, and production overhead to identify cost reduction opportunities.
Develop and maintain financial models for budgeting, forecasting, and strategic planning related to production.
Prepare detailed financial reports, dashboards, and KPI analyses for plant operations and management.
Perform profitability analysis for products, production lines, and customer segments.
Evaluate capital expenditure requests, conducting ROI and payback period analyses for new equipment or facility upgrades.
Support month-end close activities, ensuring accurate inventory valuation and cost of goods sold.
Collaborate with operations teams to understand production drivers and implement financial controls.
Recommended Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
2-4 years of experience in financial analysis, with a preference for manufacturing or industrial environments.
Strong understanding of cost accounting principles, inventory valuation, and production variance analysis.
Proficiency in financial modeling, budgeting, forecasting, and advanced Microsoft Excel.
Experience with ERP systems (e.g., SAP, Oracle) and business intelligence tools.
Demonstrated ability to analyze complex financial data and provide actionable insights.
Bonus Qualifications
Experience with major ERP/MRP systems (e.g., SAP, Oracle, Microsoft Dynamics)
Proficiency in data visualization tools (e.g., Power BI, Tableau)
Understanding of Lean manufacturing principles or Six Sigma methodologies
Experience with advanced manufacturing cost accounting and variance analysis
Job Titles That Should Apply
Financial Analyst, Finance Analyst, Investment Analyst, FP&A Analyst, Financial Planning & Analysis Analyst, Senior Financial Analyst, Junior Financial Analyst, Corporate Financial Analyst, Budget Analyst, Financial Modeler
Why Pivot Group
The Pivot Group was founded by manufacturing professionals who've been on both sides of the hiring process. Our clients are strategic-they partner with us because they want real insight into their roles and the people filling them, not a stack of resumes. We focus on match-driven placements built around what actually matters: Commute, Compensation, Culture, and Career trajectory.
If you're ready to take the next step in your career and connect with a firm that values fit over speed, we invite you to reach out. The Pivot Group offers resources to support your search-market insights, resume feedback, and interview preparation. As our partnerships grow, we'll reach out with opportunities aligned with your goals. Thank you for considering this approach to career advancement.
$68k-102k yearly 19d ago
Analyst, Financial Planning & Analysis (Onsite)
RTX Corporation
Finance consultant job in Lansing, MI
**Country:** United States of America ** Onsite **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
**Pratt & Whitney** is working to once again transform the future of flight-designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
At Pratt & Whitney, the difference you make is on display every day. Just look up. **Are you ready to go beyond?**
**Pratt and Whitney** **AutoAir** support has an exciting opportunity for an **Analyst** **,** **Financial Planning & Analysis** **.**
The position will be an **onsite** position at our **Lansing, Michigan** campus location.
**What You Will Do:**
This position will provide support and analysis in the following areas:
- Monthly Closing: Execute month-end close processes, analyze operating expenses and prepare journal entries, provide sales and EBIT reporting, perform account analysis, and prepare account reconciliations.
- Fixed Assets: Monitor Assets-Under-Construction account to ensure proper timing of capitalization. Assist Operations with capital appropriation requests and forecasting of capital expenditures. Partner with the business to ensure compliance with Fixed Asset policies including Fixed Asset Verification/tracking and proper depreciation cost flows.
- Inventory: Partner with Materials to ensure inventory accuracy and valuation. Ensure compliance with inventory cycle counts. Calculate and analyze the various inventory reserves (WIP, Finished Goods, In-Transit and E&O) and partner with Operations to drive down Aged WIP and convert to EBIT (>$1m opportunity).
- Cost Accounting: Assist with sales and margin analyses. Provide data and analysis on labor reporting. Create meaningful DCI (Direct Charging Indirect) labor reporting to drive operational improvements, operational expense tracking and error resolution. Enhance site process for CPH (cost per hour) tracking and forecasting. Provide timely and agile transparency to Operations.
- SOX Compliance: Assist with the annual SOX testing requirements including assessment review, testing and issue resolution. Candidate will work with internal and external audit teams as required.
+ Generally supporting the business on policy compliance. Needs to be comfortable researching policies and reaching out to resources within the organization for best practices.
- Continuous Improvement: Seek ways to improve processes, help establish best practices, and manage standard work.
- Miscellaneous Reporting: Provide regular and ad hoc reporting and analysis to support operations management, local finance, and East Hartford financial requirements.
- This position requires candidate to work on-site during traditional business hours to support finance and operations teams. Occasional overtime may be necessary during month-end, quarter-end and/or year-end closing cycles.
**Qualifications You Must Have:**
- Bachelor's degree in accounting, finance with at least 5+ years of relevant work experience; **OR** an Master's degree with 3+ years of relevant work experience.
- Understanding of accounting principles and business controls.
- Understanding of general cost concepts and components including manufacturing bill of materials, work order routings and operations, direct labor charging, purchased part costs, and overhead.
- Strong research, analytical, and problem-solving skills to solve complex problems and provide recommendations.
- Strong interpersonal skills with ability to work with individuals and/or teams at all levels.
- Advanced skills in Excel (Pivot tables, VLookup) and proficient in PowerPoint and Word.
- 3+ years of ERP system experience, preferably SAP.
- Demonstrated professionalism, customer service, job ownership, teamwork and ethical behavior.
- **U.S. citizenship is required** , as this position requires access to systems/tools that are restricted to individuals who possess US citizenship.
**Qualifications We Prefer:**
- Advanced data mining skills (SAP, SAP Business Warehouse).
- Strong communication, business writing and presentation skills.
- Demonstrated ability to work in a dynamic environment.
**Learn More & Apply Now:**
**What is my role type?**
In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment.
**This role is:**
**Onsite:** Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance workers, as they are essential to the development of our engines.
_*This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award._
**_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._**
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link (******************************************************** to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
$67k-93k yearly est. 13d ago
Analyst, Financial Planning & Analysis (Onsite)
RTX
Finance consultant job in Lansing, MI
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
Security Clearance:
None/Not Required
Pratt & Whitney is working to once again transform the future of flight-designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
At Pratt & Whitney, the difference you make is on display every day. Just look up. Are you ready to go beyond?
Pratt and Whitney AutoAir support has an exciting opportunity for an Analyst, Financial Planning & Analysis.
The position will be an onsite position at our Lansing, Michigan campus location.
What You Will Do:
This position will provide support and analysis in the following areas:
- Monthly Closing: Execute month-end close processes, analyze operating expenses and prepare journal entries, provide sales and EBIT reporting, perform account analysis, and prepare account reconciliations.
- Fixed Assets: Monitor Assets-Under-Construction account to ensure proper timing of capitalization. Assist Operations with capital appropriation requests and forecasting of capital expenditures. Partner with the business to ensure compliance with Fixed Asset policies including Fixed Asset Verification/tracking and proper depreciation cost flows.
- Inventory: Partner with Materials to ensure inventory accuracy and valuation. Ensure compliance with inventory cycle counts. Calculate and analyze the various inventory reserves (WIP, Finished Goods, In-Transit and E&O) and partner with Operations to drive down Aged WIP and convert to EBIT (>$1m opportunity).
- Cost Accounting: Assist with sales and margin analyses. Provide data and analysis on labor reporting. Create meaningful DCI (Direct Charging Indirect) labor reporting to drive operational improvements, operational expense tracking and error resolution. Enhance site process for CPH (cost per hour) tracking and forecasting. Provide timely and agile transparency to Operations.
- SOX Compliance: Assist with the annual SOX testing requirements including assessment review, testing and issue resolution. Candidate will work with internal and external audit teams as required.
Generally supporting the business on policy compliance. Needs to be comfortable researching policies and reaching out to resources within the organization for best practices.
- Continuous Improvement: Seek ways to improve processes, help establish best practices, and manage standard work.
- Miscellaneous Reporting: Provide regular and ad hoc reporting and analysis to support operations management, local finance, and East Hartford financial requirements.
- This position requires candidate to work on-site during traditional business hours to support finance and operations teams. Occasional overtime may be necessary during month-end, quarter-end and/or year-end closing cycles.
Qualifications You Must Have:
- Bachelor's degree in accounting, finance with at least 5+ years of relevant work experience; OR an Master's degree with 3+ years of relevant work experience.
- Understanding of accounting principles and business controls.
- Understanding of general cost concepts and components including manufacturing bill of materials, work order routings and operations, direct labor charging, purchased part costs, and overhead.
- Strong research, analytical, and problem-solving skills to solve complex problems and provide recommendations.
- Strong interpersonal skills with ability to work with individuals and/or teams at all levels.
- Advanced skills in Excel (Pivot tables, VLookup) and proficient in PowerPoint and Word.
- 3+ years of ERP system experience, preferably SAP.
- Demonstrated professionalism, customer service, job ownership, teamwork and ethical behavior.
- U.S. citizenship is required, as this position requires access to systems/tools that are restricted to individuals who possess US citizenship.
Qualifications We Prefer:
- Advanced data mining skills (SAP, SAP Business Warehouse).
- Strong communication, business writing and presentation skills.
- Demonstrated ability to work in a dynamic environment.
Learn More & Apply Now:
What is my role type?
In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment.
This role is:
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance workers, as they are essential to the development of our engines.
*This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$67k-93k yearly est. Auto-Apply 14d ago
Financial Analyst
Adient 4.7
Finance consultant job in Battle Creek, MI
The Financial Analyst is responsible for the daily analysis of purchasing and payroll activities for the facility. Serves as the plant finance liaison with human resources and plant staff for payroll activities. Reconciles plant checkbook, payroll systems, and weekly / bi-monthly payroll payments. Performs general financial analysis
Financial Analyst Job Responsibilities
Assist the Controller with plant financial activities including payroll requisitions, daily time maintenance, and GL accounting and reconciliations
Maintain internal controls processes and documentation related to Sarbanes Oxley Compliance
Support internal and external audit activities
Reconciles weekly and bi-monthly payroll payments
Submits payroll for hourly employees on a weekly basis after reconciling and reviewing any necessary changes with supervisors or human resources according to Adient policies
Support the month end closing process including preparation of manual journal entries and ensuring appropriate cost allocations
Interacts with plant buyers and plant staff to ensure the account and amount accuracy for all purchase requisitions
Reconcile intercompany invoice activity
Monitor receivables and payables activity and address issues as necessary
Maintain fixed asset folders to tract capital projects from CAR to CIP to Assets Register
Assists, and interacts with plant buyers for purchase order questions
Assists the Sr. Financial Analyst with the clearing of unreconciled items in goods receipts / invoice receipts
Perform physical inventory counts of selected fixed assets on a monthly basis
Support inventory controls including annual physical inventory to ensure accurate inventory balances and perpetual analysis
Support and promote CI Initiatives
Perform additional duties as directed
Complete all required and applicable training required by Adient and its customers.
Education/Requirements:
Bachelor's Degree or Additional Equivalent Experience
1-3 years previous experience working in a Finance/ Accounting role.
Working knowledge of SAP, HFM, or equivalent ERP
Experience with Payroll & Software. ADP Workforce is a Plus
Experience with MS excel
Experience in Manufacturing and the Automotive Industry is a plus.
PRIMARY LOCATION
Battle Creek Seating Component
TECHNIQUE, INC. Precision Stamping • Tubing • Welding Jackson, Michigan, USA
Financial Planning & Analyst Manager
Technique, Inc. is a Michigan-based leader in precision stamping, tubing, and welding, serving aerospace, automotive, medical, and food processing industries. Known for ultra-fast lead times, high-quality parts, and emergency manufacturing support, Technique is the partner companies trust when precision and speed are non-negotiable.
As an FP&A Manager, you will play a critical role in driving financial performance and decision-making for a private equity-owned manufacturing organization. You will lead budgeting, forecasting, and long-range planning, and deliver profitability and cash flow insights that enable leadership to act quickly and confidently. The ideal candidate combines strong analytical capability with a hands-on, operational mindset and a track record of partnering with plant and functional leaders in a fast-paced, results-driven environment.
Key Responsibilities
Lead the annual budgeting process in partnership with operations, sales, and functional leaders; build accurate, achievable plans based on volume, pricing, and cost drivers.
Own monthly, quarterly, and rolling forecasts; continuously refine assumptions using operational inputs and real-time performance trends.
Analyze variances vs. budget/forecast and clearly communicate drivers, risks, and recommended corrective actions.
Deliver detailed margin, product, customer, and channel profitability analysis to support pricing, mix, and cost reduction decisions.
Develop and maintain KPI dashboards and performance reporting to track financial and operational health (e.g., throughput, labor, scrap, efficiency, on-time delivery).
Partner with plant and operations leadership to translate financial results into actionable insights and operational initiatives.
Monitor and forecast cash flow, liquidity, and covenant compliance; support weekly and monthly cash forecasting and management reporting.
Analyze working capital trends (inventory, A/R, A/P) and support initiatives that improve cash conversion and reduce working capital requirements.
Prepare executive-level reporting packages for senior leadership and private equity sponsors; support board materials, lender reporting, and ad-hoc analysis.
Contribute to value creation initiatives, including operational improvement analysis, capital planning, and support for M&A and integration planning as needed.
Improve FP&A processes, models, and reporting tools to increase accuracy, speed, and efficiency; partner with accounting to align planning and financial reporting.
Leverage ERP and BI tools to enhance forecasting, profitability analysis, and data integrity across the organization.
Required Skills & Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related experience.
6-10 years of progressive FP&A or finance experience; manufacturing experience strongly preferred.
Demonstrated experience leading budgeting, forecasting, and financial modeling in a multi-stakeholder environment.
Proven ability to deliver profitability and cash flow analysis, including working capital and liquidity forecasting.
Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle, NetSuite) and comfort working with large datasets.
Strong communication and stakeholder partnership skills, with the ability to influence non-finance leaders.
Highly organized with strong attention to detail; able to manage multiple priorities and deadlines.
Preferred Qualifications
Experience in a private equity-backed or highly leveraged environment.
CPA, CFA, or MBA a plus.
Experience with standard costing, inventory analysis, and operational KPIs in a manufacturing setting.
Exposure to M&A, integrations, carve-outs, or value creation initiatives.
Exposure with Epicor
Why Join Technique, Inc.?
Be a strategic finance partner in a growing, high-performance manufacturing organization.
Work closely with executive leadership and operations to drive measurable business impact.
High visibility with private equity ownership and meaningful involvement in value creation priorities.
Opportunity to improve FP&A systems, reporting, and decision support in a fast-moving environment.
$67k-93k yearly est. Auto-Apply 5d ago
Financial Planning Analyst Manager
Technique Inc.
Finance consultant job in Jackson, MI
Job Description
TECHNIQUE, INC. Precision Stamping • Tubing • Welding Jackson, Michigan, USA
Financial Planning & Analyst Manager
Technique, Inc. is a Michigan-based leader in precision stamping, tubing, and welding, serving aerospace, automotive, medical, and food processing industries. Known for ultra-fast lead times, high-quality parts, and emergency manufacturing support, Technique is the partner companies trust when precision and speed are non-negotiable.
As an FP&A Manager, you will play a critical role in driving financial performance and decision-making for a private equity-owned manufacturing organization. You will lead budgeting, forecasting, and long-range planning, and deliver profitability and cash flow insights that enable leadership to act quickly and confidently. The ideal candidate combines strong analytical capability with a hands-on, operational mindset and a track record of partnering with plant and functional leaders in a fast-paced, results-driven environment.
Key Responsibilities
Lead the annual budgeting process in partnership with operations, sales, and functional leaders; build accurate, achievable plans based on volume, pricing, and cost drivers.
Own monthly, quarterly, and rolling forecasts; continuously refine assumptions using operational inputs and real-time performance trends.
Analyze variances vs. budget/forecast and clearly communicate drivers, risks, and recommended corrective actions.
Deliver detailed margin, product, customer, and channel profitability analysis to support pricing, mix, and cost reduction decisions.
Develop and maintain KPI dashboards and performance reporting to track financial and operational health (e.g., throughput, labor, scrap, efficiency, on-time delivery).
Partner with plant and operations leadership to translate financial results into actionable insights and operational initiatives.
Monitor and forecast cash flow, liquidity, and covenant compliance; support weekly and monthly cash forecasting and management reporting.
Analyze working capital trends (inventory, A/R, A/P) and support initiatives that improve cash conversion and reduce working capital requirements.
Prepare executive-level reporting packages for senior leadership and private equity sponsors; support board materials, lender reporting, and ad-hoc analysis.
Contribute to value creation initiatives, including operational improvement analysis, capital planning, and support for M&A and integration planning as needed.
Improve FP&A processes, models, and reporting tools to increase accuracy, speed, and efficiency; partner with accounting to align planning and financial reporting.
Leverage ERP and BI tools to enhance forecasting, profitability analysis, and data integrity across the organization.
Required Skills & Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related experience.
6-10 years of progressive FP&A or finance experience; manufacturing experience strongly preferred.
Demonstrated experience leading budgeting, forecasting, and financial modeling in a multi-stakeholder environment.
Proven ability to deliver profitability and cash flow analysis, including working capital and liquidity forecasting.
Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle, NetSuite) and comfort working with large datasets.
Strong communication and stakeholder partnership skills, with the ability to influence non-finance leaders.
Highly organized with strong attention to detail; able to manage multiple priorities and deadlines.
Preferred Qualifications
Experience in a private equity-backed or highly leveraged environment.
CPA, CFA, or MBA a plus.
Experience with standard costing, inventory analysis, and operational KPIs in a manufacturing setting.
Exposure to M&A, integrations, carve-outs, or value creation initiatives.
Exposure with Epicor
Why Join Technique, Inc.?
Be a strategic finance partner in a growing, high-performance manufacturing organization.
Work closely with executive leadership and operations to drive measurable business impact.
High visibility with private equity ownership and meaningful involvement in value creation priorities.
Opportunity to improve FP&A systems, reporting, and decision support in a fast-moving environment.
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How much does a finance consultant earn in Battle Creek, MI?
The average finance consultant in Battle Creek, MI earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Battle Creek, MI