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SAP Finance Senior Manager - Retail (Grocery)
Accenture 4.7
Finance consultant job in California, MO
We Are: Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we're curious and always learning.We are assembling a talented team and providing our people with opportunities to gain new skills, training, and experience. Additionally, the Retail industry is going through remarkable levels of transformation as they are developing new business models, new digital sales channels, analytics capabilities to understand customer needs, and transforming internal operations for efficiencies. SAP technologies power these organizations with modern cloud-based and AI-enabled solutions, and Accenture is the undisputed market leader in this industry. We are continuously expanding our SAP team with advisory skills to continue to drive transformation at scale for our clients. You Are: You have a passion for storytelling and for originating, selling and delivering SAP-based Finance Transformation projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction? Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world Thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident leader who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them. The Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future) Lead customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery Advise, design and deliver Finance solutions based on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation. Lead large project teams of varying size and scope - helping them achieve transformational roadmaps - onsite with clients or within Accenture Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise Be a thought leader, build assets and best practices and develop the next level of transformation experts Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements Here's what you need: Minimum of 7 years of SAP Functional and Technical expertise in Finance, including but not limited to: GL, AP, AR, Asset Accounting. Minimum 5 years of experience in SAP projects supporting Retail/Grocery clients (SAP support / managed services experience will not be considered for this requirement) Minimum of 3 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for Retail/Grocery clients Experience managing SAP delivery teams, in a Global Delivery Model, including but not limited to the following responsibilities: driving complex workshops and leading design decisions, as well as leading the design and execution of system build, configuration, testing, cutover, and go-live Prior experience in an Advisory and/or Consulting role Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent minimum 6-year work experience Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an ongoing basis and there is no fixed deadline to apply. Information on benefits is here. Role Location / Annual Salary Range California $132,500 to $338,300 Cleveland $122,700 to $270,600 Colorado $132,500 to $292,200 District of Columbia $141,100 to $311,200 Illinois $122,700 to $292,200 Maryland $132,500 to $292,200 Massachusetts $132,500 to $311,200 Minnesota $132,500 to $292,200 New York/New Jersey $122,700 to $338,300 Washington $141,100 to $311,200 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity and Affidavitative Action Policy Statement Accenture is an EEO and Affimative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. #J-18808-Ljbffr
$141.1k-311.2k yearly 5d ago

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Wealth Management & Investment Advisor
First Mid Bank & Trust 4.0
Finance consultant job in Columbia, MO
Wealth Management & Investment Advisor Location: Columbia, MO At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives. Responsibilities include, but are not limited to: Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients Represent First Mid and provide leadership in key community activities, committees and business development Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets Performs related duties as assigned Qualifications Education/Experience: Minimum 4 years sales experience in the wealth management and investment services industry Bachelor's degree strongly preferred; Master's degree or related professional certification a plus Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4 Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred Skills: Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation Proficiency with Microsoft Office Suite First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $49,000 - $61,300 per year Apply for this Position
$49k-61.3k yearly 2d ago
Financial Advisor
Central Bancompany
Finance consultant job in Columbia, MO
Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services its clients with assets under management totaling $4+ billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY: CIA Financial Advisors provide investment advice, portfolio analysis, and trade execution tailored to each client's goals, time horizon, and risk tolerance, utilizing a range of products such as stocks, mutual funds, bonds, annuities, and advisory models. Advisors periodically review client portfolios and must prioritize clients' best interests, which may include recommending bank products. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. Advisors actively follow up on referrals from within the bank and build networks through community involvement and professional relationships. They maintain expertise via independent study, peer networking, and research tools like Wealth Vision, Morningstar Workstation, Argus, and Advisory World. Financial Advisors adhere to company and broker-dealer policies, completing required compliance and continuing education such as Anti-Money Laundering and FINRA training. Accurate recordkeeping using Clientworks and Redtail, regular documentation of client communications, and maintaining office files are required. Additional duties include managing monthly reports, attending annual and quarterly meetings, collaborating with bank branches for referrals, and providing basic banking assistance related to brokerage accounts. Advisors are prohibited from processing certain banking transactions. Failure to meet compliance requirements can result in disciplinary actions. EXPERIENCE, EDUCATION AND SKILLS: Bachelor's Degree in a Business discipline-preferred 3 - 5 years Brokerage experience preferred Series 7, Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses - must obtain if not currently licensed Certified Financial Planner designation highly recommended Strong desire to succeed in a highly competitive industry Exceptional listening skills Exceptional customer-service attitude with strong client relation skills Ability to communicate effectively with individuals or groups Strong PC skills Self-starter - initiative to begin projects independently Effective oral & written communication skills
$34k-67k yearly est. 30d ago
Financial Advisor - Kansas City Metro
Thrivent Financial for Lutherans 4.4
Finance consultant job in Columbia, MO
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, you will: * 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 $179 billion in assets under management/advisement (as of 12/31/23). 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.
$33k-62k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Central Bank
LPL Financial 4.7
Finance consultant job in Columbia, MO
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Columbia, MO would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Central Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Central Bank 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 Bank's exceptional referral system Service Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client 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 bank'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 Central Bank, 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, Central Bank. Tracking # 1-05026674 Pay Range:50000 - 70000 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.
$33k-52k yearly est. Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Jefferson City, MO
**_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 30d ago
Financial and Business Analyst
Midwest Independent Bancshares 3.4
Finance consultant job in Jefferson City, MO
The Finance and Business Analyst applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate-to-complex scope. Essential Duties & Responsibilities: Compile, analyze, and interpret company financial and operational data and results to provide meaningful information to management and inform decision making. Assist with the preparation of monthly and annual financial statements, management reports, annual internal/external audits, regulatory exams, etc. Assist with the preparation, review, and analysis of annual budgets. Assist with the preparation of various regulatory reports and other reports as required. Participate in new initiatives and upgrades for company software platforms, operating systems, and reporting modules. Participate in various committees, including, but not limited to the Assets and Liability Committee (ALCO), Compliance, Business Continuity, and liquidity and capital strategic planning. Assist with compliance and risk management requirements of the company. Perform ad-hoc financial modeling, product and customer profitability analysis, and scenario planning. Assist the Finance Department with policies and procedures, and ensure all are current and compliant with applicable laws and regulations. Research new accounting policies and rules, and coordinate with management on any changes/updates that may affect the organization. Coordinate with the Finance Department and other company departments on processes, procedures, and applications. Research and identify issues, and effectively implement solutions. Assist with the investment activities of all MIB entities. Additional Duties: Responsible for Bank Secrecy Act compliance, where applicable, in reference to this position. Performs other job-related duties as assigned. Competencies: An individual should demonstrate the following competencies to successfully perform the functions of this position. Analytical - the individual synthesizes complex or diverse information. Problem-solving - the individual gathers and analyzes information skillfully, and identifies and resolves problems in a timely manner. Communication - the individual communicates clearly and persuasively both verbally and in written form.. Quality management - the individual looks for ways to improve and promote quality, and demonstrates accuracy and thoroughness. Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions. Planning/organizing - the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans. Computer proficiency - excellent Microsoft Office applications required. Prior experience with bank core processing applications preferred. Good time management skills with excellent attention to detail. Works well in a team environment. Able to maintain confidential information. Supervisory Responsibility: This position has no supervisory responsibilities but may assist with the training of fellow employees. Work Environment: This position operates in a professional office environment. This role routinely uses standard office equipment such as: computers, telephones, photocopiers, fax machines, calculators, and filing systems. Physical Demands: The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Requires sitting, standing, bending, and reaching. May require lifting up to 25 pounds. Requires manual dexterity sufficient to operate standard office machines as detailed above. Requires normal range of hearing and vision. Position Type and Expected Work Hours: Full-time exempt position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Flexible work schedules may be allowed if it allows the employee to perform the essential functions of the job, and will not interfere with providing efficient and effective services. Ability to work varied hours/days as business needs dictate. Position is in-office. Some travel may be required. Other Duties: This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that may be required of the employee for this position. Duties, responsibilities, and activities may change or be altered at any time with or without notice. Qualifications Bachelor's degree in Accounting, Finance, or related field. 4+ years of financial analysis, accounting, or related experience required. Finance, audit and/or regulatory experience in the banking industry a plus. Certified Public Accountant license a plus.
$59k-84k yearly est. 3d ago
Financial Aid Specialist
Columbia College 4.2
Finance consultant job in Columbia, MO
Financial Aid Specialist Department: Financial Aid Location: Columbia, MO Work Format: On Campus Type: Staff; Full-time Pay: $19 per hour (Pay range may vary based on geographic location) Applicants must be legally authorized to work in the United States; visa sponsorship is not available for this position. Job Summary: We are seeking a Financial Aid Specialist to join our team in Columbia, MO. The ideal candidate will have experience in financial aid administration and a strong understanding of federal and state financial aid programs. The Financial Aid Specialist will be responsible for assisting students with the financial aid application process, determining eligibility for aid, and awarding financial aid packages. Additionally, the specialist will provide guidance and support to students and families regarding financial aid options and resources. Strong communication and organizational skills are essential for success in this role. Essential Functions: Perform job duties in accordance with Columbia College's vision, mission and values, and contributes to the development of the Financial Aid Department. Review and award financial aid while complying with federal, state and institutional policy. Understands the compliance requirements of aid processing and ensures compliance and accuracy in work performed. Analyze student and parent circumstances and determines aid eligibility within the confines of federal, state and local regulations. Correspond with students through various methods of communication including but not limited to email, phone and in person. Must be able to explain problem and provide resolution and eligibility status. Makes decisions to award funds to students eligible for scholarships, grants and college work study. Determines amount of borrowing eligibility, evaluates academic progress, student budgets, grade level eligibility, length of program, family contribution to certify aid. Performs need analysis, determines tolerance level, student budget, and family contribution to determine financial need. Responsible for auditing and reconciling financial aid accounts and packaging financial aid awards. Manages conflicting information reviews. Assists in the administration of the financial aid programs. Interprets and implements current regulations. Assist in documenting policies and procedures pertaining to financial aid. Participate in financial aid events on and off campus. Processing volume must consistently meet accuracy and quantity expectations. Prioritize tasks based on an understanding of critical enrollment dates, daily priorities, student needs, and institutional initiatives. Provide support in projects, such as testing and development of improvement projects within the office. Provides training support on areas of staff person's expertise. Understand and respond to escalated student situations regarding complex financial aid situations. Provides support for cross-departmental/divisional activities such as phone and IM support. Practice superior customer service. Fulfill additional responsibilities as assigned. Display respect and civility to all constituencies in all communications. Attend work timely and on a regular basis during the established hours of operation; work additional hours as business necessitates. Position reports to: Assistant Director or Associate Director Required Core Competencies and Professional Experience: Ability to fluently read, write, and understand the English language. Proficiency with the following, but not limited to: active listening; speaking; writing; critical thinking; judgment and decision making; monitoring; reading comprehension; time management; coordination; and management of personnel resources. Proficiency for using a variety of computer and technology-related software and equipment, including Microsoft Office products and database systems. Proficiency in using web-based technologies, including database systems. Ability to work independently and in a team environment, with or without direct supervision. Excellent communication, interpersonal, customer service, and organizational skills. Ability to maintain confidentiality and effectively work in a multi-tasked environment with a variety of individuals. Ability to meet deadlines and manages details efficiently. Ability to adapt to a changing and growing environment. Ability to work in fast-paced environment. Preferred Core Competencies and Professional Experience: One to three years financial aid experience in higher education. Knowledge of Title IV regulations for federal student aid. Special Requirements (if any): Valid Driver's License and ability to pass the Driver's background check. Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Accommodations may be made to enable individuals with disabilities to perform essential functions. Individuals seeking accommodation should contact the Human Resources Department without delay. While performing the duties of this job, the employee is regularly required to sit for long periods of time, talk, and hear. The employee is required to use hands and fingers to handle or feel, reach with hands and arms, climb or balance, and stoop, kneel, or crawl. Employees must be able to type on a computer keyboard and use a computer monitor on a regular basis. Work Conditions: The work environment conditions described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is rarely exposed to outside weather conditions; however, possible exposure to hazards and physical risks to personal safety may occur while operating certain equipment. The noise level in the work environment is usually mild. Interested applicants may apply online at ***************************** Review of applications will begin immediately and continue until the position is filled. Columbia College is an equal opportunity employer. This job description is not meant to be all-inclusive of every duty and responsibility required by the employee in the position. Eligibility for employee benefits and perks is determined by employment status. For more information please see ***************************** The offer of employment and assignment to duties is contingent upon a satisfactory criminal background check. The information may include, but is not limited to, academic, residential, achievement, performance, attendance, disciplinary, employment history, credit history, driving history, and criminal history of public record. Columbia College is committed to creating an inclusive employee experience for all regardless of race, color, national origin, gender, religion, sexual orientation, age or disability. The college maintains a safe place for open discourse and overall, fosters a sense of community that welcomes everyone. In compliance with the Higher Education Opportunity Act (HEOA) and the Jeanne Clery Campus Safety Act (Clery Act), the Department of Campus Safety for Columbia College has provided the Annual Security and Fire Safety Report and crime statistics for the main campus and venues nationwide. Columbia College is required to distribute this information to all current and prospective employees and students. Please follow the link below for the full report or contact Human Resources at ************ for a printed copy. *************************************************************
$19 hourly 60d+ ago
Senior Finance & Strategy Analyst, Institutional
Coinbase 4.2
Finance consultant job in Jefferson City, MO
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. Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance. The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions. *What you'll be doing:* * Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more. * Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation. * Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making. * Directly influence product strategy and insights that drive long-term growth * Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities. * Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep. * Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights. *What we look for in you:* * Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech. * Strong analytical and modeling skills, with the ability to distill complex data into actionable insights. * Proven ability to influence and partner with senior leaders across functions. * A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action. * Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy. Job #: P72988 *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: $148,835-$175,100 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
$148.8k-175.1k yearly 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Columbia, MO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 14d ago
Senior Finance Analyst, Forecourt Solutions
Vontier
Finance consultant job in Jefferson City, MO
**INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities)** This Finance Analyst plays a critical role in driving the company's financial success by working across our organization to help ensure our revenue targets translate effectively into operating profit. This role is essential for helping deploy financial budgets and forecasts, aligning investments, and managing P&L accountability for Forecourt Solutions. By providing accurate revenue and margin reporting along with detailed analytics, the Senior Analyst will work with Finance Leaders to enable informed decision-making and support sustainable business growth for Forecourt Solutions. In addition, this role will take a lead part in managing the non-factory revenue streams that appear on factory ledgers. This is a **remote** role located in Remote, US **Responsibilities** + Key role for financials and analytics for Environmental product lines. + Lead role in managing non-factory revenue streams which appear on factory ledgers. + Work cross-regionally and cross-functionally to build good financial analysis. + Ensure accurate tracking and achievement of revenue targets aligned with operating profit goals. + Monitor financial performance from revenue generation through to operating profit realization. + Conduct Orders, Revenue & Margin Reporting to understand and drive elements such as backlog, price, customer and product mix. + Conduct detailed analysis of revenue streams and their impact on operating profit. + Oversee the preparation and delivery of accurate and timely revenue and margin reports. + Provide variance analysis for performance versus history and versus targets. + Help evaluate financial investments in key areas such as Research & Development, Sales and Marketing. + Provide insights and recommendations based on financial reporting to support decision-making. **WHO YOU ARE (Qualifications)** **Essential** + BS Degree in Accounting, Finance or equivalent years of experience. + 5+ years with financial analysis experience, preferably with manufacturing/cost accounting experience. + Previous budgeting and forecasting experience as well as strong accounting skills for understanding the creation and flow of financial statements. + Proficient in Microsoft Office, with advanced knowledge of Excel. + Excellent verbal and written communication skills, including presentation skills. + Ability to communicate and explain complex financial issues to non-financial professionals and to interact well with all levels within the organization. + Knowledge of various reporting systems preferred (Hyperion, Business Intelligence Tools). + Highest standards of accuracy and precision; highly organized. + Articulate with excellent verbal and written communication skills. Comfortable presenting to Senior Leadership. + Ability to think creatively, highly driven and self-motivated. + Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity. + A demonstrated commitment to high professional ethical standards and a diverse workplace. + Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities **Preferable** + Experience in a global manufacturing environment. + Experience working within a financial planning tool, and ideally Hyperion. **Outcomes and Deliverables** **Deliverables** + Regular financial reporting aligned around the right KPIs for the product stacks. + Helpful insights and recommendations based on a review of the data. + Strong trust / linkage between data and the factory / entity centres. **Outcomes** + Clear visibility for financial metrics and other KPIs for the product stack teams. + Great decision making with product stacks to help work towards our strategic objectives. **Competencies** + Being Flexible & Adaptable - Actively learning through experimentation when tackling new problems, using both successes and failure as learning fodder. + Managing Execution - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. + Building Collaborative Relationships - Building partnerships and working collaboratively with other to meet shared objectives. The base compensation range for this position is $84,500 to $108,700 per annum. Your actual base salary will be determined based upon numerous factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity. \#LI-LP1 #LI-Remote #findyourpath #fuelyourpassion Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family, including medical, dental, vision, disability and life insurance. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions, and more. Vontier is here for all stages of life. We also offer paid time off up to 15 days each year, 12 paid holidays (including 2 floating holidays), and paid sick leave.* **Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Sick leave amount may vary based on state or local laws applicable to the applicant's geographic location. The Company reserves the right to modify this information at any time, subject to applicable law. **WHO IS GILBARCO VEEDER-ROOT** Gilbarco Veeder-Root, a Vontier company, is the worldwide technology leader for retail and commercial fueling operations, offering the broadest range of integrated solutions from the forecourt to the convenience store and head office. For over 150 years, Gilbarco has earned the trust of its customers by providing long-term partnership, uncompromising support, and proven reliability. Major product lines include fuel dispensers, tank gauges and fleet management systems. **WHO IS VONTIER** Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves - delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company's website at *************** . **At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.** Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future. Join our community of passionate people who work together to navigate challenges and seize opportunities. At Vontier, you are not on this journey alone-we are dedicated to equipping you with the tools and support needed to fuel your innovation, lead with impact, and thrive both personally and professionally. **Together, let's enable the way the world moves!** "Vontier companies are equal employment employers and evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, sexual orientation, gender identity or expression, and other characteristics protected by law."
$84.5k-108.7k yearly 22d ago
Financial Education Professional
Mosers
Finance consultant job in Jefferson City, MO
MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine for 2024 & 2025. MOSERS is responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to members and an approximate $3.5 billion portfolio of MO Deferred Comp Plan (MODC) assets. The MODC is a 457(b) and 401(a) retirement savings plan for State of Missouri and some college and university employees. MOSERS serves over 150,000 members with counseling on their defined benefit pension, deferred compensation plan, long-term disability, and life insurance benefits as well as paying benefits to our members. MOSERS offers competitive compensation in base pay and benefits. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications as well as a tuition reimbursement program. What You'll Do The individual in this position reports to the associate DC plans coordinator. The individual in this position provides virtual and in-person financial education presentations and one-on-one consultations with state of Missouri employees regarding MODC and the Colleges and Universities Retirement Plan (CURP). The individual in this position presents educational sessions on saving for retirement, investment vehicles, investment fundamentals, and more. Responsibilities also include counseling participants on their individual savings goals, account details, and how to make changes to their account. The individual in this position works in person in the Jefferson City MODC office and travels weekly in the central and northeast area of Missouri to provide onsite education and one-on-one counseling to participants with an average of one overnight stay per month. How You'll Spend Your Time * Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP. * Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc. * Develops and updates financial education materials with input from other defined contribution team members. * Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP. * Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement. * Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans. * Represents MODC at state agency and university benefit fairs. * Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations. * Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task. * Other duties as assigned. What we are looking for in an ideal candidate * Bachelor's degree in business, financial planning, marketing or similar required. * Certified Financial Planner designation, Chartered Financial Consultant strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base. * 3-5 years financial planning/services or similar experience. * Customer service experience. * Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions. * Extensive knowledge of a variety of financial planning and investment approaches and concepts. * Demonstrated ability to effectively service a diverse employee group. * Excellent communication skills - verbal and written. * Proven ability to make effective group presentations. * Can translate technical plan information for employees. * Computer literate (MS Word, Excel, Outlook, PowerPoint, Access). * Ability to effectively prioritize and organize work schedule. * Frequent in-state travel required. Applicant must possess reliable transportation and a valid Driver's License. * Ability to maintain confidentiality. * Ability to demonstrate integrity and a high degree of ethics. * Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers. * Ability to maintain regular and reliable attendance. What You'll Love About Us * Our Team - Our staff consistently ranks "co-workers" at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys * Our Culture - Our staff also ranks our leadership and our "team" culture highly on our surveys. * Knowing you are working to provide financial security for our members * Competitive Pay * Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: * Defined Benefit and Defined Contribution Pension Plans * Health Insurance * Vision Insurance * Dental Insurance * Life Insurance * Long-Term Disability Insurance * Cafeteria Plan * Employee Assistance Program * Paid Vacation and Sick Leave * 13 Holidays Per Year * Tuition Reimbursement * Parental Leave If this job sounds like a fit for you, please review the MO Deferred Comp website by clicking here. We look forward to reviewing your resume! To ensure consideration, apply by January 30, 2026, but the position will remain open until filled.
$32k-60k yearly est. 8d ago
Finance Senior Analyst
ASM Research, An Accenture Federal Services Company
Finance consultant job in Jefferson City, MO
Analyzes past and present financial data and estimated future revenues and expenditures of a complex nature. Collects, monitors, and studies complex financial data in order to recommend actions. Works closely with multiple teams and requires strong communication skills as well as experience in program finance. + Prepares monthly, quarterly, and annual bottoms-up cost and revenue forecasts at a project and organizational level. + Maintains rolling forecasts and quarterly outlook for large programs (typically over $10 Million in revenue) or smaller programs in cumulative over $10M. + Determines cost of large/complex program operations by establishing standard costs and collecting operational data. + Compares and analyzes program actual results versus plans and forecasts. + Prepares reports for monthly and quarterly reviews. + Prepares monthly subcontractor accruals and assists with accrual reconciliation. + Works with project managers and corporate finance to identify and correct program finance issues. Advises project managers on project performance. + Analyzes accounting and labor data that drives forecasting and reporting. + Assists program teams with financial reporting requirements to corporate. + Recommends actions by analyzing and interpreting data and making comparative analyses, and studying proposed changes in methods and materials. + Reviews program-related AP/AR invoices for accuracy. + Prepares presentation slide decks for program financial performance reporting. + Provides guidance and support for more junior team members. + Completes various special projects as assigned by finance leadership. **Minimum Qualifications** + Bachelor's Degree in Accounting, Finance, or related field of study. + 5-10 years of experience in Finance or Accounting **Other Job Specific Skills** + Proficient in Microsoft Excel & PowerPoint. + Advanced understanding of accrual accounting. + Advanced understanding of US GAAP. + Prior Costpoint and Cognos experience. + 3 or more years' experience in government contracting and finance/public accounting desired. + Excellent problem solving skills and the ability to think on one's feet. + Strong understanding of financial planning and strategy. + Strong understanding of revenue recognition and requirements analysis. + Ability to work in a fast paced, deadline oriented environment. + Ability to work well with others as well as independently with limited supervision **Compensation Ranges** Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees. **EEO Requirements** It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment. Physical Requirements The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions. **Disclaimer** The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. 80000 - 120000 EEO Requirements It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.
$66k-87k yearly est. 34d ago
Financial Education Professional
Missouri State Employees' Retirement System 3.8
Finance consultant job in Jefferson City, MO
About MOSERS MOSERS has been named one of the Best Places to Work in Money Managementby Pension & Investment magazine for 2024 & 2025. MOSERS is responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to members and an approximate $3.5 billion portfolio of MO Deferred Comp Plan (MODC) assets. The MODC is a 457(b) and 401(a) retirement savings plan for State of Missouri and some college and university employees. MOSERS serves over 150,000 members with counseling on their defined benefit pension, deferred compensation plan, long-term disability, and life insurance benefits as well as paying benefits to our members. MOSERS offers competitive compensation in base pay and benefits. Click hereto learn more about our valuable benefits package which includes financial support to obtain certifications as well as a tuition reimbursement program. What You'll Do The individual in this position reports to the associate DC plans coordinator. The individual in this position provides virtual and in-person financial education presentations and one-on-one consultations with state of Missouri employees regarding MODC and the Colleges and Universities Retirement Plan (CURP). The individual in this position presents educational sessions on saving for retirement, investment vehicles, investment fundamentals, and more. Responsibilities also include counseling participants on their individual savings goals, account details, and how to make changes to their account. The individual in this position works in person in the Jefferson City MODC office and travels weekly in the central and northeast area of Missouri to provide onsite education and one-on-one counseling to participants with an average of one overnight stay per month. How You'll Spend Your Time Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP. Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc. Develops and updates financial education materials with input from other defined contribution team members. Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP. Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement. Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans. Represents MODC at state agency and university benefit fairs. Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations. Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task. Other duties as assigned. What we are looking for in an ideal candidate Bachelors degree in business, financial planning, marketing or similar required. Certified Financial Planner designation, Chartered Financial Consultant strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base. 3-5 years financial planning/services or similar experience. Customer service experience. Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions. Extensive knowledge of a variety of financial planning and investment approaches and concepts. Demonstrated ability to effectively service a diverse employee group. Excellent communication skills verbal and written. Proven ability to make effective group presentations. Can translate technical plan information for employees. Computer literate (MS Word, Excel, Outlook, PowerPoint, Access). Ability to effectively prioritize and organize work schedule. Frequent in-state travel required. Applicant must possess reliable transportation and a valid Drivers License. Ability to maintain confidentiality. Ability to demonstrate integrity and a high degree of ethics. Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers. Ability to maintain regular and reliable attendance. What Youll Love About Us Our Team Our staff consistently ranks co-workers at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys Our Culture Our staff also ranks our leadership and our team culture highly on our surveys. Knowing you are working to provide financial security for our members Competitive Pay Our BenefitsMOSERS staff enjoy the same benefits as State of Missouri Employees, which include: Defined Benefit and Defined Contribution Pension Plans Health Insurance Vision Insurance Dental Insurance Life Insurance Long-Term Disability Insurance Cafeteria Plan Employee Assistance Program Paid Vacation and Sick Leave 13 Holidays Per Year Tuition Reimbursement Parental Leave If this job sounds like a fit for you, please review the MO Deferred Comp website by clicking here. We look forward to reviewing your resume! To ensure consideration, apply by January 30, 2026, but the position will remain open until filled.
$28k-46k yearly est. 9d ago
Financial Aid Specialist
State Technical College of Missouri 2.8
Finance consultant job in Linn, MO
Monday - Friday, 8:00 a.m. - 5:00 p.m., On-site Salary starts at $20.00 an hour State Tech is known as the Employers' Choice. Why? Because our graduates earn high paying jobs that are in demand. A huge reason for that success is because of our dedicated faculty and staff. Become a part of the #1 two-year college in the country and shape the workforce of tomorrow. At State Tech we want to be known as both the Employers' Choice, but equally as important we want to be known as the Employee's Choice! To learn more about State Tech visit our website at ************************* State Technical College of Missouri is accepting applications for full time, 12 month, non-exempt, and benefit eligible Financial Aid Specialist. Apply today at **************************************** Required Qualifications: An associate degree or two or more years of related experience. Excellent customer service skills. Detail-oriented, capable of multitasking and meeting deadlines. Candidates should be self-motivated, demonstrate strong problem-solving skills, and have the ability to learn quickly. Job Responsibilities: Serves as the front-line staff to students, parents and visitors. Advising students and their families on available financial aid options. Responsibilities include evaluating financial aid applicant materials, processing federal, state, and scholarship aid; completing verifications and assisting students with special considerations; investigating complex situations and resolving student inquires; providing support to students with regards to requests for financial assistance, unmet need, standards of academic progress, implications of withdrawing, and other advising specific to financial aid. State Technical College of Missouri is an Equal Opportunity, Equal Employment Opportunity organization and does not discriminate against any protected class in our educational programs, activities, or employment opportunity. Please see our complete Non-Discrimination Policy.
$20 hourly 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Jefferson City, MO
**_What Finance Operations 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. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **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:** 02/06/2026 *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. \#LI-Remote \#LI-SP-1 _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 (***************************************************************************************************************************
$67.5k-96.3k yearly 44d ago
Senior Finance & Strategy Analyst, FP&A
Coinbase 4.2
Finance consultant job in Jefferson City, MO
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. The FP&A team is at the heart of Coinbase's strategic execution, translating our ambitious mission to unlock economic freedom into a sustainable financial reality. We ensure the company's resources are deployed effectively, providing the data-driven guidance that fuels our growth and powers the future of finance. We own the company's financial roadmap, from the annual operating plan and rolling forecasts to the in-depth business reviews that ensure we drive efficiency and make informed trade offs Are you fascinated by the story behind the numbers and driven to uncover the 'why' behind the data? Do you thrive in a detail-oriented environment and enjoy taking ownership of your work to achieve shared goals? We are seeking a Senior Financial Analyst to be a critical member of the FP&A team supporting our Legal and Compliance organization. In this role, you will be a key financial partner to our Legal and Compliance teams, taking ownership of the analysis that guides their operational expenditure (OpEx) planning. Your work will directly contribute to resource allocation, efficiency, and sound strategic decisions as we scale. If you are a proactive, detail-oriented analyst who is eager to make an impact and grow your career, we want to talk to you. What You'll Be Doing: * Manage end-to-end financial deliverables: Take ownership of the forecasting, reporting, and analysis for your business partners within the Legal and Compliance organization, ensuring deadlines and deliverables for the annual budget and monthly planning are met with precision. * Uncover Actionable Insights: Proactively dive into financial and operational data to identify trends, anomalies, and opportunities. We're looking for someone who won't wait to be asked, but who actively seeks out the "why" behind the numbers. * Serve as a Key Financial Partner: Build strong working relationships with partners in the Legal and Compliance organizations. Prepare and present your analysis during business reviews, translating complex data into clear recommendations. * Ensure Financial Accuracy: Own the month-end close process for your areas, conducting detailed variance analysis and working with the Accounting team to maintain the absolute integrity of our financial data. * Build and Own Financial Models: Develop, maintain, and own the financial models that drive analysis into financial risks and opportunities. What We Look For In You: * A Passion for Financial Analysis: You have a genuine interest in operational efficiency and a drive to use data to understand and influence business performance. * Proactive and Curious Mindset: You are a self-starter with a strong work ethic, who is not afraid to dig deep into data and ask challenging questions. * Meticulous Attention to Detail: You are highly organized, committed to accuracy, and take pride in delivering precise and reliable work you can stand behind. * Strong Collaborative Skills: You are an excellent teammate who can build positive relationships and communicate effectively with partners across the organization. * Analytical Foundation: 4-8+ years of relevant experience managing OpEx in corporate finance, FP&A, strategic finance, or a related analytical field with strong financial modeling skills. * A forward-thinking mindset with a demonstrated ability to identify and address process inefficiencies including leveraging automation or AI *Nice to Haves:* * Experience in a high-growth tech environment, FinTech, or financial services. * Proficiency with financial software (e.g., Anaplan, NetSuite) and data visualization tools (e.g., Looker, Tableau). * SQL skills for querying and analyzing large datasets. * Familiarity with Compliance, or Legal functions. Job #: P72886 *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: $130,900-$154,000 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
$130.9k-154k yearly 60d+ ago
Financial Advisor - Kansas City Metro
Thrivent Financial for Lutherans 4.4
Finance consultant job in Jefferson City, MO
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, you will: * 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 $179 billion in assets under management/advisement (as of 12/31/23). 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.
$33k-62k yearly est. Auto-Apply 60d+ ago
Financial Education Professional
Missouri State Employees' Retirement System 3.8
Finance consultant job in Jefferson City, MO
About MOSERS MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine for 2024 & 2025. MOSERS is responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to members and an approximate $3.5 billion portfolio of MO Deferred Comp Plan (MODC) assets. The MODC is a 457(b) and 401(a) retirement savings plan for State of Missouri and some college and university employees. MOSERS serves over 150,000 members with counseling on their defined benefit pension, deferred compensation plan, long-term disability, and life insurance benefits as well as paying benefits to our members. MOSERS offers competitive compensation in base pay and benefits. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications as well as a tuition reimbursement program. What You'll Do The individual in this position reports to the associate DC plans coordinator. The individual in this position provides virtual and in-person financial education presentations and one-on-one consultations with state of Missouri employees regarding MODC and the Colleges and Universities Retirement Plan (CURP). The individual in this position presents educational sessions on saving for retirement, investment vehicles, investment fundamentals, and more. Responsibilities also include counseling participants on their individual savings goals, account details, and how to make changes to their account. The individual in this position works in person in the Jefferson City MODC office and travels weekly in the central and northeast area of Missouri to provide onsite education and one-on-one counseling to participants with an average of one overnight stay per month. How You'll Spend Your Time Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP. Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc. Develops and updates financial education materials with input from other defined contribution team members. Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP. Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement. Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans. Represents MODC at state agency and university benefit fairs. Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations. Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task. Other duties as assigned. What we are looking for in an ideal candidate Bachelor's degree in business, financial planning, marketing or similar required. Certified Financial Planner designation, Chartered Financial Consultant strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base. 3-5 years financial planning/services or similar experience. Customer service experience. Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions. Extensive knowledge of a variety of financial planning and investment approaches and concepts. Demonstrated ability to effectively service a diverse employee group. Excellent communication skills - verbal and written. Proven ability to make effective group presentations. Can translate technical plan information for employees. Computer literate (MS Word, Excel, Outlook, PowerPoint, Access). Ability to effectively prioritize and organize work schedule. Frequent in-state travel required. Applicant must possess reliable transportation and a valid Driver's License. Ability to maintain confidentiality. Ability to demonstrate integrity and a high degree of ethics. Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers. Ability to maintain regular and reliable attendance. What You'll Love About Us Our Team - Our staff consistently ranks “co-workers” at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys Our Culture - Our staff also ranks our leadership and our “team” culture highly on our surveys. Knowing you are working to provide financial security for our members Competitive Pay Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: Defined Benefit and Defined Contribution Pension Plans Health Insurance Vision Insurance Dental Insurance Life Insurance Long-Term Disability Insurance Cafeteria Plan Employee Assistance Program Paid Vacation and Sick Leave 13 Holidays Per Year Tuition Reimbursement Parental Leave If this job sounds like a fit for you, please review the MO Deferred Comp website by clicking here. We look forward to reviewing your resume! To ensure consideration, apply by January 30, 2026, but the position will remain open until filled.
$28k-46k yearly est. 9d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Jefferson City, MO
**_What Finance Operations 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. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **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:** 2/16/2026 *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 (***************************************************************************************************************************
$67.5k-96.3k yearly 36d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Columbia, MO?

The average finance consultant in Columbia, MO earns between $49,000 and $107,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Columbia, MO

$73,000

$49,00010%

$73,000Median

$107,00090%

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Finance consultant jobs in Columbia, MO - 60 jobs

SAP Finance Senior Manager - Retail (Grocery)

Wealth Management & Investment Advisor

Financial Advisor

Financial Advisor - Kansas City Metro

Financial Advisor - Central Bank

Advisor, Financial Planning and Analysis

Financial and Business Analyst

Financial Aid Specialist

Senior Finance & Strategy Analyst, Institutional

College Financial Representative, Internship Program

Senior Finance Analyst, Forecourt Solutions

Financial Education Professional

Finance Senior Analyst

Financial Education Professional

Financial Aid Specialist

Advisor, Finance Operations

Senior Finance & Strategy Analyst, FP&A

Financial Advisor - Kansas City Metro

Financial Education Professional

Advisor, Finance Operations

Learn more about finance consultant jobs

How much does a finance consultant earn in Columbia, MO?