Finance consultant jobs in Edinburg, TX - 38 jobs

Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships. The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships Engages in effective sales calls and related activities that enable access to those customers who may not frequently use the traditional branch system Prospects outside the financial institution in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activities Utilizes effective needs-based relationships building sales strategies and sales performance metrics Participates in job specific training and other various Bank training programs, as necessary Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML Qualifications QUALIFICATIONS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. A self-starting team player with a four-year Bachelor's degree in Finance or a related discipline from an accredited college or university FINRA Series 6 or Series 7, FINRA Series 63, and Life and Health Insurance licenses An equivalent amount of experience and education may be substituted in lieu of the degree requirement All licensing must be kept current and maintained in good standing Must be hard working team player with professional attitude, sales aptitude, and ability to work with minimal supervision Skills should include typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephone Excellent organizational, interpersonal, communication and customer relation skills Visual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast paced environment and handling frequent interruptions Bilingual skills in English and Spanish are required ORGANIZATION This position reports to the Investment Brokerage Manager This position does not oversee other positions TRAINING REQUIREMENTS All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination. COMMUNITY INVOLVEMENT Lone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve. LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws. Management reserves the right to change this position description at any time according to business needs.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

JobID: 210699303 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Improving America's infrastructure isn't for the weak. It takes grit, determination, and hard work to execute high impact projects. Michels Corporation engages 8,000 people and 18,000 pieces of heavy equipment in our insatiable drive to be the best. We have a diverse market footprint within the US and across the globe. Our work improves lives. Find out how a career as a Senior Financial Planning & Analysis Analyst can change yours. The Senior Financial Planning & Analysis Analyst plays a pivotal role in strengthening the global Finance value chain across the Michels family of companies. This position requires deep expertise in financial reporting, including interpreting financial statements and analyzing key financial and operational metrics. Success in this role hinges on the ability to manage multiple projects and priorities, maintain exceptional attention to detail, communicate complex financial concepts to non-financial stakeholders, and demonstrate strong analytical and problem-solving skills. Why Michels? * We are consistently ranked among the top 10% of Engineering News-Record's Top 400 Contractors * Our steady, strategic growth revolves around a commitment to quality * We are family owned and operated * We invest an average of $5,000 per employee on training each year * We reward hard work and dedication with limitless opportunities * We believe it is everyone's responsibility to promote safety, regardless of job titles. * We offer a comprehensive benefits program, including Health, Dental, Life, Flexible * Spending Accounts, Health Savings Account, Short Term and Long-Term Disability Insurance, 401(k) plan, Legal Plan, and Identity Theft and Monitoring Plan. Depending on your position and location you may participate in a different benefit plan. Why You? * Assist in the assembly and analysis of monthly financial performance * Recognize and resolve discrepancies issues in financial data, taking the initiative to ensure reports stay accurate and reliable * Coordinate business performance updates, management results presentations, and standardized reporting * Working with finance leaders to establish analytics, benchmarking, and financial modeling to uncover opportunities for performance improvement * Collaborate across the business to assist in forecasting, tracking KPIs, and supporting forward-looking financial planning * Connect with other finance team members to share ideas, learn, and support each other's growth What it takes: * Bachelor's Degree (or equivalent) in Accounting, Finance, or related field * 5+ years of progressive financial management experience * Strong analytical skills, research capabilities and overall business acumen * Excellent communicator with the ability to actively listen and clearly convey key messages * Proficiency with Microsoft Office Suite Applications (Word, Excel, PowerPoint, Outlook) * Project experience and business consultant skills are (desired) * Experience working on project teams comprising at least three-four individuals is (desired) * Experience with Power BI and ERP (desired) AA/EOE/M/W/Vet/Disability ***************************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Spanish speaking Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities * Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. * Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. * Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. * Interview students to obtain information needed to determine eligibility for aid. * Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. * Ensure 100% student satisfaction; provide timely service during student appointments. * Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? * Challenge and expand your knowledge. * Develop your skills in an entrepreneurial environment where you have influence. * Work alongside an exceptional leadership team, passionate about educating future developers. * Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? * You are passionate about education and commit to a "students first" philosophy. * You embrace change and you are always excited to learn something new. * You believe that goals are set to be exceeded. Requirements * Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. * Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits * Training & Development * Fun & Energetic, Family-Based Environment * Continuous Growth Opportunities * Medical, Dental, & Vision Options * Health Savings & Flexible Spending Options (HSA & FSA) * Basic Life & Accident Insurance * Short & Long-term Disability * 401K Retirement Plan * SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

About GTT: GTT is a leading networking and security as a service provider for multinational organizations, simply and securely connecting people and machines to data and applications - anywhere in the world. We serve thousands of organizations, bringing together the right people, partners and technology to reduce the burden on IT teams and solve the most pressing networking and security challenges. Built on our top-ranked global Tier 1 network, GTT Envision is a single global technology platform to connect, orchestrate, virtualize and automate enterprise networks, enabling customers with consumable solutions to achieve business missions and meet ongoing demand when, where and how needed. Our portfolio includes SASE, SD-WAN, security, internet, voice and other connectivity options, complemented by a suite of professional services and exceptional sales and support teams in local markets around the globe. We partner with our customers to deliver Greater Technology Together. For more information, please visit ************ Role Summary: Statutory Finance intern is responsible for supporting statutory financial reporting for various GTT entities across EMEA, including providing statutory audits support. Job Scope/Supervision: The Statutory Finance intern reports to Statutory Finance Manager. Duties and Responsibilities: The day-to-day responsibilities of the role include, but are not limited to the following: * Extracting and collecting full audit supporting evidence for the purpose of statutory audits from different internal sources/ systems (Oracle, Internal billings system, SAP/ Concur, others) for the assigned accounting areas/ legal entities in scope. * Support the Statutory finance managers and the auditors during the statutory audit process * Help build good understanding of the accounting policies (under US GAAP and Local GAAPs) and accounting processes within GTT to effectively support statutory financial reporting * Preparation of various kinds of ad hoc financial reports and analyses, as needed Required Experience/Qualifications: * Bachelor's degree/ Last years' student in Finance/ Accounting/ ACCA student * Advanced MS Excel user * No prior experience in the area is required, but 1-2 years of experience/ previous internship experience will be considered a plus Desirable Experience/Qualifications: * Basic understanding of the audit process * Oracle or other ERP system knowledge/ experience is a plus * Understanding of accounting framework/ accounting standards - IFRS, US GAAP is a plus * Ability to work in a dynamic, fast moving and demanding environment to meet targets and deadlines * Proactive person with eagerness to learn and develop Hours/Travel/Shift: * Full time employee (flexibility in view of university commitments can be accommodated) * Duration of the internship is six months with possibility to be prolonged to nine #LI-VK1 #LI-Remote

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay

Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************

Title: 211 - Senior Budget Analyst Department: Financial Services Rate of Pay: $60,235 - $73,787 - DOQ Job Summary The purpose of a Budget Analyst is to perform complex budget preparation and analysis work. The class is responsible for assisting the Budget Officer in the coordination of budgetary activities, reviewing and analyzing department budgets and performance measures. Works with City departments and senior management staff to ensure compliance with the annual capital expenditure plan or adopted operating budgets; assist Budget Officer in the development and monitoring of information and reports to provide decision - making tools related to capital plans and fund projections; and creates new funds to address needs of assigned departments. Competencies Ethical Practice Effective Communication Customer Focus Time Management Critical Thinking Key Functions/Knowledge/Skills • Assist the Budget Officer by developing, preparing, and assisting the City Administrator with the presentation and implementation of the City's annual budget. • Participate in the development of the department's annual budget. Conduct reviews of departmental operations, and budget requests, analyze complex funding structures and restrictions, and recommend funding levels. • Analyze and recommend costs and benefits of alternative methods of financial management of programs and administrative operations. • Assist the Budget Officer to coordinate, compile, plan, and directs the long-term Capital Improvement Program for the City. • Assists departments and senior management staff in ensuring compliance with annual operating, capital outlay, and capital improvement plans; develops and monitors information and processes, such as capital project management reports, fund appropriation approval requests, expenditure reconciliations, and criteria for closing capital projects; and updates capital plans and/or fund projections. • Coordinates and monitors the implementation of new budget initiatives adopted by the City Commission, compiles, and reviews plan implementation, and provides monthly status updates. • Assists in Developing and proposing policies and procedures for budget development and administration and assists with the design of the on-line budget application to streamline the budget process using advanced technology. • Perform budget formulation and cost estimates to support plans, programs, and activities. • Review and evaluate budget requests. • Control and report obligations and expenditures. • Participate and assist in special projects when necessary. Minimum Education & Experience Ph.D./J.D./P.E., etc. (no experience), or master's degree plus three years of experience, or bachelor's degree plus five years of experience, or associate's degree plus seven years of experience, or high school graduation or GED plus nine years of experience. Special Certifications & Licenses Valid Texas Driver's License. Independence & Judgement Noticeable judgment; must plan for long-term; must recognize and resolve problems and situations through appropriate means applying specific types of procedures to issues without indicated guidance or destination, addresses issues that need attention, etc.; involves freedom in selection of work methods among approved routines, setting of priorities, or sequencing of tasks within established schedules. Initiative & Ingenuity Greater level of knowledge when applying guidelines and interpretation of available options to non-standard situations; division goals drive priorities. Supervisory & Responsibility Lead person in small work group; does not specifically assign work but is looked to for guidance. Financial Responsibility Calculates amounts due, using some judgment; receives and processes larger amounts (several thousand dollars on one day not uncommon); balances receipts and cash from one or more other employees; monitors budget; brings problems to attention of supervisor; has substantive input into overall organizational budget. Level & Frequency of Outside Contact Direct contact may be infrequent but may require considerable tact and courtesy when it does occur. Physical Demands Office job with little or occasional light physical effort. Responsibility for Equipment & Property Responsible for use of equipment/property such as office equipment, supplies, etc., which are used in office. Working Conditions Office job, no adverse conditions. Other Requirements The City of Brownsville requires all employees to successfully pass a Drug & Alcohol and a physical examination and a Background Check. ADA Requirements The City of Brownsville is an Equal Opportunity Employer. ADA requires the City to provide reasonable accommodations to qualified individuals with disabilities. Prospective and current employees are invited to discuss accommodations. Benefits The City of Brownsville offers a comprehensive benefits package designed to support its employees' well-being and future. Employees participate in a robust retirement plan through the Texas Municipal Retirement System (TMRS) City to Employee Matching Ratio 2:1, with eligibility for retirement after 5 years of service at age 60 or 20 years of service at any age. The City provides exceptional health benefits, including medical, dental, and life insurance plans for employees and their families, along with vision coverage for employees enrolled in health insurance through MetLife. Employees and their dependents can also access care at Frontier Clinic at no cost when covered by the City's health plan. Additionally, pet insurance is available as a voluntary benefit. Employees have access to deferred compensation plans through Equitable and supplemental insurance options from AFLAC and Colonial Life. Full-time employees accrue 10 sick days and 15 vacation days annually. The City offers parental leave concurrent with FMLA for eligible employees, longevity pay, and 100% tuition assistance up to $5,000 annually. Furthermore, Brownsville observes 14 holidays per year, plus two floating holidays, giving employees a balanced and rewarding work-life experience. Starting in fiscal year 2025, employees will have access to flexible scheduling options as part of our commitment to work-life balance. EEOC Statements The City of Brownsville does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.

JobID: 210699303 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

San Antonio, Texas;Harlingen, Texas; San Antonio, Texas; San Juan, Texas; Pharr, Texas; San Antonio, Texas; San Antonio, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************* **:** Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities * Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. * Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. * Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. * Interview students to obtain information needed to determine eligibility for aid. * Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. * Ensure 100% student satisfaction; provide timely service during student appointments. * Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? * Challenge and expand your knowledge. * Develop your skills in an entrepreneurial environment where you have influence. * Work alongside an exceptional leadership team, passionate about educating future developers. * Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? * You are passionate about education and commit to a "students first" philosophy. * You embrace change and you are always excited to learn something new. * You believe that goals are set to be exceeded. Requirements * Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. * Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits * Training & Development * Fun & Energetic, Family-Based Environment * Continuous Growth Opportunities * Medical, Dental, & Vision Options * Health Savings & Flexible Spending Options (HSA & FSA) * Basic Life & Accident Insurance * Short & Long-term Disability * 401K Retirement Plan * SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.

Improving America's infrastructure isn't for the weak. It takes grit, determination, and hard work to execute high impact projects. Michels Corporation engages 8,000 people and 18,000 pieces of heavy equipment in our insatiable drive to be the best. Our work improves lives. Find out how a career as a Risk Analyst can change yours. As a Risk Analyst, you are responsible for the ongoing support of Michels risk management programs and initiatives. You will assist in facilitating the identification of risks throughout the organization. In addition, you will monitor, report risk management issues, and develop methodologies for the assessment of risks. Critical to success is the abilities to maintain organization, provide excellent customer service, and maintain open communication with internal and external customers. * Why Michels? * We are consistently ranked among the top 10% of Engineering News-Record's Top 400 Contractors * Our steady, strategic growth revolves around a commitment to quality * We are family owned and operated * We invest an average of $5,000 per employee on training each year * We reward hard work and dedication with limitless opportunities * We believe it is everyone's responsibility to promote safety, regardless of job titles * We offer a comprehensive benefits program, including Health, Dental, Life, Flexible Spending Accounts, Health Savings Account, Short Term and Long-Term Disability Insurance, 401(k) plan, Legal Plan, and Identity Theft and Monitoring Plan. Depending on your positions and location you may participate in a different benefit plan Why you? * You have a strong attention to detail * You like to know your efforts are noticed and appreciated * You possess strong written and verbal communication skills What it takes: * High school diploma or GED, 1 -3 years of related experience, or an equivalent combination of education and experience * Proficient in Microsoft Office Suite * The ability to compile data from various platforms to identify and analyze operating companies' exposure to risk * Identify, investigate, and resolve potential risks by determining trends and recommend means to reduce or mitigate risk based on organizational risk tolerance * Create, review, and provide claims analytical dashboards to company, divisional, and departmental leads * Work collaboratively with individuals within the Risk Department and other departments and divisions (Safety, Finance, IT, etc.) to develop processes, systems, and metrics to improve the overall risk profile of Michels AA/EOE/M/W/Vet/Disability ***************************************************

Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay