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  • Head of Commercial Finance

    Medica 4.7company rating

    Finance consultant job in Minnetonka, MN

    Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. The Head of Commercial Finance has overall responsibility for the financial results of their assigned business segment. This position serves as the segment finance lead and has overall responsibility for relevant financial analysis, reporting, accounting close support, forecasting, budgeting, and ad hoc analyses for running the segment. This position will be a close a strategic partner to the Segment General Manager and be jointly accountable for the successful growth and profitability of the aligned segment. This includes full oversight and accountability for the Segment P&L inclusive of membership, Revenue, Medical expense, Pharmacy expense, non-claims medical, and admin allocations for the segment. Performs other duties as assigned. Key Accountabilities Collaborate with segment leadership team to drive forward business and financial strategies to strengthen the segment's position in the market. Focus will include product, pricing, network, health management, sales, exchanges, and administrative efficiencies. Represent the needs and requirements of the segment to understand and influence decisions in the development of trend reporting, cost saving initiatives, operational and platform performance and administrative efficiencies Own and lead the MBR and QBR process for assigned segment. This may include updating or developing new materials to report on segment results, evaluate segment performance, provide insights on the segment business results, analyze and track opportunities for growth/profitability enhancement, and other ad hoc analysis/management reporting. Evaluates financial implications of key decisions and initiatives, including major purchases, acquisitions, outsourcing arrangements, new products, IT systems development, geographic expansion opportunities, proposed new partner alignments, etc. Own and lead forecasting, annual budgeting, and long-term plan development for segment financials. Regular forecasting and budgeting updates will be made throughout the year covering the entire P&L for the segment. Take the lead on segment specific projects. Examples of such projects could include CMS bid development and submission, new vendor implementations, geographic expansions and/or significant platform enhancements Oversee day-to-day team responsibilities and prioritize work (may include direct and indirect staff) To be successful, this individual will also partner closely with analytics, actuarial, markets, network, underwriting, sales, risk adjustment, and other enterprise teams as needed to effectively manage, grow, and enhance profitability for existing business or expand our existing offerings/geographical reach. Some of the key bodies of work will include: strategic planning, product pricing, product financial performance, risk management strategies, product design support, pricing analysis/support, growth strategy design & execution. Required Qualifications Bachelor's degree in Finance, Accounting, Economics or related field; equivalent combination of education and related work experience will also be considered 10+ years of relevant combined experience in finance, accounting and/or product development 5+ years direct management experience Preferred Qualifications Experience in finance and/or strategy in healthcare, insurance or managed care Direct experience and deep knowledge of Commercial health insurance business Experience in budgeting, forecasting and the development of complex financial models within complex business environments / industries Knowledge of applicable state and federal laws, particularly new laws related to health care reform Skills and Abilities Strong oral and written communication and presentation skills Self-directed and can develop and lead a technical team if needed Ability to analyze and interpret complex financial data Strong project management skills Strong drive for results and accountability Ability to articulate vision and strategy Creative problem-solving skills using innovative approaches Effective handling multiple complex projects with a high degree of engagement Demonstrated leadership and influencing skills with the ability to lead and drive change Strong strategic planning skill Demonstrated ability to build consensus across multiple constituencies, including Senior Management Collaborative management style and the ability to work with staff at all levels This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week. The full salary grade for this position is $130,300 - $223,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $130,300 - $195,510. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $130.3k-223.4k yearly 2d ago
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  • Director Financial Institution Conversions

    Threadneedle Group

    Finance consultant job in Minneapolis, MN

    In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors. Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met. Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies. Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals. Required Qualifications 7-10 years of relevant experience Associate degree or equivalent (2-years) Broker Dealer and/or tape to tape experience required Active FINRA Series 7 Preferred Qualifications Strong relationship management/influencing skills Ability to analyze root cause and implement solutions Demonstrated ability to lead cross-functional process improvement teams Previous people leadership experience Bachelor's degree or equivalent (4-years) Strong working knowledge of Operations techniques (DTC or settlement experience is a plus) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $122,400 - $165,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing #J-18808-Ljbffr
    $122.4k-165.2k yearly 3d ago
  • Financial Associate Credit Ag Lending

    Compeer Financial 4.1company rating

    Finance consultant job in Mankato, MN

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN, Lakeville, MN or Waite Park, MN office locations. The contributions you will make: The Financial Associate Program is a 12-18 month training program. The full-time benefit eligible Financial Associate works through a syllabus which will prepare them for a position in Credit. A typical day: Provides accurate financial analysis and loan structuring analysis to Financial Officers on select loan accounts utilizing Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk and support the loan decision. Performs verification of assets, liabilities and income using public records, outside vendors and direct contact methods. Provides prompt turn around on credit packaging and servicing requests coming to the department. Spends time contacting the client's or prospective client's farm/agribusiness. Markets credit and related services, establishing new market relationships which will contribute towards attainment of Compeer Financial's goals and business objectives. Assists with the maintenance of a prospect file, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services. Accomplishments will include sales closings, servicing insurance policies, appraisals, positive client relations and generally contributing to Compeer Financial's image as the leading financial institution committed to clients. The skills and experience we prefer you have: Pursuing a bachelor's degree in Agricultural Economics, Ag Business or equivalent ag or business related degree. Knowledge of farm production methods and products, a general understanding of farm business management and finance. Experience in agribusiness/farming industry, agricultural credit or closely related field preferred. Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills. Must demonstrate effective team building and processing skills. The understanding of and ability to use various computer, business/financial applications. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$57,900-$73,900 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $57.9k-73.9k yearly 2d ago
  • Financial Director

    Robert Half 4.5company rating

    Finance consultant job in Bloomington, MN

    A growing, healthcare organization is searching for a strategic and hands-on Finance Director to help lead its financial operations with precision, insight, and impact. Reporting to the Vice President of Finance, this individual will play a key role in shaping the financial strategy and operational success of a dynamic physician group dedicated to exceptional patient care. This opportunity is ideal for a finance professional with a strong Controller background who thrives in both high-level strategy and detailed execution. The role spans the full spectrum of financial management-accounting, payroll, forecasting, revenue cycle oversight, and internal controls-while partnering closely with clinical and operational leaders to drive performance and growth. As the organization continues to expand its footprint and services, the Finance Director will: Develop and implement long-term financial strategies aligned with clinical and business goals. Oversee accounting operations, ensuring accurate reporting, compliance, and audit readiness. Lead budgeting, forecasting, and capital planning across multiple sites. Collaborate with revenue cycle and operations teams to optimize financial performance and streamline processes. Serve as a trusted advisor on new initiatives, from service line expansion to new provider onboarding. Beyond technical expertise, this role calls for a leader who inspires trust and excellence-someone who can mentor a skilled finance team, champion process improvements, and foster a culture of accountability and collaboration. The ideal candidate brings: A bachelor's degree in finance, accounting, or related field (CPA or CMA preferred). At least eight years of progressive finance experience, including controller-level leadership. A solid grasp of GAAP, healthcare reimbursement models, and revenue cycle processes. Proficiency with healthcare accounting systems such as Athenahealth, eClinicalWorks, or Epic. Exceptional analytical and communication skills, with a passion for mission-driven work. If you're ready to bring your financial expertise to a purpose-driven healthcare organization and make a tangible impact on both operations and patient care-this is the opportunity to lead, innovate, and grow.
    $87k-116k yearly est. 5d ago
  • Client Advisor (Part-time), A|X Armani Exchange

    Armani 4.6company rating

    Finance consultant job in Minneapolis, MN

    As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience. To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service. Our team mission is passionately conveying the vision of Giorgio Armani. QUALIFICATIONS & SKILLS Preferred retail experience in a similar position High School diploma/GED preferred Excellent communication (verbal and written) skills and demonstrated passion for working as a team Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset Able to work a flexible schedule, including holidays, nights and weekends The appointed candidate will be offered a salary within the range of $14.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience. Compensation: $14.00 - $14.00
    $14-14 hourly 1d ago
  • Financial Advisor - Fargo, ND

    Country Financial 4.4company rating

    Finance consultant job in Fargo, ND

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $79k-125k yearly est. Auto-Apply 60d+ ago
  • Entry-Level Financial Planner

    Foster Klima 3.9company rating

    Finance consultant job in Fargo, ND

    Job Description We are seeking an eager, strategic, and definitive financial planner to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $80,000 - $105,000 First Year Average Responsibilities: Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Embrace the role of a structured yet coachable team player open to continued education and training from other team members Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals What You'll Do Build relationships with clients in your community and beyond Learn to assess financial needs and create customized plans Receive ongoing support and mentorship from experienced advisors Use modern tools and technology to manage client accounts Grow your client base through networking and referrals Qualifications: A Bachelor's degree in finance, business administration, or alternate related analytical field is required Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Valid FINRA Series 7 & 63/66 preferred but not required Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients What We're Looking For A self-starter with a strong work ethic and a desire to learn Passionate about helping others and making a difference Comfortable talking to people and building long-term relationships Open to feedback and mentorship Interested in a career with flexibility and growth potential About Company Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we're committed to helping clients - and our advisors - build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures. Let's Talk! If you're ready to start a career that offers purpose, flexibility, and growth, we'd love to hear from you. No sales territory restrictions - you can work with clients across the U.S. once licensed.
    $80k-105k yearly 6d ago
  • Public Finance Investment Banking Analyst

    Firstnational 3.8company rating

    Finance consultant job in Minneapolis, MN

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $100k-150k yearly Auto-Apply 21d ago
  • Public Finance Investment Banking Analyst

    Northland Securities 3.8company rating

    Finance consultant job in Minneapolis, MN

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $100k-150k yearly Auto-Apply 21d ago
  • Public Finance Investment Banking Analyst

    First National Bank of Omaha 3.7company rating

    Finance consultant job in Minneapolis, MN

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $100k-150k yearly Auto-Apply 21d ago
  • Financial Professional

    New York Life 4.5company rating

    Finance consultant job in Fargo, ND

    Job Description Financial Professional - New York Life Build a career that matters. At New York Life, we're looking for driven, relational professionals who want to build a long-term career helping individuals, families, and businesses protect what matters most and plan for the future. As a Financial Professional, you'll begin by serving clients as a licensed insurance agent, and then promptly also become a Registered Representative (securities licensed), expanding your ability to provide a full range of financial solutions. What You'll Do - Work with clients to understand their goals and provide personalized insurance and financial strategies. - Help individuals and businesses with needs like insurance, retirement planning, college funding, and legacy planning. - Build long-term relationships through networking, community involvement, and referrals. - Grow your practice with the support of one of the most respected companies in the industry. What We Offer - Training & Development: Comprehensive paid training, licensing support, and mentorship. - Career Growth with defined advancement opportunities - Compensation: Training allowance, competitive commissions, bonuses, and residual income. - Benefits: Group life insurance, health, dental, vision, 401(k), and pension eligibility. - Support: Marketing tools, office support, and the backing of a Fortune 100 company. Who We're Looking For - Goal-oriented, entrepreneurial, and motivated by helping others. - Strong communication and relationship-building skills. - Self-starter who thrives on building something of their own. - Prior experience in sales, finance, or customer service helpful but not required. - Must be willing to obtain state life/health insurance licenses (company provides support). About New York Life New York Life is a Fortune 100 company, one of the largest mutual life insurance companies in the U.S., and has been helping Americans achieve financial security for over 175 years. This is more than a job - it's a career. If you're ready to build a future for yourself while helping others secure theirs, we'd love to talk with you. Two financial professionals will be added in the next 90 days. Apply today for full consideration. #hc162560
    $69k-112k yearly est. 24d ago
  • Financial Advisor - American Federal Bank

    LPL Financial 4.7company rating

    Finance consultant job in Fargo, ND

    Bank Financial Advisor - American Federal Bank 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 American Federal Bank in Fargo, ND would allow you to join the Investment Program at American Federal Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at American Federal 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 American Federal Bank for financial solutions. This position will offer: The ability to build a strong client base with the Bank's exceptional referral system 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 American Federal 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, American Federal Bank. Tracking # 1-05026674 Pay Range:$40,000 - $80,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
    $40k-80k yearly Auto-Apply 15d ago
  • Senior Investment Performance Analyst

    Ameriprise 4.5company rating

    Finance consultant job in Minneapolis, MN

    We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as needed. Required Qualifications BS/BA degree in Business, Finance, Accounting, or similar Knowledge of investments, fund accounting and reporting 5-7 years work experience in the financial services or investment management industry A standout colleague who can efficiently meet fast paced target dates Critical thinker with strong problem-solving skills Strong verbal and written communications skills Strong organizational skills Ability to work independently Preferred Qualifications Curiosity about financial markets Work experience specific to performance measurement and analytics Experience with investment analytic systems like FactSet or BlackRock CIPM, CFA or eager to pursue Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management
    $74.8k-101k yearly Auto-Apply 9d ago
  • Senior Investment Analyst

    Legalist

    Finance consultant job in Minneapolis, MN

    Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment
    $77k-127k yearly est. Auto-Apply 12d ago
  • Financial Advisor - Fargo/Moorhead and Surrounding Areas

    Thrivent Financial 4.4company rating

    Finance consultant job in Fargo, ND

    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.
    $51k-93k yearly est. Auto-Apply 60d+ ago
  • Sr Analyst - Finance & Accounting

    Maximus 4.3company rating

    Finance consultant job in Fargo, ND

    Description & Requirements This role serves as a key financial partner to program and senior leadership, responsible for ensuring accurate forecasting, financial compliance, and clear visibility into project performance. The position oversees project financial forecasts, revenue adjustments, accruals, and variance analysis while coordinating closely with analysts, subcontractors, and management to track costs and billing activity. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to respond effectively to audits, client inquiries, and ad-hoc reporting needs, all while safeguarding the integrity and confidentiality of financial data. Essential Duties and Responsibilities: - Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast. - Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates. - In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor. - Oversee and review monthly accruals. - Prepare monthly variance analysis for management review. - Responsible for ad-hoc reporting requests from the management. - Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc. - Participate in all internal and external audits and maintain reports and data related to and necessary for audits. - Ensure the security and privacy of financial information. Minimum Requirements - Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 65,400.00 Maximum Salary $ 105,400.00
    $67k-85k yearly est. Easy Apply 5d ago
  • Financial Analyst Intern

    Planet Fitness-PF Baseline Fitness

    Finance consultant job in Fargo, ND

    Job DescriptionBenefits: Employee discounts Opportunity for advancement Job Title: Financial Analyst Intern Reports to: Financial Analyst Status: Part Time/Non-Supervisor/Non-Exempt As a Finance Intern, you will be an integral part of the Financial Planning & Analysis (FP&A) team, providing support for budgeting, forecasting, financial reporting, and business analysis. Working closely with experienced professionals, including the Financial Analyst and senior management, you will gain exposure to a wide variety of financial tasks, contributing to both short-term and long-term company goals. Essential Duties and Responsibilities Assist in the preparation and analysis of financial reports, budgets, and forecasts. Support the monthly and quarterly reporting processes, ensuring data accuracy and consistency. Assist in analyzing key performance indicators (KPIs) and other financial data to provide insights for performance improvement. Help with the preparation of management reports and dashboards, presenting financial insights in a clear and actionable manner. Help develop and maintain tools and templates to streamline financial reporting and analysis. Collaborate with other departments to ensure financial alignment and assist with operational insights. Participate in ad-hoc financial analysis and special projects as required. Minimum Qualifications Detail oriented, organized and focused on quality. Currently pursuing a Bachelors degree in Finance, Accounting, Economics, or a related field. Strong analytical skills and a passion for understanding financial data. Proficient in Microsoft Excel Ability to work independently Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Advancement Opportunities
    $31k-44k yearly est. 19d ago
  • Financial Analyst

    Dezurik 3.6company rating

    Finance consultant job in Sartell, MN

    DeZURIK is seeking a Financial Analyst to support our Municipal Business Unit (MBU) and associated manufacturing plants. In this role, you'll turn data into insight-helping leaders make informed decisions that drive growth, profitability, and long-term strategic success. You will prepare and analyze MBU KPIs, financial statements, and cost, margin, and revenue trends. Your work will support forecasting, budgeting, and strategic planning, as well as quarterly sales (SIOP) forecasts and annual cost updates. You'll partner with sales, marketing, sourcing, engineering, and manufacturing to evaluate capital projects, support product development opportunities, and conduct pricing and competitive analysis. A typical week might include building dashboards in Excel or Tableau/DOMO, reviewing variances to plan, analyzing product and operational costs to identify improvement opportunities, and preparing data-driven recommendations for management. You'll also work with third-party data providers to prepare industry and government business reports and support cross-functional projects and improvement initiatives. Qualifications: * Bachelor's degree in Accounting, Business, or Finance. * 1-3 years of experience in financial analysis (manufacturing experience preferred). * Strong analytical skills, with the ability to summarize findings clearly. * Proficiency in Excel and PowerPoint; experience with data visualization tools (Tableau, DOMO) is a plus. * Effective verbal and written communication skills, with the ability to work across all levels and departments. * Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Bring your analytical mindset and help shape the future of our Municipal Business Unit. DeZURIK offers a competitive base salary in the $64,680 to $80,849 range, based on experience and qualifications, along with annual bonus opportunities tied to performance. Beyond pay, our market-leading benefits are designed to support your wellbeing. These include medical, dental, vision, and life insurance, as well as short- and long-term disability coverage. DeZURIK also provides a health savings account with company match, a retirement plan for employer contributions through Vanguard, and access to the Granite Assistance Fund for support when it's needed most. We value time for rest and personal growth, offering generous paid time off, including volunteer time off and paid holidays. DeZURIK, Inc. is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities. #LI-JW1 DeZURIK, Inc. is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.
    $64.7k-80.8k yearly 60d+ ago
  • Financial Analyst

    Jamf 3.8company rating

    Finance consultant job in Minneapolis, MN

    At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple. The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf. What you'll do at Jamf: The Financial Analyst will provide financial decision support to key leadership team members by providing in-depth analyses of key performance indicators, by tracking and benchmarking financial trends, and by significantly contributing to the forecasting, budgeting, and monthly close processes. Focus Area: Annual Recurring Revenue (ARR) and Recognized Revenue #LI-Remote What you can expect to do in this role: Deliver timely financial insights and analysis to support executive decision-making and strategy. Lead budgeting and forecasting activities for assigned business areas, ensuring accurate application of accounting policies (if applicable) and best practices. Analyze monthly results, prepare variance explanations, and communicate findings to business partners. Aggregate, analyze, and present data to support operational and strategic decisions. Build and maintain data, reports, and key metrics within planning and reporting tools. Create financial modeling, scenario planning, and analysis for key initiatives. Produce non-standard management reports and support ad hoc analyses. Prepare information used for corporate reporting. Foster strong partnerships across teams to ensure aligned financial results and insights. Demonstrate and uphold the organization's core values while contributing to a positive, inclusive workplace. What we are looking for: Minimum of 2 years of financial planning & analysis experience (Required) Experience in the software industry (Preferred) Experience using forecasting, reporting, & accounting software (Preferred) Ability and desire to learn with a positive attitude Focus on accuracy and efficiency Excellent written and verbal communication skills, including the ability to explain finance concepts to non-financial leaders EDUCATION & CERTIFICATIONS Bachelor's degree in Finance, Accounting, or equivalent (Required) A combination of relevant experience and education may be considered How we help you reach your best potential: Named a 2025 Best Companies to Work For by U.S. News Named a 2025 Newsweek America's Greatest Workplaces for Mental Well-being Named a 2025 Newsweek America's Greatest Workplaces for Gen Z Named one of Forbes Most Trusted Companies in 2024 Named a 2024 Best Companies to Work For by U.S. News Named a 2024 Newsweek America's Greatest Workplaces for Parents & Families Named a 2024 PEOPLE Companies That Care by PEOPLE and Great Place To Work Named a 2024 Best Technology Company to Work For by U.S. News Named a 2023 Best Workplaces for Women™ by Great Place to Work and Fortune Magazine We know that big ideas can come from anyone, so we empower everyone to make an impact. Our 90% employee retention rate agrees! You will have the opportunity to make a real and meaningful impact for more than 75,000 global customers with the best Apple device management solution in the world. We put people over profits - which is why our customers keep coming back to us. Our volunteer time off allows employees to support and give back to our communities. The below annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/annual salary to be offered to the selected candidate. Factors include, but are not limited to the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. Pay Transparency Range$59,800-$127,400 USD What it means to be a Jamf? We are a team of free-thinkers, can-doers, and problem-crushers. We value humility and the relentless pursuit of knowledge. Our culture flows from a spirit of selflessness and relentless self-improvement - driving both personal growth and collective progress throughout our company. We unite around common goals while respecting personal approaches, believing that fulfilled individuals create a thriving, vibrant workplace. Our aim is simple: hire exceptionally good people who are incredibly good at what they do and let them do it. We provide the support and resources to let everyone be their authentic, best selves at work, at rest, and at play. We are committed to supporting the continual improvement of Apple in the workplace, the organizations that rely on them and the people who keep it all running smoothly. Above it all, waves our banner of #OneJamf - and the knowledge that when we stand together, we accomplish so much more than we could alone. We seek individuals who share this unwavering journey toward growth to join us in our quest for constant improvement. What does Jamf do? Jamf extends the legendary Apple experience people enjoy in their personal lives to the workplace. We believe the experience of using a device at work or school should feel the same, and be as secure as, using a personal device. With Jamf, customers are able to confidently automate Mac, iPad, iPhone and Apple TV deployment, management, and security - anytime, anywhere - to protect the data and applications used by employees in the workplace, students learning in the classroom, and streamline communications in healthcare between patients and providers. More than 2,500 Jamf strong worldwide, we are free-thinkers, can-doers, and problems crushers who are encouraged to bring their whole selves to work each and every day. Get social with us and follow the conversation at #OneJamf Jamf is committed to creating an inclusive & supportive work environment for all candidates and employees. Candidates with disabilities or religious beliefs are encouraged to reach out if they need additional support or alternative options to our recruiting processes to accommodate their disability or religious belief. If you need an accommodation, please contact your Recruiter or Recruiting Coordinator directly. Requests for accommodation will be handled confidentially by Recruiting and will not be shared with the hiring manager. Jamf is an equal opportunity employer and does not discriminate against individuals who request reasonable accommodation for disability or religious beliefs. To request accommodations please email us at *******************
    $59.8k-127.4k yearly Auto-Apply 43d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance consultant job in Saint Cloud, MN

    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

Learn more about finance consultant jobs

How much does a finance consultant earn in Fargo, ND?

The average finance consultant in Fargo, ND earns between $63,000 and $130,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Fargo, ND

$91,000
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