Finance & Budget Analyst
Finance consultant job in Fayetteville, NC
Job Details Methodist University Location - Fayetteville, NC Full Time StaffDescription
The Finance & Budget Analyst is responsible for analyzing and monitoring financial and budgetary data, developing and implementing the University budget under the direction of the AVP of Finance/Controller, providing budgetary training and consulting to University administrators, assisting with the daily operations of the Controller's Office, to include procurement and miscellaneous financial analysis projects. This position requires excellent analytical skills, critical thinking skills and the ability to work both independently and collaboratively.
Supervision Received and Exercised:
Receives direction from the AVP of Finance/Controller, CFO, and higher level staff as appropriate.
Responsibilities include, but may not be limited to:
Developing, reviewing, implementing and monitoring the University's annual budget, to include multi-year projections and forecasts
Assists in preparing operational budgets for individual University departments
Perform budget analysis which requires interpreting complex data and information and closely monitoring and reviewing budgeted revenues and expenditures to ensure conformance with budgetary provisions throughout year
Compiles data and prepares reports, including, but not limited to, revenue and cost analyzes, cost/benefit analyzes, monthly VP reports on current budget status
Conducts variance analyzes and investigates variances
Present and communicate analysis findings in a clear and concise manner
Provide periodic status reports with emphasis on year end balances
Make recommendations for necessary changes
Provide full scope of financial support to employees who work with and manage departmental budgets
Participates in development of and/or revisions to University policies and procedures relating to budgeting
Communicates and administers University policies and procedures relating to budget functions
Provides training to University employees in regards to budgeting policies and procedures
Review and communicate any recommended changes to the Chart of Accounts to the AVP of Finance/Controller
Provides technical advice and assistance to university departments in implementation of new processes involving budgeting, accounting and procurement services
Maintains creation, administration, and dissemination of budget reports through University intra-net portal and budgeting platform
Assists and provides training to University employees in regards to budget transfers, or processes budget transfers as appropriate
Reviews all requisitions entered by University employees to determine proper coding, compliance with procurement policies and procedures, and availability of budget funds for the expense
Responsible for setup and monitoring of projects, tracking costs, and providing reports to management
Prepares journal entries, as needed
Update monthly processes to ensure accurate and timely reporting
Other duties as assigned
Qualifications
Education & Experience:
Bachelor's degree in accounting or finance or equivalent
3-5 years budgetary or accounting experience
Requirements:
Program leadership and working knowledge of and ability to apply expertise to financial budget and account management functions applicable to assigned programs
Thorough knowledge of policies, procedures, and regulations pertaining to assigned programs
Accountable for own work results which are reviewed for soundness of judgment
Expertise in anticipating, analyzing and defining problem areas, perform preliminary analyses and make appropriate recommendations; write clear and concise analytical comments
Ability to prepare related reports and correspondence for higher level review; document and maintain business processes, standards and procedures
Ability to implement new planning, data and analytics solution ideas to improve insights, automate or reduce manual work; effectively manage the change that results from the introduction of new technology and processes
Experience leading projects
Knowledge, Skills & Abilities:
Thorough knowledge of principles and practices of budgeting and accounting
General knowledge of the fiscal organization of a university
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
Translating or explaining what information means and how it can be used
Ability to compose clear and concise reports and correspondence
Advanced proficiency in Excel or comparable spreadsheet program
Ability to analyze and review the budgets and financial practices of the University
Ability to manage multiple work priorities and organize and plan work to meet deadlines
Ability to maintain confidentiality and appropriately handle sensitive communications
Ability to conduct research and formulate conclusions in relation to generally accepted accounting principles and budgeting functions affecting the University
Ability to conduct extensive financial data compilation and query and drill on large volumes of data
Ability to analyze data and draw sound conclusions
Ability to work with all levels of personnel with excellent leadership, verbal and written communication skills
Demonstrated adaptability and ability to manage change
Ability to think "out of the box" to solve problems and make processes more efficient
Strong attention to detail, accuracy and confidentiality
Finance Analyst
Finance consultant job in Parkton, NC
The application window is expected to close December 20, 2025. Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Members of the Finance organization at select locations will generally be expected to follow a hybrid work model, which includes two days of in-office attendance each week, with limited exceptions.
**Meet the Team**
You will work with the Cmpute BE Finance team and business team. We are a small but closely knit integrated team providing amazing learning opportunities (from bookings to P&L to opex based on employee interest and role availability) The Business Entity Finance organization (BEF) partners with leaders in PM and Operational Functions to craft balanced shareholder value through strategic long-range planning, new business development, forecasting and budgeting.
**Your Impact**
You will provide financial support for bookings actuals & forecasting process, Qtly financial planning activities, forecast load support in Cloud &Compute BE Finance team. This is a critical support role, and we are looking for someone to dig into the numbers and help us drive insights that we can use to advise business team
Responsibilities include:
+ Work within BE Finance and across the teams to align on key deliverables and initiatives and act as PoC for Software reporting.
+ Support the Weekly/Monthly/Quarterly close activities, forecasting, variance analysis, reporting, and ad hoc responsibilities.
+ Weekly software Bookings Analysis for Monthly Forecast
+ Analyze discount, ASP reporting
+ Keep track of SW forecast in business tools such as Demantra
+ Support Quarterly Business Review (QBR) and Long-Range Planning (LRP) package for Business review.
+ Software and related metrics (AOV, ARR, ATR, iQRR, RPO) and other metrics as needed for corporate reporting
+ Work with Product management, revenue recognition and finance teams for pricing review for new PIDs and existing PIDs
+ Understand reporting requirement and create dashboards for analytical purpose (using Python, Power BI, Tableau etc)
+ You have a confirmed ability to work with and optimally influence business partners at multiple levels. An outstanding combination of analytical and interpersonal skills to figure out the story behind numbers in a really short time. Our business counterparts look to us for guidance as we try and predict the business in the coming months. Being highly motivated, a self-starter, working independently, and thinking critically are essential.
**Minimum Requirements:**
+ Bachelor's degree in finance or Business-related field with 5+ years related Finance experience, with a particular focus on operational / business partner support.
+ Ability to manage large complex data sets in PowerPivot, Access, PowerBI, Tableau, Python or other tools.
+ Solid analytical and creativity skills, ability to assimilate multiple data-points into a consolidated and comprehensive work product with reasonable assumptions.
+ Able to prioritize and re-prioritize as needed in a dynamic work environment. Some weeks are hectic in finance world due to reporting requirements.
+ Knowledge of financial systems (Hyperion, Essbase, FINBI, Business Objects, Demantra)
**Preferred Requirements**
+ Process orientated and can build capacity through process innovation / automation
**Why Cisco?**
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
**Message to applicants applying to work in the U.S. and/or Canada:**
The starting salary range posted for this position is $98,300.00 to $127,800.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
+ 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
+ 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
+ Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
+ Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
+ 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
+ Additional paid time away may be requested to deal with critical or emergency issues for family members
+ Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
+ .75% of incentive target for each 1% of revenue attainment up to 50% of quota;
+ 1.5% of incentive target for each 1% of attainment between 50% and 75%;
+ 1% of incentive target for each 1% of attainment between 75% and 100%; and
+ Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$118,400.00 - $176,900.00
Non-Metro New York state & Washington state:
$105,400.00 - $157,500.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
Cisco is an Affirmative Action and Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.
Cisco will consider for employment, on a case by case basis, qualified applicants with arrest and conviction records.
Experienced Financial Professional
Finance consultant job in Fayetteville, NC
Job DescriptionAt New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2022 was $115,917. In that same year, the average income of the top 50 of those agents was $1.59M.6 Benefits include medical, dental, vision, a 401(k) and pension. About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer
Training Magazine's APEX Award for 2022
We're proud the be recognized by organizations that also value diversity
Latino Leaders: 2022 Best Companies for Latinos to Work For
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients
5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
$4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
$579 million lifetime annuity income paid (includes all payouts on individual income annuity products)
Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511_082023 SMRU5029909 (Exp.04.30.2024)
US Experienced Financial Advisor
Finance consultant job in Fayetteville, NC
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
J.P. Morgan Wealth Management - Private Client Advisor - Pittsboro, NC
Finance consultant job in Pittsboro, NC
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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Analyst
Finance consultant job in Fayetteville, NC
Click here to meet some of the City's "CAN DO" employees. OPEN UNTIL FILLED Hiring Range: $61,222 - $78,058/Year D.O.Q. INCOMPLETE APPLICATIONS WILL NOT BE PROCESSED. . The City of Fayetteville is currently recruiting for a Financial Analyst to perform research and analysis to support financial processes such as special revenue and capital project fund accounting, year-end close out, audit process, and financial and grant reporting.
* Monitor annual operating funds of assigned departments, compile quarterly transaction reports; monitor and analyze revenues to ensure timely billings; and prepare revenue/expenditure reports.
* Assist departments and other divisions within the Finance department with ad hoc analysis reviews and financial accounting questions and reporting; provide training as needed.
* Administer special revenue and capital project funds of assigned departments, grant compliance and external agency reporting, and fixed assets; monitor budgets, expenditures, revenues and receivables; and prepare transaction detail reports for review; ensure grant eligibility and compliance.
* Make modifications to the City's financial reporting system, as needed, for the proper fund reporting of multi-year and special revenue projects and for classification in the Comprehensive Annual Financial Report (CAFR) and Annual Financial Information Report (AFIR).
* Participate in the preparation of fiscal year-end reporting and audit processes to include the CAFR, the AFIR, and other complex financial reports to meet internal and regulatory requirements.
* Assist with the preparation of independent reviews of financial records, reports, organizational, and operational studies.
* Compose, compile, prepare, review and present various reports, correspondence and documents of findings and results; maintain related records and files for retention and compliance purposes.
* Participate in the development and implementation of goals, objectives, policies, and priorities for the department and for the city; identify resource needs; recommend policies and procedures.
* Combine quantitative and qualitative data to administer programs.
For a complete job description, click here. Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Four years increasingly responsible experience in accounting, finance, financial administration, or a related field.
Training:
Equivalent to a Bachelor's degree from an accredited college or university with major course work in accounting, finance, or a related field.
LICENSING & CERTIFICATIONS:
Required:
None.
Preferred:
None.
From the time of closing, the selection process is anticipated to last 4 - 6 weeks. The process will consist of a panel interview with the selected candidate being subject to a pre-employment drug screen, background check and driving history check.
An Equal Opportunity Employer
Financial Solutions Advisor II - Raleigh/Durham Market
Finance consultant job in Holly Springs, NC
Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; Raleigh, North Carolina **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 (****************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
- Monday - Fridays and rotating Saturdays
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
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
**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.
Cost (Controlling) Analyst
Finance consultant job in Clinton, NC
We Elevate... Quality of urban life Our elevators, escalators, and moving walks safely transport more than two billion of us up and down buildings and across transportation hubs every day. As part of the Schindler team, you'll discover meaningful work that enhances quality of life for communities, and contribute to making places more accessible, inclusive, and sustainable for all. By joining us, you don't just become part of our success story; you help shape the future and continue our rich legacy that started back in 1874.
Join us as a
Cost (Controlling) Analyst
Your main responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to the following. The Company reserves the right to add to, delete, change or modify the essential duties and responsibilities at any time. All work is to be completed with minimum supervision and in accordance with Company standards. Other duties may be assigned.
A Controlling Analyst is a position assisting in managing the accounting and financial control activities of Clinton Plant, which provides information and advice to support the company's strategy and day-to-day management; review and control existing processes to meet the Company's internal control requirements. The objective of a controlling analyst includes:
* Provide in-depth analysis regarding daily financial and operational management
* Support and monitor the internal control process related to financial results (such as: inventory, purchasing, production efficiency, etc.)
* Support the control of product profitibality and cost
* Support the monthly closing, financial reports preparation, and budget planning of the plant
* System support (for example, Enterprise Resource Planning system)
* Maintain close working relationship with Plant operation team to coordinate plant objectives and financial requirements, and to evaluate financial impact of current/future activities
* Complete other tasks as requested by the Plant Controller
* Provide financial support to the projects of company/ other departments
What you bring
* Candidate must possess strong background in supply chain operations, cost accounting, and communication,
* Continuous learning mindset and capability of product knowhow pick-up.
* Experience using SAP with emphasis on product costing is a plus.
* Familiar with manufacturing operations and sourcing process.
* Highly motivated, detail oriented, self-directed individual with strong interpersonal skills.
* Excellent analytical and problem-solving skills.
* Advanced excel capabilities.
* Ability to lead and influence others.
*
EDUCATION and/or EXPERIENCE
Bachelor's degree in Accounting. A least 2 years of experience in the manufacturing environment (experience including cost standards developing, Routings, Bill of Materials, would be a plus).
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, financial reports, legal documents, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees and customers.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
COMPUTER SKILLS
Microsoft Word and Excel experience is a must. Microsoft PowerPoint, SAP, Lotus Notes would be a plus.
What's in it for you?
* Fully vested 401k match, up to 7% of total eligible compensation.
* Competitive Medical, Dental and Vision Plans - Effective from first day of hire.
* 3 weeks' vacation which increases with tenure, 7 sick days, 3 floating holidays and 8 Company Observed Holidays.
* Tuition Reimbursement - Eligible after 6 months of service.
* Parental Leave - 100% base pay for 6 consecutive weeks within first year of a child's birth or adoption.
* A wide range of development opportunities to boost your professional and leadership growth.
We Elevate… Your Career
Become part of our team, help us enhance quality of life and drive innovation while raising the bar for safety and sustainability. We value your diverse skills and perspectives as together we shape the sustainable cities of today and tomorrow.
Don't meet every single requirement? If you're excited about this role but your experience doesn't align perfectly with the qualifications listed in the job description, we encourage you to apply anyway! You may just be the right candidate for this or other roles!
Are you ready to embark on a new journey? Join #TeamSchindler! Our Core Values:
* Safety: Uphold the highest safety standards for all.
* Integrity and Trust: Foster honest, ethical relationships.
* Create Value for the Customer: Deliver innovative, reliable solutions.
* Quality: Ensure excellence in every product and service.
* Commitment to People Development: Nurture our people, they are the heart of our success.
Discover more on our career website.
At Schindler Group we value inclusion and diversity, and practice equity to create equal opportunities for all. We endeavor that all qualified applicants will receive consideration for employment without regard to age, race, ethnic background, color, religious affiliation, union affiliation, gender, gender identity, sexual orientation, marital status, national origin, nationality, genetics and health, disability or veteran status.
Any unsolicited application from Recruitment Agencies is deemed to be rejected and does not constitute in any manner an offer from a Recruitment Agency.
We Elevate
Senior Acquisition Analyst
Finance consultant job in Fayetteville, NC
We have an exciting opportunity to join us in supporting one of our valued customers as a Senior Acquisition Analyst supporting United States Special Operations Command (USSOCOM) and Special Operations Forces (SOF). Various locations: Fort Belvoir, VA; Fort Bragg, NC; Lexington, KY; Fort Eustis, VA; Natick, MA
* This position is contingent upon a contract award*
Essential Duties:
* Provides legal review/contract award support to Natick contracting in support of the APM for Next Generation Information & Awareness.
Required Qualifications:
* Expert knowledge of Other Transaction Agreements (OTA) is critical to reviews.
* 16+ years of relevant experience, including unmanned systems integration.
* Excellent communication, technical writing, and presentation skills.
* Familiarity with DoD acquisition lifecycle and rapid prototyping processes.
* Prior experience supporting USSOCOM, SOF AT&L, or other SOF components. (preferred).
Education: Bachelor's or Master's degree in a related field
Required Clearance: TS/SCI
Travel: TBD
Why Join USfalcon?
* Mission-Focused Culture - Join a company deeply embedded in supporting defense, aerospace, and federal initiatives.
* Career Growth & Development - Access training, mentorship, and advancement opportunities within a growing mid-tier defense contractor.
* Trusted Industry Partner - Be part of a company with nearly 30 years of continuous service to DoD and federal clients.
Senior Manufacturing Financial Analyst
Finance consultant job in Aberdeen, NC
We're looking for people who put their innovation to work to advance our success - and their own. Join an organization that ensures a more secure world through connecting and protecting our customers with inventive electrical solutions.
Serves as the Finance Business partner for the Aberdeen, NC. Location and Sourcing team to develop financial plans, monitor performance and analyze variances to the forecast/plans.
Prepare monthly & quarterly forecasts for the respective location with an understanding of the risks/opportunities.
Leads standard cost summary / inputs and alignment of key materials for North America region.
Owns the financial review for Capital investments for the Segment.
Support the month-end close process which includes journal entries and variance analysis.
Find opportunities for improving financial processes and apply Lean tools to improve efficiency and effectiveness of those processes.
Understand and show capability to summarize and communicate clearly the plant's financial performance.
Drive both cost and productivity for the plant while partnering with the leadership team and other personnel.
Maintains a standard reporting package to communicate results to management and the leadership team. Summarizes key conclusions and recommends opportunities for improvement where appropriate.
YOU HAVE:
Bachelor's degree in accounting or finance required.
5+ years of experience in Financial Planning & Analysis or Manufacturing finance is preferred.
Ability to communicate and deal effectively with personnel at all organizational levels and establish sound relationships with co-workers, executives and other finance personnel.
Proficient in Excel, Word, PowerPoint, Tableau and OneStream XF or similar financial reporting systems.
Applies good analytical and problem-solving skills to complex financial scenarios using good judgment, fact-based reasoning, and knowledge of US GAAP and International Accounting Standards (IAS).
Must be flexible, organized and able to work under time constraints and deadlines.
WE HAVE:
A dynamic global reach with diverse operations around the world that will stretch your abilities, provide plentiful career opportunities, and allow you to make an impact every day
nVent is a leading global provider of electrical connection and protection solutions. We believe our inventive electrical solutions enable safer systems and ensure a more secure world. We design, manufacture, market, install and service high performance products and solutions that connect and protect some of the world's most sensitive equipment, buildings and critical processes. We offer a comprehensive range of systems protection and electrical connections solutions across industry-leading brands that are recognized globally for quality, reliability and innovation.
Our principal office is in London and our management office in the United States is in Minneapolis. Our robust portfolio of leading electrical product brands dates back more than 100 years and includes nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF and TRACHTE. Learn more at **************
Commitment to strengthen communities where our employees live and work
We encourage and support the philanthropic activities of our employees worldwide
Through our nVent in Action matching program, we provide funds to nonprofit and educational organizations where our employees volunteer or donate money
Core values that shape our culture and drive us to deliver the best for our employees and our customers. We're known for being:
Innovative & adaptable
Dedicated to absolute integrity
Focused on the customer first
Respectful and team oriented
Optimistic and energizing
Accountable for performance
Benefits to support the lives of our employees
Benefit Overview
At nVent, we value our people and their health and well-being. We provide a broad benefits package with meaningful programs for eligible full-time employees that includes:
Medical, dental, and vision plans along with flexible spending accounts, short-term and long-term disability benefits, critical illness, accident insurance and life insurance.
A 401(k) retirement plan and an employee stock purchase plan - both include a company match.
Other supplemental benefits such as tuition reimbursement, caregiver, personal and parental leave, back-up care services, paid time off including volunteer time, a well-being program, and legal & identity theft protection.
At nVent, we connect and protect our customers with inventive electrical solutions. People are our most valuable asset. Inclusion and diversity means that we celebrate and encourage each other's authenticity because we understand that uniqueness sparks growth.
#LI-AW1
#LI-Onsite
Auto-ApplySr. Financial Analyst
Finance consultant job in Parkton, NC
The Senior Financial Analyst is responsible for enabling the team to deliver on financial and strategic objectives through forecast and analysis that guides business decisions. The role is important for managing financial performance and implementing finance strategies to achieve business performance in a cross-functional team environment. The Sr. Financial Analyst supports the business and drives finance initiatives and decisions. This role displays a high sense of ownership, a natural interest in continuously improving the way the business is viewed and a strong ability to communicate with non-financial-minded peers.
Company Overview
At FUJIFILM Biotechnologies, we're leading the charge in advancing tomorrow's medicines. If you want to be a part of life-impacting projects alongside today's most innovative biopharmaceutical companies, FUJIFILM Biotechnologies could be the right place for you.
From our Bioprocess Innovation Center to our cGMP-compliant manufacturing site, we thrive on collaboration, creativity, and purpose. Whether your expertise lies in research, manufacturing, or production, you'll find a home here where your efforts directly improve patients' lives. Together, let's shape the future of healthcare.
Situated at the cross-section of Morrisville and Research Triangle Park (RTP), North Carolina, our site is at the heart of a booming biotech hub surrounded by top universities, vibrant communities, and various outdoor opportunities.
Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of “giving our world more smiles.” Visit: ***************************************************
Job Description
What You'll Do
Ensures completion of the annual and long-term financial budget process including developing and maintaining the process
Builds financial and operational models for internal and external reporting
Partners with leadership team for support and drives the financial and business goals
Prepares and presents financial reports and analysis to senior leadership and executive committees ensuring a high degree of quality, timeliness, and accuracy
Provides key business insights and perspective outlooks
Performs financial research and analysis for financial control and audits readiness
Drives the development and implementation of improvement projects within the finance organization
Mentors other Finance personnel
Supports all accounting functions (e.g., fixed asset ledger, indirect tax matters, journal entries, reconciliations, procure to pay, and financial audits)
Performs other duties, as assigned
Knowledge and Skills
Excellent verbal and written communication skills for collaboration at all levels of the organization
Ability to work cross-functionally with a diverse team
Champions a collaborative attitude for the team
Highly motivated, self-starter with ability to work independently in a fast-paced changing environment, prioritizing tasks effectively
Ability to respond independently to senior leadership inquiries
Detailed professional with excellent analytical and problem-solving skills
Ability to work with complex data sets, systems, and processes
Exhibits critical thinking skills, high energy, disciplined organizational skills and sound judgment
Strong knowledge of SAP and Microsoft Office Suite
Basic Requirement / Certifications
Bachelor's degree in Finance or related field with 5+ years financial planning and analysis experience
Experience using Microsoft Office (e.g., Word, Excel, etc.)
Preferred Requirements / Certifications
Master's degree in Finance or related field with 3+ years financial planning and analysis experience
Biotech or Pharmaceutical industry experience
WORKING CONDITIONS & PHYSICAL REQUIREMENTS
Ability to stand for prolonged periods of time. Yes 60 frequency/minutes
Ability to sit for prolonged periods of time. Yes 60 frequency/minutes
Ability to conduct activities using repetitive motions that include wrists, hands and/or fingers. Yes
Ability to operate machinery and/or power tools. Yes
Ability to conduct work that includes moving objects up to X pounds. Yes 10 lbs.
EEO Information
Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc.
ADA Information
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (HR_*****************).
Auto-ApplyFinancial Analyst
Finance consultant job in Pinehurst, NC
, permanent Financial Analyst Xecutive Recruitment Inc is a leading recruitment agency based in Pinehurst, NC. We specialize in providing top-notch talent to various industries, including finance, accounting, and business operations. Our team is dedicated to helping our clients achieve their business goals by finding the best candidates for their specific needs.
Job Overview:
We are seeking a highly skilled and motivated Financial Analyst to join our team. The ideal candidate will have a strong background in finance and accounting, with a keen eye for detail and strong analytical skills. In this role, you will be responsible for conducting financial analysis, forecasting, and budgeting to support decision-making processes for our clients.
Key Responsibilities:
- Conduct financial analysis and reporting for our clients, including financial statements, budgeting, and forecasting.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Develop financial models and projections to support business decisions.
- Collaborate with various departments to gather and analyze financial data.
- Prepare and present financial reports to senior management and clients.
- Monitor and track financial performance against budget and forecast.
- Identify and recommend cost-saving opportunities to improve financial performance.
- Stay up-to-date with industry trends and regulations to ensure compliance.
- Assist in the development and implementation of financial policies and procedures.
- Participate in special projects and ad-hoc analysis as needed.
Qualifications:
- Bachelor's degree in Finance, Accounting, or related field.
- Minimum of 3-5 years of experience in financial analysis or related field.
- Strong understanding of financial statements and financial analysis techniques.
- Proficient in financial modeling and forecasting.
- Advanced Excel skills and experience with financial software.
- Excellent analytical and problem-solving skills.
- Strong attention to detail and accuracy.
- Excellent communication and presentation skills.
- Ability to work independently and in a team environment.
- CPA or CFA certification is a plus.
We Offer:
- Competitive salary and benefits package.
- Opportunity for growth and advancement within the company.
- A dynamic and collaborative work environment.
- Training and development opportunities.
- Work-life balance and flexible work arrangements.
If you are a highly motivated and analytical individual with a passion for finance, we would love to hear from you. Join our team at Xecutive Recruitment Inc and take your career to the next level. Apply now!
Sr. Financial Analyst
Finance consultant job in Parkton, NC
The Senior Financial Analyst is responsible for enabling the team to deliver on financial and strategic objectives through forecast and analysis that guides business decisions. The role is important for managing financial performance and implementing finance strategies to achieve business performance in a cross-functional team environment. The Sr. Financial Analyst supports the business and drives finance initiatives and decisions. This role displays a high sense of ownership, a natural interest in continuously improving the way the business is viewed and a strong ability to communicate with non-financial-minded peers.
Company Overview
At FUJIFILM Biotechnologies, we're leading the charge in advancing tomorrow's medicines. If you want to be a part of life-impacting projects alongside today's most innovative biopharmaceutical companies, FUJIFILM Biotechnologies could be the right place for you.
From our Bioprocess Innovation Center to our cGMP-compliant manufacturing site, we thrive on collaboration, creativity, and purpose. Whether your expertise lies in research, manufacturing, or production, you'll find a home here where your efforts directly improve patients' lives. Together, let's shape the future of healthcare.
Situated at the cross-section of Morrisville and Research Triangle Park (RTP), North Carolina, our site is at the heart of a booming biotech hub surrounded by top universities, vibrant communities, and various outdoor opportunities.
Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of “giving our world more smiles.” Visit: ***************************************************
Job Description
What You'll Do
Ensures completion of the annual and long-term financial budget process including developing and maintaining the process
Builds financial and operational models for internal and external reporting
Partners with leadership team for support and drives the financial and business goals
Prepares and presents financial reports and analysis to senior leadership and executive committees ensuring a high degree of quality, timeliness, and accuracy
Provides key business insights and perspective outlooks
Performs financial research and analysis for financial control and audits readiness
Drives the development and implementation of improvement projects within the finance organization
Mentors other Finance personnel
Supports all accounting functions (e.g., fixed asset ledger, indirect tax matters, journal entries, reconciliations, procure to pay, and financial audits)
Performs other duties, as assigned
Knowledge and Skills
Excellent verbal and written communication skills for collaboration at all levels of the organization
Ability to work cross-functionally with a diverse team
Champions a collaborative attitude for the team
Highly motivated, self-starter with ability to work independently in a fast-paced changing environment, prioritizing tasks effectively
Ability to respond independently to senior leadership inquiries
Detailed professional with excellent analytical and problem-solving skills
Ability to work with complex data sets, systems, and processes
Exhibits critical thinking skills, high energy, disciplined organizational skills and sound judgment
Strong knowledge of SAP and Microsoft Office Suite
Basic Requirement / Certifications
Bachelor's degree in Finance or related field with 5+ years financial planning and analysis experience
Experience using Microsoft Office (e.g., Word, Excel, etc.)
Preferred Requirements / Certifications
Master's degree in Finance or related field with 3+ years financial planning and analysis experience
Biotech or Pharmaceutical industry experience
WORKING CONDITIONS & PHYSICAL REQUIREMENTS
Ability to stand for prolonged periods of time. Yes 60 frequency/minutes
Ability to sit for prolonged periods of time. Yes 60 frequency/minutes
Ability to conduct activities using repetitive motions that include wrists, hands and/or fingers. Yes
Ability to operate machinery and/or power tools. Yes
Ability to conduct work that includes moving objects up to X pounds. Yes 10 lbs.
EEO Information
Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc.
ADA Information
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (HR_*****************).
Auto-ApplySenior Financial Analyst
Finance consultant job in Pinehurst, NC
Pinehurst Medical Clinic (PMC)
PMC is a recognized healthcare provider in the communities of Moore County, Lee County, Cumberland County, Chatham County, and the surrounding six counties. Locally owned and managed, PMC offers a broad range of primary and specialty care services to the communities we serve. The physicians and healthcare team of professionals at PMC share a commitment to patient-centered care that is physician-led and utilizes the latest advances in medical technology. This combination of leading-edge medicine and deep compassion for the people we serve has been a hallmark of PMC since 1952. PMC consists of over 130 providers, approximately 750 employees, and 16 locations.
Benefits to support you and your family:
PMC is proud to support the total health and well-being of our team members so they can thrive personally and professionally. That's why, as part of the PMC team, you'll have a package of benefits that covers your health, well-being, family, and future. For more information regarding our benefits, click here to view our benefits overview guide.
What will you do as a PMC Senior Financial Analyst
The Senior Financial Analyst is responsible for evaluating and interpreting financial information and performance, identifying trends, budgeting, forecasting, variance analysis, and providing recommendations and guidance to senior leadership.
A day in the life of a PMC Senior Financial Analyst may include:
Coordinate the preparation of financial forecasts, budgets and related analysis of variances to actual results
Provides analytical and consultative support to departmental and service line management and key stakeholders through the evaluation and understanding of how departmental financial information is integrated into the day-to-day operations of the organization and its service lines.
Assist with training other team members, providing regular feedback to both the manager and staff.
Involved with the numerous ongoing projects relating to the identification of cost saving opportunities, physician resource utilization analysis, quality/cost analysis, and dashboard creation.
Engage in the various benchmarking activities and other projects as needed.
Other duties as assigned.
Required Qualifications
Education (Including Licenses and Certifications): Bachelor's degree in Business, Accounting, Finance or a related field required or equivalent combination of education and experience.
Experience: Minimum of 3 years of experience as a financial analyst or similar role preferably in Health Care.
Skills/Abilities:
Understanding of healthcare operations, including clinical workflows, revenue cycle management, and healthcare regulations (e.g., HIPAA).
Proficient in software tools such as Microsoft Excel, Microsoft SQL and MicroStrategy or similar.
Solid understanding of statistical analysis and data mining techniques.
Experience with healthcare data sources, such as EHR systems, claims data, and financial systems.
Excellent communication and presentation skills, with the ability to convey complex analytics concepts to non-technical stakeholders.
Shift: Day Shift (Monday through Friday) no weekends or holidays
Pay Type: Hourly (Non-Exempt)
The Pinehurst Medical Clinic is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
Auto-ApplyFinancial Analyst Internship
Finance consultant job in Wagram, NC
WELCOME HOME! - Financial Analyst Internship At Cascades, Sustainable Development means Respecting the True Nature of our 10,000 talents. We put you first: * Group insurance & 401(k)/Retirement Plan with Company Contributions * Accessible gym space &/or Paid Sports Activities
* Employee Assistance Program
* Base Salary Range for Senior Financial Analyst is $45,000-$50,000 (non-exempt salaried)
Responsibilities
* Willing to develop good understanding of SAP, financial reporting system.
* Month end closing activities such as preparing journal entries, reviewing balance sheet and income statement accounts for potential posting errors.
* Willing to learn basic P2P process, assist in researching & resolving accounts payable issues.
* Participating in various physical inventory counts, reconciliations, and ensuring continuous compliance with company policies and procedures.
* Assist in providing monthly variance analysis, financial models and projections in support of business decisions
* Willing to develop an understanding of the manufacturing environment and all key drivers of the financial results.
Bring out the best in yourself. Commit. Evolve. Persevere. Every day, our colleagues choose to respect their true nature by contributing with passion to our mission.
RELEVANT EXPERIENCE & STRENGTHS
* Excellent organizational skills and attention to detail
* Strong analytical and problem solving skills
* Prioritization of time and work
* Use of self-initiative and independence to complete tasks with urgency and meet deadlines.
* Unparalleled rigor to produce required deliverables
* Ability to address issues and problems by proposing solutions
* Ability to overcome ambiguities and complex situations
* Ability to support and advise business partners in analyzing their needs and finding solutions
* Ability to act and react quickly while taking the lead on a number of different files
* Strong sense of responsibility
* Proficiency in English
* Proficiency in Office Suite (Excel, Word, PowerPoint)
REQUIREMENTS
* Bachelor's Degree in Accounting or Finance from an accredited institution. (Students must be in final semester of school)
* Course requirements - a minimum of 6 hours of general accounting, 3 hours of cost accounting or management accounting, 3 hours of finance.
* Though this position is 100% on-site, there will be accommodations made for student applicants.
About Cascades
Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner.
To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
Finance Analyst
Finance consultant job in Parkton, NC
The application window is expected to close December 20, 2025. Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Members of the Finance organization at select locations will generally be expected to follow a hybrid work model, which includes two days of in-office attendance each week, with limited exceptions.
Meet the Team
You will work with the Cmpute BE Finance team and business team. We are a small but closely knit integrated team providing amazing learning opportunities (from bookings to P&L to opex based on employee interest and role availability) The Business Entity Finance organization (BEF) partners with leaders in PM and Operational Functions to craft balanced shareholder value through strategic long-range planning, new business development, forecasting and budgeting.
Your Impact
You will provide financial support for bookings actuals & forecasting process, Qtly financial planning activities, forecast load support in Cloud &Compute BE Finance team. This is a critical support role, and we are looking for someone to dig into the numbers and help us drive insights that we can use to advise business team
Responsibilities include:
* Work within BE Finance and across the teams to align on key deliverables and initiatives and act as PoC for Software reporting.
* Support the Weekly/Monthly/Quarterly close activities, forecasting, variance analysis, reporting, and ad hoc responsibilities.
* Weekly software Bookings Analysis for Monthly Forecast
* Analyze discount, ASP reporting
* Keep track of SW forecast in business tools such as Demantra
* Support Quarterly Business Review (QBR) and Long-Range Planning (LRP) package for Business review.
* Software and related metrics (AOV, ARR, ATR, iQRR, RPO) and other metrics as needed for corporate reporting
* Work with Product management, revenue recognition and finance teams for pricing review for new PIDs and existing PIDs
* Understand reporting requirement and create dashboards for analytical purpose (using Python, Power BI, Tableau etc)
* You have a confirmed ability to work with and optimally influence business partners at multiple levels. An outstanding combination of analytical and interpersonal skills to figure out the story behind numbers in a really short time. Our business counterparts look to us for guidance as we try and predict the business in the coming months. Being highly motivated, a self-starter, working independently, and thinking critically are essential.
Minimum Requirements:
* Bachelor's degree in finance or Business-related field with 5+ years related Finance experience, with a particular focus on operational / business partner support.
* Ability to manage large complex data sets in PowerPivot, Access, PowerBI, Tableau, Python or other tools.
* Solid analytical and creativity skills, ability to assimilate multiple data-points into a consolidated and comprehensive work product with reasonable assumptions.
* Able to prioritize and re-prioritize as needed in a dynamic work environment. Some weeks are hectic in finance world due to reporting requirements.
* Knowledge of financial systems (Hyperion, Essbase, FINBI, Business Objects, Demantra)
Preferred Requirements
* Process orientated and can build capacity through process innovation / automation
Why Cisco?
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
Message to applicants applying to work in the U.S. and/or Canada:
The starting salary range posted for this position is $98,300.00 to $127,800.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
* 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
* 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
* Non-exempt employees receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
* Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
* 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
* Additional paid time away may be requested to deal with critical or emergency issues for family members
* Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
* .75% of incentive target for each 1% of revenue attainment up to 50% of quota;
* 1.5% of incentive target for each 1% of attainment between 50% and 75%;
* 1% of incentive target for each 1% of attainment between 75% and 100%; and
* Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$118,400.00 - $176,900.00
Non-Metro New York state & Washington state:
$105,400.00 - $157,500.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
Financial services professional (Seeking military Vets)
Finance consultant job in Fayetteville, NC
Job DescriptionTake command of your career with New York Life. You've served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life hopes to give you another opportunity to use these attributes in a new field and in a completely different way. At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the veteran community and your own personal network. In working with these markets, you will improve their lives and the lives of their family and friends via appropriate decision-making, ethical integrity, and a strong commitment to your work. New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2 We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 If you are determined to succeed, then New York Life is positioned to provide you with the strength and support to help build your own practice. What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our 115 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2022 was $115,917.6 In that same year, the average income of the top 50 of those agents was $1.59M.6 Benefits include medical, dental, vision, a 401(k) and pension.7 About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.8 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength2
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer 9
Training Magazine's APEX Award for 2022
We're proud the be recognized by organizations that also value diversity.
Latino Leaders: 2022 Best Companies for Latinos to Work For
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients10
5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
$4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
$579 million lifetime annuity income paid (includes all payouts on individual income annuity products)
Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/23/22. For methodology, please see ******************************* 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). 3. New York Life agents have led the Million Dollar Round Table for 68 consecutive years. 1,484 of MDRT members are New York Life professionals. Source: MDRT, July 2022 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 7. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 8. Dividends are not guaranteed. 9. A full list of our awards is available here: *************************************************************** 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
J.P. Morgan Wealth Management - Private Client Advisor - Pittsboro, NC
Finance consultant job in Pittsboro, NC
JobID: 210661211 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Solutions Advisor - Utah South Market - Spanish Preferred
Finance consultant job in Linden, NC
Lindon, North Carolina;Provo, Utah; Saratoga Springs, Utah **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 (**************************************************************************************************************************************
**:**
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:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**_Schedule - Monday thru Friday, with rotating Saturdays_**
**Required Qualifications**
+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Sets and accomplishes goals, achieving whatever you put your mind to.
+ Builds and nurtures strong relationships.
+ Collaborates effectively with others to get things done.
+ Communicates effectively and confidently and is comfortable engaging all clients.
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
+ Likes to learn, adapts to new information and seeks the right solutions for clients.
+ Efficiently manages your time and capacity.
+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for
**Desired Qualifications**
+ Bilingual Proficiency - Spanish/English
+ Strong computer skills with an ability to multitask in a demanding environment.
+ At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Obtained your insurance licenses.
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**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.
Financial Analyst
Finance consultant job in Pinehurst, NC
Pinehurst Medical Clinic (PMC)
PMC is a recognized healthcare provider in the communities of Moore County, Lee County, Cumberland County, Chatham County, and the surrounding six counties. Locally owned and managed, PMC offers a broad range of primary and specialty care services to the communities we serve. The physicians and healthcare team of professionals at PMC share a commitment to patient-centered care that is physician-led and utilizes the latest advances in medical technology. This combination of leading-edge medicine and deep compassion for the people we serve has been a hallmark of PMC since 1952. PMC consists of over 130 providers, approximately 750 employees, and 16 locations.
Benefits to support you and your family:
PMC is proud to support the total health and well-being of our team members so they can thrive personally and professionally. That's why, as part of the PMC team, you'll have a package of benefits that covers your health, well-being, family, and future. For more information regarding our benefits, click here to view our benefits overview guide.
What will you do as a PMC Financial Analyst
The Financial Analyst supports the financial information needs for Pinehurst Medical Clinic. These needs include, but are not limited to the following: review of department responsibility reports, review of productivity reports, review of statistical reports, and special financial analysis as needed.
A day in the life of a PMC Financial Analyst may include:
Responsible for the preparation of departmental and provider productivity reports and related analysis of variances to actual results.
Provides analytical and consultative support to departmental and service line management and key stakeholders through the evaluation and understanding of how departmental financial & productivity information is integrated into the day-to-day operations of the organization and its service lines.
Assist with training various team members on the reports produced.
Involved with the numerous ongoing projects relating to the identification of cost saving opportunities, physician resource utilization analysis, quality/cost analysis.
Creation and maintenance of various financial and performance dashboards.
Engage in the various benchmarking activities and other projects as needed.
Other duties as assigned.
Required Qualifications
Education (Including Licenses and Certifications):
Bachelor's degree in Business, Accounting, Finance, Analytics or a related field required or equivalent combination of education and experience.
Experience:
1-2 year's experience as a financial analyst or similar role preferably in Health Care. Proficient with Microsoft Office applications including Microsoft Excel & Microsoft SQL server.
Skills and Abilities:
Understanding of healthcare operations, including clinical workflows, revenue cycle management, and healthcare regulations (e.g., HIPAA).
Proficient in software tools such as Microsoft Excel, Microsoft SQL and MicroStrategy or similar.
Solid understanding of statistical analysis and data mining techniques.
Experience with healthcare data sources, such as EHR systems, claims data, and financial systems.
Excellent communication and presentation skills, with the ability to convey complex analytics concepts to non-technical stakeholders.
Shift: Day Shift (Monday through Friday) no weekends or holidays
Pay Type: Hourly (Non-Exempt)
The Pinehurst Medical Clinic is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
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