Finance consultant jobs in Fresno, CA

We are looking for an experienced Financial Consultant to join our team in Fresno, California. In this long-term contract role, you will play a key part in analyzing financial data, developing models, and providing insights to support decision-making processes. This position offers a dynamic opportunity to contribute to the financial health and strategic growth of the organization. Responsibilities: - Conduct comprehensive financial analysis to identify trends and drive business decisions. - Develop and maintain financial models to forecast and evaluate company performance. - Perform variance analysis to compare actuals versus forecasts and budgets. - Provide insightful ad hoc financial analysis to address specific business needs. - Utilize data mining techniques to extract and interpret complex financial information. - Manage cash flow by analyzing, forecasting, and modeling financial activities. - Prepare detailed cash flow forecasts to support strategic planning. - Collaborate with cross-functional teams to ensure accurate reporting and alignment with financial goals. - Leverage advanced Microsoft Excel skills to organize and analyze large datasets. - Utilize Sage Accounting Software for efficient financial management and reporting. Requirements - Bachelor's degree in Finance, Accounting, or a related field REQUIRED. - Minimum of 5 years of experience in financial analysis or consulting roles. - Expertise in financial modeling, variance analysis, and cash flow management. - Proficiency in ad hoc financial analysis and data mining techniques. - Advanced skills in Microsoft Excel for data organization and modeling. - Strong analytical and problem-solving skills with attention to detail. - Ability to effectively communicate financial insights to stakeholders. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available including medical, vision, dental, life and disability insurance. Employees hired for our FTEP Program are also eligible to enroll in our company's 401(k) or deferred compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week. A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year. Learn more at roberthalfbenefits.com/Resources. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

Current Employees and Contractors Apply HereOsaic Careers Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. Meet with clients to establish financial goals and communicate the VFG investment beliefs. Attend new client appointments and second closing meetings with President as assigned. Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. Maintain the highest level of confidentiality with all information obtained. Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. Participate in weekly staff meeting. On occasion, professionally represent VFG at community events. Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: Bachelor's Degree or equivalent work experience/licensure preferred. Ability to present and communicate ideas and concepts in public and private, verbally and in writing. Demonstrated accuracy and thoroughness to ensure the highest quality of work. Ability to demonstrate a positive customer service attitude and good personal skills. Experience using Microsoft Office and internet. Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. Excellent problem solving, strong organizational and communication skills. Strong analytical skills and attention to detail. Required: FINRA Series 7 and Series 66 licensure or CFP designation Current Employees and Contractors Apply Here

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Our Deloitte Human Capital team helps organizations create value through people performance. We work with clients to reimagine work, the workforce, and the workplace across the enterprise and to transform their HR functions with AI and emerging technology. With the rapid pace of change in today's world, you will help clients answer questions like: How do I access, develop, and motivate my workforce? What should my AI strategy be for the HR function? Do I have the right organization and culture to enable performance? Join our team to make work better for humans and humans better at work. Recruiting for this role ends on December 15, 2025. Work You'll Do As a Senior Consultant on our Human Capital team, you will: * Lead the deployment of the Workday Student Financial Aid module by assisting with requirements gathering, solution design, configuration, testing, data migration, user training, and post-production support * Collaborate with project leads and stakeholders to interpret business requirements and support the configuration of the Workday Student Financial Aid module * Lead the analysis of current Student Financial Aid processes and provide support in designing and configuring Workday solutions that align with institutional goals and future-state workflows * Serve as a key point of contact, working closely with university leadership, functional owners, IT teams, and Workday consultants to support ongoing communication and ensure project alignment The Team Deloitte's Government & Public Services (GPS) practice - our people, ideas, technology and outcomes - is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise. Our HR Strategy & Technology offering develops leading global HR strategies and implements HR technologies that drive transformation, maximize the workforce experience, and sustain HR effectiveness and value while navigating a world of disruption. Qualifications Required: * 5+ years of experience providing functional support for the Workday Student Financial Aid module * Actively Workday Student Financial Aid certified * Bachelor's degree * Ability to travel up to 50-75%, on average, based on the work you do and the clients and industries/sectors you serve * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred: * Experience with Workday reporting preferred The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $107,000 to $198.000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ****************************************************** Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 319418 Job ID 319418

Job TitleSenior Financial Restructuring ManagerJob Description Rabobank is the world's leading specialist in food and agribusiness banking. As a Financial Restructuring Manager you will develop and implement workout strategies on an assigned portfolio of highly complex problem loans. One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients. At Rabobank our culture is unique, because every day our people work knowing that we are all playing our part in supporting our farmers to feed the world. Our Shared Future: “The position provides opportunities to collaborate with our Clients in overcoming whatever challenges have brought them to Financial Restructuring and to work together to find the best path forward for both the Client and Rabo.” You and Your Job As a Senior Financial Restructuring Manager you will be successful by establishing and building strong working relationships with clients and colleagues to manage risk for the bank and coach clients to help them succeed. The position contributes to the departments goal of a smooth and accurate process in the Financial Restructuring & Recovery operation for Rabo Agri Finance LLC, the rural lending arm of Rabobank in the US. Working for the Rabobank Group demands special competencies from the individual employee, who must have a natural tendency to collaborate with customers, members and colleagues. This requires employees to have a personality which is clearly "actively focused on other people", and for employees to make careful consideration between risks and results in the performance of work duties, with the objective to increase and maintain customer confidence in the entire value chain of product development, product distribution and customer advice. Job Responsibilities Coordinates the semi-annual Loan Strategy Report cycles and ensures that all LSR's are prepared and presented timely. Be familiar with and comply with laws, regulations and internal policies and procedures that are applicable to required job duties within the Financial Restructuring group. Financial Restructuring Managers work directly with RAF Legal and outside counsel to ensure timely and quality results. Coordinate the loan closing activities of Financial Restructuring loans. And work directly with Closing and Legal staff to achieve timely and quality results. Coach and counsel colleagues on matters relative to Financial Restructuring loans and issues. They may act in an advisory role with the Business on loans classified OLEM or Early Warning. Understand the loan relationship, assessing the issues that caused the classification downgrade, and working with the Business and possibly the customer, to devise and implement a plan that effectively rehabilitates the credit and ultimately results in an upgrade in the loan classification. Your Promise to Us: To be considered for the Senior Financial Restructuring Manager role, you must have: Bachelor's degree in a related field. 7+ years of experience in loan restructuring and risk management. Strong negotiation skills and the ability to solve complex problems. Ability to analyze simple to complex financial statements to evaluate the financial stability of an entity or individual. Establish and build strong working relationships with clients and others that may be challenging to work with. Ability to travel regionally, up to 50% Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on three main components: Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $130,000.00 - $155,000.00 This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid

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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.

**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.

Job Title: Financial Analyst - Pricing & Tax About the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.

Financial Analyst ROLE We need a Financial Analyst for the United States Attorney's Office, Eastern District of California (USAO-EDCA). The USAO is responsible for prosecuting and defending cases for the federal government. Your role as a Financial Analyst for the USAO EDCA will be to conduct in-depth financial analysis to determine the financial standing of individuals and entities involved in federal cases. You will gather and interpret financial data from multiple sources to support legal actions, working closely with prosecutors and other legal staff to ensure accurate analysis is provided for debt recovery and enforcement. This is a full-time opportunity. We can offer a competitive salary, and a comprehensive benefits package. RESPONSIBILITIES Analyze financial data from tax returns, payroll, loan records, and financial statements Use financial systems, databases, public records, and open sources for data collection Reconstruct incomplete or destroyed financial records for asset investigations Prepare reports and summaries for non-accountants on investigation findings Provide legal and administrative support under the Federal Debt Collection Act Assist AUSAs with litigation support and debt enforcement actions Communicate with prosecution teams, courts, agencies, and defendants Negotiate and secure voluntary payment agreements for debt recovery Perform additional financial analysis and enforcement duties as needed REQUIRED SKILLS / EXPERIENCE Experience analyzing complex documents and records Proficiency with automated systems, databases, and open-source research Strong report writing and communication skills for non-accountants Ability to manage multiple tasks in a fast-paced environment Strong communication skills with legal teams and other stakeholders REQUIRED EDUCATION / CERTIFICATIONS Bachelor's degree, preferably in accounting or finance - preferred AND 5 years of accounting, finance, or related experience OR a Paralegal certificate OR 5 years experience as a Paralegal LOCATION Fresno, CA 93721 CLEARANCE U.S. Citizenship and ability to obtain adjudication for the requisite background investigation CLIENT Department of Justice (DOJ), United States Attorney's Office, Eastern District of California (USAO - EDCA) TRAVEL Travel may be required. WORK HOURS Full-time = 40 hours a week, 8 hours a day BENEFITS Comprehensive healthcare, vision, and dental. Retirement (401k & Roth) EMPLOYMENT CLASSIFICATION Employment Classification Eligibility - W2 Non-Exempt COMPENSATION $70,000 - $80,000 commensurate with experience RELOCATION Not eligible for relocation benefits West 4 th Strategy is an Equal Opportunity/Affirmative Action (EEO/AA) employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, gender, sexual orientation, ancestry, national origin, age, marital status, mental disability, physical disability, medical condition, pregnancy, political affiliation, military or veteran status, or any other basis prohibited by federal or state law. Employment with West 4th Strategy is on an at-will basis. This means either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, subject to applicable law. Benefits include comprehensive healthcare (medical, vision, dental), retirement options (401k & Roth), and paid leave in accordance with California state law, including paid sick leave. Employees are also covered by California State Disability Insurance (SDI) and Paid Family Leave (PFL) programs. Other Considerations: applicants will be subject to a background investigation. Individual's primary workstation is in an office area. The noise level in this environment is low to moderate. Regularly required to sit for extended periods up to 80% of the time; frequently required to move about to access file cabinets and use office equipment such as PC, copier, fax, telephone, cell phone, etc. Occasionally required to reach overhead, bend, and lift objects of up to 10 lbs. Specific vision abilities required by this job include the use of computer monitor screens up to 80% of the time.

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. Review, track, and support replacement reserve activity. Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. Monitor variances, identify trends, communicate important findings, and recommend actions to management. Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. Identify notable issues and orchestrate resolutions with team members. Complete ad-hoc assignments as needed by the executive team. Requirements Bachelor's degree in Finance or Accounting. Minimum of 1 to 3 years' experience in Finance or Accounting. Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. Produce complex documents, perform analysis and maintain databases. Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications Bachelor's degree in finance or accounting 1-3 years of experience in finance #IND3 Our Benefits:Regular full-time US employees are eligible to participate in the following benefits: - Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday) - 401(k) plan options with a company match - Various Comprehensive Medical, Dental, & Vision plan options - Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution - Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance - Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions) - Tuition Reimbursement program and continuous training and development opportunities - Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options - Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!) - Flexible and/or Hybrid schedules are available for certain roles - Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families - To learn more, visit winnbenefits.com Why WinnCompanies? A job you can be proud of : WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives. A job that challenges you : Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace. A job you can learn from : We offer multi-faceted leadership and learning opportunities to support our team members' career growth and professional development. A team that cares : We value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we're committed to celebrating and uplifting our team members. About Us:WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success - 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico. Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there's a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day. If you are a California Resident, please see our Notice of Collection here. Salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data. Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check. Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act. Current Winn employees should apply through this internal link.

The City of Visalia is recruiting for Financial Analyst to join the City's Finance Department. Please click here for the recruitment announcement. THE DEPARTMENT This position will be assigned to the City's Finance Department which is responsible for the City's fiscal operations including the planning, directing, monitoring, and improvement of the City's financial resources. The department operates under the supervision of the Finance Director and is made up of various divisions including Budget & Analysis, Capital Improvement, Audit, Accounting, Purchasing, Utility Billing (Call Center & Public Counter), Business Tax, Information Systems, and Affordable Housing. THE POSITION This Financial Analyst position oversees Utility Billing (Call Center & Public Counter) which includes supervision of 10 full-time employees. The Utility Billing Center is responsible for approximately 40,000 accounts that are billed monthly for Storm Water, Sewer, Trash, and Underground Water Recharge. Staff is responsible for account starts, stops, repairs, work orders, questions, payments, delinquency, and auditing to ensure service is billed correctly. This position works closely with the Public Works Operations staff. Primary duties performed by the Financial Analyst are the following: * Oversees accounting and finance functions of the Utility Billing Division which includes preparing, reviewing, and approving Journal Entries. * Responsible for utility billing software, practices, procedures and ordinances; recommends, develops and implements improvements for efficiency. * Researches, prepares, reviews, and analyzes various utility billing and accounting reports, maintains utility rates, and researches variances. * Reconciles monthly transactions of proprietary software and subsidiary ledgers. * Assists in preparing Department's work program to assure progress toward goal attainment. * Analyzes Department's operating revenues and expenditures. * Participates in and supports City annual audit. IDEAL CANDIDATE The ideal candidate for this position will be a self-managing, detail-oriented individual, who likes to stay busy with a wide variety of tasks and projects. They will possess strong analytical and management skills. Managing and prioritizing multiple complex projects and deadlines is essential, as is the ability to identify and overcome obstacles. The candidate should enjoy meeting and working with citizens and be able to build and maintain a cooperative working environment with coworkers. The successful candidate will need to be at ease with angry customers and be able to solve citizen complaints. The candidate must have experience in accounting and have the ability to analyze complex financial problems and develop solutions. EXPERIENCE AND EDUCATION Any combination equivalent to experience and education that could likely provide the required knowledge, skill and ability is qualifying. A typical way to obtain the knowledge, skill and abilities would be: * Three (3) years of experience in financial management or accounting in municipal government. * Graduation from an accredited college or university, with a degree in business administration, accounting, economics or a closely related field. * Experience in utilities, billing, and customer service supervision is preferred but not required. Please click here for a detailed job description. SELECTION PROCESS Application and supplemental materials will be evaluated and applicants who appear to be most qualified will be invited to participate in a job related interview and/or examination process. Successful candidates may be required to pass a background, physical examination, and/or drug screen. COMPENSATION AND BENEFITS The City of Visalia offers a competitive total compensation package that includes: Monthly Salary: $8,210 - $10,321 CalPERS Retirement Program Health, Dental, and Vision Insurance Longevity Pay Tuition Reimbursement Onsite City Health and Wellness Clinic (no out of pocket expense) Review the Benefits tab for more information. EXPERIENCE VISALIA. ENHANCE YOUR LIFE. If work-life balance is important to you, consider living in a thriving community that offers the most affordable housing in California with a typical commute time of less than 20 minutes. With a population of over 146,000, Visalia offers small town charm with metropolitan amenities. Visalia has a world class health care system, our own Sequoia Symphony Orchestra, a flourishing arts community, a minor league baseball team, a downtown convention center, and numerous fine dining establishments. As the Tulare County seat, Visalia is the principal retail center in the region, and home to several large industrial employers. Visalia has a vibrant downtown district, safe neighborhoods, excellent schools, institutions for higher learning, and low cost of living. The City has many community parks, organized team sports, a municipal golf course and private country club, a multi-sport family-oriented regional sports park, and numerous outdoor and recreational activities. Located in the heart of California's San Joaquin Valley, Visalia offers easy access to the nearby mountains, national parks, lakes and rivers which provide year-round opportunities for sports and recreation within an hour or less. Visalia was ranked as the top Central Valley community and one of seven California cities in the top 25 of Gallup Sharecare's latest State of American Well Being Index. Our strong sense of community and social well-being keeps Visalians happy, healthy, and moving forward. Come discover all Visalia has to offer! The City of Visalia is an Equal Opportunity Employer.

Senior Financial Analysts ensure that California Dairies, Inc. makes sound financial decisions. As a Senior Financial Analyst, your work, whether it's tracking performance metrics or modeling business scenarios, is used by our leaders to make strategic company decisions. While working on multiple projects at a time, you are focused on the details while finding creative ways to solve big picture challenges. As a Senior Financial Analyst, you will work with the Sales and Operations teams to track and analyze all aspects of the manufacturing process and the performance of all product line sales volume and margin. As support for the Sales team, this position leads portions of the monthly forecasting, annual budgeting, and financial variance analysis processes, while owning finance and business intelligence reporting tools. You will demonstrate insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results. Essential Functions Prepare and analyze weekly, monthly, and annual sales reports and dashboards tracking product line performance of volume, price, product mix, and overall revenue management. Prepare materials for Board of Directors meetings and Executive Leadership Team meetings and assist in the evolution and enhancement of monthly reporting packages. Forecast growth and contribute to goal setting and monthly forecasting processes. Provide insights on key business dimensions: products, regions, customer segments, customers, product mix. Analyze drivers of business performance as part of business reviews and ad-hoc projects. Collecting and analyzing quantitative data from the manufacturing process paths. Build and manage divisional reporting platforms (e.g., PowerBI, Workday, Vena, etc), ensuring alignment with business needs, and maintaining data integrity. Support financial components of business cases. Define and track meaningful metrics to support decision-making. Partner with other Financial Analysts to contribute to annual budget. Perform other ad hoc reporting and duties as assigned. Supervisory Responsibilities:N/A Qualifications (Knowledge, Skills, and Abilities) To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Excellent data analysis skills with a focus on problem solving. Flexible and positive in a fast-paced and ever-changing environment. Advanced computer skills, specifically in Excel and PowerPoint. Strong organizational and time management skills. Strong written and verbal communication skills with the ability to articulate financial results & issues to management and non-financial audiences. Perform tasks with a high level of confidentiality. Strong analytical and financial modeling skills Self-starter and highly motivated. Works well in teams. Working knowledge of GAAP. Displays optimism, energy, and enthusiasm Must demonstrate good judgement when carrying out duties as assigned. Education and/or Experience Bachelor's degree in business with an emphasis in Accounting or Finance, MBA or CPA preferred. Minimum 2 years of relevant experience. Experience with budgeting. Experience with PowerBI, and/or Microsoft D365 a plus. Language Skills English is required as the written and spoken language. This job requires frequent communication with personnel in other CDI locations. Certificates, Licenses, Registrations Advanced certification in finance or accounting preferred. CPA preferred. Driving Requirements: N/A Equipment Personal protective equipment including, but not limited to hearing protection, bump caps, hair and beard nets, gloves, and safety glasses must be used in the performance of duties. Proper lifting techniques must be employed at all times. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees will be subject temperatures associated with an air-cooled room. Proper lifting techniques must be employed at all times. ADA/FEHA The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California's Fair Employment and Housing Act. EEO The Company is an equal employment opportunity employer. Physical Demands The physical requirements outlined here represent those necessary for successful performance of this position's core responsibilities. Upon request, the company will provide reasonable accommodations for qualified individuals with disabilities to perform these fundamental job duties, provided such accommodations do not create an undue burden on the organization. Sitting/Standing/Walking: Sits frequently to answer calls, complete schedules/reports, fill out paperwork,answer emails, etc. Lifting/Carrying: May lift boxes weighing 20 pounds on an occasional basis. Pushing/Pulling: Some pushing or pulling is required on an occasional basis. Bending/Stooping: Bends and stoops on an occasional basis. Squatting/Kneeling/Crawling: May squat or kneel on an occasional basis. Twisting/Turning: Assumes any combination of these positions on an occasional bas. Climbing/Balancing: May go up and down stairs on an occasional basis. Reaching: Reaches at or above shoulder level on an occasional basis. Grasping/Manipulating: Grasping and manipulating of papers, objects, and equipment will be required. Ability to use calculator and keyboard for data input will be required on an ongoing basis.

Primary Accountability The Financial Analyst is responsible for coordinating statutory reporting by developing the expertise to extract meaningful data from various financial and clinical systems analyzing financial plans, budgets, and reports. Description of Primary Responsibilities Responsible for preparing the annual operating and capital budgets. Coordinates activities for formulation, monitoring and presentation of budgets. Prepares budgets based on statistical studies and analysis of past and current years. Conducts follow-up analysis comparing projected budget analysis with actual performance. Responsible for preparing documents and reports for federal, state and local government agencies. Prepares Uniform Data System (UDS) report for the Bureau of Primary Health Care and the Annual Utilization Report of Primary Care Clinics for the Office of Statewide Health Planning and Development (OSHPD.) Prepares cost reports and budget reports for DHCS, HRSA, Title X, and other Grant-related entities. Participates in the audit process as required by federal, state, or local agencies Assists in the month-end and year-end close activities and reporting. Reviews journal entries. Analyzes account balance variances to assess accuracy of general ledger. Develops optimal methods for communicating financial information through the use of graphs, charts, and tables for month-end or year-end presentation. Prepares schedules and analysis for the annual financial audit.Performs detailed analysis to assist with internal decision-making. and year-end close activities and reporting. Performs detailed analysis to assist with internal decision-making. Prepares cost reports, and cost-benefit analysis on various sites, departments or clinical specialties. Prepares profitability and feasibility studies to access new opportunities for the organization. Assembles and summarizes data, presents findings, and makes recommendations to management. Performs detailed analysis to assist with internal decision-making Performs other duties as assigned. Description of Primary Attributes Professional & Technical Knowledge: Possesses specific advanced knowledge skills, including written and verbal communications skills, computational, computer and technical skills, and mathematical knowledge acquired through the completion of a Bachelor's Degree program with a recognized major, and; Two years of progressive responsible experience in finance analysis, business administration, general accounting, economic analysis, or related area preferred. Technical Skills: Ability to create highly complex documents in Microsoft Word, including linking multiple files and embedding objects linked to other documents. Ability to use advanced functions of Microsoft Excel, such as to create and manage databases, including creating standardized reports, or link multiple worksheets and workbooks. Ability to develop sophisticated presentations in Microsoft PowerPoint, including the use of embedded objects, transitions and other elements. Licenses & Certifications: None required. Communications Skills: Job duties require the compilation and analysis of information prepared in effective written form, including correspondence, reports, articles or other documentation. Duties require preparation and execution of presentations to large groups. Physical Demands: The physical demands described here in this job description are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. While performing the duties of this position, the employee is regularly required to sit and use repetitive hand movement to type and grasp. The employee is frequently required to stand or walk; and occasionally lift and/or move up to 20 pounds. Pay Scale: Min Salary Rate: $71,552.23 Max Salary Rate: $114,483.56

Job Description *Job requires relocation to the Exeter, CA area* In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans. You will love it here if you: Are Scrappy Obsessively Serve Live Stronger United Believe Excellence Wins In addition, you will be a resource to the senior advisors, delivering a unique client experience through managing, gathering, and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. You will sit in on client meetings with the franchise advisor. This position requires someone with great attention to detail, someone that can establish priorities, and follow timelines to meet deadlines. This position will consistently follow high business and professional ethics standards and legal and regulatory requirements. You'll be provided with plenty of opportunities for growth, including full or senior advisor roles. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned. Job Duties Prepare for client meetings focused on planning discussions Perform case analysis and develop recommendations that will fit the client's risk tolerance, goals, and time frame Conduct and/or participate with senior advisors in client meetings to present recommendations and deliver advice Answer client questions as it relates to servicing their accounts Conduct transactions on behalf of clients Implement key marketing activities Assign and delegate work to other practice team members when appropriate Support the growth of the practice and perform other duties as assigned Key Traits of a Successful Financial Advisor Ability to meet with clients and present planning strategies Ability to source prospective clients High level of interpersonal skills Initiative in business development Entrepreneurial perspective and desire to grow the business Ability to recommend suitable investment products and services Success at planning and managing resources Ability to adhere to rules and regulations Positive attitude and sincere willingness to constantly learn and grow Required Qualifications 2+ years of similar experience preferred Fully licensed, including Series 7, Series 66, and State Life, Accident and Health Job Type: Full-time Pay: From $65,000.00+ per year w/ potential for quarterly bonus pay plus benefits

Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Position Summary: Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients. Description of Duties: * Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings. * Meet with clients to establish financial goals and communicate the VFG investment beliefs. * Attend new client appointments and second closing meetings with President as assigned. * Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions. * Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed. * Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base. * Maintain the highest level of confidentiality with all information obtained. * Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior. * Participate in weekly staff meeting. * On occasion, professionally represent VFG at community events. * Perform any other duties deemed necessary for the smooth operation of the company. Essential Qualifications: * Bachelor's Degree or equivalent work experience/licensure preferred. * Ability to present and communicate ideas and concepts in public and private, verbally and in writing. * Demonstrated accuracy and thoroughness to ensure the highest quality of work. * Ability to demonstrate a positive customer service attitude and good personal skills. * Experience using Microsoft Office and internet. * Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality. * Excellent problem solving, strong organizational and communication skills. * Strong analytical skills and attention to detail. Required: * FINRA Series 7 and Series 66 licensure or CFP designation Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Job DescriptionJob Title: Financial Analyst - Pricing & TaxAbout the Company: A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets. Job Summary: The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing. Key Responsibilities: Pricing Analysis & Strategy: Develop and maintain pricing models to optimize profitability while remaining competitive in international markets Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions Support the development of pricing strategies for new products and markets Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments Tax Compliance & Analysis: Work with internal teams and external advisors to ensure compliance with international tax regulations Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions Support tax reporting, documentation, and audits related to pricing and financial transactions General Financial Analysis: Prepare financial reports, variance analyses, and profitability forecasts Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment Identify opportunities to improve cost efficiency and tax savings Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus) 5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business) Strong proficiency in Excel, financial modeling, and data analysis Experience with ERP systems and financial software (SAP, Oracle, or similar) Understanding of international tax regulations, VAT, and transfer pricing principles Strong problem-solving and analytical skills with a keen eye for detail Excellent communication and collaboration skills Why Consider this Role? Be part of a fast-growing international company with exciting career growth opportunities Work on complex financial projects with global impact Competitive salary, benefits, and a collaborative work environment How to Apply: If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.

Job DescriptionFinancial Analyst ROLE We need a Financial Analyst for the United States Attorney's Office, Eastern District of California (USAO-EDCA). The USAO is responsible for prosecuting and defending cases for the federal government. Your role as a Financial Analyst for the USAO EDCA will be to conduct in-depth financial analysis to determine the financial standing of individuals and entities involved in federal cases. You will gather and interpret financial data from multiple sources to support legal actions, working closely with prosecutors and other legal staff to ensure accurate analysis is provided for debt recovery and enforcement. This is a full-time opportunity. We can offer a competitive salary, and a comprehensive benefits package. RESPONSIBILITIES Analyze financial data from tax returns, payroll, loan records, and financial statements Use financial systems, databases, public records, and open sources for data collection Reconstruct incomplete or destroyed financial records for asset investigations Prepare reports and summaries for non-accountants on investigation findings Provide legal and administrative support under the Federal Debt Collection Act Assist AUSAs with litigation support and debt enforcement actions Communicate with prosecution teams, courts, agencies, and defendants Negotiate and secure voluntary payment agreements for debt recovery Perform additional financial analysis and enforcement duties as needed REQUIRED SKILLS / EXPERIENCE Experience analyzing complex documents and records Proficiency with automated systems, databases, and open-source research Strong report writing and communication skills for non-accountants Ability to manage multiple tasks in a fast-paced environment Strong communication skills with legal teams and other stakeholders REQUIRED EDUCATION / CERTIFICATIONS Bachelor's degree, preferably in accounting or finance - preferred AND 5 years of accounting, finance, or related experience OR a Paralegal certificate OR 5 years experience as a Paralegal LOCATION Fresno, CA 93721 CLEARANCE U.S. Citizenship and ability to obtain adjudication for the requisite background investigation CLIENT Department of Justice (DOJ), United States Attorney's Office, Eastern District of California (USAO - EDCA) TRAVEL Travel may be required. WORK HOURS Full-time = 40 hours a week, 8 hours a day BENEFITS Comprehensive healthcare, vision, and dental. Retirement (401k & Roth) EMPLOYMENT CLASSIFICATION Employment Classification Eligibility - W2 Non-Exempt COMPENSATION $70,000 - $80,000 commensurate with experience RELOCATION Not eligible for relocation benefits West 4th Strategy is an Equal Opportunity/Affirmative Action (EEO/AA) employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, gender, sexual orientation, ancestry, national origin, age, marital status, mental disability, physical disability, medical condition, pregnancy, political affiliation, military or veteran status, or any other basis prohibited by federal or state law. Employment with West 4th Strategy is on an at-will basis. This means either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, subject to applicable law. Benefits include comprehensive healthcare (medical, vision, dental), retirement options (401k & Roth), and paid leave in accordance with California state law, including paid sick leave. Employees are also covered by California State Disability Insurance (SDI) and Paid Family Leave (PFL) programs. Other Considerations: applicants will be subject to a background investigation. Individual's primary workstation is in an office area. The noise level in this environment is low to moderate. Regularly required to sit for extended periods up to 80% of the time; frequently required to move about to access file cabinets and use office equipment such as PC, copier, fax, telephone, cell phone, etc. Occasionally required to reach overhead, bend, and lift objects of up to 10 lbs. Specific vision abilities required by this job include the use of computer monitor screens up to 80% of the time. Powered by JazzHR JPOXTUXHa6

JobID: 210656793 JobSchedule: Full time JobShift: Base Pay/Salary: Westlake Village,CA $68,640.00-$68,640.00; Calabasas,CA $68,640.00-$68,640.00; Canoga Park,CA $68,640.00-$68,640.00; Encino,CA $68,640.00-$68,640.00; Tarzana,CA $68,640.0-$68,640.00; Woodland Hills,CA $68,640.00-$68,640.00; West Hills,CA $68,640.00-$68,640.00; Agoura Hills,CA $68,640.00-$68,640.00; Northridge,CA $68,640.00-$68,640.00 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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners. Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. There is no relocation assistance for this position. Responsibilities * Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. * Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. * Review, track, and support replacement reserve activity. * Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst. * Monitor variances, identify trends, communicate important findings, and recommend actions to management. * Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. * Identify notable issues and orchestrate resolutions with team members. * Complete ad-hoc assignments as needed by the executive team. Requirements * Bachelor's degree in Finance or Accounting. * Minimum of 1 to 3 years' experience in Finance or Accounting. * Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications. * Produce complex documents, perform analysis and maintain databases. * Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership. * Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations. * Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities. * Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving. * A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. Preferred Qualifications * Bachelor's degree in finance or accounting * 1-3 years of experience in finance $25 - $28 an hour #IND3 Our Benefits: Regular full-time US employees are eligible to participate in the following benefits: * Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday) * 401(k) plan options with a company match * Various Comprehensive Medical, Dental, & Vision plan options * Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution * Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance * Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions) * Tuition Reimbursement program and continuous training and development opportunities * Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options * Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!) * Flexible and/or Hybrid schedules are available for certain roles * Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families * To learn more, visit winnbenefits.com Why WinnCompanies? A job you can be proud of: WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives. A job that challenges you: Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace. A job you can learn from: We offer multi-faceted leadership and learning opportunities to support our team members' career growth and professional development. A team that cares: We value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we're committed to celebrating and uplifting our team members. About Us: WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success - 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico. Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there's a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day. If you are a California Resident, please see our Notice of Collection here. Salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data. Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check. Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act. Current Winn employees should apply through this internal link.