Finance consultant jobs in Indiana - 860 jobs

JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibilities JOB SUMMARY: Satisfy client relationships and develop new business. MAJOR DUTIES & RESPONSIBILITIES: Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Work with internal team to effectively coordinate delivery of an exceptional client experience. Build and maintain relationships with prospects and existing clients. Develop and leverage a personal network in the local community. EDUCATION & EXPERIENCE: Bachelor's degree in finance or related field. Two to five years of experience in investments preferred. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of investment securities. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets

Milliman's Indianapolis Health practice is seeking an experienced Financial Consultant, Certified Community Behavioral Health Clinics (CCBHC) to manage our cost report review work with Medicaid state agencies. The Financial Consultant, CCBHC should have strong familiarity with the federal CCBHC Cost Report template in order to provide expert support to Certified Community Behavioral Health Clinics in the preparation, review, and revision of cost reports. This role is responsible for ensuring compliance with federal and state regulations, identifying opportunities for operational improvement, and delivering actionable recommendations to clients. The ideal candidate has a strong background in healthcare finance, cost reporting, and a commitment to advancing behavioral health services. The candidate should be able to understand and glean insight from the financial data that will help Medicaid state agencies in managing their programs efficiently and making informed policy and program decisions. They should also be able to communicate insights in a clear and professional manner. The Financial Consultant, CCBHC will be part of a dynamic client delivery team and receive mentoring from colleagues. Responsibilities In this role, you will: Interpret federal and state guidelines related to CCBHC reimbursement, including Medicaid PPS and grant funding Keep abreast of changes in regulations and reimbursement methodologies, sharing insights with clients and internal teams Develop and deliver educational materials and training sessions for CCBHCs on CCBHC cost reporting best practices Advise on direct service cost reporting, expense reclassification, anticipated costs, cost allocation methodologies, and documentation requirements Review and analyze CCBHC cost reports for accuracy, completeness, and regulatory compliance Assess cost reporting for internal consistency and consistency with audited financial statements, financial status reports, and encounter data Identify cost reporting discrepancies, provide corrective recommendations, and review remediated resubmissions from CCBHCs Collaborate with clinical, financial, and operational leaders to improve accuracy and consistency of reporting, and to identify where anticipated costs reporting may not align with CCBHC requirements Prepare detailed findings and recommendations in written reports and presentations for client leadership Respond to inquiries from regulatory agencies as needed Qualifications Proficiency with cost reporting software Advanced Excel skills Strong analytical, critical thinking, and problem-solving skills Commitment to continuous learning and demonstration of learning agility Strong written and oral communication, and interpersonal skills Ability to effectively manage multiple projects in a fast-paced, deadline-driven environment Basic knowledge of Gen AI tools, how to utilize AI to enhance productivity, and potential ethical considerations or concerns Required Bachelor's degree in Accounting, Finance, Business Administration, or a related field 3+ years of experience in healthcare financial consulting, cost reporting, or related roles Deep understanding of CCBHC cost reporting and program requirements, Medicaid reimbursement, and behavioral health finance Preferred Master's degree in Accounting, Finance, Business Administration, or a related field Active Certified Public Accountant (CPA) license Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future. The Team The Indianapolis Health Practice is strategically structured to serve state Medicaid agencies and other health and human services agencies. The Financial Reporting team works in close collaboration with professionals from our core state Medicaid teams to best serve each of our state clients' unique needs. As a new addition to our team, you will work in a matrix environment learning from seasoned consultants on a variety of financial reporting projects. Our dynamic team of consultants, accounting professionals, software engineers, and analysts provide our clients with regulatory and contractual financial reporting support and insight. Location The person hired for this role will work in a dynamic, hybrid environment, with 2 to 3 days per week of on-site work required in our Indianapolis office on a weekly basis. Compensation The overall salary range for this role is $78,800 - $154,500. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc. In addition, we offer a performance-based bonus-plan, profit sharing, and generous benefits. $78,800 - $126,200 if overall experience is less than 5 years; and $93,700 - $154,500 for experience greater than 5 years. Benefits We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include: Medical, Dental and Vision - Coverage for employees, dependents, and domestic partners Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges 401(k) Plan - Includes a company matching program and profit-sharing contributions Discretionary Bonus Program - Recognizing employee contributions Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible medical expenses Paid Time Off (PTO) - Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis. Holidays - A minimum of 10 observed holidays per year Family Building Benefits including Adoption and fertility assistance Paid Parental Leave - Up to 12 weeks of paid leave for employees who meet eligibility criteria Life Insurance & AD&D - 100% of premiums covered by Milliman Short-Term and Long-Term Disability - Fully paid by Milliman Who We Are Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation. Milliman invests in skills training and career development, and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG's) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site ***************************************** to learn more about Milliman's commitments to our people, diversity and inclusion, social impact and sustainability. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. Equal Opportunity All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. #LI-KM1 #LI-HYBRID

Apply now Work Type: Office Working Employment Type: Permanent Job Description: Key Responsibilities Strategy in the region. * Implementation of a business sales model that will be profitable in the long-term. * Building the regional sales strategy. * Manage AMCs at a local level * Build and deepen relationships with internal stakeholders * Ensure customers view WM as a complete value proposition with Product specialization as a USP Business * Suggest innovative products and product bundles to the product team based on market/customer needs to Private Banking clients. * Maximize business performance opportunity. * Manage all direct costs. * Ensure the implementation of appropriate systems and operational processes. * Accurate submission of MIS * Building a performance-oriented culture in the team * Instil a sense of belonging and team-work. Processes * Support the continuous improvement of processes to increase operational efficiency and effectiveness. * Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level. * Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis. * Providing feedback enabling improvement in process and reducing overall TAT * Adherence to Sales and suitability process in line with the bank's policy. People & Talent * Collaborate with PvB RM's and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions. Risk Management * Do what is right in order to avoid reputational risks and operational losses. * Understand the risk and control environment within area of responsibility and drive rectification as required. * Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures. * Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management Governance * Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role. * Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture. * Engage with all audit report findings and ensure feedback is acted upon Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] Key stakeholders * PvB Cluster Head - South Region Other Responsibilities * Embed Here for good and Group's brand and values in Wealth Solutions , India]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); Skills and Experience * Investment Counselling * Market Knowledge * Mutual Fund * PMS & AIF Qualifications * NISM-Series-V-A: Mutual Fund Distributors Certification Examination * NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification * Managed Investments * PMS * Wealth Management About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. * Responsible for the procurement of new business * Expand sales of products and services with existing customers * Work mainly on own leads Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 30 January 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Financial Accounting Senior Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Accounting Senior will be responsible for providing technical leadership and setting the strategic direction of projects. How you will make an impact: * Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements. * Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis. * Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs. * Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes. * Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions. * Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting. * Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations. * Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies. Minimum Requirements: Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities, and Experiences: * CPA preferred. * Degree in Accounting strongly preferred. * Experience with Hyperion/Essbase preferred. * Intermediate Excel experience preferred. * Demonstrated ability to interpret technical accounting guidance. * Experience with Clearwater or similar investment reporting platforms. Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Accounting Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Key Responsibilities: Lead initiatives to improve financial tools and reporting processes. Develop and maintain financial models and perform sensitivity analysis. Create and implement strategies for report inventory and adoption of BI tools. Collaborate across service lines to ensure alignment with enterprise data standards. Translate complex data into clear, actionable insights and visualizations. What we are looking for: Expertise in BI tools (Tableau, Power BI, Alteryx) and financial modeling. Strong skills in data principles, process improvement, and presenting to leadership. Preferred: Experience with Oracle EPM, Microsoft Power Platform, Azure/Fabric, and energy industry knowledge. Why Join Us? At MISO, you'll work on high-impact projects that transform how we use financial data. If you thrive on collaboration, innovation, and making data meaningful, we want to hear from you. Appropriate level will be determined based upon experience and knowledge. The base salary compensation range being offered for this role is $116,000-132,000 USD annually. Base salary range for this position is included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, and qualifications/experience. Position is also eligible for an annual bonus if individual performance and company objectives are met. At MISO we offer a comprehensive benefits package, including 401k, vacation, sick and safe time, available on your first day of employment. MISO, What We Do MISO manages the electricity superhighway in the Central U.S. Through use of groundbreaking research and advanced technology, our highly skilled employees ensure power flows reliably to 45 million Americans. Operating the electricity grid, running a robust energy market, planning for a bright future - it's what our immensely talented and dedicated team does every day. #LI-AD1 #LI-ONSITE

Teaching - High School/Business Education Date Available: 03/19/2026 Contact: Brad Sever, Assistant Principal | ********************

Job DescriptionDescription: Are you passionate about making a difference in people's lives while thriving in a team-centric environment? Who is SYM? SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients. In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does this role entail? Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to: Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning Serving as the primary point of contact for client relationships Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives Consulting with attorneys, accountants and other advisors on financial, estate and tax planning Leading client meetings and presenting the financial plans Delivering educational presentations to clients and staff Developing new client relationships via existing client referrals and local centers of influence Requirements: What are we looking for? Must Haves: You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred You are proficient in Microsoft Office Suite, as well as financial planning and account management software You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude You have the ability to manage multiple projects and deadlines with a keen attention to detail You are a team player, with strong coaching and leadership skills You have the desire /ability to work successfully in a small company environment What's in it for you? Pay / benefits are competitive based on industry standards. Competitive pay based on experience plus incentive compensation Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance 401(k); 6% Match Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off Option for Pet Insurance / Fitness Match / Apparel Allowance Tuition / Certification Assistance Program A defined career framework to help you successfully manage your career goals

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Job DescriptionDescription: Assistant Financial Advisor (Path to Lead Advisor) - Indianapolis, IN We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves. If you're committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity. What You'll Do Attend client meetings Prepare meeting agendas, gather data, and create follow-up communications Deliver exceptional client service and support Handle client inquiries professionally and promptly Maintain accurate CRM records Support financial plan preparation and data input Participate in team meetings and collaborative projects What You Bring Strong client service and communication skills Proven experience in customer satisfaction roles Basic understanding of finance Ability to multitask in a fast-paced environment Excellent attention to detail Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) Why Join Us Clear, structured track to Lead Advisor Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification) Collaborative, professional culture Opportunities to take on more responsibility as you progress Competitive compensation and benefits Benefits Medical, Dental & Vision Insurance 401(k) Short-Term & Long-Term Disability Career development support This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1-6 and into Lead Advisor roles, with increasing responsibility and compensation over time Requirements: Education & Experience Bachelor's degree preferred (Finance, Business, Economics, or related field helpful but not required) 1-3 years of experience in financial services, client service, or professional office environment Experience supporting advisors, planners, or client service teams a plus Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required Technical Skills Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.) Basic understanding of financial planning concepts, investment types, and account structures Strong documentation, task-tracking, and workflow management skills Client Service & Communication Exceptional verbal and written communication skills Ability to explain processes clearly and professionally Demonstrated success in high-touch client service roles Strong emotional intelligence and confidence interacting with clients at all wealth levels Organizational & Analytical Skills High attention to detail with low error rates Ability to manage multiple tasks in a fast-paced environment Strong problem-solving skills with the ability to anticipate advisor and client needs Skilled at organizing data and preparing meeting materials Professional Attributes Team-player mindset with a willingness to learn and grow into an advisor role Resourceful, self-motivated, and takes ownership of work Maintains confidentiality and handles sensitive information appropriately Positive attitude, adaptable, and calm under pressure

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position will be located in the Lewisburg/Williamsport, PA area. Estimated Travel May include up to 25% travel #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Job Description Job Title: Associate Financial Advisor Join our dynamic team at EHC Wealth Advisors, a financial services firm dedicated to helping clients achieve their long-term financial goals. We pride ourselves on providing personalized client solutions through innovative and comprehensive financial planning strategies. Our team is driven by integrity, excellence, and a commitment to delivering exceptional services. Position Summary: We are seeking a motivated and detail-oriented Associate Financial Advisor to join our team. In this role, you will support senior advisors and directly engage with clients to develop tailored financial plans, enhance investment strategies, and provide exceptional customer service. This is an excellent opportunity for an aspiring financial advisor to grow their expertise and progress within a supportive and nurturing environment. Key Responsibilities: - Assist in developing and implementing comprehensive financial plans to meet clients' short-term and long-term objectives. - Collaborate with senior financial advisors to assess clients' financial needs and provide analysis and recommendations. - Conduct market research and participate in creating investment strategies and portfolio recommendations. - Maintain up-to-date knowledge of financial markets, economic trends, and regulatory requirements. - Establish and maintain strong relationships with clients, providing proactive advice and updates on their financial plans. - Support in preparing client presentations, reports, and documentation for meetings. - Assist in managing client accounts, ensuring all financial transactions are executed and recorded accurately. - Address client inquiries and support resolution of any issues related to their accounts. Qualifications: - Bachelor's degree in finance, economics, business administration, or related field. - Series 7 and Series 66 or equivalent licenses. - Strong understanding of financial products, investment vehicles, and market dynamics. - Excellent analytical skills and attention to detail. - Proficient in financial software and Microsoft Office Suite. - Strong interpersonal and communication skills for client interaction. - Ability to work collaboratively in a fast-paced environment. - Prior experience in financial planning or the investment industry is preferred but not required. Benefits: - Competitive salary and performance-based incentives. - Comprehensive health, dental, and vision insurance plans. - Retirement savings plan with company match. - Opportunities for professional development and career advancement. - Supportive work environment with a focus on work-life balance. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the Associate Financial Advisor position to Doug Ehlen. Applications will be reviewed on a rolling basis, and early submissions are encouraged. EHC Wealth Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

As part of the Government Programs team, you will lead or review large and complex cost reports, including those for transplant and GME at our flagship hospital, as well as the Home Office Cost Statement. Your responsibilities will also include reviewing 6-8 cost reports prepared by team members, and handling Medicaid DSH Eligibility and HSL surveys. You will coordinate projects, analyze financial data, and ensure accuracy in reporting processes to support organizational compliance and financial transparency. Key Responsibilities Lead or review complex cost reports for the hospital and Home Office, ensuring accuracy and compliance. Coordinate the completion of Medicaid DSH Eligibility and HSL surveys. Review and analyze financial data from 6-8 cost reports prepared by team members. Manage and support complex projects related to government reimbursement programs. Collaborate with team members to ensure timely and accurate reporting. Provide insights and analysis to support decision-making and organizational financial health. Support ongoing improvements in cost reporting processes and compliance standards. Month end entries that estimate cost reports Responsible for tracking and monitoring the half provider tax We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements Bachelors Degree required 5-7 years of relevant experience in financial or operational analysis, especially with complex data sets Medicare/Medicaid cost reporting (MAC, reimbursement consulting firm, hospital, healthcare) Eligibility surveys (hospital specific limit) GME , transplant reimbursements, indiana Medicaid dish Proven experience coordinating or reviewing large, detailed financial reports. Strong proficiency in Microsoft Office applications, especially Excel; experience with relational databases and financial or operational modeling is a plus. Analytical mindset with attention to detail and accuracy. Ability to manage multiple projects and coordinate cross-functional efforts. - Degree in Finance or a related field

Become Part of The Power to Dream Again! Financial Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™ The ideal candidate possesses good communication and interpersonal skills, as well as strong organizational skills. Responsibilities: Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates What we offer: Our Financial Advisors are an Elite team of High Performing producers that earn significant income based upon their results. In addition, we provide a complete package for what is needed to ensure your success. Competitive compensation Trips/Incentives Administrative support staff Region with unlimited income capacity Significant marketing support The best senior market product portfolio in the industry Strong home office support A proven distribution model In-depth training Job Requirements: Must have 5+ years of experience in Any Senior Level Sales and or Marketing position Active Life /Health license for the state preferred Bachelor's degree preferred Must reside in the Regions specified Good credit history The time is right -- take a closer look at the support your current carrier offers you to grow your business and compare that to what you could be offered by taking the next step ! contact our Recruiter: Email: Pam at recruiterchic@gmail.com or apply online to www.lifetimerecruiting.com Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries. What You'll Do: * A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders. What it Takes: * 5+ years banking experience in application support and/or customer support of digital services * Bachelor's degree in Computer Science or Computer Information systems preferred * Vendor and/or project management is a preferred * Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers. * Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering. * Attention to detail and strong organizational skills * Proficiency in Microsoft Word and Excel, Access and Visio Bonus Points: * Experience supporting customer facing applications * Bilingual/Multi-lingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: Vogel Road, Evansville About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business MAJOR DUTIES & RESPONSIBILITIES: * Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. * Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. * Work with internal team to effectively coordinate delivery of an exceptional client experience. * Build and maintain relationships with prospects and existing clients. * Develop and leverage a personal network in the local community. EDUCATION & EXPERIENCE: * Bachelor's degree in finance or related field. * Two to five years of experience in investments preferred. KNOWLEDGE, SKILLS, AND ABILITIES: * Knowledge of investment securities. * Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets

About the Role: As a Corporate Tax Analyst, you will work on a variety of tasks associated with tax operations. Activities include, but are not limited to, federal and state income tax compliance, assistance with federal and state income tax audits, assistance with the financial reporting of quarterly and annual taxes, preparation of property tax, federal excise tax, and sales/use tax. This position is a valuable member of the finance group and will report to the Corporate Tax Manager but will work closely with all levels of the tax team on a variety of direct and indirect taxes. Your Responsibilities: Assist with collecting data and review of federal and multi-state income tax filings Perform research related to various direct and indirect tax issues Assist in preparation of monthly and quarterly account reconciliation/analysis for tax accounts Process tax payments (income, property, sales/use) Assist in corresponding to federal, state and local tax notices/inquiries Prepare bi-weekly federal excise tax deposits and quarterly excise tax returns Support our co-sourcing teams by providing information for sales/use tax filings on a monthly, quarterly, and annual basis Assist with preparation of property tax filings Maintain sales tax exemption certificate documentation for internal and external customers Maintain corporate tax calendar Other duties as assigned Let's Talk About Your Qualifications: Bachelor's Degree (Preferred Major: Business or Accounting) Minimum 1-4 years of experience in tax compliance (federal and state income tax) Proficiency in Microsoft Suite Familiarity with SAP, OneSource Income Tax, and PTMS Property Tax. Familiarity with ASC 740's guidance on reporting income taxes on U.S. GAAP financial statements CPA or path to CPA preferred Must have the ability to handle multiple tasks in a changing environment Possess excellent communication, interpersonal and organizational skills Good analytical/problem solving skills Ability and willingness to apply sound judgment to daily activities Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies Leadership Attributes: At Wabash, we pride ourselves on being empowering, and there are some things we feel very strongly about: Embrace Diversity and Inclusion - Solicit and respect the input of others, celebrate differences, and strive for transparency and inclusiveness Seek to Listen - Actively listen to reach the best solution and make the strongest decisions Always Learn - Strive to improve; do not quit or settle for the status quo Be Authentic - Demonstrate honesty, incredible energy, and grit in everything you do Win Together - Collaborate, seek alignment, and excel at cross-group communication to success as one team and One Wabash Join us in turning ideas into world-changing realities. Curate and build your high-impact professional career at Wabash! Affirmative Action/EEO Statement: Wabash is committed to providing equal employment opportunity for its associates and applicants without regard to race, color, religion, sex, age, national origin, veteran status, disability, or other protected class or activity under federal, state, or local law. All employment decisions must be based on neutral, legitimate criteria. All employment policies and rules shall be applied equally to similarly situated associates.

At McCormick, we bring our passion for flavor to work each day. We encourage growth, respect everyone's contributions and do what's right for our business, our people, our communities and our planet. Join us on our quest to make every meal and moment better. Founded in Baltimore, MD in 1889 in a room and a cellar by 25-year-old Willoughby McCormick with three employees, McCormick is a global leader in flavour. With over 14,000 employees around the world and more than $6 Billion in annual sales, the Company manufactures, markets, and distributes spices, seasoning mixes, condiments and other flavourful products to the entire food industry, retail outlets, food manufactures, food service businesses and consumers. While our global headquarters are in the Baltimore, Maryland, USA area, McCormick operates and serves customers from nearly 60 locations in 25 countries and 170 markets in Asia-Pacific, China, Europe, Middle East and Africa, and the Americas, including North, South and Central America PRIMARY PURPOSE OF THE ROLE The role is responsible for driving and managing activities related to a variety of areas, including serving as a key business partner to Regional or Functional Business Functions with respect to the financial management of SG&A, including cost center budgets/forecasts, month end processes, variance analysis, and supporting SOX controls. This role will also assist with broader SG&A analysis, reporting and ad hoc projects. KEY ROLES & RESPONSIBILITIES 1 Financial Liaison among Regions and Functions Act as financial liaison to Regional or Functional Business Partners, providing support for annual budgets, long-term planning, quarterly forecasts, month-end close processes. Schedule and lead meetings with respective business partners to advance budget development, forecast updates, and month end reviews Prepare meeting specific reporting (including report building, data analyzing, development of explanations and/or questions for alignment with partners. Provide ad hoc analytics to business partners to enhance forecasting accuracy and spend efficiency. 2 Financial Performance Review & Analysis Run Finance Reviews with Business and deliver regular updates on financial performance to Management team. Drive earning model and enhancement for supervised business Support other Finance partners in the overall analysis of SG&A impact to P&L. Support broader team in projects to drive enhanced visibility and insights to total Company SG&A. 3 Cost Center Management and Stakeholder Review Drive cost center activity and lead quarterly reviews with Business Partners and Leadership. Consolidate insights from business partners. Develop and present deck for Functional leadership review along with supporting reporting and respective insights. Manage and execute activities related to maintaining cost center information, including PO approvals, CAAP review/development, etc. 4 Process and Reporting Improvement Identify and implement process and reporting improvements including enhancements to various processes such as month end, forecast and other processes (e.g. automating data extraction, identifying better data source, optimizing excel models, etc. Partner with cross functional finance partners to implement SG&A process improvement and automated reporting. 5 Monthly Financial Accounting and Reporting Complete monthly reporting and analysis on cost center spend Complete required month end reporting deliverables. Prepare explanations and review results with leadership. Identify and prepare month end journal entries. Review and evaluate month end results to confirm completeness. Provide support and explanations for SOX controls. Complete required SOX controls accurately and by respective deadline. 10 6 Ad Hoc Analysis and Project Support Complete ad hoc analysis based on own identification of issues or requests from business partners- evaluation of headcount options, evaluate different cost savings opportunities, etc 10 MINIMUM REQUIREMENTS Education and Discipline * Professional Degree - BA/BS in Accounting, Finance, or Economics * Minimum Experience Required - 5+ years of financial analysis or planning experience. * Strong working knowledge of MS Excel and basic proficiency in PowerPoint & Word required. * Strong analytical, communication, and organization skills required. * Strong theoretical and practical knowledge of different financial and analytical techniques and the capability to plan own work and respect deadlines. * 100% Bilingual in English required OTHER SKILLS & COMPETENCIES * Innovative - Develops new solutions to solve business problems and obstacles. * Proposes and implements improvements to systems, methods of work, and analysis methods, and contributes to ensuring that they are continuously adapted to the business requirements. * Handling Complexity - Analyze/solve business problems with incomplete or ambiguous information. * Teamwork - effectively works across the finance team and business function. * SAP/BW/TM1 experience is desirable At McCormick, we have over a 100-year legacy based on our "Power of People" principle. This principle fosters an unusually dedicated workforce requiring a culture of respect, recognition, inclusion and collaboration based on the highest ethical value WHY WORK AT MCCORMICK? United by flavor. Driven by results. As a McCormick employee you'll be empowered to focus on more than your individual responsibilities. You'll have the opportunity to be part of something bigger than yourself-to have a say in where the company is going and how it's growing. Between our passion for flavor, our 130-year history of leadership and integrity, the competitive and comprehensive benefits we offer, and our culture, which is built on respect and opportunities for growth, there are many reasons to join us at McCormick.