Finance consultant jobs in Lafayette, LA - 362 jobs

Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content to rest upon our successes, we will continue to evolve and retain a position of leadership in our industry. Our past success, our current business philosophies and our sound business planning, combine to position Boyd Gaming Corporation to maximize value for our shareholders, our team members and our communities. Job Description Serves as strategic business partner for General Manager and department heads. Responsible for interpreting financial results and collaborating with property leadership to improve financial performance. Leadership responsibility to provide guidance to property leadership on financial implications of operational decisions. Responsible for direct oversight of Cage and property Finance and indirect oversight of Count Team and Receiving/Warehousing. Understand financial results and collaborate with property leadership to improve financial performance. Analyze reporting from FP&A center of excellence; provide support and leadership to implement recommendations. Review financial forecasts with property operational teams and ensure accuracy of property forecasts. Responsible for the preparation and presentation of financial results to Boyd company executives with support of General Manager and property leadership. Responsible for the preparation and presentation of operating and capital budgets. Responsible for property cage and finance teams, including indirect oversight of count teams and receiving/warehousing teams. Manage property cash levels and ensure property does not have excess cash on hand. Responsible for internal audit or gaming regulatory audit exceptions and updating property processes as necessary. Provides continuous coaching, mentoring and development to staff. Promote, develop and maintain effective communication, interaction, and excellent relationship with department heads, including ensuring their requirements are identified and consistently met. Perform all functions with the highest level of integrity. Observe and follow all safety procedures. Performs all other job related duties as requested. Qualifications Bachelor's Degree in Finance, Accounting, or similar area. Five (5) years supervisory/management experience in a related area. Five (5) years of demonstrated experience in financial analysis. Intermediate level skills with Microsoft Excel/Word/Outlook, basic office equipment, and 10-key. Must be able to obtain/maintain any necessary certifications and/or licenses as required by local gaming regulations. Excellent written, verbal and public presentation communication skills and demonstrate ability to resolve all situations in a professional manner. Have initiative, strive for continuous improvement. Strong team player that has a direct approach and is solution oriented. Professional appearance and demeanor. Additional Information All your information will be kept confidential according to EEO guidelines. Boyd Gaming is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Job Description At New York Life, we're committed to enhancing the financial well-being of individuals, families, and small businesses. As an Entry-Level Financial Advisor, you'll start a fulfilling journey where you can develop your skills and truly make an impact. We provide comprehensive training, digital tools, and a variety of financial products to help you succeed. With personalized coaching and opportunities to gain professional designations, you'll be part of a supportive team that values your insights and contributions. We're dedicated to equipping our team with the resources they need to excel. Our digital platforms bolster client management and prospecting efforts, while our specialists are always ready to guide you. Joining us means access to a broad spectrum of financial solutions, such as life insurance, annuities, and mutual funds. You'll also have the opportunity to grow your career and offer wealth management and business solutions. Let's collaborate to create a future where both your career and your clients' financial security thrive. Compensation: $101,000 - $142,039 at plan yearly Responsibilities: Guide clients through the process of identifying their financial goals and developing personalized strategies to achieve them. Utilize our digital tools to effectively prospect and engage with potential clients, ensuring a seamless client experience. Collaborate with our team to continuously improve your knowledge and skills, leveraging our industry-leading training resources. Build and maintain strong relationships with clients, providing ongoing support and advice to help them navigate their financial journey. Stay informed about industry trends and product offerings to provide clients with the most relevant and up-to-date information. Actively participate in peer-to-peer support groups and mentorship opportunities to foster a collaborative and supportive work environment. Develop expertise in specialized areas such as wealth management, estate planning, or business solutions to better serve clients' diverse needs. Qualifications: Are you a leader who has the following traits? Competitive Forward-Thinking Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About Company New York Life Insurance Company/NYLIFE Securities is a large business in New York, NY. We are professionals, and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses. **********************************************

Founded in Abbeville, LA in 1971, Gulf Coast Bank is known throughout Acadiana for getting to know our customers personally, and understanding their needs, as well as the needs of the community. Gulf Coast Bank has 9 locations across the Acadiana area and employs more than 120 people. As banking has changed through the years, Gulf Coast Bank has stayed on the cutting edge, while never losing sight of what makes our bank special: providing outstanding customer service and maintaining active involvement in the communities we serve. Position Summary Gulf Coast Bank is looking an experienced Financial Advisor based in the Acadiana Area area. The ideal candidate will be an established Financial Advisor who with a history of successfully acquiring, managing, and maintaining a book of business. This is a great opportunity for someone with an entrepreneurial spirit that wants to grow their business and take their career to the next level. Primary Responsibilities: New Business Development: Acquire new customers and continuously build on existing customers: Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events. Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities. Respond to prospective customer queries about financial planning and investments. The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives: Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals. Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes. Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary. Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan. Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients. Monitor market trends and research available investment opportunities to determine suitability or best interest for clients' financial plans. Compliance: Meet the fiduciary duty and regulatory aspects of the role. Keep detailed records of the services provided. Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services. What We Offer: Competitive Compensation Structure Full Medical, Dental, Vision Paid Vacation/Sick Leave/Holidays Support and overhead are paid by Gulf Coast Bank. The opportunity to find new clients through assigned branches' client base and referrals. Requirements: Bachelor's degree preferably in Business, Finance, Accounting, or related field. 5+ years of sales experience. 3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail. Must currently possess Life, Health and Accident Insurance Licenses - fixed annuity and variable annuity and be in good standing. Must currently possess FINRA Investment License(s) - Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description At New York Life, we believe in empowering people to take control of their financial futures - both for themselves and the clients they serve. As a Financial Agent, you'll build lasting relationships, help individuals and families achieve financial security, and grow a rewarding business of your own. This is more than a sales role - it's a career with purpose, flexibility, and unlimited growth potential. You'll receive world-class training, mentorship, and the support of a Fortune 100 company with over 180 years of financial strength and stability Compensation: $60,000 - $150,000 yearly Responsibilities: Develop and maintain long-term relationships with clients to help them reach their financial goals. Educate clients on financial strategies such as retirement planning, college funding, and income protection. Provide customized solutions through life insurance, annuities, long-term care, and investment products. Build and manage your own client base through networking, referrals, and community engagement. Maintain active communication with clients to ensure their evolving needs are met. Pursue continued professional development through New York Life's training and mentorship programs. Qualifications: Strong communication and interpersonal skills. Business mindset with a drive to build a business. Self-disciplined, coachable, and motivated to achieve goals. Passion for helping others achieve financial security. Bachelor's degree preferred (not required). Previous experience in sales, business, finance, management, or entrepreneurship is a plus. Must be able to obtain applicable state insurance licenses (and securities licenses if offering investment products). U.S. work authorization required. About Company Fortune 100 company with more than 180 years of history and financial strength. Mutual company structure - accountable only to our policyholders, not Wall Street. Recognized by: Fortune 2024: World's Most Admired Companies Forbes 2024: America's Best Employers for Diversity Seramount 2024: Best Companies for Multicultural Women Over 5.1 million lives protected and $1.2 trillion in life insurance protection in force.

Independent Financial Advisor (Own your book of business) Magnolia Wealth Strategies - A Mass Mutual firm, is a full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Financial Planning, Estate Planning, Wealth Management, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Property and Casualty Insurance, Group Benefit's and much more. Mass Mutual- Recognized as a 2020 World's Most Ethical Companies Score of 100 on the Human Rights Campaign Corporate Equality Index 2020 Diversity Best Practices Inclusion Index Company 2019 Military Friendly Employee TOP 7 INDEPENDENT BROKER-DEALER Qualities Strong communication and relationship building skills with a focus on putting people first Willingness to learn Problem solver A strong relationship-builder who takes a people-first approach A dedicated individual: independent, self-motivated and goal-oriented Ability to listen and obtain knowledge of products and services We will help you by providing… DAY ONE, we provide you with the Training materials and sponsor you to get the SIE, Series 7 Topper & Series 66 DAY ONE, you're placed in a Financial Planning Group where you'll learn to build, develop and execute financial plans Full time expert Coaches that train you to develop rapport & professional confidence, communication techniques, to identify and research markets and product training Payouts: Fixed products range from 40-65% and Registered products payouts range from 40%-82% Leads provided daily Full support with Compliance, Marketing and Technology Qualifications Bachelor's Degree or work-related experience. State insurance licensed - Life, Accident, and Health, or willingness to get licensed. Excellent financial, analytical, and critical-thinking skills. Sales experience is a plus Ability to problem solve to reach resolution SIE, Series 6/7, preferred, not required Pay and Benefits You can be eligible for Health Ins, Dental Ins, Vision Ins, Life Ins, 401k matching...) Professional development assistance Bonus and Incentives Business owner Opportunity· Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents

The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid eligibility/application process; collects patient responsibility for unscheduled insured inpatients and observation patients; and utilizes critical thinking skills to determine the most appropriate resources available to assist patients in need. The Patient Financial Advisor will have knowledge of all aspects of the department process from the registration process through billing. The Patient Financial Advisor will have knowledge of medical insurances and collections and will assist in resolving issues regarding a patient's ability to pay for services. The Patient Financial Advisor reviews available funding sources for which the patient qualifies. The Patient Financial Advisor researches patients' account questions and explains payments that have been made on their accounts. The Patient Financial Advisor is expected to work independently, manage his/her case load, and require minimal oversight. * Customer Service * Educates, screens, and assists patients who do not have valid insurance coverage to enroll in third-party eligibility programs. Interviews qualified patients for potential funding sources, which may include Medicaid, financial assistance programs (FAP), and/or alternative funding sources. Performs all associated functions timely and accurately. * Educates patient during interview on applicable policies such as point-of-service collection, payment options, and financial assistance. Performs follow up with patient and the Division of Medicaid to ensure appropriate completion of applications and submission of all required documentation. Stays informed on applicable statues, regulations, and Office of Compliance policies that affect assigned tasks. * Submits Medicaid applications timely and accurately. * Meets with patients who present as self-pay to obtain valid insurance coverage, if applicable, and/or review prior account information to obtain insurance coverage. Notifies departments of information and updates patient accounts. * Consistently interacts with sensitivity to patients/their families and is responsive to individual needs. Exhibits excellent customer service and communications skills, with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families. * Serves as support to patients and their family members to assure customers have access to all available funding. * Critical Thinking * Analyzes patient financial condition based on interview and inputs into financial counseling system. Documents all calls, correspondence, and related activities to each patient's account in the correct place using appropriate tools and language. Updates patient accounting information systems. * Responsible for calculating patient out-of-pocket amounts due and collecting on those amounts for unscheduled inpatient and observation admits having insurance coverage. Utilizes effective critical thinking skills and professional approach when handling these collections situations. * Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation. * Verifies and assures all accounts are ready for routing for approval for charity or billing with adequate supporting documentation within the established time frames. * Demonstrates ability to work independently, be attentive to detail, and ensure work is completed timely and accurately. Works in self-directed manner and requires minimal supervision. * Demonstrates ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks. * Identifies trends that may indicate problem areas and alerts Supervisor/Manager/Director of such. Plays key role in initiating solutions. * Interpersonal Relations * Work closely with Case Management (UR) on a daily basis in regard to notification of active Medicaid coverage, authorizations, and changes to Healthy Louisiana Plans; obtains needed authorization and forwards to Utilization Management when received. * Maintains daily contact with Utilization Management, Business Office, patient Registration, Medical Records, Ancillary departments, various third-party agencies, HMO/PPOs, patients, patient families, physician offices and other outside entities. * Actively participates in and encourages other to utilize creative and innovative approaches to accomplish tasks. * Other Duties as Assigned * Performs other duties as assigned. Experience: 1 year of experience in financial services, insurance, or billing/patient accounts Education: Bachelor's Degree Special Skills/Training: * Advanced clerical and computer skills judgment * Analytical skills and communication skills required to accomplish goals in settings that are often sensitive. * Must be familiar with a variety of funding sources and eligibility and must possess a thorough understanding of hospital billing.

**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.

RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Discover careers that change the world and further advancements in defense, technology, and engineering today at Northrop Grumman. Use your experience to grow your career and support our global customers with the technology, systems, and solutions they need to enable their missions on the front lines and secure our world every day. With Northrop Grumman, you'll discover a culture built on diversity, respect, and above all teamwork. Together with our group of experts across the technical spectrum, you'll discover opportunities to make a difference in our world and start solving some of the world's most critical problems in the most innovative ways. An internship at Northrop Grumman is unique. Sure, you'll learn new skills, explore our enterprise, network with experts, connect with thought leaders, and finish with a resume that opens doors. But you'll gain something even more valuable: pride in what you've done. Join us and launch your career. We'll support you with training, employee resource groups, and our shared vision of global security. Northrop Grumman is seeking Finance Analyst for an internship opportunity. This position will be located at our Defense Systems Sector in Lake Charles, LA. Basic Qualifications A candidate must meet ALL of the below criteria. The candidate must: Be a student who is enrolled full-time and pursuing an undergraduate or graduate degree from an accredited college/university and will be enrolled full time in Fall 2026. Be majoring in or having majored in a Business, Finance, Accounting, or related field Be available to work full-time (40 hours per week) for at least 10 weeks during summer 2026. Be able to obtain a U.S. Government security clearance (U.S. citizenship is a pre-requisite) Microsoft office skills Preferred Qualifications: Have an overall cumulative GPA of 3.0/4.0 or higher Exposure to PowerBI or similar systems Analytics Skills The pay ranges for this specific opportunity are as follows for Lake Charles, LA: Undergraduate degrees (Including graduating students planning on attending/enrolled in a full-time Master's program): $20.00 - $24.25 Masters degrees: $29.00 - $30.50 At Northrop Grumman, our internship pay rates are standardized and take into account three main factors: the anticipated graduation date of the individual, the cost of labor of the geographic location, and whether the internship is considered technical or administrative. For a broader consideration, please consider completing a profile in our campus candidate community. By clicking on the link below your resume will be visible to recruiters and hiring managers across Northrop Grumman with opportunities nationwide for our internship and entry-level positions. ************************************************************************ Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions. campusjobs The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

**_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 (***************************************************************************************************************************

The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid eligibility/application process; collects patient responsibility for unscheduled insured inpatients and observation patients; and utilizes critical thinking skills to determine the most appropriate resources available to assist patients in need. The Patient Financial Advisor will have knowledge of all aspects of the department process from the registration process through billing. The Patient Financial Advisor will have knowledge of medical insurances and collections and will assist in resolving issues regarding a patient's ability to pay for services. The Patient Financial Advisor reviews available funding sources for which the patient qualifies. The Patient Financial Advisor researches patients' account questions and explains payments that have been made on their accounts. The Patient Financial Advisor is expected to work independently, manage his/her case load, and require minimal oversight. Responsibilities * Customer Service * Educates, screens, and assists patients who do not have valid insurance coverage to enroll in third-party eligibility programs. Interviews qualified patients for potential funding sources, which may include Medicaid, financial assistance programs (FAP), and/or alternative funding sources. Performs all associated functions timely and accurately. * Educates patient during interview on applicable policies such as point-of-service collection, payment options, and financial assistance. Performs follow up with patient and the Division of Medicaid to ensure appropriate completion of applications and submission of all required documentation. Stays informed on applicable statues, regulations, and Office of Compliance policies that affect assigned tasks. * Submits Medicaid applications timely and accurately. * Meets with patients who present as self-pay to obtain valid insurance coverage, if applicable, and/or review prior account information to obtain insurance coverage. Notifies departments of information and updates patient accounts. * Consistently interacts with sensitivity to patients/their families and is responsive to individual needs. Exhibits excellent customer service and communications skills, with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families. * Serves as support to patients and their family members to assure customers have access to all available funding. * Critical Thinking * Analyzes patient financial condition based on interview and inputs into financial counseling system. Documents all calls, correspondence, and related activities to each patient's account in the correct place using appropriate tools and language. Updates patient accounting information systems. * Responsible for calculating patient out-of-pocket amounts due and collecting on those amounts for unscheduled inpatient and observation admits having insurance coverage. Utilizes effective critical thinking skills and professional approach when handling these collections situations. * Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation. * Verifies and assures all accounts are ready for routing for approval for charity or billing with adequate supporting documentation within the established time frames. * Demonstrates ability to work independently, be attentive to detail, and ensure work is completed timely and accurately. Works in self-directed manner and requires minimal supervision. * Demonstrates ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks. * Identifies trends that may indicate problem areas and alerts Supervisor/Manager/Director of such. Plays key role in initiating solutions. * Interpersonal Relations * Work closely with Case Management (UR) on a daily basis in regard to notification of active Medicaid coverage, authorizations, and changes to Healthy Louisiana Plans; obtains needed authorization and forwards to Utilization Management when received. * Maintains daily contact with Utilization Management, Business Office, patient Registration, Medical Records, Ancillary departments, various third-party agencies, HMO/PPOs, patients, patient families, physician offices and other outside entities. * Actively participates in and encourages other to utilize creative and innovative approaches to accomplish tasks. * Other Duties as Assigned * Performs other duties as assigned. Qualifications Experience: 1 year of experience in financial services, insurance, or billing/patient accounts Education: Bachelor's Degree Special Skills/Training: * Advanced clerical and computer skills judgment * Analytical skills and communication skills required to accomplish goals in settings that are often sensitive. * Must be familiar with a variety of funding sources and eligibility and must possess a thorough understanding of hospital billing.

Hours: 37.5 Line of Business: TD Wealth Pay Details: 70 000 $/$70,000 - 70 000 $/$70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will: * Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services * Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices * Contribute to team and department goals while strengthening customer service and dedication * Monitor service, productivity and assess efficiency and implement continuous improvements * Be knowledgeable of best practices and procedures and stay ahead of emerging trends * Acquire and apply expertise, provide mentorship, assistance and direction to others * Maintain a culture of risk management and control, supported by aligned risk appetite * Participate fully as a member of the team, support a positive and service-oriented work environment Required: * Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date * Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date * 3 to 5 years of banking experience * Bilingualism (English and French) required to serve our clients in the community with English-speaking needs Nice to have: * CIRO license preferred (required within first 90 days in role) * Complete Conduct & Practices Handbook (CPH) within first 90 days in role * Complete Wealth Management Essentials (WME) within first 30 months in role * Deep understanding of the industry, competitive landscape and economic market issues * Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Skills you will require: * Passion for financial planning and driven to help clients reach their financial & life goals * Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development * Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment * You have excellent people and problem-solving skills that help you build and maintain client relationships * Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships #LI-Wealth Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Knowledgeable of all aspects of the following platforms and products: Consumer Electronic Banking (CeB), Business Electronic Banking (BeB), consumer mobile banking, business mobile banking, Bill Pay, People Pay, External Funds Transfer, Consumer Mobile Deposit Capture, Business Mobile Deposit Capture, Online Account Opening (OAC), Voice Banking (VRU), and other products as the need arises by performing the following duties. Word Duties and Responsibilities include the following. Maintains an overall understanding of digital banking landscape including trends, emerging players, and business models that have the potential to disrupt, complement and/or enhance Origin's existing businesses. Assists Director of Digital Banking with monitoring of all Digital Banking systems to ensure systems are operating throughout the day; notifies applicable service provider when systems are down. Interacts with customers as needed regarding questions and disputes. Assists Director of Digital Banking and serves as technical support person to all areas of Digital Banking. Assists customers with PC, Internet, mobile devices, and MS Office applications as they relate to Digital Banking products and services. Assists customers with personal finance tools such as Quicken, QuickBooks, and Mint. Assists Treasury Management Team with D1 Business and Mobile Banking issues and requests. Supports Commercial customers with Treasury Management services as needed. Identifies potential roadblocks and develops recommendations. Assists execution teams to implement digital products, services, and enhancements. Assist Director of Digital Banking with implementation projects and software conversions as it relates to all areas of Digital Banking. Provides Customer Support and Treasury Management teams with technical information on system enhancements and FAQ's in an effort to support internal and external clients. Assists Director of Digital Banking with all aspects of Digital Banking Solutions and help maintain written policies and procedures for Digital Banking products and services. Works with internal and external subject matter experts. Assists Director of Digital Banking with the implementation of new products and services. Stays abreast of Digital Banking systems and product enhancements. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications 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. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university in Computer Information Systems or IT-related degree preferred; minimum five years' experience working with large scale projects, preferably with a large telecom, banking or technical company; or equivalent combination of education and experience. Management experience preferred. Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects Management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Word Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $45,656.00 Word The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Word Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights

The Financial Analyst I is responsible for performing comprehensive analyses and projections relating to business trends to improve the School's operational and financial effectiveness. Performs analysis of financial reports and data and assists the Director of Financial Planning & Analysis and AVP Finance & Decision Support in preparing subsequent narrative analysis for management inclusive of recommendations. Develops contract revenue payout worksheets to ensure supplemental pay is calculated in line with executed contract terms.• Basic knowledge of generally accepted accounting principles (GAAP). * Strong analytical and problem-solving skills. * Ability to prepare financial reports and forecasts and form data-based solutions. * Excellent oral and written communication skills, as well as the ability to interact with individuals internal and external to the organization in an effective, courteous, and productive manner. * Excellent organizational skills; the ability to prioritize work to meet anticipated and established deadlines. * Strong attention to detail, follow-through, and the propensity to bring projects or issues to closure. * Ability to analyze possible solutions using technical experience. * Proficient computer skills, including Microsoft Office (with expertise in Excel). * Bachelor's Degree in accounting, finance, business, or related. * Two (2) years of directly related experience. * Previous experience working in a Higher Education and/or Healthcare setting. * Working knowledge of the Microsoft Teams environment.

Job Description Join us as an Entry-Level Financial Advisor at New York Life/NYLIFE Securities LLC, where your leadership skills will flourish. You'll thrive in a supportive environment that empowers you to make a meaningful impact on the financial well-being of individuals and families. As part of a Fortune 100 company, you'll receive comprehensive training in marketing, CRM, and communication, all backed by a dedicated team committed to your growth. With access to professional development and a collaborative culture, you'll be at the forefront of driving positive change. In this role, you'll have the opportunity to shape your career path and take charge of your professional future. We're here to invest in you from day one, providing the tools and support you need to thrive. Our focus on innovation and employee growth ensures you'll enjoy flexible working hours and competitive compensation. Let's embark on this journey together, creating a lasting impact and building a rewarding career where your ambitions align with the goals of New York Life. Compensation: $107,500 - $141,231+ yearly Responsibilities: Guide clients in understanding their financial goals and developing personalized strategies to achieve them. Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions. Collaborate with team members to enhance client experience and ensure seamless service delivery. Stay informed about industry trends and regulatory changes to offer up-to-date advice and solutions. Utilize CRM tools to maintain accurate client records and track progress towards financial objectives. Participate in ongoing training and professional development to enhance your skills and knowledge. Communicate complex financial concepts in a clear and approachable manner to clients and team members alike. Qualifications: Experience in financial planning or related field is a plus, but not required. Ability to communicate complex financial concepts clearly and effectively. Proven track record of building strong client relationships through trust and transparency. Ability to work collaboratively within a team to enhance client experience. Familiarity with CRM tools for maintaining client records and tracking progress. Commitment to ongoing professional development and staying informed about industry trends. Strong analytical skills to assess clients' financial situations and develop tailored strategies. About Company New York Life Insurance Company/NYLIFE Securities is a large business in New York, NY. We are professionals, and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses. **********************************************

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial services professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $60,000 - $150,000 yearly Responsibilities: Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: Strong relationship management skills and/or experience required Must have the ability to successfully network and prospect for new clients Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Do not need to already have a financial license. We do pay for the education and tests to help acquire the needed licenses About Company Fortune 100 company with more than 180 years of history and financial strength. Mutual company structure - accountable only to our policyholders, not Wall Street. Recognized by: Fortune 2024: World's Most Admired Companies Forbes 2024: America's Best Employers for Diversity Seramount 2024: Best Companies for Multicultural Women Over 5.1 million lives protected and $1.2 trillion in life insurance protection in force.

**_What Finance Operations 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. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **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:** 02/06/2026 *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. \#LI-Remote \#LI-SP-1 _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 (***************************************************************************************************************************

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. Maintain and update historical financial reporting data within centralized Excel workbooks. Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. Ability to follow, understand, and recreate Excel formulas using prior support documentation. Strong attention to detail with a high level of accuracy. Ability to manage deadlines while maintaining strong organizational skills. Effective time management skills with the ability to multitask and prioritize work. Strong written and verbal communication skills. Preferred Major: Accounting Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.