Full-time Description
Financial Advisor
Exempt - Grade Level 8
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice, and show utmost respect to everyone we meet.”
General Summary
The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.
He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment.
Reports to: Financial Advisor Team Lead
Essential Duties & Responsibilities
Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals.
Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Perform and follow the Bank's policies, procedures, and service standards.
Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships.
Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections.
Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created.
New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members.
Participate in sales meetings with prospective and existing clients.
Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar, and comply with, all federal and state banking regulations as applicable.
Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations.
Additional responsibilities as assigned.
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
Bachelor's Degree and/or five or more years of Industry experience
Series 7
Series 65 or 66
Life/Accident & Health Insurance License
Core Competencies
In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following:
Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings.
Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others.
Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality.
Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately.
Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Flexibility - able to provide flexibility and adapt to changing schedules.
Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed.
Physical Demands & Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
$52k-78k yearly est. 46d ago
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J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areas
Jpmorgan Chase & Co 4.8
Finance consultant job in Lansing, MI
JobID: 210691309 JobSchedule: Full time JobShift: Day : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$56k-110k yearly est. Auto-Apply 50d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_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 (***************************************************************************************************************************
$80.9k-115.5k yearly 31d ago
Analyst, Financial Planning & Analysis (Onsite)
RTX Corporation
Finance consultant job in Lansing, MI
**Country:** United States of America ** Onsite **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
**Pratt & Whitney** is working to once again transform the future of flight-designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
At Pratt & Whitney, the difference you make is on display every day. Just look up. **Are you ready to go beyond?**
**Pratt and Whitney** **AutoAir** support has an exciting opportunity for an **Analyst** **,** **Financial Planning & Analysis** **.**
The position will be an **onsite** position at our **Lansing, Michigan** campus location.
**What You Will Do:**
This position will provide support and analysis in the following areas:
- Monthly Closing: Execute month-end close processes, analyze operating expenses and prepare journal entries, provide sales and EBIT reporting, perform account analysis, and prepare account reconciliations.
- Fixed Assets: Monitor Assets-Under-Construction account to ensure proper timing of capitalization. Assist Operations with capital appropriation requests and forecasting of capital expenditures. Partner with the business to ensure compliance with Fixed Asset policies including Fixed Asset Verification/tracking and proper depreciation cost flows.
- Inventory: Partner with Materials to ensure inventory accuracy and valuation. Ensure compliance with inventory cycle counts. Calculate and analyze the various inventory reserves (WIP, Finished Goods, In-Transit and E&O) and partner with Operations to drive down Aged WIP and convert to EBIT (>$1m opportunity).
- Cost Accounting: Assist with sales and margin analyses. Provide data and analysis on labor reporting. Create meaningful DCI (Direct Charging Indirect) labor reporting to drive operational improvements, operational expense tracking and error resolution. Enhance site process for CPH (cost per hour) tracking and forecasting. Provide timely and agile transparency to Operations.
- SOX Compliance: Assist with the annual SOX testing requirements including assessment review, testing and issue resolution. Candidate will work with internal and external audit teams as required.
+ Generally supporting the business on policy compliance. Needs to be comfortable researching policies and reaching out to resources within the organization for best practices.
- Continuous Improvement: Seek ways to improve processes, help establish best practices, and manage standard work.
- Miscellaneous Reporting: Provide regular and ad hoc reporting and analysis to support operations management, local finance, and East Hartford financial requirements.
- This position requires candidate to work on-site during traditional business hours to support finance and operations teams. Occasional overtime may be necessary during month-end, quarter-end and/or year-end closing cycles.
**Qualifications You Must Have:**
- Bachelor's degree in accounting, finance with at least 5+ years of relevant work experience; **OR** an Master's degree with 3+ years of relevant work experience.
- Understanding of accounting principles and business controls.
- Understanding of general cost concepts and components including manufacturing bill of materials, work order routings and operations, direct labor charging, purchased part costs, and overhead.
- Strong research, analytical, and problem-solving skills to solve complex problems and provide recommendations.
- Strong interpersonal skills with ability to work with individuals and/or teams at all levels.
- Advanced skills in Excel (Pivot tables, VLookup) and proficient in PowerPoint and Word.
- 3+ years of ERP system experience, preferably SAP.
- Demonstrated professionalism, customer service, job ownership, teamwork and ethical behavior.
- **U.S. citizenship is required** , as this position requires access to systems/tools that are restricted to individuals who possess US citizenship.
**Qualifications We Prefer:**
- Advanced data mining skills (SAP, SAP Business Warehouse).
- Strong communication, business writing and presentation skills.
- Demonstrated ability to work in a dynamic environment.
**Learn More & Apply Now:**
**What is my role type?**
In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment.
**This role is:**
**Onsite:** Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance workers, as they are essential to the development of our engines.
_*This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award._
**_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._**
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an 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, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link (******************************************************** to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
$67k-93k yearly est. 13d ago
Analyst, Financial Planning & Analysis (Onsite)
RTX
Finance consultant job in Lansing, MI
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
Security Clearance:
None/Not Required
Pratt & Whitney is working to once again transform the future of flight-designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
At Pratt & Whitney, the difference you make is on display every day. Just look up. Are you ready to go beyond?
Pratt and Whitney AutoAir support has an exciting opportunity for an Analyst, Financial Planning & Analysis.
The position will be an onsite position at our Lansing, Michigan campus location.
What You Will Do:
This position will provide support and analysis in the following areas:
- Monthly Closing: Execute month-end close processes, analyze operating expenses and prepare journal entries, provide sales and EBIT reporting, perform account analysis, and prepare account reconciliations.
- Fixed Assets: Monitor Assets-Under-Construction account to ensure proper timing of capitalization. Assist Operations with capital appropriation requests and forecasting of capital expenditures. Partner with the business to ensure compliance with Fixed Asset policies including Fixed Asset Verification/tracking and proper depreciation cost flows.
- Inventory: Partner with Materials to ensure inventory accuracy and valuation. Ensure compliance with inventory cycle counts. Calculate and analyze the various inventory reserves (WIP, Finished Goods, In-Transit and E&O) and partner with Operations to drive down Aged WIP and convert to EBIT (>$1m opportunity).
- Cost Accounting: Assist with sales and margin analyses. Provide data and analysis on labor reporting. Create meaningful DCI (Direct Charging Indirect) labor reporting to drive operational improvements, operational expense tracking and error resolution. Enhance site process for CPH (cost per hour) tracking and forecasting. Provide timely and agile transparency to Operations.
- SOX Compliance: Assist with the annual SOX testing requirements including assessment review, testing and issue resolution. Candidate will work with internal and external audit teams as required.
Generally supporting the business on policy compliance. Needs to be comfortable researching policies and reaching out to resources within the organization for best practices.
- Continuous Improvement: Seek ways to improve processes, help establish best practices, and manage standard work.
- Miscellaneous Reporting: Provide regular and ad hoc reporting and analysis to support operations management, local finance, and East Hartford financial requirements.
- This position requires candidate to work on-site during traditional business hours to support finance and operations teams. Occasional overtime may be necessary during month-end, quarter-end and/or year-end closing cycles.
Qualifications You Must Have:
- Bachelor's degree in accounting, finance with at least 5+ years of relevant work experience; OR an Master's degree with 3+ years of relevant work experience.
- Understanding of accounting principles and business controls.
- Understanding of general cost concepts and components including manufacturing bill of materials, work order routings and operations, direct labor charging, purchased part costs, and overhead.
- Strong research, analytical, and problem-solving skills to solve complex problems and provide recommendations.
- Strong interpersonal skills with ability to work with individuals and/or teams at all levels.
- Advanced skills in Excel (Pivot tables, VLookup) and proficient in PowerPoint and Word.
- 3+ years of ERP system experience, preferably SAP.
- Demonstrated professionalism, customer service, job ownership, teamwork and ethical behavior.
- U.S. citizenship is required, as this position requires access to systems/tools that are restricted to individuals who possess US citizenship.
Qualifications We Prefer:
- Advanced data mining skills (SAP, SAP Business Warehouse).
- Strong communication, business writing and presentation skills.
- Demonstrated ability to work in a dynamic environment.
Learn More & Apply Now:
What is my role type?
In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment.
This role is:
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance workers, as they are essential to the development of our engines.
*This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an 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, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$67k-93k yearly est. Auto-Apply 14d ago
Financial Business Analyst with SDLC (Local Candidate Only)
360 It Professionals 3.6
Finance consultant job in Lansing, MI
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
Complete Description:
Position will:
o Elicit and document SMART functional requirements.
o Develop and document technical system requirements.
o Review and document business processes.
o Contribute to use case / user stories estimates.
o Develop use case / user stories documentation.
o Conduct walkthrough of use case and GUI documentation.
o Demonstrate skill of complex problem solving, negotiation, and deductive reasoning.
o Develop functional designs.
o Support system design and development.
o Contribute to the mentoring of less experience Business Analysts on the team.
o Facilitate the communication of technical terminology at a level appropriate to the audience.
o Provide direction to software developers.
o Be self-motivated.
o Able to work independently and as part of a team.
o Work with stakeholders and discover the underlying business need.
o Establish and maintain effective relationships with clients.
o Ensure requirements and business solutions map to a business need.
Highly Desired Skills
o Solid knowledge of Finance Systems.
o Knowledge of Michigan government.
o Microsoft Office (Outlook, Project, Excel, Word, Access, Office).
o Knowledge of SQL and databases highly desirable.
o Knowledge of TOAD or other database querying tool.
o Experience in Agile and Waterfall methodologies.
o Knowledge of the State Unified Information Technology Environment (SUITE).
o Experience using Project Management Institute (PMI) methodologies.
Additional Information
Thanks and Regards,
Harry Singh
510 254 3300 EXT:-190
harry.singh(@360itpro.com
$51k-70k yearly est. 60d+ ago
Financial Advisor
Choiceone Bank?Hss_Channel=Fbp 126873847326483
Finance consultant job in Brighton, MI
Exempt - Grade Level 8
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice, and show utmost respect to everyone we meet.”
The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.
He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment.
Reports to: Financial Advisor Team Lead
Essential Duties & Responsibilities
Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals.
Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Perform and follow the Bank's policies, procedures, and service standards.
Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships.
Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections.
Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created.
New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members.
Participate in sales meetings with prospective and existing clients.
Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar, and comply with, all federal and state banking regulations as applicable.
Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations.
Additional responsibilities as assigned.
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
Bachelor's Degree and/or five or more years of Industry experience
Series 7
Series 65 or 66
Life/Accident & Health Insurance License
Core Competencies
In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following:
Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings.
Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others.
Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality.
Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately.
Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Flexibility - able to provide flexibility and adapt to changing schedules.
Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed.
Physical Demands & Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
$46k-86k yearly est. 49d ago
Financial Advisor
Engage Employment Solutions
Finance consultant job in Marshall, MI
Engage Employment Solutions, LLC works on both side of the employment application. Filling important vacant positions for employers and career coaching job seekers in gaining job offers in their desired industry. With over 30 years of executive human resources leadership, We work with the best employers to find the best new employees. Engage Employment Solutions is not a staffing or temp. agency. We work directly with our different employers for direct hire positions.
Recruitment expertise in all levels of public sector positions, specialty retail, health care, behavioral health care, manufacturing and specialty IT positions.
EngageEmploymentSolution.com
FINANCIAL ADVISOR
Ready to take your career to new levels of purpose, pride and satisfaction? Looking for freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? Already a Registered Financial / Investment Advisor?
If the answer is yes to any of these questions, then this opportunity is your answer.
About Us
VantagePointe Financial Group -
Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different?
It's our people.
We are comprised of a dedicated team of professionals with a wide range of backgrounds - in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered FinancialConsultant (ChFC), and Certified Financial Planner™ (CFP ).
It's our process.
Each Financial Advisor is responsible for understanding his or her client's entire financial picture and for providing the appropriate resources to meet a variety of needs.
It's our goods and services.
We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally,
it's our calling to make a difference.
The truth is, it's all of these - backed by our commitment to maintain our relationship with our clients.
Why you should consider this opportunity? Check out what we can offer you:
· Starting Base Salary plus Commission Splits
· IRA and Health Benefits
· Office Space
· Marketing Materials
· Financial Planning Software
· Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website
Job Description
The Financial Advisor position will be based out of our Marshall, Michigan office. This position helps clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. These tools may include the areas of retirement planning, insurance & investment services, estate planning, and education funding. The Financial Advisor has the flexibility to build their own practice while receiving support from our group's team of experts in the financial field.
Responsibilities include:
· Provides individualized needs analysis and prepares recommendations for customized financial solutions for potential clients.
· Profiles clients and delivers recommendations to ensure these needs are met
· Uses sales tools and modules to conduct the analysis; offers the best advice and products for client's understanding of solutions
· Delivers a diversified set of brokerage, investment and insurance with advice-based solutions with a financial planning mindset to meet the individual investment needs of current and potential clients.
· Increases assets under management by offering investment and insurance solutions to clients and leveraging business partnerships to increase referrals
· Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with the client's needs
· Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with set policies and regulations
· Understands and adheres to the group's risk and regulatory standards, policies and controls.
Qualifications
Education, Experience and Licensing Requirements:
· Minimum 2 years of experience in the financial industry
· Must hold series 7, series 63 & 65 or 66 licenses and a book of business
· Previous trust/fiduciary product, financial planning, managed accounts or insurance experience preferred
· Excellent Sales and Customer Service Skills
· Analytical and reporting skills
· Attention to detail and possess good time management skills
Additional Information
This position will be working from the Marshall office and will include travel in a 20 to 30 mile radius.
$45k-85k yearly est. 3d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Grand Blanc, MI
Bank of America 4.7
Finance consultant job in Grand Blanc, MI
Grand Blanc, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$43k-70k yearly est. 9d ago
Financial Analyst - Sheriff Department
Livingston County 4.0
Finance consultant job in Howell, MI
Job Description
Livingston County was named a 2024 Top Workplace by the Detroit Free Press! Based solely on employee feedback, the Top Workplace title is a badge of honor for the County. With over 700 employees serving within 18 departments, 6 elected offices, and 3 Courts, Livingston County's top priority is providing effective and efficient services that improve the quality of life for all of our residents.
Position Summary:
Under the supervision of the Undersheriff, this position is responsible for analysis and preparation of a variety of financial and operational information including the analysis of state and federal grant awards. Assists in budget preparation, performs complex cost and internal control analyses, and assures satisfaction of various reporting requirements.
Benefits:
Optional Voluntary 457 Deferred Compensation plan
Up to $300 annual Wellness reimbursement* & $100 incentive for completing your annual physical & Health Assessment.
Paid sick days accrued at 1 hour per every 30 hours worked.
4 hours of paid personal time per year.
Employee Assistance Program
* Pro-rated based on the DOH
Pay Rate Information:
The Financial Analyst is a non-union, part-time position and starting pay is $37.61/hr. This position is eligible for step pay increases within our Non-Union Grade 10 Wage Scale. Top end of the current wage scale for this position is $47.65/hr. This position is approximately 20 hours per week.
Essential Job Functions:
An employee in this position may be called upon to do any or all of the following essential functions. These examples do not include all of the duties, which the employee may be expected to perform. To perform this job successfully, an individual must be able to perform each essential function satisfactorily.
Prepare, reviews, analyzes and submits a variety of complex and/or special reports, reconciliations, work papers, communications, schedules, tables and/or statements to and from internal departments, financial institutions, and external agencies.
Assists in preparing and administering the Sheriff's Office budget, prepares related operational and financial reports, reviews and recommends budget levels and amendments and consolidates related information.
Audits the processes, practices, and related operations of the Sheriff's Office to eliminate inefficiencies, ensure proper controls are established, and recommends appropriate changes.
Analyzes and reviews financial data for compliance with County accounting policies and procedures.
Analyzes, reconciles, validates, complies, and calculates a variety of financial data, information, and transactions.
Responds to audit requests or requests for information from other agencies that require a full working knowledge of accounting principles and practices.
May handle cash transactions; prepare and process purchase orders.
Performs all other duties as assigned.
Required Knowledge, Skills, Abilities and Minimum Qualifications:
The requirements listed below are representative of the knowledge, skills, abilities and minimum qualifications necessary to perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the job.
Requirements include the following:
Bachelor's Degree in accounting, finance or related field and three years of progressively more responsible experience in municipal finance or accounting.
The County, at its discretion, may consider an alternative combination of formal education and work experience.
Valid Michigan Operator's License.
Knowledge of the principles and practices of governmental accounting procedures and guidelines, auditing principles, financial and operational controls, and Generally Accepted Accounting Principles (GAAP).
Knowledge of applicable local, state, and federal laws, rules, and regulations, researching financial discrepancies, preparing financial reports and documents, and analyzing and interpreting financial information.
Skill in assembling and analyzing data and preparing comprehensive and accurate reports.
Skill in effectively communicating ideas and concepts orally and in writing.
Ability to establish effective working relationships and use good judgment, initiative and resourcefulness when dealing with County employees, contractors to the County, representatives of other governmental units, professional contacts, elected officials, and the public.
Ability to assess situations, solve problems, work effectively under stress, within deadlines, and in emergency situations.
Skill in the use of office equipment and technology, including Microsoft Suite and financial applications, and the ability to master the County's enterprise software system and related technologies.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to communicate in person and by telephone, read regular and small print, view, and produce written and electronic documents and enter data on a computer keyboard with repetitive keystrokes. The employee must be mobile in an office setting, stand, sit, stoop, and kneel, use hands to finger, handle, or feel and reach with hands and arms. The employee must lift or push/pull objects of up to 15 lbs. without assistance.
The typical work environment of this job is a business office setting where the noise level is quiet and sometimes moderate.
$51k-65k yearly est. 5d ago
Personal Advisor
Community Choice Credit Union 3.7
Finance consultant job in Milford, MI
Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
???? Formal Application:
The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
Open accounts, enroll members in services, and clearly explain terms and conditions.
Process and close loan applications, ensuring documentation accuracy and compliance.
Apply security, compliance, and fraud training to protect members and their information.
Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
High school diploma or GED.
Passion for helping others and improving their financial well-being.
Strong communication, organizational, and multitasking skills.
Why Join Us?
A supportive and collaborative work environment focused on helping members and communities thrive.
Opportunities for personal and professional growth.
Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference?
Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
$20 hourly 7d ago
Financial Planning Analyst Manager
Technique
Finance consultant job in Jackson, MI
TECHNIQUE, INC. Precision Stamping • Tubing • Welding Jackson, Michigan, USA
Financial Planning & Analyst Manager
Technique, Inc. is a Michigan-based leader in precision stamping, tubing, and welding, serving aerospace, automotive, medical, and food processing industries. Known for ultra-fast lead times, high-quality parts, and emergency manufacturing support, Technique is the partner companies trust when precision and speed are non-negotiable.
As an FP&A Manager, you will play a critical role in driving financial performance and decision-making for a private equity-owned manufacturing organization. You will lead budgeting, forecasting, and long-range planning, and deliver profitability and cash flow insights that enable leadership to act quickly and confidently. The ideal candidate combines strong analytical capability with a hands-on, operational mindset and a track record of partnering with plant and functional leaders in a fast-paced, results-driven environment.
Key Responsibilities
Lead the annual budgeting process in partnership with operations, sales, and functional leaders; build accurate, achievable plans based on volume, pricing, and cost drivers.
Own monthly, quarterly, and rolling forecasts; continuously refine assumptions using operational inputs and real-time performance trends.
Analyze variances vs. budget/forecast and clearly communicate drivers, risks, and recommended corrective actions.
Deliver detailed margin, product, customer, and channel profitability analysis to support pricing, mix, and cost reduction decisions.
Develop and maintain KPI dashboards and performance reporting to track financial and operational health (e.g., throughput, labor, scrap, efficiency, on-time delivery).
Partner with plant and operations leadership to translate financial results into actionable insights and operational initiatives.
Monitor and forecast cash flow, liquidity, and covenant compliance; support weekly and monthly cash forecasting and management reporting.
Analyze working capital trends (inventory, A/R, A/P) and support initiatives that improve cash conversion and reduce working capital requirements.
Prepare executive-level reporting packages for senior leadership and private equity sponsors; support board materials, lender reporting, and ad-hoc analysis.
Contribute to value creation initiatives, including operational improvement analysis, capital planning, and support for M&A and integration planning as needed.
Improve FP&A processes, models, and reporting tools to increase accuracy, speed, and efficiency; partner with accounting to align planning and financial reporting.
Leverage ERP and BI tools to enhance forecasting, profitability analysis, and data integrity across the organization.
Required Skills & Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related experience.
6-10 years of progressive FP&A or finance experience; manufacturing experience strongly preferred.
Demonstrated experience leading budgeting, forecasting, and financial modeling in a multi-stakeholder environment.
Proven ability to deliver profitability and cash flow analysis, including working capital and liquidity forecasting.
Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle, NetSuite) and comfort working with large datasets.
Strong communication and stakeholder partnership skills, with the ability to influence non-finance leaders.
Highly organized with strong attention to detail; able to manage multiple priorities and deadlines.
Preferred Qualifications
Experience in a private equity-backed or highly leveraged environment.
CPA, CFA, or MBA a plus.
Experience with standard costing, inventory analysis, and operational KPIs in a manufacturing setting.
Exposure to M&A, integrations, carve-outs, or value creation initiatives.
Exposure with Epicor
Why Join Technique, Inc.?
Be a strategic finance partner in a growing, high-performance manufacturing organization.
Work closely with executive leadership and operations to drive measurable business impact.
High visibility with private equity ownership and meaningful involvement in value creation priorities.
Opportunity to improve FP&A systems, reporting, and decision support in a fast-moving environment.
$67k-93k yearly est. Auto-Apply 5d ago
Financial Planning Analyst Manager
Technique Inc.
Finance consultant job in Jackson, MI
Job Description
TECHNIQUE, INC. Precision Stamping • Tubing • Welding Jackson, Michigan, USA
Financial Planning & Analyst Manager
Technique, Inc. is a Michigan-based leader in precision stamping, tubing, and welding, serving aerospace, automotive, medical, and food processing industries. Known for ultra-fast lead times, high-quality parts, and emergency manufacturing support, Technique is the partner companies trust when precision and speed are non-negotiable.
As an FP&A Manager, you will play a critical role in driving financial performance and decision-making for a private equity-owned manufacturing organization. You will lead budgeting, forecasting, and long-range planning, and deliver profitability and cash flow insights that enable leadership to act quickly and confidently. The ideal candidate combines strong analytical capability with a hands-on, operational mindset and a track record of partnering with plant and functional leaders in a fast-paced, results-driven environment.
Key Responsibilities
Lead the annual budgeting process in partnership with operations, sales, and functional leaders; build accurate, achievable plans based on volume, pricing, and cost drivers.
Own monthly, quarterly, and rolling forecasts; continuously refine assumptions using operational inputs and real-time performance trends.
Analyze variances vs. budget/forecast and clearly communicate drivers, risks, and recommended corrective actions.
Deliver detailed margin, product, customer, and channel profitability analysis to support pricing, mix, and cost reduction decisions.
Develop and maintain KPI dashboards and performance reporting to track financial and operational health (e.g., throughput, labor, scrap, efficiency, on-time delivery).
Partner with plant and operations leadership to translate financial results into actionable insights and operational initiatives.
Monitor and forecast cash flow, liquidity, and covenant compliance; support weekly and monthly cash forecasting and management reporting.
Analyze working capital trends (inventory, A/R, A/P) and support initiatives that improve cash conversion and reduce working capital requirements.
Prepare executive-level reporting packages for senior leadership and private equity sponsors; support board materials, lender reporting, and ad-hoc analysis.
Contribute to value creation initiatives, including operational improvement analysis, capital planning, and support for M&A and integration planning as needed.
Improve FP&A processes, models, and reporting tools to increase accuracy, speed, and efficiency; partner with accounting to align planning and financial reporting.
Leverage ERP and BI tools to enhance forecasting, profitability analysis, and data integrity across the organization.
Required Skills & Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related experience.
6-10 years of progressive FP&A or finance experience; manufacturing experience strongly preferred.
Demonstrated experience leading budgeting, forecasting, and financial modeling in a multi-stakeholder environment.
Proven ability to deliver profitability and cash flow analysis, including working capital and liquidity forecasting.
Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle, NetSuite) and comfort working with large datasets.
Strong communication and stakeholder partnership skills, with the ability to influence non-finance leaders.
Highly organized with strong attention to detail; able to manage multiple priorities and deadlines.
Preferred Qualifications
Experience in a private equity-backed or highly leveraged environment.
CPA, CFA, or MBA a plus.
Experience with standard costing, inventory analysis, and operational KPIs in a manufacturing setting.
Exposure to M&A, integrations, carve-outs, or value creation initiatives.
Exposure with Epicor
Why Join Technique, Inc.?
Be a strategic finance partner in a growing, high-performance manufacturing organization.
Work closely with executive leadership and operations to drive measurable business impact.
High visibility with private equity ownership and meaningful involvement in value creation priorities.
Opportunity to improve FP&A systems, reporting, and decision support in a fast-moving environment.
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$67k-93k yearly est. 7d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_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 (***************************************************************************************************************************
$67.5k-96.3k yearly 45d ago
J.P. Morgan Wealth Management - Private Client Advisor - Davison, MI and Surrounding areas
Jpmorgan Chase & Co 4.8
Finance consultant job in Grand Blanc, MI
JobID: 210676082 JobSchedule: Full time JobShift: Day : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$57k-113k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Engage Employment Solutions
Finance consultant job in Marshall, MI
Engage Employment Solutions, LLC works on both side of the employment application. Filling important vacant positions for employers and career coaching job seekers in gaining job offers in their desired industry.
With over 30 years of executive human resources leadership, We work with the best employers to find the best new employees. Engage Employment Solutions is not a staffing or temp. agency. We work directly with our different employers for direct hire positions.
Recruitment expertise in all levels of public sector positions, specialty retail, health care, behavioral health care, manufacturing and specialty IT positions.
EngageEmploymentSolution.com
FINANCIAL ADVISOR
Ready to take your career to new levels of purpose, pride and satisfaction? Looking for freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? Already a Registered Financial / Investment Advisor?
If the answer is yes to any of these questions, then this opportunity is your answer.
About Us
VantagePointe Financial Group -
Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different? It's our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds - in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered FinancialConsultant (ChFC), and Certified Financial Planner™ (CFP ). It's our process. Each Financial Advisor is responsible for understanding his or her client's entire financial picture and for providing the appropriate resources to meet a variety of needs. It's our goods and services. We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, it's our calling to make a difference.
The truth is, it's all of these - backed by our commitment to maintain our relationship with our clients.
Why you should consider this opportunity? Check out what we can offer you:
· Starting Base Salary plus Commission Splits
· IRA and Health Benefits
· Office Space
· Marketing Materials
· Financial Planning Software
· Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website
Job Description
The Financial Advisor position will be based out of our Marshall, Michigan office. This position helps clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. These tools may include the areas of retirement planning, insurance & investment services, estate planning, and education funding. The Financial Advisor has the flexibility to build their own practice while receiving support from our group's team of experts in the financial field.
Responsibilities include:
· Provides individualized needs analysis and prepares recommendations for customized financial solutions for potential clients.
· Profiles clients and delivers recommendations to ensure these needs are met
· Uses sales tools and modules to conduct the analysis; offers the best advice and products for client's understanding of solutions
· Delivers a diversified set of brokerage, investment and insurance with advice-based solutions with a financial planning mindset to meet the individual investment needs of current and potential clients.
· Increases assets under management by offering investment and insurance solutions to clients and leveraging business partnerships to increase referrals
· Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with the client's needs
· Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with set policies and regulations
· Understands and adheres to the group's risk and regulatory standards, policies and controls.
Qualifications
Education, Experience and Licensing Requirements:
· Minimum 2 years of experience in the financial industry
· Must hold series 7, series 63 & 65 or 66 licenses and a book of business
· Previous trust/fiduciary product, financial planning, managed accounts or insurance experience preferred
· Excellent Sales and Customer Service Skills
· Analytical and reporting skills
· Attention to detail and possess good time management skills
Additional Information
This position will be working from the Marshall office and will include travel in a 20 to 30 mile radius.
$45k-85k yearly est. 60d+ ago
Finance Analyst (Onsite)
RTX Corporation
Finance consultant job in Holt, MI
**Country:** United States of America , Holt, MI, 48842 USA ** Onsite **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** U.S. citizenship is required, as only U.S. citizens are authorized to access certain necessary systems.
**Security Clearance:**
None/Not Required
**Pratt & Whitney** is working to once again transform the future of flight - designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
At Pratt & Whitney, the difference you make is on display every day. Just look up. **Are you ready to go beyond?**
**Pratt and Whitney** **AutoAir (OEM)** support has an exciting opportunity for a **Finance Analyst** **.**
This is an **onsite** position based out of our **Holt, Michigan** location.
**What You Will Do:**
The Finance Analyst will provide financial support for Pratt & Whitney AutoAir (OEM), ensuring financial and control functions are integrated to optimize cost reduction, satisfy financial requirements, and safeguard assets.
This position will provide the opportunity to become an integral part of the production management team with a definite "hands-on" attitude required.
**Key Responsibilities include but not limited to:**
- Analyze and provide financial data to the General Manager (GM) and management team to report and forecast the overall financial results for the business monthly.
- Build, analyze, and provide reporting pertaining to Operating Expenses, Cost of Poor Quality (COPQ), Aged Inventory, Capital, and key performance metrics.
- Compile & analyze part cost monthly.
- Preparation and submittal of monthly forecasts (MMLs).
- Participate in the preparation of the 1-year Annual Operating Plan (AOP) and 5-year Long-Range Plan (LRP) targets for shop hours, Factory Overhead Expenses, Scrap, Aged Inventory Reserves & Manpower (direct hours).
- Forecasting and reporting of Capital expenses and monitoring Assets Under Construction (AUC) balances to translate assets into service on a timely basis.
- Assist in the preparation of new business quotes and track external sales & cost of sales monthly.
- Assist in preparation of the daily Key Performance Indicators (KPIs) dashboard and metrics analysis.
- Prepare and maintain charge numbers for Engineering projects (WBS structure).
- Ad hoc journal entries & management data requests as required.
- Set a high standard in monitoring and oversight of PW/RTX ethics and control policies (Sarbanes-Oxley, PW Standard Procedures, RTX code of ethics) to ensure 100% compliance.
**Qualifications You Must Have:**
- Bachelor's Degree in accounting or finance and 5+ years of accounting and/or finance experience, **OR** advanced degree in accounting or finance and 3+ years of accounting and/or finance experience.
**-** **Must be a U.S. Citizen.** This position requires access to systems/tools that are restricted to individuals who possess US citizenship.
**Qualifications We Prefer:**
- Ability to manage multiple tasks simultaneously.
- Efficient in use of Office software (Teams, Word, Excel, PowerPoint, etc.); working knowledge of SAP and BW.
- Excellent communication and interpersonal skills, with the ability to interact effectively with auditors and internal stakeholders.
- Strong data analytics skills and interpersonal skills with ability to work with individuals and/or team at all levels.
**Learn More & Apply Now:**
**What is my role type?**
In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment.
**This role is:**
**Onsite:** Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance workers, as they are essential to the development of our engines.
_*This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award._
**_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._**
The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an 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, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link (******************************************************** to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
$50k-76k yearly est. 51d ago
Finance Analyst (Onsite)
RTX
Finance consultant job in Holt, MI
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
U.S. citizenship is required, as only U.S. citizens are authorized to access certain necessary systems.
Security Clearance:
None/Not Required
Pratt & Whitney is working to once again transform the future of flight - designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.
Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.
At Pratt & Whitney, the difference you make is on display every day. Just look up. Are you ready to go beyond?
Pratt and Whitney AutoAir (OEM) support has an exciting opportunity for a Finance Analyst.
This is an onsite position based out of our Holt, Michigan location.
What You Will Do:
The Finance Analyst will provide financial support for Pratt & Whitney AutoAir (OEM), ensuring financial and control functions are integrated to optimize cost reduction, satisfy financial requirements, and safeguard assets.
This position will provide the opportunity to become an integral part of the production management team with a definite "hands-on" attitude required.
Key Responsibilities include but not limited to:
- Analyze and provide financial data to the General Manager (GM) and management team to report and forecast the overall financial results for the business monthly.
- Build, analyze, and provide reporting pertaining to Operating Expenses, Cost of Poor Quality (COPQ), Aged Inventory, Capital, and key performance metrics.
- Compile & analyze part cost monthly.
- Preparation and submittal of monthly forecasts (MMLs).
- Participate in the preparation of the 1-year Annual Operating Plan (AOP) and 5-year Long-Range Plan (LRP) targets for shop hours, Factory Overhead Expenses, Scrap, Aged Inventory Reserves & Manpower (direct hours).
- Forecasting and reporting of Capital expenses and monitoring Assets Under Construction (AUC) balances to translate assets into service on a timely basis.
- Assist in the preparation of new business quotes and track external sales & cost of sales monthly.
- Assist in preparation of the daily Key Performance Indicators (KPIs) dashboard and metrics analysis.
- Prepare and maintain charge numbers for Engineering projects (WBS structure).
- Ad hoc journal entries & management data requests as required.
- Set a high standard in monitoring and oversight of PW/RTX ethics and control policies (Sarbanes-Oxley, PW Standard Procedures, RTX code of ethics) to ensure 100% compliance.
Qualifications You Must Have:
- Bachelor's Degree in accounting or finance and 5+ years of accounting and/or finance experience, OR advanced degree in accounting or finance and 3+ years of accounting and/or finance experience.
- Must be a U.S. Citizen. This position requires access to systems/tools that are restricted to individuals who possess US citizenship.
Qualifications We Prefer:
- Ability to manage multiple tasks simultaneously.
- Efficient in use of Office software (Teams, Word, Excel, PowerPoint, etc.); working knowledge of SAP and BW.
- Excellent communication and interpersonal skills, with the ability to interact effectively with auditors and internal stakeholders.
- Strong data analytics skills and interpersonal skills with ability to work with individuals and/or team at all levels.
Learn More & Apply Now:
What is my role type?
In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment.
This role is:
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance workers, as they are essential to the development of our engines.
*This requisition is eligible for an employee referral award. ALL eligibility requirements must be met to receive the referral award.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an 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, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$50k-76k yearly est. Auto-Apply 52d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Grand Blanc, MI
Bank of America 4.7
Finance consultant job in Grand Blanc, MI
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$43k-70k yearly est. Auto-Apply 10d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_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_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_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:** 02/13/2026 *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
\#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 (***************************************************************************************************************************
How much does a finance consultant earn in Lansing, MI?
The average finance consultant in Lansing, MI earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.