This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $210,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
Education and Experience:
Bachelors Degree or equivalent education and experience
Minimum 2-3 years investment and insurance sales experience required
Skills and Abilities:
Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
Strong communication and PC skills.
Unblemished compliance record.
Demonstrated team player and high quality service provider.
Unique Job Characteristics and Requirements:
NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.
Tasks Performed:
50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals
15% Monitors client investment performance and makes appropriate recommendations.
10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
5% Other duties as required
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
$60.5k-210k yearly Auto-Apply 60d+ ago
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Financial Advisor
First National Bank, Maine 4.1
Finance consultant job in Bangor, ME
We're looking for a Financial Advisor to join our team and help customers plan for their financial futures. In this role, you'll work with referrals from our bank branches, provide personalized financial guidance, and offer solutions such as mutual funds, annuities, and insurance products. We are proud to be a 2025 Best Places to Work in Maine employer.
LOCATION: Bangor, Maine (On-site) OR Ellsworth, Maine (On-site) Candidates must reside within commuting distance.
Qualifications:
Required licenses: FINRA Series 7, 63 & 65 (or 66), and Life & Health Insurance
Bachelor's degree or equivalent experience
1-2 years relevant experience preferred
Strong communication and relationship-building skills
Self-motivated and organized
What You'll Do:
Meet with clients to understand goals and provide financial advice
Recommend investment and insurance solutions
Build referral relationships with branch staff and in the community
Maintain ongoing client relationships and review plans regularly
Ensure all work follows regulatory and compliance guidelines
What We Offer:
Competitive pay + bonus plan
Comprehensive benefits and paid time off
Professional growth and training
Supportive, community-focused culture
Function: This position is responsible for providing individual financial advice and counseling to retail customers referred through the bank branches. The advisor will work to meet a set of sales goals mutually agreed upon by the Bank and Cetera. When working with customers, the advisor will typically handle less complex accounts and will incorporate both fee-based solutions and other financial products as appropriate. These products could include: brokerage products, fixed and variable annuities, mutual funds and insurance products. The advisor provides ongoing financial advice and counseling to existing customers, and refers customers to the Bank for bank related products and services as appropriate.
Requirements
Essential Knowledge, Skills, Abilities
Knowledge of retail investment industry preferred, including financial counseling, investment advice, and fee based, and investment product sales as well as related Financial Industry Regulatory Authority (FINRA) and Securities & Exchange Commission (SEC) regulations
Ability to effectively communicate to build strong and productive working relationships with clients and business partners, including ability to gain and maintain client trust.
Self-directed, with ability to plan own activities to achieve sales goals.
Good time management skills.
PC skills and knowledge of financial software helpful.
$98k-170k yearly est. 60d+ ago
Financial Advisor with Training
New England Financial-Prudential Advisors 3.8
Finance consultant job in Portland, ME
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts!
Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment.
Our Mission and Vision:
We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice.
Our Differentiators:
Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.
Leadership and Management Potential: Earn additional bonuses by leading and developing teams.
FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
Business Development Services: Back-office and administrative support to free up your time for growth.
Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.
Community Support:
We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia & Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee.
Meet Our Leaders:
Andrew Grande, Regional Director:
Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots.
Follow this link to meet Andrew on LinkedIn: *****************************************
Rich Marooney, Managing Director:
Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota).
Follow this link to meet Rich on LinkedIn: ********************************************
Jennifer Craig, Regional Director & Financial Planner:
Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion.
A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles.
Follow this link to meet Jennifer on LinkedIn: **********************************************
With the Support of Prudential and LPL Financial:
As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.
Licensing and Education Requirements:
We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:
Series 7
Series 66
Life/Health Insurance License
4-year college degree (preferred)
Position Benefits and Compensation:
401(k) with matching contributions
Cash Balance Pension Plan
Pension enhancement for top financial professionals
Private office expense support
Competitive compensation and bonuses
Expressed payouts on Life Insurance & Annuity products
Deferred compensation plan for eligible financial professionals
Medical, dental, vision benefits & healthcare reimbursement account
Life insurance, accident insurance, and disability income insurance coverage
Mutual fund investment plan
Business programs and conferences
Join Us in Making an Impact!
We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today!
Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.
Flexible work from home options available.
$101k-173k yearly est. 15d ago
Investment Analyst II - Commercial Mortgage Loans
Unum Group 4.4
Finance consultant job in Portland, ME
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
Award-winning culture
Inclusion and diversity as a priority
Performance Based Incentive Plans
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
Generous PTO (including paid time to volunteer!)
Up to 9.5% 401(k) employer contribution
Mental health support
Career advancement opportunities
Student loan repayment options
Tuition reimbursement
Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans
.
And that's just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned.
Principal Duties and Responsibilities
Review loan submission packages, research and analyze market data, and underwrite mortgage loans.
Participate in production team meetings.
Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database.
Financial analysis of monthly and annual property operating statements and borrower financials.
Special projects as assigned.
Back up for team members.
Assist other investment areas with related real estate issues, as needed.
May perform other duties as assigned.
Job Specifications
BA or BS in business, finance or related field.
Minimum 1-3 years commercial real estate/property management experience.
Computer skills including Word, Excel; ability to learn new software.
Ability to work independently within a team-oriented environment.
Solid written and verbal communication skills.
Independent analysis/decision making ability.
#LI-AF1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$52,000.00-$101,000.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$52k-101k yearly Auto-Apply 14d ago
Financial Solutions Advisor - Maine / New Hampshire Markets
Bank of America 4.7
Finance consultant job in Scarborough, ME
South Portland, Maine;Concord, New Hampshire; Scarborough, Maine; South Portland, Maine **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Schedule:**
- Monday - Fridays and rotating Saturdays
**Required Qualifications:**
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
**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.
$78k-121k yearly est. 7d ago
Financial Leadership Development Professional
Cianbro Corporation 4.2
Finance consultant job in Pittsfield, ME
The Financial Leadership Development Program (FLDP) is a rigorous, 3-year rotational program designed to prepare high-potential finance professionals for advancement within The Cianbro Companies. Participants will complete three assignments (typically 12-months each, but the length may vary) across various functional areas of finance, gaining hands-on experience in a dynamic and fast-paced environment. Rotations will involve relocation or nationwide travel to different regional offices, project sites, or headquarters as necessary to support organizational objectives and provide unique opportunities to the team member for career development.
Potential assignment types include:
* Project Finance: Work on-site with construction teams to develop project budgets, monitor costs and performance, evaluate change orders, and prepare month-end financial reports.
* Corporate Finance: Support enterprise level financial planning & analysis, controllership, and financial services functions.
* Operational Finance: Support business unit level budgeting, forecasting, and project financial support.
Program Objectives
* Build Technical Expertise: Develop proficiency in financial disciplines critical to the construction industry, such as project costing, capital planning, financial reporting, and risk management.
* Build Strategic Insight: Foster the ability to align financial strategies with organizational goals, optimizing resources for profitability and growth.
* Cross-Functional Experience: Exposure to key areas, including project finance, corporate finance, and operational finance, to develop a well-rounded understanding of the business.
* Professional Development: Participation in both internal and external professional development opportunities.
* Develop the next generation of Finance Leaders for The Cianbro Companies.
Qualifications/Requirements
* Bachelor's or Master's degree in finance, accounting, construction management or a related field.
* Strong problem-solving skills and attention to detail.
* Excellent written and verbal communication skills.
* Adaptability in a fast-paced environment.
* Proficiency in Microsoft Excel (pivot tables, lookup formulas, etc.) and other Microsoft Office products.
Cianbro is an employee-owned, tobacco-free, equal opportunity employer, we do not discriminate based on marital status, race, color, creed, gender, sex, religion, national origin, gender identity, age, veteran status, union affiliation, physical or mental disability, citizenship status, sexual orientation, genetic information, or other legally protected status.
$61k-96k yearly est. 36d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Augusta, ME
**_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
Financial Analyst, Great Opportunity! $30-35/hr! 832866
Bonney Staffing 4.2
Finance consultant job in Lewiston, ME
Your Next Opportunity Is Here - Urgently Hiring a Finance Analyst in Lewiston, Maine! Job Title: Finance Analyst Pay: $30-$35 per hour Hours: Full-time, 40 hours per week Are you searching for a career-focused financial role with meaningful impact and analytical depth? Join a mission-driven organization with a collaborative finance team as a Finance Analyst in Lewiston, Maine, where your expertise will directly support program success and financial sustainability.
As a Finance Analyst, you'll play a crucial role in overseeing daily accounting operations, producing critical financial reports, and providing insights through forecasting and analysis that drive informed decision-making. You'll partner closely with the Financial Controller and program leadership to ensure financial accuracy and compliance.
What You'll Do:
As a Finance Analyst, you will be responsible for:
Producing accurate and timely monthly, quarterly, and year-end financial program reports.
Reviewing and analyzing financial information, advising finance leadership on irregularities or trends.
Preparing and posting monthly journal entries.
Leading monthly management reviews of financial reports.
Preparing and submitting financial reports and billings to funding sources.
Supporting annual audit preparation by maintaining required audit documentation and work papers.
Coordinating with finance leadership and independent auditors to ensure all State and Federal awards are properly reported.
Developing and maintaining contract reporting and compliance.
Preparing contract financial reports and assisting with the resolution of audit or monitoring findings.
Developing and maintaining detailed knowledge of assigned contracts.
Assisting with agency and contract budgets and grant applications in partnership with program teams.
Preparing financial forecasts in collaboration with program leadership.
Providing guidance to program staff on coding, contracts, and financial procedures.
Assigning and allocating work to a Staff Accountant and providing ongoing feedback, training, and coaching.
Performing additional duties as assigned.
What You'll Bring:
The ideal candidate for this role will have:
A Bachelor's degree in Accounting or Finance preferred (or equivalent professional experience).
A minimum of four years of accounting or financial analysis experience; nonprofit accounting experience preferred.
Strong proficiency in Microsoft Excel and Word; experience with Abila MIP software preferred.
Knowledge of OMB regulations and financial compliance standards preferred.
Strong organizational skills, attention to detail, accountability, and the ability to manage competing priorities independently.
The capability to delegate work, coach staff, and collaborate across teams.
Why Join Us in Lewiston?
Competitive hourly pay with long-term stability.
Opportunity to work closely with leadership and influence financial strategy.
Collaborative, mission-focused workplace culture.
Enjoy affordable health and prescription coverage with no waiting period.
Benefits offered upon permanent hire.
Retirement plan: 401(k) or pension.
Location & Schedule:
This position is on-site in Lewiston, ME and offers a full-time schedule of 40 hours per week.
Ready to Take the Next Step?
If you're ready to advance your career as a Finance Analyst in Lewiston, apply today or contact our recruiting team to learn more. Don't wait - we're hiring now!
#BSCA
$30-35 hourly 7d ago
Senior Financial Analyst
Department of Health and Human Services 3.7
Finance consultant job in Augusta, ME
If you are a current State of Maine employee, you must complete your application through the internal application process (Find Jobs Report). Please apply using your PRISM account. If you are on Seasonal Leave and do not have access to PRISM, contact your local Human Resources representative for application information.
Department of Health and Human Services (DHHS)
Public Service Coordinator II
Opening Date: January 15, 2026
Closing Date: January 29, 2026
Job Class Code: CA30
Grade: 30 (Confidential)
Salary: $71,843.20 - $101,587.20 per year
Position Number: 02000-3237
Location: We have an anticipated vacancy in Augusta
Core Responsibilities:
As a Senior Financial Analyst, you will:
• Apply your professional financial, statistical and programmatic knowledge and analytical skills to a wide variety of DHHS analytic/financial initiatives.
• Interpret policy, operational, clinical and financial analytic/reporting.
• Translate outcomes into supporting analysis for fiscal impact forecasts, budgets, utilization and/or actual fiscal outcomes.
• Assist with troubleshooting and evaluating work program, budget, and finance related issues.
• Work both individually and as part of multi-discipline teams on projects varying in size and scope from short-term ad-hoc requests to long-term strategic initiatives to validation of application system upgrades, updates and conversions while collaborating with DHHS offices and the Department of Administrative and Financial Services.
• Collect and analyze financial, utilization, health care and quality data; preparing reports, analyses, and forecasts in support of, operational and budgetary initiatives; and general ledger and transactional claims reconciliations.
• Assist in validating and maintaining integrity of data within and extracted from our data systems.
• Research and analyze internal and external data and monitor macro-level trends to inform decision-making.
• Work with and manage teams from across the department so as to improve financial outcomes and operational efficiency.
Minimum Qualifications:
In order to qualify, you must have an eight (8) year combination of education and/or experience which includes a Bachelors Degree in Business Administration, Statistics, Mathematics or a closely related field -AND- four (4) years of responsible experience in accounting, cost, budget and/or financial analysis. Directly related professional experience may be substituted for education on a year-for-year basis. Prior experience in analyzing Medicaid financial or program data is preferred.
The background of well-qualified candidates will demonstrate the following competencies:
1. A demonstrated ability to obtain, synthesize and integrate a broad range of data (financial and/or programmatic) from multiple sources for use in analytic/financial reporting initiatives.
2. Knowledge of finance and/or standard operational business processes.
3. A history of utilizing data and statistical analysis to test, challenge and defend assumptions. Experience with large scale ERP (Enterprise Resource Planning) and data warehouses is preferred.
4. Advanced technical skills in the use of spreadsheets (pivot tables, functions, macros/VB script, etc.), database query/reporting methodologies and statistical analysis skill sets.
5. Prior experience with Business Intelligence and/or Analytic software suite is preferred (i.e. SQL Server SSRS/SSAS, Cognos BI, Business Object, SAS, SPSS, etc.).
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Agency information:
The Department of Health and Human Services (DHHS) is dedicated to promoting health, safety, resilience, and opportunity for Maine people. The Department provides health and social services to approximately a third of the State's population, including children, families, older Mainers, and individuals with disabilities, mental illness, and substance use disorders. The Department also promotes public health, operates two state psychiatric hospitals, and provides oversight to health care providers.
The Office of Financial Management within the Commissioner's Office is responsible for the oversight and management of a $7.4 billion budget.
Application Information:
For additional information about this position, please contact Lauren Metayer at ************************
To apply, please upload a current resume and cover letter addressing each of the five competency areas identified in the Requirements Section, and copies of post-secondary transcripts postmarked on or before the closing date.
Please submit all documents or files in PDF or Word format.
To request a paper application, please contact *************************
Benefits of working for the State of Maine:
No matter where you work across Maine state government, you find employees who embody our state motto-"Dirigo" or "I lead"-as they provide essential services to Mainers every day. We believe in supporting our workforce's health and wellbeing with a valuable total compensation package, including:
Work-Life Fit - Rest is essential. Take time for yourself using 13 paid holidays, 12 days of sick leave, and 3+ weeks of vacation leave annually. Vacation leave accrual increases with years of service, and overtime-exempt employees receive personal leave.
Health Insurance Coverage - The State of Maine pays 85%-100% of employee-only premiums ($12,845.82 - $15,112.76 annual value), depending on salary. Use this chart to find the premium costs for you and your family, including the percentage of dependent coverage paid by the State.
Health Insurance Premium Credit - Participation decreases employee-only premiums by 5%. Visit the Office of Employee Health and Wellness for more information about program requirements.
Dental Insurance - The State of Maine pays 100% of employee-only dental premiums ($395.72 annual value).
Retirement Plan - The State contributes the equivalent of 18.91% of the employee's pay towards the Maine Public Employees Retirement System (MainePERS).
Parental leave is one of the most important benefits for any working parent. All employees who are welcoming a child-including fathers and adoptive parents-receive six weeks of fully paid parental leave. Additional, unpaid leave may also be available, under the Family and Medical Leave Act.
State employees are eligible for an extensive and highly competitive benefits package, covering many aspects of wellness. Learn about additional wellness benefits for State employees from the Office of Employee Health and Wellness.
Note: Benefits may vary somewhat according to specific collective bargaining agreements and are prorated for anything less than full-time.
There's a job and then there's purposeful, transformative work. Our aim is to create a workplace where you can learn, grow, and continuously refine your skills. Applicants demonstrate job requirements in differing ways, and we appreciate that many skills and backgrounds can make people successful in this role.
As an Equal Opportunity employer, Maine State Government embraces a culture of respect and awareness. We are committed to creating a strong sense of belonging for all team members, and our process ensures an inclusive environment to applicants of all backgrounds including diverse race, color, sex, sexual orientation or gender identity, physical or mental disability, religion, age, ancestry, national origin, familial status or genetics.
If you're looking for a great next step, and want to feel good about what you do, we'd love to hear from you. Please note reasonable accommodations are provided to qualified individuals with disabilities upon request.
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If you are unable to complete the online application, please contact the Human Resources representative listed on the job opening you are interested in applying for. They will work with you for an alternative method of submitting.
About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Overview of Role
The successful candidate will be an integral part of a growing team in Stockholm that focuses on M&A and strategic advisory in the real assets sectors, and financing advisory more broadly. We are particularly looking for someone with prior experience within infrastructure or adjacent sectors, and with a desire to continue their career at the leading adviser in this space. The team is part of the larger local Nordic Global Advisory organisation based in Stockholm, Copenhagen and Helsinki, and will work closely with senior bankers both locally and internationally who are experts in the relevant fields.
Responsibilities
* Contribute to preparation of pitch books and ad-hoc analysis supporting the team's marketing initiatives in the real assets sectors in the Nordics
* Draft strategic review and transaction documentation (i.e. teasers, Information Memorandums, and strategic review reports for both M&A and financing advisory mandates)
* Develop standard and bespoke financial models and lead analysis leveraging these
* Use a range of valuation techniques to support client advice
* Support the team in coordinating transaction processes both internally and with external stakeholders
* Experienced banker who seeks to identify new business opportunities for Rothschild & Co Global Advisory and new ideas for our clients that advance their strategic objectives
Experience, Skills and Competencies Required
Experience
* Minimum 2-year experience, preferably in the infrastructure or energy & power sectors, gained in a similar role in another financial services organisation
* Experience in developing financial models and with an understanding of financial statements analysis
* Exposure to fundamental financial and valuation principles and experience of applying these
* Previous exposure to infrastructure-like financing products and capital structures is preferable
* Advanced Microsoft Office skills (Word, PowerPoint and Excel)
Education and Qualifications
* Bachelor's Degree
Core Competencies
* Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies
* Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business
* Experience leading client presentations, managing projects and the execution of transactions
* Ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines
* Knowledge of the relevant financial and regulatory environments that surrounds M&A
* Keen interest in building a career within infrastructure and real assets
* Aptitude for ongoing personal and professional development
* Fluency in a Nordic language is a requirement
Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent.
We are seeking a Senior Financial Analyst to join the Commercial Finance organization. The team is responsible for revenue planning, reporting and analysis for the VetLab Line of Business.
We serve as a critical interface between the lines of business and commercial teams. You will perform a variety of planning, reporting, analytical, and other related financial activities. You will partner with the line of business and other key functions in supporting our financial planning and analysis process.
This is a hybrid position with the expectation to be onsite at our headquarters at least 8-days a month in Westbrook, ME.
What You Will Be Doing:
You will partner with VetLab lines of business, providing North America revenue plan, customer analytics and insights, and acting as a liaison between the commercial and line of business teams.
You will consult with and advise lines of business, ensuring business decisions are well supported from financial standpoint.
You will support period-end close processes which includes comparing actual performance to latest financial outlook, preparing revenue accruals and reviewing accuracy of revenue information.
You will create and analyze monthly, quarterly and annual revenue performance, ensuring revenue performance is recorded and presented accurately.
You will develop budgets and financial projections for North America VetLab, including recurring and capital revenue streams.
You will develop various analyses, reports and presentations; perform ad hoc financial forecasting, analysis and modeling and special project support as needed.
You will participate in strategic planning and budget process, providing financial information, analysis and support as needed.
You will develop financial models for business initiatives such as product launches, geographical expansion and proposed marketing programs.
You work with multiple systems for use in information retrieval and analyses.
You will identify and implement processes and improvements in planning, analysis, reporting and monitoring of both financial and non-financial measures. Leverage information technology to automate, streamline and integrate processes.
You will monitor internal control environment. Identify gaps in controls and support development of approaches to mitigate exposure.
You will identify trends and developments in competitive environments and present findings to management.
What You Need To Succeed:
5 or more years experience in the following areas:
Analytical skills including forecasting and regression analysis: Proficient in utilizing statistical methods and data analysis techniques to predict future trends and outcomes, as well as identifying relationships between variables.
Detail-oriented: Meticulous and thorough in reviewing and processing information, ensuring accuracy and precision in all tasks.
Demonstrated ability to meet deadlines: Proven track record of completing tasks and projects within the allocated time frame, maintaining high standards of quality.
Ability to work independently and as part of a team: Capable of managing tasks autonomously while also collaborating effectively with team members to achieve common goals.
Strong communication skills, both written and verbal: Excellent in conveying information clearly and concisely through various forms of communication, including reports, presentations, and discussions.
Strong knowledge of data, databases, and data mining and manipulation: Extensive experience in handling large datasets, utilizing database management systems, and applying data mining techniques to extract valuable insights.
Proficient system skills to include MS Office, SAP, EPM (SAP Excel Add-on), Business Intelligence.
Advanced coding skills including SQL, Snowflake, Alteryx preferred but not required.
What You Can Expect From Us:
Base salary of $100,000+ based on experience
Opportunity for an annual bonus
Health / Dental / Vision Benefits Day-One
5% matching 401k
Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more
Why IDEXX?
We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from disease. We have customers in over 175 countries and a global workforce of over 10,000 talented people.
So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement.
Let's pursue what matters together.
IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.
#LI-CB1
$100k yearly Auto-Apply 60d+ ago
Financial Planning Analyst
Fiber Materials 4.1
Finance consultant job in Biddeford, ME
Fiber Materials Inc. | solutions for the most extreme places in the universe
FMI's manufacturing facility has been a leading solutions provider of high temperature materials and composites for more than 50 years, serving the Department of Defense and NASA. The focus in Maine is on multidirectional reinforced Carbon/Carbon (C/C) and Ceramic Matrix Composites (CMCs) that enable high-temperature components such as: thermal protection systems, re-entry vehicle nose tips as well as rocket motor throats and nozzles.
Our materials are being used on ground-breaking space initiatives such as the Orion Multi-Purpose Crew Vehicle and the heat shield for NASA's Mars 2020 mission, important missile programs, airfoils in commercial and military jet engines, and as lightweight armor for U.S. military ground vehicles.
Your role: FMI is seeking a motivated and self-starting Financial Planning Analyst to join our Finance team. As the Financial Planning Analyst, you will work closely with the Director of Finance, performing Financial Planning and Analysis for the company. Routine scope of your work will include quarterly, annual, and long-term financial forecasting for both GAAP and Governmental cost accounting purposes. Being the Financial Planning Analyst means you will work closely with program managers, engineers, operations, and senior management.
Job Responsibilities:
Perform financial scenario analyses
Analyze contract performance
Calculate estimates for contract completion
Prepare monthly reporting and government property reporting
Create and validate revenue forecasts and monthly reports
Prepare Estimate at Complete (EAC) audit workbooks
Establish integrated revenue forecasting process using over tine revenue recognition methodology
Support, analyze, and validate select contract EAC's
Develop allocation procedures within SAGE for reporting overhead and G&A expenses
Enhance current gross profit by customer and product line reporting and include analysis and recommendations
Orchestrate the budget and forecasting cycles by department and function
Report on monthly expense budget variances and make recommendations for improvement
Assist the Cost Analysts with annual government incurred cost submissions
What we need from you:
Bachelor's Degree in Finance, Accounting, or a related field OR an equivalent combination of education and experience
3-5 years of experience in general accounting and finance in a manufacturing environment
10+ years of experience performing key functions in accounting and financial reporting
Strong understanding of GAAP financial statements and accounting best practices
General understanding of cost accounting Demonstrably effective organizational and interpersonal skills
Strong personal organization, sensitive towards consistently meeting changing and challenging deadlines
Creative problem solver, in-tune with senior management
Extensive knowledge of Microsoft Excel
Experience working with collaborative ERP systems (i.e. SAGE)
What you'll get from us:
16 ETO days
12 paid holidays (including Winter Closure!)
Medical / Dental / Vision
401k Company Match
Tuition Reimbursement
$1000 Sign-On Bonus
$61k-81k yearly est. 60d+ ago
Financial Analyst
Twin Rivers Paper Company 4.5
Finance consultant job in Madawaska, ME
• Ensuring accounting requirements are completed accurately and on time • Documents and substantiates financial transactions by entering account information • Analyzing operational and financial data, investigating variances, identifying business drivers, and evaluating
their impact on planned objectives
• Preparing meaningful variance analysis commentary for management
• Consolidating cost reduction and other continuous improvement activities
• Providing assistance in reporting against performance targets in incentive programs
• Assisting with the recommendation, development, and implementation of process improvements in support of
the operating agenda
Requirements:
• BA in Accounting or Finance
• Travel 10% of the time
• Strong skills in the areas of analysis, problem-solving, organization, multi-tasking, prioritization, communication,
and relationship building
• Ability to think strategically in a constantly changing business environment and market
• Ability to operate with high regard to integrity, trust, and confidentiality
$49k-75k yearly est. 38d ago
Financial Solutions Advisor - Maine / New Hampshire Markets
Bank of America Corporation 4.7
Finance consultant job in Scarborough, ME
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
* Monday - Fridays and rotating Saturdays
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$78k-121k yearly est. 7d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Augusta, ME
**_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 (***************************************************************************************************************************
$67.5k-96.3k yearly 38d ago
Senior Financial Analyst - Veterinary Software
Idexx Laboratories 4.8
Finance consultant job in Westbrook, ME
The Senior Financial Analyst performs a variety of financial planning, analysis, forecasting, budgeting, reporting, reconciliation, and other related financial activities. This position will partner with lines of business to provide financialconsulting, advice and support.The Senior Financial Analyst will compile and analyze financial statements, information, and reports, and develop revenue/expense and other financial analyses and presentations.This position is expected to be onsite at the IDEXX Global Campus in Westbrook, ME.
What You Will Be Doing:
You will partner with our Veterinarian Software and Services business by providing financial business support, dashboards and reports for timely decision-making. Consult with and advise lines of business, ensuring business decisions are well supported from financial standpoint.
You will support period-end close processes which may include reconciliation of internal accounts, comparing actual performance to latest financial outlook, preparing revenue and expense cost accruals and reviewing accuracy of revenue, gross margin and expense information.
You will create, maintain and analyze monthly, quarterly and annual financial statements and reports, ensuring that financial information is recorded and presented accurately. Develop budgets and financial projections for financial statements from revenues to operating margins and key balance sheet items.
You will maintain various analyses, reports and presentations; perform ad hoc financial forecasting, analysis and modeling and special project support as needed.
You will maintain and update as needed financial models for business initiatives such as product launches, geographical expansion and proposed marketing programs.
You will work with multiple systems for use in information retrieval and analyses.
You will identify and implement processes and improvements in planning, analysis, reporting and monitoring of both financial and non-financial measures. Leverage information technology to automate, streamline and integrate processes.
You will monitor internal control environment, identify gaps in controls and support development of approaches to mitigate exposure.
You will maintain KPI's with SaaS based metrics, dashboards, and productivity to drive business decision to meet strategic goals. You will take current reporting and automate!
What You Need To Succeed:
Bachelors degree or equivalent combination of education and experience required. Masters degree or equivalent preferred.
5+ years of experience in Accounting, Finance and/or FP&A.
Attention for detail, ability to organize, prioritize and direct work activities. Able to work independently and manage multiple competing priorities.
Excellent customer service and business relationship building skills. Ability to communicate both verbally and in writing, across levels within the organization.
Experience with Microsoft Office with strong Excel and PowerPoint skills.
Experience with SAP a plus.
Experience with software / cloud background; software division / ARR / KPI / Churn - SaaS based; technical savvy systems modeling configuration Power BI / link to forecast system.
Strongly preferred experience in the software industry with cloud-based software metrics.
Conducts more complex assignments.
Demonstrated success in providing effective analysis and financial advice to business lines.
Includes consultative component with Managers and Sr. Managers in carrying out work.
Presents information to senior management as required.
In-depth knowledge of various business areas.
Requires more detailed knowledge and experience. Occasionally contributes to process improvements.
What You Can Expect From Us:
Base salary of $90,000+ based on experience
Opportunity for an annual bonus
Health / Dental / Vision Benefits Day-One
5% matching 401k
Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more
Why IDEXX?
We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from disease. We have customers in over 175 countries and a global workforce of over 10,000 talented people.
So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement.
Let's pursue what matters together.
IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.
#LI-CB1
$90k yearly Auto-Apply 42d ago
Financial Analyst - Equipment
Cianbro Corporation 4.2
Finance consultant job in Pittsfield, ME
The Financial Analyst will play a critical role in providing financial insights and analysis to support Cianbro Equipment's objective of becoming the supplier of choice for construction equipment across The Cianbro Companies' job sites in the U.S. This position will be integral to the monthly financial close and reporting process, offering actionable insights and value-added analysis to both finance and operations teams to drive performance. The analyst will also assist in maintaining the accounting structure within the ERP system, preparing account reconciliations, and analyzing rental revenue and costs. Responsibilities *
Perform financial activities for the month-end process, providing variance analysis against forecast and budget. * Prepare journal entries including prepaids, inventory usage, reclasses and accruals. * Maintain fixed asset and major expenses for the business unit. * Perform monthly balance sheet account reconciliations. * Conduct analysis of property and equipment acquisitions, maintenance, and operational costs. * Assist in the preparation of annual budgets and forecasting including anticipated rental revenue, operating expenses, and operational costs. * Support the accounting and business process infrastructure within the ERP software. * Collaborate with customers to resolve billing issues. * Provide sales and use tax reports and analysis to the corporate tax team. * Support property tax filings across multiple states by providing relevant information and analysis. * Maintain timely and effective communication with key stakeholders. Qualifications *
Minimum of 4 years of experience in finance roles with a Bachelor's degree. * Strong attention to detail with excellent analytical and problem-solving skills. * Experience with process setup and analysis within large ERP systems. * Exceptional communication skills, both written and verbal, with the ability to interact effectively at all levels. * Results-oriented, hands-on professional dedicated to producing high-quality work. * Self-starter with the ability to prioritize and manage multiple tasks and projects. * Advanced proficiency in Microsoft Excel, PowerPoint, BI tools, and ERP software. * Familiarity with the construction or manufacturing industry is preferred. Cianbro is an employee-owned, tobacco-free, equal opportunity employer, we do not discriminate based on marital status, race, color, creed, gender, sex, religion, national origin, gender identity, age, veteran status, union affiliation, physical or mental disability, citizenship status, sexual orientation, genetic information, or other legally protected status.
$47k-64k yearly est. 60d+ ago
Financial Solutions Advisor - Maine / New Hampshire Markets
Bank of America 4.7
Finance consultant job in South Portland, ME
South Portland, Maine;Concord, New Hampshire; Scarborough, Maine; South Portland, Maine **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.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Schedule:**
- Monday - Fridays and rotating Saturdays
**Required Qualifications:**
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
**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.
$78k-120k yearly est. 7d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Augusta, ME
**_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.
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\#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._
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$67.5k-96.3k yearly 45d ago
Financial Analyst, HR
Cianbro Corporation 4.2
Finance consultant job in Pittsfield, ME
We are seeking a detail-oriented Financial Analyst to support the financial planning and analysis needs of Human Resources and IT functions, including compensation, benefits, workforce development, compliance, and cost forecasting. This role will ensure that HR and IT initiatives align with the organization's overall financial strategy, compliance with regulatory requirements and assisting in developing and implementing programs.
Job Responsibilities
* Support the budgeting, forecasting, cost management, and reporting process of the HR and IT departments.
* Provide the cost-benefit analysis on the total benefit and compensation package, including self-insured benefit financials, premium setting, and recommend financial opportunities.
* Provide financial insights and support for both fully insured and self-insured workers' compensation plans, including participation in the audit processes and renewal evaluations.
* Develop models and dashboards to support strategic decision-making and performance tracking against the HR and IT budgets and forecasts.
* Monitor regulatory changes, establish, and maintain internal controls to ensure proper and accurate financial compliance.
* Participate in the negotiation of HR and IT contracts and renewals, evaluating risk and opportunities.
* Collaborate with accounting and cross-functional teams to support month-end close and financial reporting process.
* Identify and implement process improvements within the finance function and optimize reporting tools.
Qualifications/Requirements
* Bachelor's in finance, accounting, or related field.
* Minimum of 2 years of financial experience, preferably supporting HR or IT.
* Proficiency with Microsoft Excel {financial modeling, budgeting, and forecasting}.
* Strong attention to detail, analytical, and problem-solving skills.
* Excellent communication skills, with the ability to present complex financial data to non-financial stakeholders.
* Must possess a proactive "can-do" attitude with a strong ability to work independently and collaboratively in a fast-paced, evolving environment
Cianbro is an employee-owned, tobacco-free, equal opportunity employer, we do not discriminate based on marital status, race, color, creed, gender, sex, religion, national origin, gender identity, age, veteran status, union affiliation, physical or mental disability, citizenship status, sexual orientation, or genetic information.