Wealth Advisor
Finance Consultant Job In Portland, ME
Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.
This is a unique opportunity to join a boutique firm with tenured employees that has been growing and is well-positioned for more growth. With a strong support staff and a steady pipeline of new business coming in, this is a great place to continue your career!
The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. They serve as a trusted advisor, providing actionable advice, guidance, and reporting on investment results and financial goals.
Duties and Responsibilities
Ensures accounts are managed in accordance with investment objectives that have been developed with the client, supported by the Investment Committee and the Chief Investment Officer.
Communicates and supports implementation of the company's investing philosophy and portfolio management strategies.
Prepare and present market and/or portfolio updates to clients.
Develops and presents customized and comprehensive personal financial plans.
Responsible for meeting with and onboarding prospective clients through a consultative sales process.
Meets regularly with clients regarding financial matters important to them and changes in their financial circumstances.
Supports client's financial planning needs by collaborating with client's estate planning and tax advisors.
Works closely with Relationship Administrators to implement the ideal client experience.
Values a team-based service model and contributions from all the company's professionals.
Supports business development goals.
Qualifications
Work experience: At least 3 years in a financial or investment advisory role.
Education: College graduate, minimum of an undergraduate degree.
Professional designations/certifications: CFP certification required, or progress toward achieving CFP certification.
Desired Technological proficiency: Tamarac Reporting, Tamarac CRM, Tamarac Trading, MoneyGuide or eMoney Advisor, Microsoft Office, Schwab/custodial trading platforms and other office programs and equipment.
Compliance and Regulatory
The wealth/investment advisor position requires individuals to take and pass state adviser and securities examinations (the Series 65 or the SIE, Series 7 and Series 66 examinations). Certain professional certifications and designations (e.g., CFP , CFA, and others) shall waive the exam requirements but must meet all other requirements.
The position also requires adhering to all company compliance standards and expectations.
Successful candidates will have strong emotional intelligence, and superior decision-making and critical thinking skills. We are looking for a solid client relationship manager who has the knowledge and ability to determine and satisfy client needs and build and maintain a trusted relationship.
Salary will be based on experience. Compensation will include eligibility for individual and team-based bonus programs. Competitive employee benefits package includes Medical insurance, dental, short and long-term disability, life insurance, paid time off, volunteer time, sick and family leave, employer 401(k) match, and paid parking in downtown Portland.
This is a hybrid work environment.
ProSearch is proud to be an affirmative action / equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender/sex, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.
Financial Advisor
Finance Consultant Job In Kennebunk, ME
Top Wealth Management firm has need for a Financial Advisor due to growth of the organization. This person should be an excellent communicator and be able to maintain and grow client relationships across the entire firm. No book of business needed. This role is 100% onsite.
Responsibilities :
Responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients.
Work closely with clients and the Senior Advisor of this team to help them achieve their financial goals and secure their financial future.
Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to other family offices.
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client's overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Qualifications:
3+ years of Financial Planning or Financial Advisory experience
Expertise in Finance and Investments
Experience in retirement planning strategies
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Certifications such as CFP, CFA, or equivalent are a plus
Bachelor's or Master's degree in Finance, Economics, Business, or related field
110K-1120K + bonus
Onsite 100%
KBW789
*MONKBW* #LI-JS1
Trade Finance Consultant
Finance Consultant Job In Maine
Location : Trivandrum Job Type : Permanent Experience : 8+years Qualifications : Btech/ BE/ME/Mtech/MCA Skills Required : Workflow automation, Digital document management systems **Job Description** Ospyn is looking for a knowledgeable Trade Finance Consultant with 8+ years experience to join our team. The ideal candidate will have an in-depth understanding of trade finance processes, banking regulations, and operational workflows. You will act as a subject matter expert to guide the development, customization, and deployment of our Trade Finance software solutions, ensuring alignment with industry best practices and client requirements.
**Key Responsibilities**
Subject Matter Expertise:
Provide domain expertise in trade finance operations, including Letters of Credit (LC), Bank Guarantees (BG), Bills for Collection (BC), Open Accounts, and Supply Chain Finance.
Assist in designing and implementing trade finance workflows within the software, ensuring compliance with UCP, ISBP, and other relevant trade regulations.
Stay updated on global trade finance trends and advise on new functionalities or product improvements.
Client Consultation:
Collaborate with banking clients to understand their trade finance operations and specific business requirements.
Gather, document, and analyse client requirements and recommend appropriate software configurations and customizations.
Provide guidance on process optimization and automation through the use of the software.
Solution Design and Customization:
Work with the product development team to ensure trade finance modules meet client needs and align with industry standards.
Assist in configuring software settings for different banks or financial institutions based on their operational preferences.
Support in managing customizations, ensuring the solution is scalable and can handle multiple clients with minimal codebase changes.
Project Support:
Participate in software implementation projects, providing domain knowledge to ensure smooth transitions from existing systems to the new Trade Finance software.
Assist in testing new features and updates related to trade finance processes before deployment.
Work with the technical team to troubleshoot and resolve trade finance-related issues.
Training and Documentation:
Develop training materials and conduct sessions for client users on how to use the Trade Finance software effectively.
Document best practices and operational guidelines for both internal teams and client use.
Compliance and Risk Management:
Ensure that the software solutions adhere to international trade finance regulations and risk management standards.
Guide clients on mitigating risks related to trade finance operations, including fraud prevention and regulatory compliance.
**Key Requirements**
Bachelor's degree in Finance, Business, Engineering, or a related field. An advanced degree or certification in Trade Finance (e.g., CITF, CDCS) is a plus.
8+ years of experience in trade finance operations, consulting, or working with trade finance software solutions.
Strong knowledge of trade finance instruments such as Letters of Credit, Guarantees, Documentary Collections, and related regulatory frameworks (UCP, ISBP, URDG).
Experience working with trade finance software solutions or supply chain systems.
Proven ability to analyse client requirements and translate them into effective software solutions.
Excellent communication and presentation skills, with the ability to engage with both technical teams and business stakeholders.
Strong project management skills and the ability to work in a fast-paced, collaborative environment.
**Preferred Skills**
Familiarity with trade finance automation technologies, including workflow automation and digital document management systems.
Knowledge of emerging technologies such as AI, and machine learning in trade finance and their potential applications in enhancing trade processes.
Understanding of compliance tools and risk management practices specific to global trade finance operations.
Experience working with global trade finance regulations, such as SWIFT for Corporates, ICC Rules, and local trade finance laws.
Strong analytical and problem-solving skills, with a focus on driving innovation and operational efficiency in trade finance systems.
**Additional Requirements**
Willingness to travel internationally as needed for client projects and solution implementations.
Commitment to maintaining high ethical standards and professional integrity in all interactions.
Investment Analyst (Ref: JHCL/ME/03/24)
Finance Consultant Job In Maine
**Investment Analyst (Ref: JHCL/ME/03/24)** Investment Analyst (Ref: JHCL/ME/03/24) **About The Organisation** Jitegemee Holdings Company Limited (JHCL), our esteemed client, stands as a prominent full-service mining entity with an ambitious vision to emerge as the most trusted mining corporation in Tanzania and the broader region. Committed to responsible operations and a dedication to sustainable development, JHCL is strategically positioned to achieve its visionary goals. The company's operational hub is situated in Mbinga District-Ruvuma, complemented by its central administration located in Dar es Salaam.
**The Opportunity**
In its pursuit of excellence, JHCL is actively seeking dynamic, experienced, and qualified Tanzanian professionals with a proven track record to join its ranks. The available positions include Mine Engineer, Investment Analyst, Accountant (Financial Reporting), Human Resources Officer, Information and Communication Technology Officer, Assistant Geologist, and Pit Supervisor.
JHCL extends an invitation to all interested and eligible individuals to apply for these opportunities, which promise a platform for personal and professional growth. We are in search of highly motivated and result-driven professionals who possess the requisite skills to contribute to the continued success of JHCL. Successful candidates will be integral in upholding the company's values of integrity, effective communication, and exemplary service delivery to diverse stakeholders.
**Job Details:**
**Human Resources Officer (Ref: JHCL/HR/03/24)**
**Duty Station: Head Office - Dar es Salaam**
**Reports to: HR and Corporate Services Manager**
**Supervision: N/A**
**Job Summary:**
Human Resources Officer is responsible for implementing HR strategies, policies, and programs that align with the organisation' objectives. The role is essential in managing a workforce in a dynamic working environment, where safety, compliance, and workforce planning are of utmost importance.
**Key Responsibilities:**
**Recruitment and Staffing:**
* Collaborate with HR and Corporate Services Manager to identify staffing needs.
* Develop and implement recruitment strategies to attract qualified candidates.
* Conduct interviews and facilitate the hiring process for various positions within the mining.
**Employee Relations:**
* Handle employee relations issues and mediate conflicts to maintain a positive work environment.
* Implement and enforce company policies and procedures.
* Address grievances and conduct investigations when necessary.
**Training and Development:**
* Identify training needs and develop training programs to enhance employee skills.
* Coordinate with the approved training providers to deliver relevant courses, as per the developed training and development plan.
**Safety and Compliance:**
* Ensure compliance with safety regulations and industry standards.
* Work closely with Health and Safety to promote a culture of safety within the workplace.
* Assist in the development and implementation of safety policies and procedures.
**Compensation and Benefits**
* Administer the compensation and benefits programs, including payroll administration, salary reviews and employee benefits packages.
* Communicate and educate employees on their benefit options.
* Maintain accurate and up-to-date employee records.
**Performance Management:**
* Implement performance appraisal systems to evaluate employee performance.
* Provide feedback to employees and work with managers to develop performance improvement plans when necessary.
**Compliance with Labor Laws:**
* Stay informed about labor laws and regulations related to the mining industry.
* Ensure that the company's HR practices comply with legal requirements.
**HR Policies and Compliance:**
* Update HR policies and procedures in accordance with legal requirements and industry best practices.
* Communicate HR policies and initiatives to ensure understanding and compliance.
* Monitor compliance with labor laws and regulations.
**Workforce Planning:**
* Collaborate with operational teams to anticipate workforce needs and plan for future staffing requirements.
* Implement strategies for talent retention and succession planning.
**Community Engagement:**
* Build positive relationships with local communities and stakeholders.
* Participate in community outreach programs and initiatives.
**Communication:**
* Facilitate effective communication between management and employees.
* Communicate various organisation initiatives to ensure understanding and compliance.
* Perform any other duties as may be assigned by the immediate supervisor from time to time.
**Key Qualifications:**
**Academic and Experience Qualifications:**
* Bachelor's degree in human resources management, business administration, or a related field
* A minimum of three (3) years of proven experience in HR management and corporate services, with a track record of successful performance.
**Technical Competencies:**
* Knowledge and application of labor laws and regulations.
* Proficiency in HRIS (Human Resources Information System) and office management software.
* Demonstrated ability to leverage on HR analytics to optimize HR strategies.
* Familiarity with payroll software for accurately processing of employee compensation.
**Behavioural Competencies:**
* Strong analytical and problem-solving skills.
* Excellent problem-solving and decision-making abilities.
* Emotional Intelligence
* Ability to work collaboratively with all levels of the organisation.
* Excellent communication and interpersonal skills.**About The Organisation** Jitegemee Holdings Company Limited (JHCL), our esteemed client, stands as a prominent full-service mining entity with an ambitious vision to emerge as the most trusted mining corporation in Tanzania and the broader region. Committed to responsible operations and a dedication to sustainable development, JHCL is strategically positioned to achieve its visionary goals. The company's operational hub is situated in Mbinga District-Ruvuma, complemented by its central administration located in Dar es Salaam. **The Opportunity**
In its pursuit of excellence, JHCL is actively seeking dynamic, experienced, and qualified Tanzanian professionals with a proven track record to join its ranks. The available positions include Mine Engineer, Investment Analyst, Accountant (Financial Reporting), Human Resources Officer, Information and Communication Technology Officer, Assistant Geologist, and Pit Supervisor.
JHCL extends an invitation to all interested and eligible individuals to apply for these opportunities, which promise a platform for personal and professional growth. We are in search of highly motivated and result-driven professionals who possess the requisite skills to contribute to the continued success of JHCL. Successful candidates will be integral in upholding the company's values of integrity, effective communication, and exemplary service delivery to diverse stakeholders.
**Job Details:**
**Investment Analyst (Ref: JHCL/ME/03/24)**
**Reports to: Manager, Planning and Investment**
**Supervision: N/A**
**Duty Station: Head Office - Dar es Salaam**
**Job Summary:**
Investment Analyst is responsible for identifying, evaluating, and managing investment opportunities related to mining and other assigned projects. This role involves conducting financial analysis, due diligence, risk assessment, and providing recommendations to optimize investment decisions.
**Key Responsibilities:**
**Investment Analysis**
+ Identify potential investment opportunities in the mining sector, including exploration, development, and acquisition projects.
+ Conduct in-depth financial analysis, feasibility studies, and valuation assessments.
+ Evaluate the financial viability and potential returns on investment (ROI) for mining and other assigned projects. **Due
Community Investment Senior Analyst
Finance Consultant Job In Portland, ME
VISION STATEMENT: People in every community have an affordable place to live and opportunities to thrive.
MISSION STATEMENT: We work with partners to connect underserved communities in the northern New England region with capital and expertise to advance projects and policies that create more inclusive places to live.
SUMMARY:
The Community Investments Senior Analyst supports the Community Investments, Capital Management, and Asset Management departments in managing investment risk for a portfolio of pre-stabilized Low Income Housing Tax Credit (LIHTC) and New Market Tax Credit (NMTC) developments, ensuring delivery of expected tax credit benefits, passive losses, and investment returns to meet investor expectations.
SPECIFIC RESPONSIBILITIES:
Analyze the timing of LIHTC project capital calls, assessing risk factors such as construction, carryover, lease-up, 50% test, and credit delivery timing from construction loan closing to first-year credit delivery.
Review and approve NMTC project requisitions in collaboration with the NMTC Program Director.
Oversee and communicate project-level monitoring of construction, financial, and performance metrics across departments to ensure Evernorth and investor objectives are achieved.
Develop and maintain financial models to support risk analysis from project construction through stabilization.
Manage project information in the Evernorth database and assist staff with data uploads.
Review and analyze third-party construction inspection reports and preconstruction reviews to track project progress, budget, and timing alignment.
Track and manage monthly third-party construction reports, including change orders, investor approvals, engagements, invoicing, and requisitions for LIHTC and NMTC projects.
Conduct project site visits as needed.
Update and distribute construction and risk-related reports to relevant departments and senior managers.
Update project models post-closing with data on capital calls, basis, income, expenses, and other metrics.
Maintain knowledge of the LIHTC project lifecycle and stay informed on Evernorth's project pipeline to provide risk feedback before construction loan closings.
Review investment proposals and other closing documents as needed.
Participate in ongoing education, including financial modeling, LIHTC, and other areas relevant to Evernorth's business.
Collaborate with internal teams to address underperforming projects.
Assist with Limited Partner consent requests, including analyzing and preparing oversight committee memos.
Support documentation collection for permanent loan closings, qualified occupancy, and stabilization capital calls, and review settlement statements and cost certifications.
Uphold corporate principles of respect, service, value, and partnership.
Perform additional tasks as requested.
REPORTS TO: Director, LIHTC Risk Management
SUPERVISES: None
EDUCATION, LICENSES, AND/OR CERTIFICATIONS REQUIREMENTS:
Bachelor's degree, with a graduate degree a plus.
Training in project management, construction finance, community development, real estate, or a related discipline is strongly desired.
Valid driver's license.
Able to undergo a background check.
JOB KNOWLEDGE AND EXPERIENCE:
Three to five years of experience in multi-family, affordable housing, community development, economic development, or real estate construction, investment, or finance.
Knowledge or interest in affordable housing, community development, construction finance, real estate, business lending, LIHTC, NMTC, or other federal financing programs is preferred.
Experience with complex financial modeling and proven problem-solving skills.
Ability to work semi-independently with minimal oversight.
Experience managing internal and external customer relationships.
JOB ESSENTIAL SKILLS:
Eager to expand knowledge in affordable housing and community development within a mission-driven nonprofit organization.
Visual Basic knowledge preferred.
Proficient in Microsoft Office 365 and SharePoint, with expertise in Word, Teams, Outlook, and advanced Excel.
Strong written and verbal communication, active listening, and reading comprehension skills.
Ability to collaborate effectively across diverse teams and locations.
Able to follow directions, support staff, and work independently.
Skilled in managing tasks under time constraints and balancing multiple priorities and deadlines while maintaining attention to detail.
Strong organizational, analytical, problem-solving, math, and financial analysis skills.
Ability to prioritize effectively in a dynamic, fast-paced environment.
Focused, adaptable, and committed to teamwork.
Dedicated to supporting Evernorth's community-focused mission.
The following are the general Evernorth work environment and physical demands:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
The noise level in the office work environment is usually quiet.
This position requires periods of sitting, standing, walking, stooping, and bending.
Ability to reach with hands and arms and talk and hear.
Specific vision abilities required by this job include close, distance and peripheral vision, depth perception and ability to adjust focus.
This position requires substantial typing, reading and writing emails, and other related computer work.
The employee is regularly required to use hands and fingers.
May require driving to meetings and offsite locations in personal car.
May require lifting up to 20 pounds.
Lead Analyst - Financial Accounting
Finance Consultant Job In Maine
Title: **Lead Analyst - Financial Accounting** Reporting to: Manager, Fixed Assets Work Type: OfficeThe base salary range for this position is dependent upon experience and location, ranging from $83,804 to $115,232
The Lead Analyst - Financial Accounting, Fixed Asset Accounting, who reports to the Manager - Fixed Asset Accounting plays an important role in supporting the Group Accounting & Process team within the Control Finance group. Primary responsibility is the timely and accurate accounting and monitoring of fixed assets of the AVANGRID Businesses (Corporate and Networks), including processing transactions, preparing reconciliations, in-depth analytics and reporting.
This position will have no direct reports and will contribute significantly to ensuring the integrity of the US GAAP and IFRS financial statements, fixed asset accounting system and compliance with internal controls. This role may also include other individual contributor responsibilities as determined by the Manager - Fixed Asset Accounting
Responsibilities include:
* Subject matter expert in the accounting for fixed assets and utilization of SAP Asset Management Module and the AVANGRID Capitalization Policy.
* Ensure all regular accounting activities related to the scope of the team are completed in adherence with Avangrid & Iberdrola policies and accounting deadlines including journal entries, reconciliations, FERC reports, compliance with both US GAAP and IFRS etc.
* Develop strong relations with Networks' business teams, collaborating to address questions and find solutions to problems
* Coordinate with Regulatory & Revenue Requirement teams on filings including preparation of exhibits, backup support and documentation. Respond to interrogatories, regulatory requests. Provide regulatory docket collaboration as needed across the Company.
* Work with Fixed Assets team management to implement changes to depreciable lives and methods, as needed
* Oversee and execute on projects on an ad hoc basis to create efficiencies with the fixed asset department
* Establish and document existing and new processes and procedures.
* Work with the internal auditors and business control representatives in the identification of potential risks and the application of solutions to mitigate.
* Work with external auditors to meet their needs regarding their audits of fixed assets and related controls
* Ensure all relevant internal controls are followed and develop new controls as needed.
Requirements:
* Bachelor's degree in Finance, or Accounting or the equivalent combination of education and experience.
* At least 6 years' experience in industry or public accounting relevant to job requirements.
* Sound understanding of US GAAP / IFRS, including application.
* Ability to work and communicate effectively with all levels of the corporate hierarchy on written and oral interfaces.
* Solid communication skills and ability to interact with Senior Management.
* High-level of analytical and problem-solving skills.
* Skills to work independently with management oversight.
Preference may be given to candidates with the following:
* CPA license and/or graduate business degree.
* Energy experience.
* Systems experience in SAP
#LI-OFFICE
#LI-JO1
**Mobility Information**
Please note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that country
AVANGRID's employment practices and policies are geared to hiring a diverse workforce and sustaining an inclusive culture. At AVANGRID we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law. If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at ********************
Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within AVANGRD Network and Corporate functions. This does not include those that will work for Avangrid Renewables
**Job Posting End Date:**
February-1-2025
Penobscot Financial Advisors (Portland or Bangor, Maine) Seeking Portfolio Administrator
Finance Consultant Job In Maine
** Penobscot Financial Advisors (PFA) is a growing, Maine-based firm committed to enriching the lives of our clients and employees. We are a young and dynamic firm that has become one of the fastest growing Registered Investment Advisory firms in Maine.
**ROLE DESCRIPTION**
We are seeking a full-time Portfolio Administrator to manage the implementation of investment models in client portfolios, maintain our portfolio management system, and oversee reporting.
The Portfolio Administrator's core accountabilities include:
* Managing the Portfolio Accounting System (Black Diamond) to ensure proper investment and billing setup and accuracy of reporting.
* Maintaining the client portfolios in alignment with the client's risk tolerance, the firm's research recommendations, and agreed-upon models.
* Trading and rebalancing client accounts.
* Supporting the Portfolio Manager in the preparation of performance reports.
* Maintaining professional competencies and adhere to the firm's ethical and cultural values.
**KNOWLEDGE/QUALIFICATIONS**
* Bachelor's degree in a relevant field
* Familiarity with portfolio accounting software applications
* Basic knowledge of portfolio construction and investment research
* Understanding of financial markets and the financial services industry
* Knowledge of compliance regulations
**EXPERIENCE**
* 2+ years of experience in financial services, preferably with a wealth management firm
**SKILLS**
* Proficiency in portfolio accounting systems, database management, and Excel
* Strong quantitative and qualitative analytical skills
* Ability to work effectively as part of a team
**PERSONAL ATTRIBUTES**
* Detail-oriented and highly accurate
* Ability to manage time-sensitive tasks effectively
* Eagerness and willingness to learn
* A strong work ethic and ownership of outcomes
**PAY**
* Annual Salary of $52,000-$78,000, based on experience.
* Quarterly Team-Based Compensation
**BENEFITS**
* 401(k) with company matching
* Profit-sharing 401(k) plan
* Company-sponsored medical, dental, and vision insurance
* Health Savings Account (HAS) and Flexible Spending Accounts (FSA) including Healthcare FSA, Dependent Care FSA, & Limited Purpose FSA.
* Employer-paid short-term, long-term disability insurance, and life insurance with AD&D
* Hybrid work
* Unlimited PTO
* 11 paid holidays
* 4-week paid sabbatical every 5 years of service
* 12-week paid parental leave (after 12 months of employment)
* Charitable giving matching program
* Financial planning reimbursement
**************************.**
Senior Financial Planning & Analysis (FP&A) Analyst
Finance Consultant Job In Maine
> Senior Financial Planning & Analysis (FP&A) Analyst Senior Financial Planning & Analysis (FP&A) Analyst • Finance and Administration Job Type Full-time Description **Title:** Senior Financial Planning & Analysis (FP&A) Analyst **Supervisor:** CFO **Starting Salary Range:** $75,000- $85,000
**Overview:**
The Gulf of Maine Research Institute (GMRI) develops and delivers collaborative solutions to global ocean challenges. We are dedicated to the resilience of the Gulf of Maine ecosystem and the communities that depend on it. To learn more, visit gmri.org.
The Senior FP&A Analyst will play a pivotal function in strategic decision-making and optimizing financial performance by analyzing financial data, developing forecasts, and offering actionable, data-driven recommendations. Working closely with cross-functional teams, the Senior FP&A Analyst will leverage analytical skills to guide budgeting, resource allocation, and long-term planning efforts.
The Senior FP&A Analyst should be detail oriented, have an in-depth understanding of accounting principles and the Uniform Guidance regulations, and a familiarity with financial systems. The Senior FP&A Analyst will interact with all departments and work closely with the Sponsored Projects Office (SPO), Development, and GMRI Program teams. The position will report to the Chief Financial Officer.
This is a hybrid position and requires 60% in-office time in Portland, Maine.
**Responsibilities:**
* **Financial Analysis**: Conduct detailed analysis on the organization's financial data including statements of financial position, statements of activities, cash flow statements, and other relevant financial information. Interpret data to identify trends, outliers, and potential areas of concern or improvement.
* **Forecasting and Budgeting**: Collaborate with cross-functional teams to develop accurate multi-year financial forecasts and budgets. Monitor actual performance against forecasts, identify variances, and provide support for identifying alternative courses of action.
* **Financial Modeling**: Build and maintain financial models to support long-term planning, scenario analysis, and decision-making for salary (re)allocations, spend-down plans, workplan changes, and fiscal year budget creation. Model the financial impact of various strategic initiatives.
* **Reporting**: Prepare comprehensive financial reports and presentations for senior management, stakeholders, and external parties. Communicate financial insights, key metrics, and performance indicators in a clear and concise manner.
* **Continuous improvement**: Participate in process improvement initiatives to enhance the efficiency and effectiveness of financial planning and analysis processes. Implement best practices and leverage technological tools to streamline workflows and improve data accuracy.
* **Cross functional collaboration**: Collaborate closely across all departments to gather relevant information, align financial plans with business objectives, and drive cross-functional initiatives.
Requirements
**Qualifications:**
* Bachelor's degree or equivalent in Finance, Accounting, Business Administration, or a related field
* Minimum of 5 years of related non-profit experience
* Experience with Tableau, Power BI, or other data visualization tools
* Experience working with federal, public and private funding
* Experience with various data management tools and platforms.
* Advanced Excel skills with an in-depth understanding of formulas, along with the ability to track multiple spreadsheets simultaneously.
* Superior attention to detail
* Ability to collaborate effectively with teams across multiple departments,
* Strong analytical skills with the ability to interpret complex financial data and draw meaningful conclusions.
* Experience working in a fast-paced non-profit organization.
**Diversity and Inclusion:**
Gulf of Maine Research Institute has a long-standing policy and commitment to providing equal access and equal employment opportunities in all terms, conditions, processes, and benefits of employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status. GMRI's employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.
Applicants and employees are encouraged to voluntarily self-identify their race/ethnicity, gender, disability status and veteran status to assist GMRI in fulfilling various data reporting requirements of the federal government. This self-identification is completely voluntary, will be kept confidential and separate from your application data, and used only to meet federal reporting requirements. Providing or declining to provide this information will not result in adverse action of any kind.
**Salary and Benefits:**
Gulf of Maine Research Institute offers a competitive salary and benefits package.
**Application Instructions:**
All applications must be accompanied by a cover letter and résumé. Review of applications will begin immediately and will continue until a candidate has been selected. The deadline to submit applications is January 3rd 2025.
Lead Analyst - Financial Accounting
Finance Consultant Job In Portland, ME
Hiring Manager: Manager, Accounting
Work Type: Office
Salary Range: The base salary range for this position is dependent upon experience and location, ranging from $80,000 - $110,000.
This position is responsible for reviewing the accounting activities within Avangrid Group (AGR), which includes both regulated and non-regulated business affiliates. This position will also be responsible for the management and control of the AGR Financial Ledger including supporting the AGR Business Control Teams in their understanding and use of the SAP application to meet group accounting policies. Additionally this position will participate in the review and/or preparation of the AGR standalone financial statements.
MAJOR ROLES AND RESPONSIBILITIES (Scope of work - range of responsibilities):
Lead the rest of the AGR Accounting Teams (Networks including UIL, Renewables and Gas) through the accounting close of the AGR standalone companies in all applicable accounting standards (US GAAP & IFRS) in accordance with timeline and deliverables established by Accounting Manager. Preparation of standalone financial statements for corporate companies. Support the rest of the three AGR Accounting Teams, ensuring compliance with the accounting policies and quality standards through review and analysis of SAP financial records and business processes and procedures. Analyze business needs to participate in development of detailed accounting policies. Review and analysis of monthly P&L and key performance indicators to identify variances and unusual items. Support the external and internal audits through execution of internal controls and preparation of supporting materials.
JOB REQUIREMENTS:
Education & Experience Required:
Bachelors Degree in Accounting, Finance or related field required and at least 6 years of relevant experience, equivalent combination of education and experience may be considered
Accounting or financial experience required
Experience in preparation or audit of financial statements required
Skills/Abilities:
Knowledge of US GAAP and IFRS accounting standards required
Knowledge of FERC accounting standards preferred
Experience with ERP system required, SAP preferred
High-level of analytical and problem solving ability required
High-level of communication skills, both verbal and written required
#LI-AV1
#LI-Office
Mobility Information
Please note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that country
AVANGRID's employment practices and policies are geared to hiring a diverse workforce and sustaining an inclusive culture. At AVANGRID we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law. If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at ********************
Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within AVANGRD Network and Corporate functions. This does not include those that will work for Avangrid Renewables
Job Posting End Date:
Snr Specialist Legal Editor, Practical Law (ME) Banking & Finance
Finance Consultant Job In Maine
****Our Privacy Statement & Cookie Policy**** Practical Law is a leading online know-how service providing rigorous, peer-reviewed resources, such as practice notes, current awareness and standard documents to help legal professionals work smarter and advise with confidence. Practical Law is part of Thomson Reuters, one of the world's most trusted providers of answers across law, tax, compliance, government and media.
As part of our continued development of Practical Law and Middle East market growth, we are planning to expand our Middle East content. We are therefore looking to recruit legal professionals with extensive banking & finance experience in the UAE. As part of the role, the Senior Specialist Legal Editors will help to define the jurisdiction's content strategy and be responsible for drafting high quality content, which meets our customers' needs.
**About the Role**
As a Senior Specialist Legal Editor you will use your knowledge of banking & finance law and practice in the Middle East to provide and maintain a wide range of Practical Law content. Working with a supportive team of highly experienced colleagues, you will deal with a breadth of interesting legal and editorial work including:
**About You**
You're a fit for the role of Specialist Senior Legal Editor if your background includes: * At least five years' post qualification experience in banking & finance legal practice (at a law firm or in-house)
* Substantial recent experience in banking & finance legal practice (at a law firm or in-house) in either t he United Arab Emirates (UAE) or Saudi Arabia (KSA)
* A demonstrable interest and ability in writing with excellent attention to detail
* An in-depth understanding of litigation law
* Business level written English (essential)
* Business level written Arabic (preferred)
* **Hybrid Work Model:** We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected
* **Wellbeing:** Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
* **Culture:** Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.
* **Learning & Development:** LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
* **Social Impact:** Ten employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
* **Purpose Driven Work:** We have a superpower that we've never talked about with as much pride as we should - we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
**Senior Specialist Legal Editor, Practical Law (Middle East) Banking & Finance**
* Creating well-written, up to date content for online publication that reflects current law and market practice and is of the quality and scope to meet business objectives and customer needs
* Commissioning, reviewing and editing content written internally and externally
* Maintaining all content for which you are responsible to ensure it is up-to-date and continues to be of the quality and scope that meets business objectives and customer needs
* Developing relationships with third parties with a view to obtaining contributions of content or improving content through third party insights into law or practice
In addition to this, the Senior Specialist Legal Editor will:
* Assist with developing and marketing Practical Law Middle East and Practical Law Global
* Support marketing and sales and all other parts of the business to ensure delivery of business objectives, including engaging with customers
#LI-EH2
You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:
**Accessibility**
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
***Protect yourself from fraudulent job postings to know more.***
More information about Thomson Reuters can be found on .
Financial Analyst (Courts & Justice Division)
Finance Consultant Job In Maine
Tyler Technologies is looking for a Financial Analyst to join our Financial Planning and Analysis team in our Courts & Justice Division! The Financial Analyst will perform a number of tasks including preparation of annual budgets and regular forecasts for the Courts & Justice Division. The Analyst will interact with high-level executives and serve as a liaison to our Business Units.
Work with our integrated solutions that help courts and public safety organizations of all sizes better protect and serve the public. By helping provide solutions that improve efficiency and response time, you can help serve our citizens and make communities safer.
Location
Plano, Texas | Washington, D.C. | Yarmouth, Maine | Herndon, Virginia | Arlington, Virginia | Overland Park, Kansas
Travel
0-5%
Responsibilities
Financial Planning and Analysis:
Assist the Director of Finance in preparation of the annual budget.
Assist in preparing bi-monthly financial forecasts for the Courts and Justice division.
Respond to questions from management regarding financial trends and variances to plan.
Meet with business unit General Managers to discuss financial results and obtain information required to update business unit forecasts.
Complete analysis on key revenue and expenses and make recommendations for operational improvements.
Analyze monthly financial statements and compare to forecasts.
Assist in the implementation of new software to automate budgeting and reporting processes.
Help implement process changes that automate and improve financial reporting.
Assist in analysis during evaluation of business acquisitions.
Perform other ad-hoc financial analysis projects.Financial Reporting and Other Tasks:
Help implement process changes that automate and improve financial reporting processes.
Prepare monthly actual vs. budget management reports for Courts & Justice division and business units.
Meet with business unit General Managers to discuss monthly financial results.
Assist in preparation of financial presentations for quarterly executive meetings.
Prepare and distribute other recurring financial reports.
Update trend analysis reports for key revenue streams and investigate unusual fluctuations.
Perform backup only Commission processing responsibilities.
Tyler Technologies is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender/sex, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state or federal laws.
Link Copied! The link to this job was copied to your clipboard.
**Job Posting:** 12892813
**Posted On:** Apr 04, 2024
**Updated On:** Apr 24, 2024
Financial Analyst
Finance Consultant Job In Maine
> Financial Analyst Financial Analyst • Finance Job Type Full-time Description **Who We Are:** Modula is the leading US manufacturer of vertical lift modules (VLM) and automated storage and retrieval systems. Modula US has Manufacturing plants in Dayton, OH and Lewiston, ME, and remote locations throughout the US. Our corporate global headquarters is in Italy with many locations around the globe. Modula's goal is to be an exceptional workplace admired for growing and developing talented employees and leaders, building innovative products through the development of a highly skilled and engaged workforce.
**Modula's Values:** We are culture and value driven; regardless of position and title we are all in all the time.
· Passion- Proud of our work/Modula, love what you do, positive energy, go the extra mile, engaging
· Pursuit of Excellence- Continuous improvement, committed, attention to detail
· Accountability- Lead by example, follow through, integrity, create trust with team & customers.
· Agility- Flexible & adaptable, embrace change, ability to multi-task, sense of urgency.
· Teamwork- Proactive & effective communication, respect, humility, curious, openminded, diversity
**Purpose of Position**
The company is looking for an analyst/assistant controller with strong analytical thinking with focus on industrial and business controlling
**Key Accountabilities**
· Support the Controlling Manager in the month-end closing / budgeting process
· Yearly calculate and run STD cost as needed
· Inventory analysis and reconciliation
· Variance analysis (PPV, shop variance, standard cost variance)
· Manage routings and production hourly rates
· Track and report sales statistics and revenues (new bookings/backlog/shipments)
· Prepare and post Journal Entries with reference to business and industrial entries
· Prepare reports "*upon request*" and perform other duties as assigned
· Cooperate with Finance department and external auditors in the preparation of the Annual Financial Statement
Requirements
**Qualifications & Experience**
· Bachelor's degree in finance or business administration required, Master's degree preferred
· At least 5 years in a similar role for a mid-size company or a division of a large corporation.
· Experience in manufacturing environment required
**Knowledge & Skills**
· Experience with SAP (or other complex ERP) is a plus
· Familiarity with cost center accounting and periodic allocation (YTD/MTD)
· High level of Microsoft Excel skills
**Behavioral Skills**
· Proactive & problem-solving mindset
· Respect of deadlines
· Accuracy and precision
· Ability to schedule and prioritize tasks in a dynamic environment
· Ability to work with foreign colleagues inside and outside the USA
Financial Analyst, Corporate Financial Planning
Finance Consultant Job In South Portland, ME
Financial Analyst, Corporate Financial Planning
Reports to : Vice President Corporate Financial Planning & Analysis
Department : Finance & Accounting
Who we are:
CIEE is a non-profit study abroad and intercultural exchange organization that transforms lives and builds bridges between individuals and nations through study abroad and international exchange experiences that help people develop skills for living in a globally interdependent and culturally diverse world.
Why work with us:
You will change the world . CIEE builds bridges between different people, different countries, and different cultures. We help young people participate in high-quality international exchange and study abroad programs that bring the world together. We change lives, our alumni change the world. Be part of the change!
You will receive a competitive total rewards package. CIEE provides all employees with exceptional benefits offerings that increase total compensation by up to 25%. Our top-tier benefits include:
Paid time off and Parental leave
Gym Reimbursement Program
Employee Assistance Program
Short-term & Long-term Disability
6 floating Fridays (based on our eligibility rules)
CIEE Study Abroad and TEFL Program discounts
403(b) Retirement Plan with employer contribution
Insurance Coverage (life, travel, medical, dental, and vision)
Flexible Spending Accounts/Health Savings Accounts (medical and dependent)
Voluntary Benefits (identity theft protection, pet insurance, accident, and critical illness)
You will be part of a fast-paced, international, diverse, and collaborative team of professionals. CIEE operates the largest nonprofit network of study-abroad locations, with facilities and staff in 29 countries. Additionally, we help international participants from over 140 countries come to the USA each year. Committed to excellence and solving whatever problem the world throws at them, CIEE professionals work on international teams, and are dedicated to advancing our 75-year-old mission to make the world a more peaceful place.
Who you are:
The Financial Analyst will have primary responsibility for the coordination and analysis of monthly business unit forecasts and annual budgets. This position will also provide financial and analytical support to facilitate informed and strategic decision making across the organization.
What you'll do :
Administration and management of Adaptive Planning system.
Prepare and administer Adaptive training and support.
Coordinate and consolidate monthly reporting package.
Financial partner to Admin units: support managers in monthly forecast prep, financial analysis, and variance reporting.
Assist with data collection to support improved analysis and management of the business.
Inform and influence business partners with regards to how to approach forecast and plan deliverables.
Identify opportunities and drive/support the implementation of changes to increase revenues and reduce costs.
Continuously improve internal processes to drive efficiencies and effectiveness.
Prepare ad hoc financial analyses to influence decision-making.
Lead work in a collaborative style, become a sought-out partner and ensure that financial processes add value.
What you'll bring:
The ideal candidate will possess:
Bachelor's Degree in Finance or Equivalent discipline required. MBA a plus.
Minimum 4 years of experience in Finance role.
Extensive experience with planning and forecasting software. Experience with Netsuite ERP and/or Adaptive Planning budget and forecasting tools a plus.
Excellent organizational, problem-solving, and analytical skills, along with superior attention to detail.
Strong written, verbal, and interpersonal communications skills.
Self-motivated and self-directed, with a high sense of urgency.
An elevated level of independent judgment and initiative.
Must function at expert level in MS Excel.
Ability to extract data from financial systems and manipulate in offline environments.
Readiness to grow and develop yourself, our client group, and our Company.
Ability to embrace CIEE's Core Values (Excellence, Integrity, Respect, Inclusion, and Problem Solving) and culture.
Location Requirements:
The position is available to candidates in the United States, except for candidates residing in :
Washington (State)
Colorado
California
Jersey City, NJ
Diversity Matters:
CIEE believes that diversity matters and that professionals with diverse backgrounds provide diverse approaches and ideas to solving problems and finding ways to advance our mission to bring the world together. Candidates from underrepresented groups with diverse backgrounds and experiences are strongly encouraged to apply.
Due to federal regulations, a reference and background check will be conducted as a condition of employment.
Scaler Hiring Freshers As Finance Analyst For BE/BTech/ME/MTech/MCA
Finance Consultant Job In Maine
IEM Daily 98 **Finance Analyst** > **Company: Scaler** **CTC: Best in Class** **Location: Bengaluru** **About Scaler** Launched in 2019, Scaler is India's leading tech education company that upskills working professionals and educates aspiring engineering students. Scaler's industry-vetted curriculum provides solutions to real-world challenges addressing the changing dynamics of the technology industry through two flagship programs: Scaler Academy and Scaler DSML. Scaler believes in creating real-life impact by focusing on ‘impact-driven' tech talent. Enrolled learners are mentored and taught by leaders and subject-matter experts working with leading organizations, including MAANG companies. Scaler has generated enviable career outcomes in a short period, and on average, its learners see a 4.5x RoI (return on investment) and salary hike of approximately 126%. To further redefine tech education, Scaler has launched Scaler Neovarsity - an online university that offers an outcome-focused Master's Programme
accredited with ECTS and Scaler School of Technology - a 4-year residential UG program in Computer Science. Scaler Enterprise is its B2B arm that focuses on building relationships with domestic and global organizations to provide them with industry-ready talent. Over 900 companies have worked with Scaler for their tech recruitment needs. The startup's parent firm, InterviewBit, is featured on the Financial Times's Asia Pacific High Growth Companies 2021, 2022 and 2023 ranking. Valued at $710 million, Scaler is backed by marquee global investors like Peak XV Partners (formerly Sequoia Capital India), Tiger Global, and Lightrock India. It has expanded its footprints across India and the US.
**About the Role**
The FP&A team is tasked with forecasting a company's financials, which requires an understanding of the company's historical performance and the key assumptions and trends that may impact future performance. This requires a broad understanding of both accounting and business operations. As a result, FP&A teams are in frequent contact with all areas of the enterprise including operations, sales, marketing, treasury, and accounting.
**Key responsibilities would involve**
● Develop and continually improve budgeting, financial projections, and operating forecast
● Identify and research variances to forecast, budget, and prior year expenses, proactively identifying opportunities for improvement.
● Present the monthly and quarterly financial reports of various units and departments
● Analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics such as sales, expenditures, and profit margin.
● Monitor KPI, and identify the cause of any unexpected variances, Implement a business intelligence tool and dashboard reports
● Ad-hoc business performance reporting, developing financial models, and analyzing them to support strategic initiatives
● Support management team and the Heads of Department with data-driven analysis.
**Experience and Skills that we are looking for in this role**
● MBA Finance from Premier Institutes
● 0 to 2 years of experience in finance or accounting
● In-depth knowledge of accounting/financial/operational principles
● Experience developing financial reports and metrics
● Interpersonal and communication skills with the ability to interact with various management levels
● Ability to manage multiple tasks and adapt to a changing, fast-paced environment
● Strong Excel, Word, and PowerPoint skills
● Working knowledge of Tableau, PowerBI, or any other similar tool.
● Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
● Demonstrated ability to influence others through effective verbal and written communication
● Demonstrated ability to drive projects across an organization
● Experience in analytics is preferable
More Less E-Mail Related Posts - ****
- ****
- ****
- ****
- ****
- ****
Paid Leave Consultant
Finance Consultant Job In Maine
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 position is accountable for a variety of activities related to corporate and statutory paid family and medical leaves. The Paid Leave Consultant (PLC) drives initiatives and leads project groups related to the development of new statutory plans, including having a key role in making decisions related to processes and system requirements to support new state programs/requirements. The PLC serves as a subject matter expert on all processes in the integrated paid leave, claim, and FMLA / state workflow and formulates strategies for excellent service. This position leads implementations of new paid leave policies on both corporate and statutory Paid Family and Medical Leaves (PFML). The PLC represents Unum in the marketplace through participation in client facing meetings and leading educational webinars.
"Existing remote employees are eligible to apply"
Principal Duties and Responsibilities
Project Management
* Delivers results for large/complex/cross-functional project initiatives within established timeframes and quality measures.
* Lead team of SMEs from field/NCG, legal, implementation, AO, UW, IT, L&D and PP&C to develop Self Insured PFML statutory offerings.
* Partner with Products and lead benefits working group to develop Benefits-specific processes related to Fully Insured PFML statutory offerings.
* Coordinate a team of Benefits SME's that are dedicated to establishing our statutory paid leave offerings.
* Prepares change management strategies to create operational effectiveness.
* Consults with business leaders to translate a project idea into a defined project with goals, objectives and scope.
* Identifies resources needed, negotiates with people managers as required to lead project team, ensuring clarity of project roles and responsibilities, so that all project plans are completed within defined timeframes, meeting objectives and strategic goals.
* Develops and implements communication and reporting mechanisms to manage issues, risks and timely delivery of initiative results.
* Translates project goals/objectives into a defined future state and project success measures that can be understood by project stakeholders, project team and others.
* Articulates project management best practices with peer group and others within Unum, as applicable.
* Proactively identifies barriers and resolves issues, determining contingency plans (executing as needed), while mitigating risk.
* Escalates issues to appropriate audiences for awareness and/or additional support.
* May manage and develop a highly motivated staff to support projects, managing the performance of employees in a candid, constructive and timely way, including results, gaps in skills, and areas for development.
* Coaches team members regarding individual capabilities and propose development actions needed to build additional competence.
* Actively involves team members in setting objectives and creating plans, and is responsible for assigning work and addressing team performance issues.
Implementation
* Manage complex implementations for corporate and statutory paid leave plans.
* Supports Go-To-Market initiatives related to corporate paid leave include pre-sale policy reviews and design consultation.
* Assist customers in developing legally compliant corporate paid leave policies.
* Interpret corporate paid leave policies and consult with clients, field and Benefits partners to determine service impact.
* Apply in-depth knowledge of Unum's service and processing capabilities to determine and articulate cost and time implications of PFML administration and coordinate with UW.
* Provide upfront and on-going support for client HR groups regarding implementation of new statutory and corporate paid leaves.
* Manage internal and external resources across Benefits, field and services teams to ensure delivery of accurate and timely customer contracts, service and funding agreements for new customers.
Subject Matter Expert
* Serve as a subject matter expert on current and pending statutory/federal PFML legislation.
* Consult on best practices and recommend innovative solutions for end-to-end claims and leave administration.
* Supports creation of effective training programs for new state programs.
* Actively participate in statutory and federal PFML rule making.
* Provide education on current and pending PFML legislation to all relevant internal business partners.
* Support RFP unit as the Paid Leave expert for Requests for Proposals and Requests for Information on cases.
* Participate with NCG and legal in development and delivery of client/broker facing PFML webinars.
* Interact directly with customers and Unum intermediaries (e.g., brokers, consultants, etc.) to ensure understanding of upcoming legislation and changes in the legal landscape.
* Partner with PP&C in the development of processes and workflows that are compliant with applicable PFML laws.
* Prepare paid leave trend analysis in preparation for client meetings.
* Key role in pre-sale activities including finalist meetings.
* Provide mentoring to business partners as appropriate.
May perform other duties as assigned.
Job Specifications
* 4-year college degree or equivalent experience required.
* Minimum 7 years claims, FMLA, Paid Leave, legal compliance or project management experience.
* Demonstrates in-depth knowledge of claim and leave processing and understanding of regulatory and compliance landscape related to statutory benefits.
* Demonstrated knowledge of corporate & statutory Paid Family and Medical Leave legislation.
* Knowledge of Unum products (i.e., Group, VWB, and Multi-life); Benefits; contract development; compliance; billing; and corresponding workflow processes.
* Basic understanding of Employee Benefit programs, including employee benefit issues as they impact our customers.
* Ability to plan, negotiate, organize, and influence internal and external resources.
* Excellent interpersonal, verbal and written communication skills.
* Knowledge and ability to apply technology within Unum and corresponding business applications.
* Experience in managing multiple, concurrent projects while directing and influencing a multitude of resources.
* Works well under pressure, managing multiple and changing priorities within tight deadlines.
* Strong leadership and presentation skills. Comfortable facilitating meetings and leading internal and external customer teams.
* Ability to analyze problems and develop and execute creative, customer-focused solutions.
* Ability to motivate and engage team members.
* Ability to Travel.
#LI-KD1
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.
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.
$75,500.00-$142,700.00
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
Consultant
Finance Consultant Job In Maine
• Good to have Skill like Test Management, Digital Trade, Trade finance, FTI, FTC, etc • Overall Responsibility for Quality of testing and Timely delivery • Key Driver of the Test improvement Initiatives • Create Test strategy, Overall Plans, Resource requirements and allocation, technical skill areas
• Interaction with Client team on Project Risks & Concerns and resolution of issues
• Report project status to the Delivery or Program Manager.
• Ensure compliance with Client and QualityKiosk processes.
• Consolidate and report metrics for project activities.
• Knowledge Management on the project
• Create Test Design and Execution Plan and schedule of testing
• Assign tasks to the team members & manage workload efficiently
• Tracking project milestones and deliverables
• Managing the offshore team and monitor the work
• Providing the inputs / clarifications to offshore team
• Keeping track of new requirements from the project
• Daily Defect discussions
• Ensure adherence to onsite-offshore process and agreed timelines
• Coordinate with users for inputs, review and approvals
• Responsible for Metrics Measurement and Implementation
• Report upon testing activities, including testing results, to build test suite, write test cases coverage, defects
• Ensure adherence to test Processes
• Coordinate with various team in Client for UAT
GEI Consultants
Finance Consultant Job In Maine
DescriptionYour role at GEI. We are seeking a motivated intern (civil engineer, or similar) for the Portland, Maine office to work with GEI professionals in areas of project analysis, hydrologic and hydraulic modeling, field work, data compilation, GIS, and CAD. Work will include a range of settings such as coastal (shoreline protection, harbor planning), riverine (hydrologic and hydraulic studies), reservoirs (dam, levee, spillway analysis), subsurface (foundation exploration and design), transportation (bridge design), and structures (building, wharf, bulkhead design). This position will support GEI's civil/water resources, structural, geotechnical, and environmental engineering practices. This is an excellent opportunity to learn from our staff and gain a wide range of experience. Essential Responsibilities & Duties
* Support work in the following engineering disciplines: Structural Engineering (Marine/Waterfront Structures), Geotechnical Engineering (Building Foundations, Dam Safety), Water Resources (Hydrology and Hydraulics), and Environmental (Site Investigation and Remediation).
* Develop spreadsheets and databases, conduct technical analysis, and assist with preparation of CAD files.
* Assist with project mapping in GIS and project drafting in CAD.
* Perform field work as needed to support projects including but not limited to field observation and data collection, soil and water sample collection, drill rig observation, and support of other field investigations.
* Work will be directed by various project managers.
Minimum Qualifications
* Pursuit of a Bachelor's or master's degree in civil engineering, or similar, with coursework completed in soils, structures, hydrology, and hydraulics.
* Experience in summer internship or other professional position is a plus.
* Ability to perform field work in active construction sites year-round without restrictions, and in inclement weather if required.
* Working knowledge of GIS, CAD, and other common software. Experience in Civil 3D is a plus.
* Self-motivation with the ability to work both independently and collaboratively as a team member.
* Excellent verbal and written communication skills.
* A valid driver's license and willing to work in the field as required.
We are GEI. Some of the world's most pressing problems - from climate change to sustainable development, to critical infrastructure and the future of our energy supply - need our brightest and most diverse minds working together to create safer, more resilient communities for the future. We are technical experts, collaborators, and entrepreneurs who draw from diverse backgrounds to solve our clients' most complex challenges. With nearly 60 offices across North America, we offer a range of engineering, science, and technical consulting services. Our range of expertise, project types, and culture make us the choice for top talent in the AEC industry. Employee-owned. Employee-focused. As a 100% employee-owned company, our employees support our flat leadership structure, have a say in how our business operates and benefit from our financial success. We are committed to employee growth with career development opportunities, competitive total rewards, a well-being program, flexible work arrangements and more. Our company culture is driven by our 4 Cs - we are Client-Centered, Curious, Collaborative, and Community Minded - which support our focus on sustainability, safety, diversity, equity and inclusion. Get to know us better by visiting GEI's career site here. GEI's Total Rewards Package
* Market-Competitive Compensation
* Connecting Conversation Program with a Focus on Professional Development and Opportunities for Advancement
* Rewards and Recognition
* A Vibrant Culture that is Focused on Partnership, Sustainability, Giving Back to Our Communities and Diversity, Equity and Inclusion
* For Some Positions, Hybrid Work Schedules Are Available
* And More…
ECCP Consultant
Finance Consultant Job In Maine
Job Title ECCP Consultant Location Aroostook County, ME Job Description Community Health and Counseling Services (CHCS) is looking for a consultant to join our team in Early Childhood Mental Health Consultation Services in Aroostook County. The ECMHC will serve as a consultant to early childhood educators, educators in public school, and families while implementing the Early Childhood Consultation Partnership (ECCP) evidence-based model for infant and early childhood mental health consultation. The ECMHC is an expert in the promotion of positive infant and early childhood mental health and social emotional development (birth to eight years of age). The ECMHC will possess skills that include a thorough knowledge of early childhood development coupled with an understanding of family dynamics and relationship building on an individual/family, provider, and community level. No weekends, no on-call, no insurance authorizations, balanced caseloads, and minimal paperwork. Extensive and specialized training is provided on an ongoing basis with a high level of support and supervision delivered by national experts in the field of early childhood mental health.
The ideal candidate has experience working collaboratively with multiple agencies, managing data and reports, and implementing evidence-based programs. Requires travel to offsite locations with Aroostook County. Must be clinically licensed through the State of Maine as a LMSW-CC, LCPC-C, LCPC, LCSW, LMFT or PhD; other degrees may be considered. Must hold a valid driver's license and have reliable transportation.
This can be a full or part-time position; part-time benefits are pro-rated. Full-time position with an annual salary of $62,000, 3 weeks of paid vacation time after 4 months, 2 weeks of sick time, 7 traditional holidays and 5 float paid holidays. CHCS offers an excellent benefits package that includes medical, dental, vision, life insurance, and short/long term disability. Our medical insurance is a PPO plan with no high deductible to meet. CHCS is a qualifying non-profit employer under the Public Service Loan Forgiveness (PSLF) program. CHCS knows the importance of a work/life balance.
Call Melanie today to set up an interview at ************** ext. 6484.
Finance Intern
Finance Consultant Job In Stockholm, ME
Mentimeter is an engagement tool with a clear goal in mind. To turn presentations into conversations. Through real-time interactivity and clear visualizations, we get people to participate, engage and become more productive. Transforming all those passive meetings, airless classrooms and drawn out trainings into valuable and memorable moments.
We truly believe that you achieve the best results by doing things together. And that successful leaders need to adopt a curious and collaborative mindset in order to get there. So with you at Mentimeter, you'll be a big part of the ambition to help over 1 billion people listen, learn and work better together.
Are you ready for a finance Internship experience that's out of this world?
What you'll do
As our finance intern, you will join our experienced finance team and work on managing our account receivables, cost and income categorization, payments reconciliation and other ad hoc projects. You will get hands-on experience in the fields of accounting, financial control and analysis and a wide range of other finance matters that pop up in the day-to-day business.
We offer a paid internship starting in Jan/Feb until August 2025, with possibility to prolong the internship after that. Estimated working hours are around 16 hours per week - we are flexible to manage this along with your studies.
Mentimeter is an English-speaking company and all day-to-day work and communications are carried out in English. Please note that this position is based in Stockholm and while we can be flexible with working hours and location, we will require some onsite work during regular work hours.
Who are you?
We are looking for someone who excels in communication, is solution-oriented, motivated, driven and excited to learn. Strong communication and analytical skills are a must, as well as the ability to roll with the punches in a fast-paced, team-oriented environment.
Requirements:
* Currently a finance student in a Stockholm based University, preferably studying your 2nd or 3rd year (physical presence at the office will be required from time to time)
* Fluent proficient in English is a must
* Bonus if you have previous experience working with basic accounting and accounting systems
If you're ready to have some fun, learn a ton, and be a part of a company that's changing the game, apply today!
What you can expect from our recruitment process:
* Interview - meet the Finance team and get to know us better while introducing yourself
* References - let the great people you've worked with before brag about your strengths and character
What Mentimeter can offer
At Mentimeter we can offer a diverse and inclusive work environment supported by smart and driven colleagues. We believe in continuous professional development for all of our colleagues and therefore offer access to a leadership program (including external personal coach) and relevant education to ensure that we continue to be state-of-the-art when it comes to innovating and building Mentimeter. Your place will be in a growing company with lots of career opportunities, working on a beloved product used by more than 300 million people. It's not all about work though, we also offer a very healthy view on work-life balance.
All of this comes attached with a competitive compensation and benefits package, including pension contributions. Learn more about our benefits by visiting our Benefits & Perks page
Culture at Mentimeter
At Mentimeter we believe in giving everyone a voice - regardless of who you are. So we build a platform that does just that. Our platform is not only our product but also our organization. A platform where people feel safe, where differences are embraced, a place where you can have fun. We strongly encourage applicants who are people of color, LGBTQ+, women, people with disabilities, and/or formerly incarcerated people, and a college degree is not strictly required. In order to give everyone a voice, we need to be as diverse as our users.
Learn more about our culture by visiting our Culture page.
Review our Privacy Policy for more information.
Financial Planning Code of Ethics
Finance Consultant Job In Maine
** Continuing Education Credits** + **Gain the knowledge and insights needed to navigate ethical challenges confidently and uphold the highest standards of integrity in your practice.** In a world where trust is paramount and financial security is a universal pursuit, the cornerstone of responsible financial planning lies in adhering to a robust code of ethics. Embark on a transformative exploration of ethical standards that underpin every facet of financial planning. From fiduciary responsibilities to client confidentiality, this webinar illuminates the ethical imperatives that safeguard both client interests and professional integrity. Discover the profound impact of ethical decision-making on long-term client relationships, regulatory compliance, and the overarching reputation of the financial advisory profession. Whether you're a seasoned advisor or an aspiring professional, this webinar promises to equip you with the knowledge and insights needed to navigate ethical challenges confidently and uphold the highest standards of integrity in your practice.
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
* The Significance of the Fiduciary Duty in Financial Planning
* Strategies to Uphold a Client-Centric Approach
* Maintaining Confidentiality and Preserving Client Privacy in Financial Planning Engagements
* Best Practices for Handling Sensitive Information Ethically
* The Essence of Transparency in Financial Planning
* The Nuances of Full Disclosure and Its Role
* Insights Into the Ethical Dilemmas That Financial Planners Encounter
* Ethical Frameworks and Practical Strategies for Resolving Conflicts Ethically
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
* AR CLE 1.0
* This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
* Arizona CLE 1.0
* The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
* CA MCLE 1.0
* Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
* CT CLE 1.0
* Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
* GA CLE 1.0
* This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours.
* HI CLE 1.0
* This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
* IN CLE 1.0
* This program has been approved by the Indiana Commission on Continuing Legal Education. Participating attorneys are eligible to receive up to 1.0 hours of Distance Education credit.
* MO CLE 1.2
* This course qualifies for self-study CLE credit in Missouri.
* MS CLE 1.0
* This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.0 credit hours.
* NH MCLE 1.0
* NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 60 Minutes.
* NJ CLE 1.2
* This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.2 hours of total CLE credit.
* NV CLE 1.0
* This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours.
* OH CLE 1.0
* This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours. Please note: No more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2. To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
* PA CLE 1.0
* This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
* RI CLE 1.0
* This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
* TN CLE 1.0
* This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of credit.
* WI CLE 1.0
* This program qualifies for 1.0 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
* WV MCLE 1.2
* This program has been approved by the West Virginia State Bar MCLE Commission for 1.2 MCLE hours.
Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at *********************** or call us at ************. This course was last revised on May 16, 2024.
Call 1-************ for further credit information.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
* International financial educator specializing in retirement optimization
* Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
* Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
* Expertise in creating holistic retirement plans to maximize income and mitigate risk
* Author of 15 books, including ‘Understanding Social Security', and writer of over 5500 articles on financial topics
* Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
* Renowned international keynote speaker, workshop provider, and media host
* NSSA, AHIP, and IRMAA certified
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
**All of your training, right here at Lorman.**
Pay **once** and get a **full year of unlimited training** in any format, any time!
* OnDemand Courses
* Live Webinars
* MP3 Downloads
* Course Manuals
* Executive Reports
* White Papers and Articles
Additional benefits include:
* State Specific Credit Tracker
* All-Access Pass Course Concierge