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  • Investment Consultant - Ormond Beach, FL

    Charles Schwab 4.8company rating

    Finance consultant job in Ormond Beach, FL

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $69k-126k yearly est. 2d ago
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  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance consultant job in Orange City, FL

    Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
    $41k-71k yearly est. 3d ago
  • Senior Medical Economic Analyst

    Insight Global

    Finance consultant job in Maitland, FL

    Senior Medical Economic Analyst Openings: 3 Duration: 6 month C2H Schedule: Hybrid! M-F, 8-5 Onsite Monday/Wednesday/Thursday Remote Tuesday/Friday Must Haves: Bachelor's degree (preferred fields: Finance, Health Services Administration, Informatics, Data Analytics) 4+ years in Managed Care, with strong exposure to: Commercial Insurance payors (Blue Cross Blue Shield, UnitedHealthcare, Cigna, Aetna) Managing payor contracts and provider analytics Forecasting and trend analytics - financial modeling & risk forecasting Supporting the hospital side (not payor side) Excel Expertise: Advanced formulas (IF statements, VLOOKUPs), macros, and data modeling. Ability to take Excel analysis to a higher level (moderate to advanced proficiency). Proactive and solution-oriented - does not wait for answers. Plusses: Experience with multi-state contracts. Experience with hospital financial modeling Familiarity with EPIC (reporting experience preferred) EPIC HB (hospital billing certification) Role overview: We focus on managed care within the payor space, commonly referred to as medical economics. The team works with major insurance providers such as Blue Cross, Aetna, Cigna, and other key players in the market. We collaborate with negotiators who engage with payors to establish new reimbursement rates and build rate structures for future periods. Job Description: Researches and analyzes managed care data from various financial systems and interface tools. Performs complex and varied healthcare data analysis, including financial modeling and risk forecasting. Identifies and implements improvements in quality control and timeliness of reporting. Extracts, collects, analyzes, and interprets health utilization and financial data. Interprets and analyzes data from various sources using knowledge of healthcare managed care contracts and administrative claims data. Key Responsibilities Rate Structure Development: Build and analyze reimbursement rate structures for upcoming years. Data Analysis & Modeling: Pull 1-2 years of historical data and use Excel to model trends and methodologies, including stop-loss and per diem models. Forecasting: Project future reimbursement rates and financial impacts based on historical data, market trends, and modeling assumptions. Financial Analysis: Evaluate monetary impacts and account-level details to support decision-making. Contract Review: Interpret payor contract language and translate reimbursement terms into formulas for financial modeling. Market Insight: Stay informed on active contracts and payor trends to guide negotiations and rate-setting strategies.
    $45k-72k yearly est. 2d ago
  • Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading)

    Orlando Utilities Commission 4.5company rating

    Finance consultant job in Orlando, FL

    OUC - The Reliable One, is presently seeking a Senior Energy Portfolio Analyst (Unit Commitment and Energy Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations. We are seeking a strategic, highly skilled energy professional to lead portfolio operations and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this senior-level role, you will make and inform complex day-ahead operational and market decisions, optimize generation resources, and serve as a trusted subject-matter expert supporting reliable, cost-effective Balancing Authority operations. You will advise system operators and stakeholders on economic dispatch and market positioning, engage directly with FMPP members and external market participants, and lead cross-functional initiatives with meaningful operational and financial impact. OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions. Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do. The ideal candidate will have: * Bachelor's degree in Engineering, Business, or related field required; MBA preferred. * Minimum of 5 years in Bulk Power System Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations, including at least 2 years as an Energy Marketer with direct responsibility for portfolio optimization, day-ahead trading, or utility commodity scheduling. * Advanced proficiency in load forecasting, economic dispatch, and wholesale energy markets, with experience applying judgment to optimize outcomes under changing system and market conditions. * Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader). * NERC System Operator Certification at the "Balancing and Interchange Operator" level (preferred). * Strong knowledge of NERC standards, Network Integration Transmission Service (NITS), and wholesale market operations. * Demonstrated ability to lead and be accountable for projects or initiatives, provide strategic recommendations, and serve as a trusted advisor to operators, leadership, or stakeholders. * Ability to synthesize complex and incomplete data, assess risk, and develop actionable strategies that optimize portfolio performance, reliability, and cost. * Strong proficiency in Microsoft Office Suite, financial and market analysis, and effective communication with internal and external stakeholders, including market participants and system operators. OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few: * Competitive compensation * Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period. * OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account * Generous paid vacation, holidays, and sick time * Paid parental leave * Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities * Wellness incentives and free access to all on-site OUC fitness facilities * Access to family-oriented recreational areas * Paid Conference and Training Opportunities * Hybrid work schedule Click here to view our Benefits Summary. Salary Range: $128,000 - $192,000 annually - commensurate with experience Location: 6003 Pershing Ave, Orlando, FL 32822 Please see below a complete Job description for this position. Job Purpose: Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC). Also responsible for taking lead role on projects and performing complex analysis related to these functions. Primary Functions: * Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks independently; * Manage multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented; * Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA); * Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans; * Analyze and develop optimized daily operational plans to serve FMPP demand; * Interact with external wholesale energy market, analyze routine and complex transactions, and execute transactions that maximize profit and savings; * Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements; * Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate; * Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing; * Develop and deliver fuel consumption forecasts in support of daily operational plans; * Advise the FMPP Generation System Operator on economic dispatch of the BA; * Provide input and objective evaluation as subject matter expert of daily resource planning, optimization, and market interactions to various FMPP committees; * Develop, create, and deliver reports of daily operational plans and market activity; * Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts; * Coordinate multiple FMPP member Network Customer requirements for the BA; * Perform project and team leadership duties including, but not limited to, coaching, training, and reviewing work; * Provide subject matter expertise including, but not limited to, performing research and analysis, providing recommendations, and preparing and delivering presentations; * Assist Manager, Energy Portfolio Analysis & Settlements and Supervisor, Energy Portfolio Analysis & Trading with Purchase Power Agreements (PPA) by performing research and analysis, reviewing contract language, and supporting operational implementation; * Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process; * Develop business relationships with existing and new market participants; * Serve as liaison with Energy Portfolio Analysis & Trading software providers/vendors (i.e. PCI, OATI) and supporting Business Units (i.e. IT, EMS) to ensure software and tools remain current and full capabilities are utilized; * Serve as Energy Portfolio Analysis & Trading team representative on FMPP (Sub) Committee(s) and Task Force(s); functions include, but are not limited to, attending meetings, development, review, and edit of FMPP policies and procedures, and participating in projects, studies, and analysis; * Lead ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests; * Lead cross-functional projects and groups; * Develop, test, and maintain tools required to perform above duties effectively and efficiently; * Perform other duties as assigned. Technical Requirements: * Working knowledge of all, but not limited to, the following: * Bulk Power Operations; * Engineering principles related to: * Power Production and Bulk Power; * Unit Commitment and Economic Dispatch; * Market Position Analysis (Production and Avoided Costs); * Load Forecasting; * Wholesale Energy Trading * Software Applications * Production cost modeling software (GenTrader preferred); * OATI OASIS * OATI eTag * OATI web Trader * Network Integration Transmission Service (NITS) * NERC Standards; * Familiarity with all, but not limited to, the following: * Power Pool Operations; * Project management and financial analysis; * Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws; * Effective written and verbal communication skills; * Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources; * Strong analytic skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty; * Ability to: * Interpret and apply a variety of procedures, policies, and/or precedents; * Develop comprehensive, in-depth reports for FMPP management, (Sub) Committees, and Task Forces * Lead cross-functional teams, analysis, and projects; * Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios and percentages; * Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.). Education/ Certification/Years of Experience Requirements: * Bachelor's Degree in Engineering, Business, or related field from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable. * Minimum of five (5) years of experience in Bulk Power System Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations, to include a minimum of two (2) years of experience as an Energy Marketer; * Master's in Business Administration degree (preferred); * NERC System Operator Certification with a minimum level of "Balancing and Interchange Operator" (preferred). Working Conditions: This job is absent of disagreeable working conditions. This job consists of working in an office environment. Physical Requirements: This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations. EOE M/F/Vets/Disabled
    $128k-192k yearly 9d ago
  • Sr Portfolio Analyst

    Walt Disney Co 4.6company rating

    Finance consultant job in Orlando, FL

    Technology is at the heart of Disney's past, present, and future. Disney Entertainment and ESPN Product & Technology is a global organization of engineers, product developers, designers, technologists, data scientists, and more - all working to build and advance the technological backbone for Disney's media business globally. The team marries technology with creativity to build world-class products, enhance storytelling, and drive velocity, innovation, and scalability for our businesses. We are Storytellers and Innovators. Creators and Builders. Entertainers and Engineers. We work with every part of The Walt Disney Company's media portfolio to advance the technological foundation and consumer media touch points serving millions of people around the world. Here are a few reasons why we think you'd love working here: Building the future of Disney's media: Our Technologists are designing and building the products and platforms that will power our media, advertising, and distribution businesses for years to come. Reach, Scale & Impact: More than ever, Disney's technology and products serve as a signature doorway for fans' connections with the company's brands and stories. Disney+. Hulu. ESPN. ABC. ABC News…and many more. These products and brands - and the unmatched stories, storytellers, and events they carry - matter to millions of people globally. Innovation: We develop and implement groundbreaking products and techniques that shape industry norms and solve complex and distinctive technical problems. The Business Operations team helps guide and articulate technology strategy and research, and is responsible for driving the day-to-day operation of the Product & Technology organization, including: project and portfolio management and tracking; organization-level capital, space, and resource management and allocation; process management; technical incident management; and our administrative and workplace experience support team. Scope of Responsibility: The Portfolio Management group oversees the Disney Entertainment and ESPN Product & Technology (DEEP&T) portfolio strategy and processes for capital and expense. The Lead Portfolio Analyst is responsible for developing and maintaining projects for DEEP&T's alignment to evolving business priorities and changing budgetary requirements. This role collaborates closely with Global Program Management (GPM), Strategic Planning and Senior Business Leaders to maximize benefits for project reporting and consolidation. The Senior Portfolio Analyst reports to and receives direction from the Manager / Lead Portfolio Analyst, Portfolio Management. Essential Functions: * Strategic Portfolio & Financial Planning: Participate in creating the Capital Portfolio of work and the Capital Budget. * Work with stakeholders to collect, build, and validate Quarterly Forecast information. * Proactively gather and validate necessary inputs from the Alliances to support portfolio capital planning and execution, including forecast and current month allocations. * Perform evaluations and analysis of the active portfolio to ensure alignment with business goals and budgets. * Proactively identify financial trends, recommend adjustments, and signal potential issues. * Stakeholder Engagement & Collaboration * Collaborate with relevant stakeholders to gather necessary inputs and provide actionable insights or documentation as needed. * Support ad-hoc initiatives with various alliances to ensure foundational financial readiness. * Respond to ad-hoc requests from leadership and supported alliances with a focus on speed, accuracy, and clarity. * Prioritize incoming requests based on urgency, business impact, and deadlines, ensuring timely and high-quality deliverables. * Maintain regular communications with Portfolio Management team, peers, and DEEP&T managers. * Communicate regularly with Accounting and Finance departments. * Reporting & Governance * Generate detailed project reports for stakeholders; ensure completeness, accuracy, and timeliness. * Develop and maintain the project approval process. * Maintain and govern the list of Technology programs reflecting project performance. * Process new work requests and ensure prioritization based on business need, budget, and resource availability. * Operational Execution * Perform monthly resource allocations from expense to capital. * Perform monthly capital accruals. * Assist the Fixed Assets team in asset capitalization and confirm project details. * Provide support to various Disney Entertainment and ESPN Product & Technology (DEEP&T) Alliances * Compliance & Risk Management * Assure compliance with tax, legal, asset accounting, and TWDC policies and procedures. * Proactively resolve issues related to the portfolio or budget. * Escalate issues as appropriate. Required Qualifications: * BS in Business or related field. * Strong organizational, interpersonal, and communication skills. * Strong analytical skills, including expertise in Microsoft Excel, Airtable, and other MS Office programs. * Thorough understanding of Portfolio Management and Project Accounting concepts and practices. * Minimum 5+ years' experience. * Familiarity with corporate accounting software such as SAP, and visualization tools like PowerBI is a plus. About Disney Entertainment and ESPN Product & Technology: At Disney Entertainment and ESPN Product & Technology, we're blending imagination and innovation to reimagine the ways people experience and engage with the world's most beloved stories and products. Our work is wide-ranging and deeply sophisticated. We create amazing experiences, transform the future of media, and build products and platforms that enable the connection between people everywhere and the stories and sports they love. Disney's ability to marry world-class technology with one-of-a-kind creativity makes us unique. It is at the heart of our past, present, and future. We are Storytellers and Innovators. Creators and Builders. Entertainers and Engineers. About The Walt Disney Company: The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished. This position is with Disney Streaming Technology LLC, which is part of a business we call Disney Entertainment and ESPN Product & Technology. Disney Streaming Technology LLC is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world. Apply Now Apply Later Current Employees Apply via My Disney Career Explore Location
    $69k-114k yearly est. 9d ago
  • Insurance & Financial Advisor

    Central Florida 3.8company rating

    Finance consultant job in Lake Mary, FL

    We're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!
    $52k-101k yearly est. 8d ago
  • Investor Relations Specialist (Onsite - Maitland, FL)

    Redchip Companies

    Finance consultant job in Maitland, FL

    Job DescriptionSalary: Investor Relations Specialist Onsite Maitland, Florida RedChip is a 30-year leader in small-cap investor relations, connecting emerging growth companies with the institutional, family office, RIA, and retail investor communities. Our platform integrates disciplined investor targeting with national television, digital media, and proactive outreach. The Role: This is a high-activity, phone-driven role focused on building investor pipelines, managing accounts, and driving consistent engagement for a portfolio of public-company clients. You will serve as a frontline representative of our clients, introducing their investment story to the market, qualifying investor interest, and supporting relationship development through structured follow-up. The position is onsite only at our Maitland, Florida headquarters. Key Responsibilities: Phone Sales & Pipeline Development: Conduct high-volume outbound calling to stockbrokers, RIAs, family offices, accredited investors, and hedge funds. Communicate each clients value proposition with clarity and confidence; secure investor meetings and follow-up commitments. Qualify leads using a structured discovery process (AUM, sector fit, investment mandate, liquidity needs, risk appetite). Maintain daily activity, call logs, pipeline progress, and funnel metrics in HubSpot. Convert warm leads into recurring engagement, tracking movement from initial interest to meeting, follow-up, and continued diligence. Account Management: Manage day-to-day execution for assigned client accounts; ensure all outreach, reporting, and deliverables stay on schedule. Coordinate investor meetings, webinars, and roadshow calls; prepare agendas, talking points, and post-meeting summaries. Serve as the main point of contact internally for client program progress, investor feedback, and campaign effectiveness. Identify risks or bottlenecks early and proactively communicate solutions to internal teams and client executives. Track client exposure across all channels - calls, emails, media segments, digital distribution - to ensure consistency in messaging. Investor Materials & Messaging: Support creation and refinement of investor-facing materials: outreach scripts, value-prop language, fact sheets, investor decks, and meeting prep documents. Ensure all scripts and materials align with client strategy and key catalysts. Qualifications: Bachelors degree. Phone-based sales or outreach experience required (inside sales, business development, financial services, brokerage, or IR preferred). Strong communication and active-listening skills; ability to deliver concise, persuasive pitches. Process-driven, organized, and accountable - comfortable managing multiple client accounts simultaneously. Experience with CRM systems (HubSpot preferred). Knowledge of capital markets and investor behavior is a strong advantage. Preferred but Not Required: Familiarity with public-company reporting (10-K/10-Q/8-K) and earnings cycles. Exposure to investor targeting, 13F analysis, or financial modeling. Experience supporting sales or IR programs through coordinated media and digital channels. What Success Looks Like in the First 90 Days: Establish reliable call volume, follow-up cadence, and clean CRM workflows. Build initial investor pipelines for assigned clients, with clear qualification notes and scheduled meetings. Deliver organized reporting and support client communications with professionalism and precision. Demonstrate the ability to represent client stories accurately, consistently, and persuasively on the phone. Why RedChip: Direct interaction with CEOs, CFOs, and senior executives across multiple industries. A performance-driven culture where strong phone sales and account management skills translate into visible results. Structured training across investor targeting, messaging, and capital markets fundamentals. Healthcare, 401(k) with company match, PTO, and additional standard benefits.
    $55k-107k yearly est. 23d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate - Orlando,FL

    JPMC

    Finance consultant job in Orlando, FL

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $69k-123k yearly est. Auto-Apply 60d+ ago
  • Financial Accounting Database Analyst, Senior

    Elevance Health

    Finance consultant job in Lake Mary, FL

    Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting. How You Will Make an Impact Primary duties may include, but are not limited to: Manages database processes, related analysis and reporting. Reviews and approves changes to database coding. Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases. Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise. Analyzes, reports, and develops recommendations on data related to complex and varied business metrics. Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools. Leads a team of associates, mentors, trains, and coaches lower level analysts. Minimum Requirements: Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528. Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws . * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $77k-138.5k yearly Auto-Apply 10d ago
  • Financial Consultant

    Orlando 4.0company rating

    Finance consultant job in Maitland, FL

    We are seeking an eager, strategic, and definitive financial advisor who offers room for growth and a promising Career outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
    $30k-42k yearly est. 3d ago
  • Finance/Budget Analyst II

    University of Central Florida 4.6company rating

    Finance consultant job in Orlando, FL

    College of Health Professions and Sciences - Finance Business Center The University of Central Florida (UCF) College of Health Professions and Sciences (CHPS) is home to nationally recognized programs focused on health and wellness ― and a respected faculty dedicated to teaching innovations and research partnerships. The college offers accredited programs in athletic training, communication sciences and disorders, physical therapy, and social work. CHPS also offers one of UCF's largest majors, health sciences, as well as popular programs in sport and exercise science within the field of kinesiology. Through coursework, field experience, and interprofessional education, our students develop high-demand skills in healthcare and community based initiatives for working with varied populations. The Opportunity: The CHPS Finance Business Center is currently accepting applications for a Finance/Budget Analyst II. This role will review, approve and process financial transactions to ensure compliance with UCF fiscal policy. The position will also prepare statements and reports relating to an assigned area of responsibility, monitor records of past and present operations, and apply university accounting policies and procedures in working with accounting records and reports. Responsibilities: * Oversight of financial clinical operations at PT Clinic and CSD clinic, such as cash deposit reconciliation, card statement approval, clinical compliance, and ensuring cost are accurate and reportable. * Create and deliver monthly faculty reports showing their funding and budgets in the to each faculty member in their assigned cost center. * Monitor budgetary variances and make corrections as appropriate. * Reconcile accounts to ensure accuracy of transactions. * Prepare costing allocations for payroll funding and corrections to payroll funding. * Identify appropriate funding sources for various HR transactions. * Approve, deny, or return Workday spend transactions. * Ensure compliance on all financial transactions or related financial transactions in the accounting system to the assigned departments. Minimum Qualifications: Bachelor's degree and 2+ years of relevant experience, or an equivalent combination of education and experience pursuant to Fla. Stat. 112.219(6). Preferred Qualifications: * Experience in higher education or public sector finance. * Familiarity with Workday or similar financial systems. * Experience in finance, accounting, budgeting, or a related field. * Skilled in using data visualization tools such as Power BI or Tableau. * Proficiency in Microsoft Excel, including the use of formulas, pivot tables, VLOOKUPs, and charts. Special Instructions to the Applicants: The anticipated salary range for this position is $56,030 - $60,000. The final salary will be determined based on the candidate's qualifications, experience, and internal equity considerations. Applicant must be authorized to work for any U.S. employer, as sponsorship is not available for this position. Are you ready to unleash YOUR potential? As a next-generation public research university and Forbes-ranked top employer in Florida, we are a community of thinkers, doers, creators, innovators, healers, and leaders striving to create broader prosperity and help shape a better future. No matter what your role is, when you join Knight Nation, you'll play an integral role at one of the most impactful universities in the country. You'll be met with opportunities to connect and collaborate with talented faculty, staff, and students across 13 colleges and multiple campuses, engaging in impactful work that makes a positive difference. Your time at UCF will provide you with many meaningful opportunities to grow, you'll work alongside talented colleagues on complex projects that will challenge you and help you gain new skills, and you'll have countless rewarding experiences that go well beyond a paycheck. Working at UCF has its perks! UCF offers: * Benefit packages, including Medical, Dental, Vision, Life Insurance, Flexible Spending, and Employee Assistance Program * Paid time off, including annual and sick time off and paid holidays * Retirement savings options * Employee discounts, including tickets to many Orlando attractions * Education assistance * And more…For more benefits information, view the UCF Employee Benefits Guide. Dive into our Total Rewards Calculator to discover the diverse selection available to you, giving you a glimpse into the benefits that together shape your comprehensive rewards package at UCF. Unless explicitly stated on the job posting, it is UCF's expectation that an employee of UCF will reside in Florida as of the date the employment begins. Department College Of Health Professions And Sciences Finance Business Center Work Schedule Monday through Friday, 8 AM - 5 PM Type of Appointment Regular Expected Salary $56,030.00 to Negotiable Job Posting End Date 01-20-2026-12-00-AM As a Florida public university, the University of Central Florida makes all application materials and selection procedures available to the public upon request. UCF is proud to be a smoke-free campus and an E-Verify employer. If an accommodation due to a disability is needed to apply for this position, please call ************ or email ************. For general application or posting questions, please email **************.
    $56k-60k yearly Auto-Apply 17d ago
  • Financial Analyst Finance Planning - Corporate Finance Support

    Health First 4.7company rating

    Finance consultant job in Rockledge, FL

    Job Requirements located in Brevard County Florida The Financial Analyst, Financial Planning provides superior quality, competitive value and outstanding service by performing detail analysis of potential new lines of businesses, development of business plans, and performing financial analysis in support of the Health First Integrated Delivery Network (IDN), and its affiliates. The Financial Analyst, Financial Planning supports the capital and operating budgets and the long range financial forecast processes, monitoring and reporting against goals or expectations, and participating in the development of the teammates. PRIMARY ACCOUNTABILITIES: * Ensures the integrity, accuracy, and timeliness of department deliverables. * Serves as a resource to guide and support guides teammates by providing necessary strategic and financial support of IDN wide projects. * Supports clinical complex lines of business through leveraging clinical and financial concepts. * Participates proactively in generating specific annual department goals and objectives. * Develops and shares profitability analysis of IDN wide projects and initiatives. * Collaborates with stakeholders on IDN financial recommendations based on analysis. * Partners with assigned business lines regarding the development of capital and operating budgets, the long range financial forecast, and measurement of key performance indicators against goals or targets. 8.Prepares and reviews capital requests, ensuring that they include relevant, meaningful justifications and supporting documentation and proformas where appropriate. 9.Analyzes trends and metrics in partnership with Strategy and Corporate Finance teams to develop solutions, programs and policies to support the organization and individual business units. 10.Delivers finance related training and assistance to other Associates and customers. 11.Assists in maintaining proper documentation of policies and procedures. 12.Builds and maintains effective relationships with all customers and Associates across the IDN. Work Experience MINIMUM QUALIFICATIONS: This is an onsite position located in Brevard County Florida Education: Bachelor's degree in finance, Accounting, or a relevant field. Work Experience: Two (2) years of financial analysis experience. Licensure: None Certification: None Skills/Knowledge/Abilities: Ability to work with limited supervision. Enthusiasm and high level of job interest. Possess excellent analytical and problem-solving skills. Possess computer abilities as well as oral and written communication skills. Demonstrate the ability to relate well with all customers and peers. Know and apply fundamental clinical and financial concepts necessary to analyze operational performance of the departments. Ability to prioritize and organize to maximize quality, value and service. Remain current on all financial regulations and standards. Ability to remain resilient and maintain a positive perspective in the midst of stress and continuous change. PHYSICAL REQUIREMENTS: Majority of time involves sitting or standing; occasional walking, bending, and stooping. Long periods of computer time or at workstation. Light work that may include lifting or moving objects up to 20 pounds with or without assistance. May be exposed to inside environments with varied temperatures, air quality, lighting and/or low to moderate noise. Communicating with others to exchange information. Visual acuity and hand-eye coordination to perform tasks. Workspace may vary from open to confined. May require travel to various facilities within and beyond county perimeter; may require use of personal vehicle. Benefits ABOUT HEALTH FIRST At Health First, diversity and inclusion are essential for our continued growth and evolution. Working together, we strive to build and nurture a culture that recognizes, encourages, and respects the diverse voices of our associates. We know through experience that different ideas, perspectives, and backgrounds create a stronger and more collaborative work environment that delivers better results. As an organization, it fuels our innovation and connects us closer to our associates, customers, and the communities we serve. Schedule : Full-Time Shift Times : 800am_500pm Paygrade : 37
    $53k-67k yearly est. 33d ago
  • Financial /Budget Analyst Journeyman

    Optimal Solutions and Technologies 3.3company rating

    Finance consultant job in Orlando, FL

    Optimal Solutions & Technologies (OST, Inc.) is focused on excellence. We specialize in providing Management Consulting, Information Technology, and Research Development and Engineering services. OST is one of an elite set of companies worldwide to be externally appraised CMMI Level 5. The fundamental distinction of the OST team is its business knowledge in both the public and private sectors. We serve the aerospace & transportation, association & nonprofit, defense, education, energy, financial, healthcare, and technology & telecommunications industries. OST is successful because we listen to our clients, we learn from our clients, and we know our clients. Financial / Budget Analyst Description of Specific duties in a typical workday for this position: The Financial / Budget Analyst provides financial management, budget execution, and fiscal analysis support to PM Synthetic Environment, ensuring program funds are planned, executed, tracked, and reported in compliance with DoD and Army financial management policies. The individual supports informed decision-making by providing accurate financial data, analysis, and reporting across synthetic environment programs and initiatives. Responsibilities include supporting development and execution of budgets, spend plans, and funding profiles; tracking obligations, expenditures, and burn rates; and preparing financial reports and briefings for program leadership. The Financial / Budget Analyst supports coordination of funding actions, assists with requirements prioritization based on available resources, and identifies funding risks or execution issues. Additional duties include supporting preparation and review of funding documentation; reconciling financial data across multiple sources; supporting end-of-month (EOM), quarterly, and annual financial reporting; and assisting with audits, reviews, and data calls. The role collaborates closely with program managers, acquisition personnel, contracting offices, and technical teams to ensure financial data aligns with program plans, contract actions, and execution timelines. The Financial / Budget Analyst provides financial insight and recommendations to leadership to support cost control, schedule alignment, and successful execution of PM Synthetic Environment objectives. Position Requirements: * Bachelor's degree in finance, Accounting, Business Administration, Economics, or a related field Minimum of 3 years of experience supporting financial management or budget analysis within a DoD or Federal environment * Demonstrated experience with: * Budget planning and execution * Tracking obligations and expenditures * Financial reporting and reconciliation * Coordination with program and contracting personnel * Use of financial tracking tools and spreadsheets * Must have Secret Clearance Nice to Have: * Experience supporting PM Synthetic Environment or DoD training programs * Familiarity with: * DoD financial management processes and timelines * Program and acquisition funding coordination * Financial reporting for complex, multi-line programs * DAU coursework or certifications in Financial Management or Program Management This is a full-time position paying a base salary and full benefits and has possible bonus potential based on merit and performance. To be considered for this position, please apply online with a resume. OST is an equal- opportunity employer. Applicants are considered for positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by applicable federal, state, or local law.
    $59k-74k yearly est. 9d ago
  • Billing-Contract Financial Analyst I

    Dev 4.2company rating

    Finance consultant job in Orlando, FL

    Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role As a Billing-Contract Analyst I, you will support both the Billing organization and our external clients to ensure all contractually sold and implemented products and services are being properly invoiced. This a Client Services oriented role that focuses on communication with external clients and internal FIS teams. As part of this team, you will respond daily to a high volume of external client inquiries regarding invoices and any other Billing related issues. What you will be doing · Provide a high level of customer service excellence to our external FIS clients. · Serve as main point of contact/liaison between the external client and FIS internal teams. · Document, track, and maintain client inquiries in ServiceNow (SNOW)) ticketing system or via NICE InContact Phone System. · Use effective analytical and listening skills to develop an understanding of client questions or issues raised in the inquiry. · Ask probing questions to gather relevant information that will help to resolve a client's inquiry. · Utilize provided tools and resources to engage appropriate Billing teams and various internal product/services support teams to help resolve client inquiries and questions. · Prioritizes and escalate unresolved requests to minimize client escalations. · Gather, analyze, and interpret data in order to provide comprehensive and accurate responses to clients. · Find patterns and trends as inquiries are being resolved and escalate to management and other internal teams in an effort to identify possible challenges or system issues. · Complete in-depth contract and invoice line-item reviews as needed and when appropriate. · Third party vendor portal support as needed. What you bring · Bachelor's degree or the equivalent combination of education, training, or work experience · Excellent communication and customer interfacing skills. · Communicates both verbally and in written form in a clear, concise and professional manner at all levels. · Excellent problem solving and critical thinking skills. · Process oriented with an eagerness to be a part of process improvement initiatives and bring new ideas to management. · Flexibility, versatility, and dependability with the ability to multi-task and utilize time management skills. · Excellent team player and results oriented professional. · Shows enthusiasm when interacting with clients to deliver the best customer service possible. · Self-motivated to learn FIS products and services and develop knowledge of the business and new technology to deliver customer excellence. · Knowledge of problem resolution and escalation practices. · Excellent working knowledge of Microsoft Office products. What we offer you · A multifaceted job with a high degree of responsibility and a strong commitment to Customer Service Excellence. · Great work environment with dedicated and motivated colleagues. · The chance to work on varied and challenging issues to help grow your technical skillset and product knowledge in a financial services & technology environment. · Time to support charities and give back in your community. · A broad range of professional education and personal development possibilities - FIS is your final career step! · Time to support charities and give back in your community. · A fantastic range of benefits designed to help support your lifestyle and wellbeing. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
    $48k-76k yearly est. 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance consultant job in Ormond Beach, FL

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $53k-95k yearly est. Auto-Apply 15d ago
  • Financial Advisor-Smyrna Beach, Florida

    TD Bank 4.5company rating

    Finance consultant job in New Smyrna Beach, FL

    New Smyrna Beach, Florida, United States of America **Hours:** 40 **Pay Details:** $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a planning experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong organizational and time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience interacting with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively with other departments + Proven ability to achieve sales goals **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of other **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Continuous + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Occasional + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + Crawling - Occasional + Climbing - Never + Reaching overhead - Occasional + Reaching forward - Occasional + Pushing - Occasional + Pulling - Occasional + Twisting - Occasional + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $68.6k-103k yearly 60d+ ago
  • Merrill Experienced Financial Advisor

    Bank of America Corporation 4.7company rating

    Finance consultant job in Orlando, FL

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
    $47k-77k yearly est. 39d ago
  • Sr. Financial Accounting Analyst

    Industrial Light & Magic 4.0company rating

    Finance consultant job in Lake Buena Vista, FL

    About the Role & Team: At Disney, we are storytellers. We make the impossible possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks. Now is your chance to join our talented team that delivers unparalleled creative content to audiences around the world. The Disney Entertainment segment of The Walt Disney Company is responsible for developing, producing, and distributing our outstanding content and oversees the operations of the Company's entertainment streaming services (including Disney+ and Hulu) and entertainment broadcast and cable television networks. Disney Entertainment brings together the Company's outstanding creative, product, technology, and commercialization teams into one global organization, with the goal of growing the footprint of Disney's world-class content and beloved brands and delivering highly personalized entertainment experiences to diverse consumers around the world. Disney Direct-to-Consumer (DTC) is a line of business within the Disney Entertainment segment that includes all consumer-facing digital video subscription services across the company (Disney+, Hulu and Disney+ Hotstar). Our core mission is to deliver global audiences the freedom to access content on their terms across any connected device, time or location. Disney Entertainment's DTC Controllership is seeking a Senior Financial Accounting Analyst to join the DTC Subscription Revenue team. This team is responsible for managing the global subscription revenue and reporting processes for Disney+. This position will report to the Manager, Financial Accounting. What You Will Do: Perform all duties necessary for an effective and timely monthly/quarterly close related to international DTC third party wholesale subscription revenue and music license fees, including the preparation of journal entries, account reconciliations, and thorough explanation of monthly P&L to forecast and Balance Sheet variances Analyze and understand subscription revenue related complexities in various regions including taxes, currency conversion, local accounting deliverables and product offerings Analyze third party wholesale and music license contract information to determine appropriate application of accounting policies and gather transaction data to prepare wholesale revenue accruals/billing and music license fee accruals/payments Ensure accounting procedures performed are in line with existing SOX controls Support other audits, including the annual audit of DTC Subscription Revenue by PwC, internal audit, 3rd party contractual audits and local statutory audits Proactively identify, recommend and implement improvements in existing models and processes, including opportunities to automate processes where possible Effectively communicate with business partners and internal team to better anticipate challenges Understand and execute standard operating procedures (SOPs) Provide support, lead, and assist with ad hoc requests/special projects for team objectives Required Qualifications & Skills: At least 3 years of relevant experience Ability to prioritize workload and escalate conflicting priorities Understanding of accounting fundamentals (e.g., debit/credits, financial statements) Complete moderately complex to complex tasks and projects requiring independent initiative Possess strong quantitative and analytical skills Adaptability and flexibility for changing needs and audiences Ability to understand, interpret, and articulate the impact of internal and external factors as they apply to the business/industry/direct processes Ability to understand, assess, and prioritize risk across components of the control environment Intermediate Excel knowledge with ability to analyze large sets of data using pivot and lookup tables Preferred Qualifications: Proficient in Spanish or Portuguese Education: Bachelor's degree in Accounting, or related field, or more than 5 years relevant experience. #CORP_MEDIA #twdcmedia The hiring range for this position in Burbank, CA and Bristol, CT is $104,800 to $128,000 per year and in NYC, NY is $109,800 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Job Posting Segment: Controllership & Tax Job Posting Primary Business: DE Controllership Primary Job Posting Category: Accounting Employment Type: Full time Primary City, State, Region, Postal Code: Lake Buena Vista, FL, USA Alternate City, State, Region, Postal Code: USA - CA - 640 Paula Ave, USA - CT - ESPN Building 11 - 220 Ronzo Rd, USA - NY - 7 Hudson Square Date Posted: 2026-01-21
    $109.8k-134.2k yearly Auto-Apply 2d ago
  • Financial /Budget Analyst Journeyman

    Ost Inc. 4.3company rating

    Finance consultant job in Orlando, FL

    Job Description Optimal Solutions & Technologies (OST, Inc.) is focused on excellence. We specialize in providing Management Consulting, Information Technology, and Research Development and Engineering services. OST is one of an elite set of companies worldwide to be externally appraised CMMI Level 5. The fundamental distinction of the OST team is its business knowledge in both the public and private sectors. We serve the aerospace & transportation, association & nonprofit, defense, education, energy, financial, healthcare, and technology & telecommunications industries. OST is successful because we listen to our clients, we learn from our clients, and we know our clients. Financial / Budget Analyst Description of Specific duties in a typical workday for this position: The Financial / Budget Analyst provides financial management, budget execution, and fiscal analysis support to PM Synthetic Environment, ensuring program funds are planned, executed, tracked, and reported in compliance with DoD and Army financial management policies. The individual supports informed decision-making by providing accurate financial data, analysis, and reporting across synthetic environment programs and initiatives. Responsibilities include supporting development and execution of budgets, spend plans, and funding profiles; tracking obligations, expenditures, and burn rates; and preparing financial reports and briefings for program leadership. The Financial / Budget Analyst supports coordination of funding actions, assists with requirements prioritization based on available resources, and identifies funding risks or execution issues. Additional duties include supporting preparation and review of funding documentation; reconciling financial data across multiple sources; supporting end-of-month (EOM), quarterly, and annual financial reporting; and assisting with audits, reviews, and data calls. The role collaborates closely with program managers, acquisition personnel, contracting offices, and technical teams to ensure financial data aligns with program plans, contract actions, and execution timelines. The Financial / Budget Analyst provides financial insight and recommendations to leadership to support cost control, schedule alignment, and successful execution of PM Synthetic Environment objectives. Position Requirements: Bachelor's degree in finance, Accounting, Business Administration, Economics, or a related field Minimum of 3 years of experience supporting financial management or budget analysis within a DoD or Federal environment Demonstrated experience with: Budget planning and execution Tracking obligations and expenditures Financial reporting and reconciliation Coordination with program and contracting personnel Use of financial tracking tools and spreadsheets Must have Secret Clearance Nice to Have: Experience supporting PM Synthetic Environment or DoD training programs Familiarity with: DoD financial management processes and timelines Program and acquisition funding coordination Financial reporting for complex, multi-line programs DAU coursework or certifications in Financial Management or Program Management This is a full-time position paying a base salary and full benefits and has possible bonus potential based on merit and performance. To be considered for this position, please apply online with a resume. OST is an equal- opportunity employer. Applicants are considered for positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by applicable federal, state, or local law.
    $50k-67k yearly est. 8d ago
  • Finance Department Intern

    Wycliffe Bible Translators 3.0company rating

    Finance consultant job in Orlando, FL

    Job Title Finance Department Intern At Wycliffe Bible Translators, your work is more than just a job. As the assistant Financial Analyst Intern, you'll play a vital role in advancing Wycliffe's mission by supporting the day-to-day operations of Wycliffe's Finance Department. This internship offers hands-on experience in member accounting and financial operations. You'll help support the team with Salesforce GAU management, monthly transaction recording, resolving accounting questions, and assisting with month-end processes. You'll partner with Corporate Accounting and Member Finance leadership and other team members to: - Champion accuracy, timeliness and integrity across financial processes, reporting and communication. - Handle financial data and interactions with professionalism, discretion and care. - Strengthen a collaborative, people-centered culture that values excellence and continuous improvement. Job Description Overview of Financial Team The Financial Services team focuses on our customers - both internal and external. The team ensures that all expenses are processed accurately and in a timely manner. The team also follows up on any queries that are generated. Responsibilities You'll make an impact as you: Faithfully and regularly pray for the ongoing work of Bible translation and for people from around the world to experience transformation. Act as an organizational representative presenting the global ministry of Wycliffe and encouraging interested individuals, organizations and churches to participate in the work of Bible translation. Live out the conviction that “work flows through relationship” by passionately “loving God and loving people” through word and deed. Promote team and organizational culture standards, ensuring high customer service standards. Work alongside the Manager, Financial Services and Director, Member Finance and other team members to support overall team objectives. Assist with member accounting activities, including the setup, maintenance and termination of Salesforce member ministry GAUs (General Accounting Units). Assist with the monthly recording of member transactions. Liaise with the Member Finance department to ensure all accounting issues are resolved. Working closely in collaboration with the Financial Services team to ensure that all month-end processes related to Member Finance are completed. Perform other duties as assigned by the Financial Services Manager. Minimum Skill Sets The requirements listed below represent the knowledge, skill and/or ability necessary to perform each duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions: Spiritual Bona Fide Occupational Qualification (BFOQ): Demonstrates desire and ability to support corporate biblical and religious goals and participate in regular work-related spiritual activities without reservation as evidenced by your active participation and willingness to pray with and for others; be a consistent witness for Jesus Christ, maintaining a courteous, Christ-like attitude in all verbal and written, internal and external professional communications. Relationship Building: Effective at relationship-building with the ability to partner effectively within the department and with other directors and global teams. Works comfortably in both mono- or cross-cultural situations, winning cooperation through awareness and sensitivity to people's needs. Customer Focus: Enthusiastic about providing high-quality customer service. Committed to high-quality work and prompt attention to the delivery of results. Information Management and Confidentiality: Handles confidential information responsibly to maintain trust of internal and external customers. Maintains communications and information confidentiality as per applicable laws, ethical guidelines, and instructions. Attention to Detail: Works in a conscientious, consistent and thorough manner. Demonstrates concern for thoroughness and accuracy, verifying that work has been done according to procedures and standards. Communication and Interpersonal Skills: Good verbal and written communication skills with the ability to edit own work for spelling and grammar. Solid interpersonal skills in relating to people at all levels and diverse backgrounds. Ability to participate in meetings. Adaptability: Adapts to changes in the work environment, including working with diverse individuals or groups. Modifies approach or methods to fit the situation. Remains flexible and composed when facing frequent change, delays or unexpected events. Job Knowledge: Demonstrates willingness to learn and develop skills in using tools, conducting research, and applying administrative and recruiting best practices relevant to the role. Technical Skills: Basic proficiency in tools such as Google Workspace (Gmail, Calendar, Sheets, Docs, Drive, Slides, etc.), Microsoft Office Suite (Word and Excel). Familiarity with email platforms, Slack and video conferencing software such as Zoom. Ability to conduct internet research and quickly learn new software as needed. Knowledge of basic accounting principles is advantageous. Education & Experience Currently enrolled in or a recent graduate of a bachelor's program in accounting or finance, business administration, nonprofit management, ministry or a related field. Nonprofit, ministry or recruiting work experience is preferred. Familiarity with diverse staff types and ministry service is beneficial. Spiritual and Personal Commitments: As a religious organization and employer, Wycliffe is permitted to and does make employment decisions on the basis of religion, biblical standards and our religious beliefs. You'll be asked to: Demonstrate a personal commitment to Jesus Christ, as evidenced by your personal testimony. Identify with and participate in a church and proactively seek to grow your faith in Christ. Establish and maintain a team of prayer partners who will support you in your season of ministry at Wycliffe (minimum 3-5 partners). Actively participate in corporate prayer and devotional times. Maintain an exemplary standard of biblical ethics, behavior and conduct within Wycliffe and in your public and private life outside of Wycliffe. Agree to abide by Wycliffe's ethics, behavior and conduct standards at all times. Demonstrate Christ-like maturity in all interactions as displayed by good judgment based on biblical values and principles. Actively incorporate your faith in Christ, as well as Wycliffe's beliefs and core values, in all aspects of your daily work. Guided by your faith in Christ, demonstrate these core competencies in daily work and interactions: Faithful in following Christ. (See John 8:31-32, Prov. 3:5-6.) Follow Christ faithfully, allowing Scripture to guide decisions, and continually grow in relationship with God and His people. Intentional in collaboration with humility. (See 1 Cor. 3:5-9, Col. 3:12.) Collaborate intentionally to accomplish work goals, demonstrating a commitment to cross-departmental, inter-organizational and cross-cultural teamwork. Agile in learning. (See Prov. 1:5, Phil. 1:9-10.) Demonstrate a dedication to personal and professional growth within a culture that values continuous learning, individually and collectively. Excellent in stewardship. (See 1 Cor. 4:2, 1 Peter. 4:10.) Participate in God's work, stewarding His resources responsibly with urgency and excellence. Proactive in discernment. (See John 5:17, 19; Matt. 6:33.) Seek to discern where and how God is at work. Align our efforts with His purposes. Compensation The pay range for this position is $20.00 hourly. The compensation for this position is based upon and considers Wycliffe's non-profit ministry environment. About Wycliffe Bible Translators For over 80 years Wycliffe Bible Translators, Inc. has been committed to ensuring that people “from every nation, tribe, people and language” (Revelation 7:9) have access to God's Word in a language and format they can clearly understand. We believe that accurate, clear and natural translations of the Bible in accessible formats lead to people entering into life-transforming relationships with God. Wycliffe is a catalyst in the global Bible translation movement, engaging with thousands of partners around the world to collaboratively carry out this work. Wycliffe's vision is that people from every language will understand the Bible and be transformed. Our mission is to serve with the global body of Christ to advance Bible translation so people can encounter God through His Word. Wycliffe is a distinctly Christian community where you can flourish by using your God-given talents and abilities to serve and support the ministry of Bible translation. Your employment with Wycliffe is not merely a vocation; it is responding and making a commitment to actively participate in what He's doing around the world. Your faith, prayers, skills and experiences are foundational to contributing and witnessing God's Word impacting people around the world. This is a once-in-eternity opportunity! We believe the Bible is the inspired Word of God and is completely trustworthy, speaking with supreme authority in all matters of belief and practice. Wycliffe's beliefs and core values can be found here. An exemplary standard of ethics, behavior and conduct that reflects biblical principles are lived-out by all staff. As an active partner in fulfilling the Great Commission, Wycliffe staff embrace and adhere to Wycliffe's beliefs and core values, all of which are essential to Wycliffe fulfilling its Bible translation mission. Prayer undergirds Bible translation and is foundational to Wycliffe's work culture. Our work atmosphere provides numerous opportunities, individually and corporately, to actively live out your faith in Jesus Christ as you work heartily as to the Lord. Come use your God-given gifts and contribute to what God is doing around the world through Bible translation!
    $20 hourly Auto-Apply 26d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Sanford, FL?

The average finance consultant in Sanford, FL earns between $37,000 and $91,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Sanford, FL

$58,000

What are the biggest employers of Finance Consultants in Sanford, FL?

The biggest employers of Finance Consultants in Sanford, FL are:
  1. CNA Insurance
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