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Finance consultant jobs in Santa Fe, NM

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  • Financial Analyst Accounting/Full-Time

    Christus Health 4.6company rating

    Finance consultant job in Santa Fe, NM

    Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. Participates in general accounting and financial reporting services of the Region and its affiliates. Month End close and reconciliation. Assists with completion of all required work papers for annual audit. May assist is the preparation of tax and government reporting Requirements MINIMUM QUALIFICATIONS: EDUCATION: Bachelor's degree in Accounting or four years of experience in accounting will substitute for degree. CERTIFICATION/LICENSES: CPA and/or MBA preferred. SKILLS: Thorough knowledge of Generally Accepted Accounting Principles Knowledge of electronic data processing systems Proficiency in electronic spreadsheet (Excel) and word processing programs Must have excellent analytical and problem solving skills Proactive, articulate, effective and positive communications skills are required. EXPERIENCE: At least four years accounting, including: Financial statement (along with financial indicators) preparation; GL Month End processes; account variance analysis, audit preparation; joint ventures, partnership and consolidation accounting; tax reporting experience; reimbursement exposure/experience helpful; experience in financial management of physician practices helpful. Five years experience in an acute health care setting preferred. NATURE OF SUPERVISION: -Responsible to: Accounting Manager and/or Controller ENVIRONMENT: - Bloodborne pathogen A No contact with any body fluids. Office environment with many and conflicting deadlines. Must be able to maintain composure and manage multiple priorities. PHYSICAL REQUIREMENTS: Extensive keyboard data entry using sound ergonomic principles. xevrcyc Requires knowledge of general safety standards.
    $55k-65k yearly est. 1d ago
  • Senior Finance & Strategy Manager, FP&A

    Coinbase 4.2company rating

    Finance consultant job in Santa Fe, NM

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. FP&A at Coinbase isn't your typical finance role-we're strategic partners deeply embedded within the business. We directly collaborate with leaders across every level and function, providing the critical insights that shape our company's most important decisions. Our team thrives on autonomy, taking ownership to build new processes and analyses that drive real business outcomes. Working in our remote-first environment, you'll join a high-performing team that's helping to build the future global financial system. The Core FP&A team is part of the broader FP&A team. This team's objective is to provide CFO-level partnership and guidance to critical support functions across the business including the People, Legal, Compliance, Policy, and Finance teams. *What you'll be doing:* * Act as a key leader within the finance organization, responsible for the financial health multiple major functional areas * Partner directly with 3+ C-level executive, and their leadership teams shape company-wide resource allocation, investment strategy, and long-term financial planning * Drive the vision and execution for how Finance partners with the business, identifying and implementing new analytical frameworks, efficiency opportunities and operational improvements * Lead and develop a team of finance professionals, fostering a culture of high performance, strategic thinking, and continuous improvement * Represent Finance in critical cross-functional leadership forums, driving alignment on key strategic and financial priorities *What we look for in you:* * 8+ years in FP&A, strategic finance, or a combination of these roles with investment banking experience * At least 2 years of people management experience * Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams. * Demonstrated success as a strategic partner to executive leadership, with a track record of influencing company-level strategy and decisions * Strong financial modeling, analytical, and strategic thinking skills, with the ability to shape and influence executive decision-making and long-term financial strategy * Self-starter who is intellectually curious and dives into the details *Nice to haves:* * Experience in crypto or in the fintech space * SQL, R or other more advanced analytical skills Job #: P73114 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range from $201,365 to $236,900+ target bonus + target equity + benefits (including medical, dental, vision and 401(k)). *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $201,365-$236,900 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $201.4k-236.9k yearly 60d+ ago
  • Summer 2026 - Finance - Undergraduate Intern

    Highmark Health 4.5company rating

    Finance consultant job in Santa Fe, NM

    **This is a Hybrid based role - 3 days a week in Pittsburgh - T, W, TH** **SUMMARY OF JOB RESPONSIBILITIES** This job has the goal of providing the opportunity to acquire practical experience through direct exposure to the related business line(s) and to develop the next generation of diverse business professionals. To that end, the program will provide hands-on training and experience in the business line, expose the various career opportunities in the business line and related areas, and prepare participants for positions in the business. Typical responsibilities include, providing services to the day-to-day operating objectives of the assigned area, participating in projects and programs appropriate to the needs of the assigned area, participating in the planning and implementation of projects and initiatives, conducting research and reporting including recommendations or proposals for action. The role is within the health plan finance organization with a specific focus in areas including: + Forecasting financial performance and analyzing financial trends. + Prepare monthly financial reports, analyzing variances against budget, forecast, and prior year. + Collaborate with cross-functional teams (e.g., Actuarial, Sales, Pharmacy, Underwriting) to gather data, understand business drivers, and provide financial insights. + Utilize data analytics and visualization tools to create dashboards and reports that effectively communicate financial performance to stakeholders. + Develop clear and concise presentations to communicate financial insights and recommendations. + Identify and implement process improvements to enhance the efficiency and accuracy of finance business processes. **REQUIRED QUALIFICATIONS** + Full or part-time enrollment in an accredited college or university baccalaureate program. **PREFERRED QUALIFICATIONS** Degree path in one of the following + Bachelor of Science in Finance + Bachelor of Science in Accounting + Bachelor of Arts in Economics + Bachelor of Business Administration (BBA) with a concentration in Finance + Bachelor of Science in Financial Mathematics + Bachelor of Science in Computer Science **Anticipated Graduation date 2027 or 2028** **ESSENTIAL JOB FUNCTIONS** 1. Communicate effectively while interacting directly with colleagues, clientele, and/or other internal or external constituencies in the planning of assignments and the resolution of day-to-day operational problems. 2. Under supervision, provide entry-level professional services as appropriate to the day-to-day operating objectives of the area. Receives guidance, training, and mentoring from senior personnel in planning and carrying out activities and assignments. 3. Undertake and/or participates in projects and programs designed to develop professional skills and expertise appropriate to the needs of the organization. 4. Participate in the planning and implementation of unit projects and initiatives within area of expertise and ability. 5. As specifically requested by management, conduct research and reporting inclusive of recommendations or alternative proposals for action. 6. Undertake related studies or enrichment programs as appropriate to the specific objectives of the operating unit. 7. Perform miscellaneous job-related duties as assigned. **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ **_Compliance Requirement:_** _This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies_ As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements. Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at ***************************** California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J270566
    $30k-34k yearly est. 48d ago
  • Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health 4.5company rating

    Finance consultant job in Santa Fe, NM

    The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas. Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research required to support the goals and goals of Baylor and Baylor Health Care System (BHCS). **ESSENTIAL FUNCTIONS OF THE ROLE** + Provides financial study support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BHCS. + Conduct external labor productivity benchmarking for hospital and clinic personnel to identify opportunities for optimization and cost-efficiency improvements. + Collaborate with operational leaders to explain the benchmarking process, interpret results, and provide actionable insights to enhance productivity. + Coordinate and manage the collection of relevant data from various sources, ensuring accuracy and completeness. + Develop and maintain comprehensive reports and dashboards to communicate benchmarking results effectively to key stakeholders. + Analyze trends, patterns, and deviations in labor productivity data, highlighting areas for improvement and recommending strategies for enhancement. + Prepares research and presents and protects findings, for any labor productivity changes + Provides ongoing budget vs. actual expense variance investigation through review of both standard reports and reports which have been developed specifically for the entity. + Prepares verbal or written results of department operating efficiencies and presents/discusses them with management and others as required. + Develops and produces ad hoc Management Reports as required/requested. + Serves as liaison between the assigned area and Outcome Support Services and other finance areas of BHCS. + Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. + Conducts finance training/presentations for BHCS personnel as directed. **KEY SUCCESS FACTORS** · Hospital Experience is needed to work independently and in a team environment. · Able to communicate effectively. · Able to collect, organize, analyze, and present data. · Skilled in Microsoft Excel · Able to adapt to change and open to learn. · Able to maintain a positive attitude. · Skilled in problem solving. · Able to prepare detailed work plans for the successful and timely completion of projects. **About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: + We serve faithfully by doing what's right with a joyful heart. + We never settle by constantly striving for better. + We are in it together by supporting one another and those we serve. + We make an impact by taking initiative and delivering exceptional experience. **Benefits** Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: + Immediate eligibility for health and welfare benefits + 401(k) savings plan with dollar-for-dollar match up to 5% + Tuition Reimbursement + PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level._ **Belonging Statement** We believe that all people should feel welcomed, valued and supported. **QUALIFICATIONS** + EDUCATION - Bachelor's + EXPERIENCE - 3 Years of Experience + Hospital experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $29k-76k yearly est. 4d ago
  • Principal Financial Analyst, Oracle Cloud, Competitive Analysis

    Oracle 4.6company rating

    Finance consultant job in Santa Fe, NM

    Oracle is a global leader in cloud solutions, helping organizations drive innovation and achieve business excellence. We deliver comprehensive cloud applications and platform services, empowering enterprises with secure, scalable, and reliable technology solutions. We are seeking a highly motivated and experienced Principal Analyst to join our Competitive Analysis team, with a focus on the cloud computing industry. The ideal candidate will possess deep domain expertise, strong analytical skills, and the ability to distill complex industry trends into actionable insights. You will play a key role in shaping Oracle's go-to-market strategies by monitoring, analyzing, and communicating competitive intelligence across products, services, and emerging technologies. **_Responsibilities:_** + Conduct in-depth competitive analysis on cloud computing providers, including market positioning, product offerings, pricing strategies, P&L, go-to-market motions, and benchmarking to Oracle. + Analyze industry trends and emerging technologies to identify opportunities, threats, and differentiators for Oracle Cloud. + Develop and deliver actionable intelligence and strategic recommendations to internal stakeholders, including executive leadership, sales, product, and marketing teams. + Maintain and update a knowledge base of competitive intelligence - synthesizing findings into clear, concise briefs and reports. + Collaborate with cross-functional teams to identify business implications and support strategic planning. + Monitor news, analyst reports, customer feedback, and relevant data sources to track developments in the cloud marketplace. \#LI-MS1 **Responsibilities** **Qualifications:** + Bachelor's degree in Business, Computer Science, Information Systems, or a related field; MBA or relevant advanced degree preferred. + 10+ years of experience in market analysis, strategy, or related roles within the tech or cloud computing sector. + Strong understanding of cloud computing business models, products, and leading industry players (e.g., AWS, Microsoft Azure, Google Cloud). + Demonstrated ability to dive deeply into SEC filings and other financial disclosures, distilling meaningful insights based on a strong understanding of accounting principles. + Exceptional analytical, research, and problem-solving skills. + Ability to communicate complex ideas clearly, both in writing and verbally, to senior stakeholders. + Demonstrated ability to work independently and as part of a collaborative team. Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from: $87,000 to $178,100 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC4 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
    $87k-178.1k yearly 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance consultant job in Santa Fe, NM

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance consultant job in Santa Fe, NM

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 7d ago
  • Equity Intern - Summer 2026

    Thornburg Investment Management, Inc. 4.3company rating

    Finance consultant job in Santa Fe, NM

    Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors. Important Dates: * Accepting Resumes: 10/15/2025 - 12/31/2025 * Interviews Conducted: 10/20/2025 - 01/31/2026 * Offers Extended: 02/02/2026 - 02/13/2026 * Target Internship Duration: 06/08/2026 - 08/14/2026 About the Role: Are you passionate about financial markets and driven to explore global investment landscapes? Thornburg is looking for a motivated Summer Intern to join our team! This is an exciting opportunity for individuals eager to dive into investment analysis, collaborate with experts, and grow their understanding of international markets. What You'll Do: As a Summer Intern, you'll contribute to our team's investment goals by: * Conducting in-depth research and analysis on individual securities for potential inclusion in Thornburg's portfolios. * Building and updating earning models, applying your skills in accounting, finance, and economics. * Monitoring security movements and interpreting macroeconomic news and company-specific developments that may impact long-term share price performance. * Gaining exposure to global markets industries, refining your international finance expertise and broadening your generalist capabilities. Requirements * Bachelor's degree required; MBA students or CFA candidates preferred. * Ideally, 2+ years of experience with financial markets. * Language skills or international experience are highly valued. * Must be authorized to work in the U.S. Your Traits: * Self-motivated with strong time management abilities. * Intellectually curious, with a desire to learn about new business and industries. * Flexible and action-oriented in dynamic situations. * Thrives in a collaborative team environment, exchanging ideas to enhance investment strategies and outcomes for our clients. Why Santa Fe? Located in stunning Santa Fe, New Mexico - our state's capital and one of the oldest cities in the U.S., founded in 1610 - this role offers a unique cultural experience. Known as "The City Different," Santa Fe captures hearts and minds with its museums, renowned restaurants, theater, opera, and signature adobe-style architecture. With over 300 sunny days per year, it's a paradise for outdoor enthusiasts. Surrounded by a picturesque landscape, Santa Fe offers skilling, hiking, and endless opportunities for exploration in "The Land of Enchantment," attracting visitors from around the world. How to Apply: If you're ready to expand your career with hands-on experience and are inspired by global investment, submit your resume by December 31, 2025. Join us in Santa Fe this summer and see how Thornburg's global perspective can elevate your understanding of equity investments! All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
    $95k-130k yearly est. 48d ago
  • Internship Program - Finance (FP&A)

    Educational Testing Service 4.4company rating

    Finance consultant job in Santa Fe, NM

    **About ETS:** ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks for fair and valid skill assessment across cultures and borders. Our worldwide impact extends through our renowned assessments including TOEFL , TOEIC , GRE and Praxis tests, serving millions of learners in more than 200 countries and territories. Through strategic acquisitions, we've expanded our global capabilities: PSI strengthens our workforce assessment solutions, while Edusoft, Kira Talent, Pipplet, Vericant, and Wheebox enhance our educational technology and assessment platforms across critical markets worldwide. Through ETS Research Institute and ETS Solutions, we're partnering with educational institutions, governments, and organizations globally to promote skill proficiency, empower upward mobility, and unlock opportunities for everyone, everywhere. With offices and partners across Asia, Europe, the Middle East, Africa, and the Americas, we deliver nearly 50 million tests annually. Join us in our journey of measuring progress to power human progress worldwide. Join ETS on an impactful journey through our newly launched, business-focused MBA Internship Program. This program offers the opportunity to immerse yourself in strategic projects within your assigned department, providing a comprehensive understanding of ETS's business operations and insights into our industry's evolving landscape. As part of this program, you'll work within our Finance Division, which encompasses five key focus areas: Corporate Accounting, Corporate Procurement & Operations, Facilities, Security & Safety, Financial Planning & Analysis, and Treasury. Each area is essential to advancing our financial strategy, operational excellence, and long-term success. **Intern Responsibilities:** Selected interns will contribute meaningfully to our strategic goals through the following activities: + Conducting in-depth research and analysis to inform key decision-making processes + Supporting the development and execution of strategic business plans and initiatives + Preparing and delivering insightful reports to senior leadership + Engaging with senior leaders to explore avenues for process improvements and operational efficiencies + Actively participating in meetings, workshops, and training sessions to develop valuable professional skills **Program Details:** This paid, remote internship is expected to begin in early June 2026 and will span 8 weeks. Embark on a career-defining internship that connects you with our leadership team, enhances your strategic skills, and offers invaluable exposure to the operations of ETS. + Currently enrolled in an accredited undergraduate or graduate program studying finance or accounting. + Proficient in MS Office business applications (PowerPoint, Excel, Word, etc.). + Strong interpersonal skills (written and verbal) with an ability to manage conflicting deadlines. + Critical analysis capabilities, adept at processing high volumes of information and adapting to changing demands while prioritizing effectively. + Proven track record of taking ownership and driving results. + Effective presentation skills; strong analytical and evaluation skillset; ability to process ambiguous data and synthesize value metrics; comfort with uncertainty. **ETS is mission driven and action oriented** + We are passionate about hiring innovative thinkers who believe in the promise of education and lifelong learning. + We are energized by cultivating growth, innovation, and continuous transformation for the next generation of rising professionals as leaders. Â In support of this ETS offers multiple Business Resource Groups (BRG) for you to learn and advance your career growth! + As a not-for-profit organization we will encourage you to lean in to your passion for volunteering. Â At ETS you may qualify for up to an additional 8 hours of PTO for volunteer work on causes that are important to you! **ETS is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. We believe in creating a work environment where all individuals are treated with respect and dignity.**
    $38k-47k yearly est. 5d ago
  • Financial Analyst

    Cai 4.8company rating

    Finance consultant job in Santa Fe, NM

    **Req number:** R6673 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** We are looking for a Financial Analyst ready to take us to the next level! If you have extensive experience involving Financial Reporting, Monthly Analysis, and forecasting and are looking for your next career move, apply now! **Job Description** CAI's **Financial Analyst** provides leadership and expertise in operational and financial support for a defined area. Works directly with the EVP (Executive VP), account managers, sales associates, and corporate staff to effectively support that area's needs. Creativity and independent decision making are required. A strong focus on Financial Planning and analysis is a key part of this role. This position will be **full-time** and **remote.** **What You'll Do** + Understand the business so you can lead financial discussions and point out areas of concern/opportunity + Foster the team goal of digitizing financial results and metrics, ensure you are promoting the use of the tools being built + Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns + Assess monthly financials for discrepancies and error reporting + Prepare monthly forecasts for operating divisions and cost centers + Prepare ad hoc reports to support management in financial decision making + Provide payroll documentation for salary and bonus payouts + Prepare financial reports for Return on Investment, and other decision support models + Understand the business operations of divisions and cost centers to provide business support + Assist divisions and cost centers in creating new project structures to allow associates and subcontractor personnel to report time and expenses + Responsible for correct project/customer set up that enables invoicing based off Customer SOW's, reviewing/analyzing RFP's for new project bids - finding costs that could affect profit margins **What You'll Need** Required: + Bachelor's Degree in Accounting/Finance/Business Administration + 2-3+ years of Financial Analysis/Forecasting experience within Corporate Finance/Accounting + Experienced with Microsoft Office, especially Microsoft Excel (Pivot Tables) Preferred: + Experience with Workday is highly preferred + Strong analytical and problem-solving skills + Strong communication and collaboration skills + Ability to develop presentations and MS Word documents + Ability to understand financial statements **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard and monitor **\#LI-JE1** **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $70,000 - $80,000 The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $70k-80k yearly 13d ago
  • Financial Solutions Advisor Registration Candidate - Santa Fe North

    Bank of America 4.7company rating

    Finance consultant job in Santa Fe, NM

    Santa Fe, New Mexico **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Work Schedule** Monday thru Friday, some Saturdays required Schedule Example: 8am-5pm, 9am-6pm, etc **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $39k-60k yearly est. 51d ago
  • Financial Analyst Accounting/Full-Time

    Christus Health 4.6company rating

    Finance consultant job in Los Alamos, NM

    Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. Participates in general accounting and financial reporting services of the Region and its affiliates. Month End close and reconciliation. Assists with completion of all required work papers for annual audit. May assist is the preparation of tax and government reporting Requirements MINIMUM QUALIFICATIONS: EDUCATION: Bachelor's degree in Accounting or four years of experience in accounting will substitute for degree. CERTIFICATION/LICENSES: CPA and/or MBA preferred. SKILLS: Thorough knowledge of Generally Accepted Accounting Principles Knowledge of electronic data processing systems Proficiency in electronic spreadsheet (Excel) and word processing programs Must have excellent analytical and problem solving skills Proactive, articulate, effective and positive communications skills are required. EXPERIENCE: At least four years accounting, including: Financial statement (along with financial indicators) preparation; GL Month End processes; account variance analysis, audit preparation; joint ventures, partnership and consolidation accounting; tax reporting experience; reimbursement exposure/experience helpful; experience in financial management of physician practices helpful. Five years experience in an acute health care setting preferred. NATURE OF SUPERVISION: -Responsible to: Accounting Manager and/or Controller ENVIRONMENT: - Bloodborne pathogen A No contact with any body fluids. Office environment with many and conflicting deadlines. Must be able to maintain composure and manage multiple priorities. PHYSICAL REQUIREMENTS: Extensive keyboard data entry using sound ergonomic principles. xevrcyc Requires knowledge of general safety standards.
    $55k-65k yearly est. 1d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    Finance consultant job in Santa Fe, NM

    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $29k-76k yearly est. 34d ago
  • Advisor, Finance Operations (Medical Customer Rebates)

    Cardinal Health 4.4company rating

    Finance consultant job in Santa Fe, NM

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 42d ago
  • Equity Intern - Summer 2026

    Thornburg Investment Management 4.3company rating

    Finance consultant job in Santa Fe, NM

    Requirements Bachelor's degree required; MBA students or CFA candidates preferred. Ideally, 2+ years of experience with financial markets. Language skills or international experience are highly valued. Must be authorized to work in the U.S. Your Traits: Self-motivated with strong time management abilities. Intellectually curious, with a desire to learn about new business and industries. Flexible and action-oriented in dynamic situations. Thrives in a collaborative team environment, exchanging ideas to enhance investment strategies and outcomes for our clients. Why Santa Fe? Located in stunning Santa Fe, New Mexico - our state's capital and one of the oldest cities in the U.S., founded in 1610 - this role offers a unique cultural experience. Known as "The City Different," Santa Fe captures hearts and minds with its museums, renowned restaurants, theater, opera, and signature adobe-style architecture. With over 300 sunny days per year, it's a paradise for outdoor enthusiasts. Surrounded by a picturesque landscape, Santa Fe offers skilling, hiking, and endless opportunities for exploration in "The Land of Enchantment," attracting visitors from around the world. How to Apply: If you're ready to expand your career with hands-on experience and are inspired by global investment, submit your resume by December 31, 2025. Join us in Santa Fe this summer and see how Thornburg's global perspective can elevate your understanding of equity investments! All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
    $95k-130k yearly est. 60d+ ago
  • Senior Finance & Strategy Analyst, Institutional

    Coinbase 4.2company rating

    Finance consultant job in Santa Fe, NM

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance. The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions. *What you'll be doing:* * Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more. * Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation. * Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making. * Directly influence product strategy and insights that drive long-term growth * Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities. * Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep. * Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights. *What we look for in you:* * Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech. * Strong analytical and modeling skills, with the ability to distill complex data into actionable insights. * Proven ability to influence and partner with senior leaders across functions. * A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action. * Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy. Job #: P72988 *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $148,835-$175,100 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $148.8k-175.1k yearly 60d+ ago
  • Financial Solutions Advisor- New Mexico and El Paso, TX Area

    Bank of America 4.7company rating

    Finance consultant job in Santa Fe, NM

    Santa Fe, New Mexico;El Paso, Texas; Albuquerque, New Mexico; Albuquerque, New Mexico; El Paso, Texas; Santa Fe, New Mexico; Santa Fe, New Mexico; El Paso, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************* **:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday +some Saturdays as required Example 8am-5pm Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Spanish Bilingual Strongly Desired (contingent upon location) - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $39k-60k yearly est. 53d ago
  • Senior Finance & Strategy Analyst, FP&A

    Coinbase 4.2company rating

    Finance consultant job in Santa Fe, NM

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The FP&A team is at the heart of Coinbase's strategic execution, translating our ambitious mission to unlock economic freedom into a sustainable financial reality. We ensure the company's resources are deployed effectively, providing the data-driven guidance that fuels our growth and powers the future of finance. We own the company's financial roadmap, from the annual operating plan and rolling forecasts to the in-depth business reviews that ensure we drive efficiency and make informed trade offs Are you fascinated by the story behind the numbers and driven to uncover the 'why' behind the data? Do you thrive in a detail-oriented environment and enjoy taking ownership of your work to achieve shared goals? We are seeking a Senior Financial Analyst to be a critical member of the FP&A team supporting our Legal and Compliance organization. In this role, you will be a key financial partner to our Legal and Compliance teams, taking ownership of the analysis that guides their operational expenditure (OpEx) planning. Your work will directly contribute to resource allocation, efficiency, and sound strategic decisions as we scale. If you are a proactive, detail-oriented analyst who is eager to make an impact and grow your career, we want to talk to you. What You'll Be Doing: * Manage end-to-end financial deliverables: Take ownership of the forecasting, reporting, and analysis for your business partners within the Legal and Compliance organization, ensuring deadlines and deliverables for the annual budget and monthly planning are met with precision. * Uncover Actionable Insights: Proactively dive into financial and operational data to identify trends, anomalies, and opportunities. We're looking for someone who won't wait to be asked, but who actively seeks out the "why" behind the numbers. * Serve as a Key Financial Partner: Build strong working relationships with partners in the Legal and Compliance organizations. Prepare and present your analysis during business reviews, translating complex data into clear recommendations. * Ensure Financial Accuracy: Own the month-end close process for your areas, conducting detailed variance analysis and working with the Accounting team to maintain the absolute integrity of our financial data. * Build and Own Financial Models: Develop, maintain, and own the financial models that drive analysis into financial risks and opportunities. What We Look For In You: * A Passion for Financial Analysis: You have a genuine interest in operational efficiency and a drive to use data to understand and influence business performance. * Proactive and Curious Mindset: You are a self-starter with a strong work ethic, who is not afraid to dig deep into data and ask challenging questions. * Meticulous Attention to Detail: You are highly organized, committed to accuracy, and take pride in delivering precise and reliable work you can stand behind. * Strong Collaborative Skills: You are an excellent teammate who can build positive relationships and communicate effectively with partners across the organization. * Analytical Foundation: 4-8+ years of relevant experience managing OpEx in corporate finance, FP&A, strategic finance, or a related analytical field with strong financial modeling skills. * A forward-thinking mindset with a demonstrated ability to identify and address process inefficiencies including leveraging automation or AI *Nice to Haves:* * Experience in a high-growth tech environment, FinTech, or financial services. * Proficiency with financial software (e.g., Anaplan, NetSuite) and data visualization tools (e.g., Looker, Tableau). * SQL skills for querying and analyzing large datasets. * Familiarity with Compliance, or Legal functions. Job #: P72886 *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $130,900-$154,000 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $130.9k-154k yearly 60d+ ago
  • Financial Solutions Advisor Registration Candidate- New Mexico and El Paso, TX Area

    Bank of America 4.7company rating

    Finance consultant job in Santa Fe, NM

    Santa Fe, New Mexico;El Paso, Texas; Albuquerque, New Mexico; Albuquerque, New Mexico; El Paso, Texas; Santa Fe, New Mexico; Santa Fe, New Mexico; El Paso, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************************** **:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday +some Saturdays as required Example 8am-5pm Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Spanish Bilingual Strongly Desired (contingent upon location) - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $39k-60k yearly est. 59d ago
  • Senior Analyst, Finance Operations- Pricing Support

    Cardinal Health 4.4company rating

    Finance consultant job in Santa Fe, NM

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. Pharma Supplier Contracts is responsible for processing notifications via EDI, or e-mail from our Suppliers to create a contract, add products or customers, delete products or customers, update contract pricing or adjust effective dates of the contracts. This team looks to prevent and detect process errors which lead to customers receiving incorrect pricing which could result in a Credit and rebill. **_Responsibilities_** + Creating processes, systems and tools, related to contract pricing, to improve the customer and supplier experience + Use and facilitate development of tools to enable proactive review of contract pricing, from a customer or supplier lens, to improve VOC (Voice of Customer), VOS (Voice of Sales) and First Time Pricing Accuracy scores + Build relationships with select key suppliers and select key customers with the goal of improving VOM (Voice of Manufacturer) and VOS (Voice of Sales) scores + Helps direct team members to solve complex pricing inquiries and projects. The goal of this is around being proactive rather than reactive + Develop strong supplier relationships to drive effectiveness and value against the planned strategies; facilitate supplier reviews; generate continuous improvement ideas + Partners with other finance ops teams to identify root cause and ensure a pricing dispute in that realm is systematically eliminated + Follows all process gaps to the finish line to validate the correct training has been implemented and all team members are engaged on how a discrepancy occurred + Helps review any FTPA (First Time Pricing Accuracy) findings to determine scope and accountability + Troubleshooting pricing discrepancies that arise and ensuring knowledge is shared, documented and communicated to onshore and offshore resources + Actively engage in updating processes and SOPs + Service multiple suppliers and/or processes in a fast paced and highly analytical environment. + Act as a liaison with internal and external key stakeholders to solve for issues within the processing of the contracts. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 2-4 years of experience, preferred + Proficient in Microsoft Office, especially in Excel and Access, preferred + Excellent communication and interpersonal skills + Sense of urgency, attention to detail and accountability needed + Ability to build strong collaborative relationships and communicates effectively + Strong organizational skills **_What is expected of you and others at this level_** + Applies working knowledge in the application of concepts, principles and technical capabilities to perform varied tasks + Works on projects of moderate scope and complexity + Identifies possible solutions to a variety of technical problems and takes action to resolve + Applies judgment within defined parameters + Receives general guidance and may receive more detailed instruction on new projects + Work reviewed for sound reasoning and accuracy **Anticipated salary range:** $57,000-$73,440 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 12/19/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $57k-73.4k yearly 38d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Santa Fe, NM?

The average finance consultant in Santa Fe, NM earns between $49,000 and $114,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Santa Fe, NM

$75,000
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