Finance consultant jobs in Sioux City, IA - 1,277 jobs

Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. The Head of Commercial Finance has overall responsibility for the financial results of their assigned business segment. This position serves as the segment finance lead and has overall responsibility for relevant financial analysis, reporting, accounting close support, forecasting, budgeting, and ad hoc analyses for running the segment. This position will be a close a strategic partner to the Segment General Manager and be jointly accountable for the successful growth and profitability of the aligned segment. This includes full oversight and accountability for the Segment P&L inclusive of membership, Revenue, Medical expense, Pharmacy expense, non-claims medical, and admin allocations for the segment. Performs other duties as assigned. Key Accountabilities Collaborate with segment leadership team to drive forward business and financial strategies to strengthen the segment's position in the market. Focus will include product, pricing, network, health management, sales, exchanges, and administrative efficiencies. Represent the needs and requirements of the segment to understand and influence decisions in the development of trend reporting, cost saving initiatives, operational and platform performance and administrative efficiencies Own and lead the MBR and QBR process for assigned segment. This may include updating or developing new materials to report on segment results, evaluate segment performance, provide insights on the segment business results, analyze and track opportunities for growth/profitability enhancement, and other ad hoc analysis/management reporting. Evaluates financial implications of key decisions and initiatives, including major purchases, acquisitions, outsourcing arrangements, new products, IT systems development, geographic expansion opportunities, proposed new partner alignments, etc. Own and lead forecasting, annual budgeting, and long-term plan development for segment financials. Regular forecasting and budgeting updates will be made throughout the year covering the entire P&L for the segment. Take the lead on segment specific projects. Examples of such projects could include CMS bid development and submission, new vendor implementations, geographic expansions and/or significant platform enhancements Oversee day-to-day team responsibilities and prioritize work (may include direct and indirect staff) To be successful, this individual will also partner closely with analytics, actuarial, markets, network, underwriting, sales, risk adjustment, and other enterprise teams as needed to effectively manage, grow, and enhance profitability for existing business or expand our existing offerings/geographical reach. Some of the key bodies of work will include: strategic planning, product pricing, product financial performance, risk management strategies, product design support, pricing analysis/support, growth strategy design & execution. Required Qualifications Bachelor's degree in Finance, Accounting, Economics or related field; equivalent combination of education and related work experience will also be considered 10+ years of relevant combined experience in finance, accounting and/or product development 5+ years direct management experience Preferred Qualifications Experience in finance and/or strategy in healthcare, insurance or managed care Direct experience and deep knowledge of Commercial health insurance business Experience in budgeting, forecasting and the development of complex financial models within complex business environments / industries Knowledge of applicable state and federal laws, particularly new laws related to health care reform Skills and Abilities Strong oral and written communication and presentation skills Self-directed and can develop and lead a technical team if needed Ability to analyze and interpret complex financial data Strong project management skills Strong drive for results and accountability Ability to articulate vision and strategy Creative problem-solving skills using innovative approaches Effective handling multiple complex projects with a high degree of engagement Demonstrated leadership and influencing skills with the ability to lead and drive change Strong strategic planning skill Demonstrated ability to build consensus across multiple constituencies, including Senior Management Collaborative management style and the ability to work with staff at all levels This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week. The full salary grade for this position is $130,300 - $223,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $130,300 - $195,510. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Finance Manager- Marketing Pella, Iowa (Hybrid- 3 days on-site in Pella) Partners with cross-functional teams, assisting with the preparation, analysis, and delivery of the monthly financial reporting, budgeting process, and forecasting process for specific functional areas. These processes must follow Pella Corporate guidelines and policies. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research, and explain variances to budget and forecasts. Special Projects and other duties as assigned and based on business necessity. Responsibilities Partner with Marketing leadership teams, delivering meaningful business insights to help improve financial acumen and performance. Responsible for monthly P&L reporting, business case support, and maintenance of cost allocation methodologies. Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities. Provide financial support for discounting, promotional, or other sales programs effectiveness. Analyze sales trends and support sales and operations planning processes; identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans. Responsible for monthly cyclical activities to support cross-functional partners. Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements. Maintain cost center, account structure, and financial allocations, as necessary. Ensure that proper internal controls are in place. In addition, based on the needs of the business; will participate in other projects as assigned. SUPERVISORY RESPONSIBILITIES Supervises Financial Analyst and Finance Manager roles. EDUCATION and/or EXPERIENCE Bachelor's degree with finance or accounting related experience. Seven to ten years of related experience desired, including experience developing financial reports, metrics and modeling. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to successfully manage multiple competing priorities while maintaining a view of the overall strategy. COMPUTER SKILLS Word, Excel, and Power Point. Financial systems exposure (Oracle and OneStream) and understanding of reporting tools such as Power BI, are preferred. CERTIFICATES, LICENSES, REGISTRATIONS CPA or CMA designation desired.

In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors. Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met. Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies. Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals. Required Qualifications 7-10 years of relevant experience Associate degree or equivalent (2-years) Broker Dealer and/or tape to tape experience required Active FINRA Series 7 Preferred Qualifications Strong relationship management/influencing skills Ability to analyze root cause and implement solutions Demonstrated ability to lead cross-functional process improvement teams Previous people leadership experience Bachelor's degree or equivalent (4-years) Strong working knowledge of Operations techniques (DTC or settlement experience is a plus) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $122,400 - $165,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing #J-18808-Ljbffr

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery. As a Financial Advisor, you will be responsible for the following: General: Manages client relationships assigned by the firm and helps clients achieve wealth goals. Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products. Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff. Markets the firm and develops its reputation with referral sources and the community. Attracts new clients to the firm. Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm. Supervises the work of other advisors and administrative support. Participates in critical management and service decisions, including vendor evaluation and the design of processes. Develops and maintains internal and external Center of Influence (COI) relationships. Advisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems. Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions. Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements. Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team. Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy. Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client. Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information. Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities. Researches new investment products and vendors. Facilitates the adoption of new technology by the client service teams and trains others as necessary. Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. Advises clients on appropriate financial products in the context of their plans. Supervisory Responsibilities: Wealth Analysts and Financial Advisors, if applicable. Qualifications: Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 Holds appropriate advisory licenses as required by the SEC and state agencies Completion of CFP program and examination Brings a minimum of five years and a median of seventeen years of experience in the role PC, phone system, general office equipment Demonstrates expert knowledge of Microsoft Office applications, especially Excel Strong verbal and written communication skills and strong interpersonal skills Ability to maintain strict confidentiality Ability to effectively promote Nicolet as an employer of choice Basic knowledge of banking positions Strong organizational, multi-tasking and prioritizing skills Self-motivated and resourceful Strong leadership and delegation skills Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN, Lakeville, MN or Waite Park, MN office locations. The contributions you will make: The Financial Associate Program is a 12-18 month training program. The full-time benefit eligible Financial Associate works through a syllabus which will prepare them for a position in Credit. A typical day: Provides accurate financial analysis and loan structuring analysis to Financial Officers on select loan accounts utilizing Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk and support the loan decision. Performs verification of assets, liabilities and income using public records, outside vendors and direct contact methods. Provides prompt turn around on credit packaging and servicing requests coming to the department. Spends time contacting the client's or prospective client's farm/agribusiness. Markets credit and related services, establishing new market relationships which will contribute towards attainment of Compeer Financial's goals and business objectives. Assists with the maintenance of a prospect file, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services. Accomplishments will include sales closings, servicing insurance policies, appraisals, positive client relations and generally contributing to Compeer Financial's image as the leading financial institution committed to clients. The skills and experience we prefer you have: Pursuing a bachelor's degree in Agricultural Economics, Ag Business or equivalent ag or business related degree. Knowledge of farm production methods and products, a general understanding of farm business management and finance. Experience in agribusiness/farming industry, agricultural credit or closely related field preferred. Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills. Must demonstrate effective team building and processing skills. The understanding of and ability to use various computer, business/financial applications. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$57,900-$73,900 USD Compeer Financial is an equal opportunity employer and 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. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

A growing, healthcare organization is searching for a strategic and hands-on Finance Director to help lead its financial operations with precision, insight, and impact. Reporting to the Vice President of Finance, this individual will play a key role in shaping the financial strategy and operational success of a dynamic physician group dedicated to exceptional patient care. This opportunity is ideal for a finance professional with a strong Controller background who thrives in both high-level strategy and detailed execution. The role spans the full spectrum of financial management-accounting, payroll, forecasting, revenue cycle oversight, and internal controls-while partnering closely with clinical and operational leaders to drive performance and growth. As the organization continues to expand its footprint and services, the Finance Director will: Develop and implement long-term financial strategies aligned with clinical and business goals. Oversee accounting operations, ensuring accurate reporting, compliance, and audit readiness. Lead budgeting, forecasting, and capital planning across multiple sites. Collaborate with revenue cycle and operations teams to optimize financial performance and streamline processes. Serve as a trusted advisor on new initiatives, from service line expansion to new provider onboarding. Beyond technical expertise, this role calls for a leader who inspires trust and excellence-someone who can mentor a skilled finance team, champion process improvements, and foster a culture of accountability and collaboration. The ideal candidate brings: A bachelor's degree in finance, accounting, or related field (CPA or CMA preferred). At least eight years of progressive finance experience, including controller-level leadership. A solid grasp of GAAP, healthcare reimbursement models, and revenue cycle processes. Proficiency with healthcare accounting systems such as Athenahealth, eClinicalWorks, or Epic. Exceptional analytical and communication skills, with a passion for mission-driven work. If you're ready to bring your financial expertise to a purpose-driven healthcare organization and make a tangible impact on both operations and patient care-this is the opportunity to lead, innovate, and grow.

As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience. To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service. Our team mission is passionately conveying the vision of Giorgio Armani. QUALIFICATIONS & SKILLS Preferred retail experience in a similar position High School diploma/GED preferred Excellent communication (verbal and written) skills and demonstrated passion for working as a team Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset Able to work a flexible schedule, including holidays, nights and weekends The appointed candidate will be offered a salary within the range of $14.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience. Compensation: $14.00 - $14.00

BHE Renewables delivers sustainable energy solutions for customers and communities. We own, operate and develop wind, solar, geothermal, hydroelectric and natural gas projects in 11 U.S. states. The power generated is sold into energy markets or directly to customers through long-term purchase agreements. Headquartered in Des Moines, Iowa, BHE Renewables is an innovative and growing company with new offices in Phoenix and San Diego. Our 50/50 joint venture with Occidental Petroleum has led to a demonstration project showing how TerraLithium technology is used to extract lithium from the brine presently flowing through our geothermal plants in Imperial Valley, CA. Joy is Renewable! It's not just a catchphrase; it describes our approach to people. Our teams are often found connecting, giving back and having fun doing it. We celebrate the unique backgrounds, talents and life experiences each person brings, making us stronger together. The BHE Renewables CARES program supports employee volunteerism and investments in our communities. BHE Renewables is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Employees must be able to perform the essential functions of the position, with or without an accommodation. BHE Renewables has an exciting career opportunity available. Take the next step in your career and apply now! Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. * Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders * Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment * Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership * Assist with due diligence and technical reviews * Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations * Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests * Perform any additional responsibilities as requests or assigned

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary • Are you passionate about tying business, data, and systems together? • Do you enjoy trouble shooting and solving problems? • Are you driven by impeccable quality in all you do? We are looking for a Senior Investment Systems Analyst (ISA) to provide solution support of Investment systems and related processes that directly support decision making for business teams. As a member of an Investment Technology and Data team, the ISA partners with other ISAs and Engineers to maintain and evolve the production environment according to the business needs; interfacing between Portfolio Managers, Research Analysts, Operations team members, and Market Data Vendors as needed. They own improvement of operational processes, issue resolution, change management, data quality for applications and visualization in their knowledge area. The ISA applies business knowledge, systems analysis, and analysis skills to the day-to-day and project work assigned to the team. Job Responsibilities and Duties Provide front-line process and system support for assigned internal customers, systems, and processes. Partner with Engineering teams and other ISAs to improve the reliability and effectiveness of solutions. Interface with internal customers frequently to capture business priorities and understand their ever-changing needs. Oversee the successful movement of key data through complex systems and processes. Partner with other Investment Technology, Data and Operations teams to develop and reinforce system and process standards throughout the investment department. Lead or participate in projects that implement new processes, systems, and/or data visualizations; contributing to requirements, design, planning, and development and execution of test cases. Serve as a liaison to Engineering teams for development, implementation, and maintenance of assigned systems. Develop relationships with external peers and vendors to keep current with technology and industry trends. Job Qualifications Required: Bachelor's degree. 6-8+ years of experience in the asset management industry; with experience in an Investment Systems Analyst, Business Intelligence Analyst, Business Systems Analyst, Data Analyst, or other similar position. Experience successfully communicating between portfolio managers, operations, IT, and market solution providers. Strong experience with Aladdin. Experience with Microsoft Power BI or similar data visualization tool. Desire to learn and understand the investment business and related processes. Innovative/Continuous Learner - You aspire to stay current and demonstrate a modern approach to solving problems and/or realizing opportunities. Customer focused with a strong sense of urgency; thrives on getting things done. Quality and accuracy are paramount. Strong analytical and problem-solving skills; while remaining open minded. Collaborative - You are team minded and know how to leverage the strengths of others. Continuous improvement mindset regarding data quality, business process, and operational risk. Self-starter. Preferred: Technical aptitude with languages such as R, Python, and SQL/Snowflake. MBA / CFA or in progress. Experience with FactSet and Bloomberg. Knowledge of Fixed Income securities and benchmarks. Additional Information This position requires you to work on-site in Minneapolis, MN a minimum of three days a week. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $89,895.00 - $121,621.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities * Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. * Production of recurring deliverables provided to internal business partners. * Actively support implementation of changes impacting performance, including development of solutions. * Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. * Ensure documentation of relevant processes are complete, detailed and well-maintained. * Work on ad-hoc projects as needed. Required Qualifications * BS/BA degree in Business, Finance, Accounting, or similar * Knowledge of investments, fund accounting and reporting * 5-7 years work experience in the financial services or investment management industry * A standout colleague who can efficiently meet fast paced target dates * Critical thinker with strong problem-solving skills * Strong verbal and written communications skills * Strong organizational skills * Ability to work independently Preferred Qualifications * Curiosity about financial markets * Work experience specific to performance measurement and analytics * Experience with investment analytic systems like FactSet or BlackRock * CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

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

The Lead Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables' tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio's performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups. Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership Assist with due diligence and technical reviews Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests Perform any additional responsibilities as requests or assigned

The Lead Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables' tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio's performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups. Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership Assist with due diligence and technical reviews Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests Perform any additional responsibilities as requests or assigned

Job DescriptionIntro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

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! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$26.44 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job DescriptionBenefits: Employee discounts Opportunity for advancement Job Title: Financial Analyst Intern Reports to: Financial Analyst Status: Part Time/Non-Supervisor/Non-Exempt As a Finance Intern, you will be an integral part of the Financial Planning & Analysis (FP&A) team, providing support for budgeting, forecasting, financial reporting, and business analysis. Working closely with experienced professionals, including the Financial Analyst and senior management, you will gain exposure to a wide variety of financial tasks, contributing to both short-term and long-term company goals. Essential Duties and Responsibilities Assist in the preparation and analysis of financial reports, budgets, and forecasts. Support the monthly and quarterly reporting processes, ensuring data accuracy and consistency. Assist in analyzing key performance indicators (KPIs) and other financial data to provide insights for performance improvement. Help with the preparation of management reports and dashboards, presenting financial insights in a clear and actionable manner. Help develop and maintain tools and templates to streamline financial reporting and analysis. Collaborate with other departments to ensure financial alignment and assist with operational insights. Participate in ad-hoc financial analysis and special projects as required. Minimum Qualifications Detail oriented, organized and focused on quality. Currently pursuing a Bachelors degree in Finance, Accounting, Economics, or a related field. Strong analytical skills and a passion for understanding financial data. Proficient in Microsoft Excel Ability to work independently Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Advancement Opportunities