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Finance consultant jobs in South Bend, IN

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  • Finance Investment Analyst

    Everwise Credit Union 4.0company rating

    Finance consultant job in South Bend, IN

    Financial Investment Analyst is responsible for compiling, evaluating, and analyzing financial data for the credit union through various models and tools. The incumbent independently reviews and recommends investment strategies for the credit union, overseeing third-party relationships with partnered brokers. The incumbent role is an integral part of the organization's corporate planning including budgeting, modeling, and analysis for project management. Primary Responsibilities and Duties: 1. Portfolio Management: Develop, recommend, and execute strategies to manage the credit union's investment portfolio, ensuring alignment with financial objectives, risk tolerances, and liquidity needs. Monitor portfolio performance, conducting regular reviews, look-backs, identifying opportunities for adjustments or improvements. Recommend investments across asset classes, considering risk, return, and regulatory compliance. Work closely with the CFO and VP Finance to develop long-term investment strategies. Model the impact of the investment portfolio to the overall balance sheet through Asset Liability Models (ALM). Modeling: Responsible for organizing, loading, and maintaining financial data into the required systems. Scenario based modeling uses market performance and what-if planning. Analyze and project future trends, provide recommendations for optimizing financial strategies. Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and goals. Develop and plan scenario analytics on portfolio performance, risk profiles of the balance sheet, and opportunities to enhance growth and profitability. Reporting: Prepare detailed reports on portfolio performance, investment strategies, and market development for senior management and board of directors. Develop and implement financial reporting for key stakeholders to assist in making informed financial decisions. Support internal and external audits related to the investment portfolio. Develop and maintain data standards, policy, and procedures. 4. Ensure overall satisfactory audit results and no repeat findings from internal audits, third-party external audits, or regulatory examinations. Any identified exceptions or deficiencies are addressed promptly, and target dates established for resolution are reasonable and met. 5. Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union. Knowledge/Skills: Exceptional communication skills, including verbal, written, visual, and quantitative. Adept at developing relationships across diverse teams. Experience structuring solutions involving data and advanced analytics. Knowledge of cost accounting principles, allocational tools, and reporting that compares factors affecting profitability of products or services. Excellent analytical skills and ability to interpret financial data and market trends. Proficient in MS Office (Excel, Word, Outlook). Manages and collaborates well with individuals and teams. Minimum Requirements: Bachelor's degree in accounting, economics, or finance required. 3+ years' experience in investment portfolio management, financial analysis, or analytic experience required. Experience working within the financial services industry strongly preferred. Experience with ALM software, Bloomberg, and investment management software preferred. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $63k-100k yearly est. Auto-Apply 49d ago
  • Part Time Financial Adviser (Westville/ Highway and Surrounds)

    Old Mutual Limited Ltd. 4.1company rating

    Finance consultant job in Westville, IN

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Part-time opportunity: * Part-time Financial Adviser * Grade 12 * Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice * Access to in-segment market and existing network * DOFA/Fit & proper * A valid Driver's licence and own car * A clear criminal and credit check * Proven computer literacy and digital dexterity * Excellent communication skills (written and verbal) * Sound planning and organising abilities * Ability to collate, analyse and synthesize information * Entrepreneurial mindset * Sound business acumen * GRIT, resilience and tenacity to stay the course. * Sales orientation Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 30 December 2025 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!
    $76k-129k yearly est. Auto-Apply 2d ago
  • Financial Advisor - 1st Source Bank

    LPL Financial 4.7company rating

    Finance consultant job in South Bend, IN

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at 1st Source Bank in South Bend, IN would allow you to join the Investment Program at 1st Source Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at 1st Source Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to 1st Source Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with 1st Source Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st Source Bank. Tracking # 1-05026674 Pay Range:$100,000 - $250,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
    $52k-86k yearly est. Auto-Apply 18d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Northwest Indiana

    JPMC

    Finance consultant job in Valparaiso, IN

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $52k-105k yearly est. Auto-Apply 14d ago
  • Financial Advisor

    Mixed Staffing and Recruiting

    Finance consultant job in Portage, MI

    Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives Responsibilities: Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth. Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives. They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification. They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans. Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts. Requirements Bachelor's Degree in finance, economics, accounting or business administration Series 7 and Series 66 (or Series 63 and Series 65) Book of business available to transfer
    $90k-120k yearly 18d ago
  • Financial Advisor - Northeast Indiana Triangle

    Thrivent Financial for Lutherans 4.4company rating

    Finance consultant job in South Bend, IN

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. 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.
    $50k-97k yearly est. Auto-Apply 23d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance consultant job in South Bend, IN

    **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
  • J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN

    Jpmorgan Chase & Co 4.8company rating

    Finance consultant job in South Bend, IN

    JobID: 210678980 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $47k-92k yearly est. Auto-Apply 44d ago
  • Financial Advisor - PNC Wealth Management

    PNC 4.1company rating

    Finance consultant job in South Bend, IN

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management's organization, you will be based in Elkhart or Granger, IN. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. + Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. + Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies** Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37k-71k yearly est. 27d ago
  • Financial Advisor

    Ameriprise Financial 4.5company rating

    Finance consultant job in Portage, MI

    About the Company OsborneKlein, an Ameriprise private wealth advisory practice, is seeking experienced Financial Advisors with a demonstrated history of growing their business through mastering referrals and other lead generating tactics. To be considered for this position, you must have an existing Book of Business, with annual GDC in excess of $200k. OsborneKlein is skilled in the art and science of finance. We understand the intricacies of planning - from insurances and investments, to tax planning, retirement and estate planning, with a focus on wealth accumulation and preservation. OsborneKlein is one of the top Ameriprise franchises in the country. To learn more about who we are, please visit our website. Position requires: A motivated individual to work as a Financial Advisor with a primary focus on marketing to acquire new financial planning clients. Responsibilities: Develop a marketing strategy, with actionable tactics, to generate and qualify new leads Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment; focused on exceeding goals Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities Participate in seminars and client appreciation events Handle unsolicited calls from prospects to schedule appointments Follow the OsborneKlein client service model Understand and utilize client management system Utilize and understand unique tools and processes available Schedule and conduct financial planning and advice meetings with clients and client prospects; providing comprehensive financial planning/advice and asset management services Service existing clients of other advisors, as may be needed Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals Manage and resolve complex client service issues Review and interpret financial statements Read, analyze, and interpret general business periodicals and professional journals Demonstrate excellent verbal and written communication skills Work within OsborneKlein's systems and guidelines Assist in various projects including portfolio reviews and preparing financial projections Participate in all aspects of preparing for client meeting activities including; data gathering, preparing agendas, assisting with client paperwork and asset allocations Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals Perform other tasks as assigned by the Chief Operating Officer or Franchise Advisor Adhere to rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA Required Qualifications Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status Regulatory licensing FINRA Series 7 State Securities (Series 63 or Series 66) State IAR (Series 65 or Series 66) State Life, Health Insurance and Variable Products lines Three+ years of work experience with a proven track record of success Showcase a background in building strong relationships and delivering superior client service Ability to work independently and keep practice leadership aware of progress and challenges Strong financial and analytic skills Strong persuasive and interpersonal skills Computer skills: Word, Excel, Outlook Continuing education - lifelong learning is required Preferred Qualifications Bachelor's degree from four-year college or university; three+ years related experience and/or training; or equivalent combination of education and experience Advanced degrees or designations in related disciplines Have a network of personal and professional contacts within your local area that you may engage for referrals Misc Necessary Job Competencies High emotional competency Excellent listening skills High attention to details Ability and willingness to learn and adapt Comfortable communicating with clients in person, over the phone and virtually Team player; able to contribute and work in a team environment Disability Insurance Health Insurance Life Insurance Paid Time Off Professional Development Assistance Vision Insurance Additional Compensation: Hiring bonus; depends on licensing status and current Book of Business Job Type: Full-time Pay: Compensation structure is based upon candidate's experience Schedule: Day shift At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. 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
    $35k-70k yearly est. Auto-Apply 21d ago
  • Financial Advisor - PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    Finance consultant job in Plymouth, IN

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management's organization, you will be based in Elkhart or Granger, IN. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. * Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. * Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. * Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. * Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $67k-102k yearly est. 28d ago
  • Financial Analyst - Mattawan Area

    The Pivot Group Network 4.3company rating

    Finance consultant job in Mattawan, MI

    Job Description Financial Analyst | Mattawan, MI Salary Range: $65,000 - $98,000 depending on experience Are you a seasoned professional with a passion for financial analysis and supporting strategic decision-making? The Pivot Group is committed to fostering meaningful relationships and supporting community growth. We are collaborating with leading companies in Mattawan seeking Financial Analysts to lead and enhance their operations. The Opportunity We collaborate with manufacturing companies in the Mattawan region seeking Financial Analysts. These employers partner with us because they want real insight into candidates-not just resumes. By joining our network, you gain access to roles worth considering. Key Responsibilities Analyze production costs, variances, and COGS to identify trends and cost-saving opportunities. Develop and manage annual budgets and periodic financial forecasts for manufacturing operations. Prepare detailed financial reports and performance dashboards for manufacturing efficiency and profitability. Conduct variance analysis against budget and forecast, explaining key drivers and operational impacts. Evaluate capital expenditure requests for new machinery and facility improvements, including ROI analysis. Monitor inventory valuation, turns, and obsolescence, providing insights for working capital optimization. Partner with operations teams to drive cost reduction initiatives and improve operational efficiency. Recommended Qualifications Proficiency in financial modeling, forecasting, and variance analysis for manufacturing operations. Strong understanding of cost accounting principles (e.g., standard costing, activity-based costing) and inventory valuation. Experience with ERP systems (e.g., SAP, Oracle, NetSuite) in a manufacturing environment. Ability to analyze production costs, supply chain efficiencies, and operational performance metrics. Advanced Excel skills and experience with data visualization tools (e.g., Power BI, Tableau). Bonus Qualifications Experience with manufacturing-specific ERP/MRP systems. Strong understanding of cost accounting principles in a production environment. Familiarity with key manufacturing KPIs (e.g., OEE, yield, scrap rates). Exposure to Lean manufacturing or Six Sigma methodologies. Job Titles That Should Apply Financial Analyst, Finance Analyst, FP&A Analyst, Senior Financial Analyst, Junior Financial Analyst, Financial Planning Analyst, Business Financial Analyst, Investment Analyst Why Pivot Group The Pivot Group was founded by manufacturing professionals who've been on both sides of the hiring process. Our clients are strategic-they partner with us because they want real insight into their roles and the people filling them, not a stack of resumes. We focus on match-driven placements built around what actually matters: Commute, Compensation, Culture, and Career trajectory. If you're ready to take the next step in your career and connect with a firm that values fit over speed, we invite you to reach out. The Pivot Group offers resources to support your search-market insights, resume feedback, and interview preparation. As our partnerships grow, we'll reach out with opportunities aligned with your goals. Thank you for considering this approach to career advancement.
    $65k-98k yearly 7d ago
  • Senior Financial Planning Analyst

    SMS Mill Services, LLC 4.6company rating

    Finance consultant job in Portage, IN

    Job Description SMS Mill Services are seeking a detail-oriented and experienced Senior Financial Planning Analyst to join our dynamic finance team in our Corporate Office. The ideal candidate will play a crucial role in driving financial performance through comprehensive analysis, forecasting, and reporting. This position requires a strong understanding of corporate accounting principles and the ability to provide insights that support strategic decision-making. This position will report directly to the Chief Financial Officer. SMS provides a comprehensive range of services for steel mill customers. We partner with our customers to design custom, cost-effective solutions, which focus on adding value and achieving goals for the operation and the environment. Our range of services includes, but is not limited scrap yard management, finished or semi-finished product services, melt shop services, logistics/transportation support, and slag processing. Responsibilities Analyze financial performance and communicate to Operations and Senior Management; interpret financial results for users who must make economic or business decisions. Design, build, and maintain internal reporting to drive business awareness across global operations. Own the annual budget process. Develop and implement KPIs and dashboards for Operations support. Working closely with Operations leaders, develop weekly forecasts and lead weekly forecast calls and communicate variance analysis. Develop standardized monthly financial reporting for monthly Operations Reviews. Build out new processes and procedures to improve efficiencies across the organization. Identify financial improvement opportunities and collaborate with Operations on remediation plans. Track financial impact of new initiatives Implement ROI analysis/process: New product/service ROIs; review actual performance vs ROI and CAPEX Analyze potential acquisition target companies' financial performance and support due diligence efforts. Support the annual audit process. Support the month-end and year-end accounting close activities. Collaborate and communicate with all levels of the organization, including other analysts, operational managers, and the executive team. Qualifications Bachelor's degree in Finance, Accounting, or related field; a Master's degree or professional certification (e.g., CFA, CPA) is preferred. Proven experience in financial analysis, corporate accounting, or related roles. Strong knowledge of budgeting processes, cost accounting principles, and regulatory reporting standards. 5-7 years' experience in finance or accounting with at least 3 years in a lead financial planning role Advanced Excel and 3-statement financial modeling skills required Analytical with strong IT skills specifically in ERP and related reporting/business intelligence systems Demonstrated experience supporting manufacturing facilities and operations. Proficiency in financial report writing with the ability to communicate complex information clearly. Familiarity with IFRS regulations and technical accounting practices. Excellent analytical skills with a keen attention to detail. Strong proficiency in financial software tools and Microsoft Excel. Ability to work collaboratively in a fast-paced environment while managing multiple priorities. Ability to travel 25% Join our team as a Senior Financial Planning Analyst where you will have the opportunity to make a significant impact on our organization's financial health while advancing your career in a supportive environment. Relocation packages to northwest Indiana are available! SMS Mill Services, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, veteran status, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. SMS Mill Services, LLC makes hiring decisions based solely on qualifications, merit, and business needs at the time. Powered by JazzHR iM6obx9tan
    $71k-91k yearly est. 14d ago
  • Cost Analyst

    Nisource 4.7company rating

    Finance consultant job in Valparaiso, IN

    Applies project cost management methodology, processes, tools, techniques, and information management systems to effectively manage project costs throughout the project life cycle. Develops effective cost management strategy and plans, estimates project cost, develops project budgets and cost performance baselines, collects, assesses, and analyzes cost performance, and recommends cost corrective actions; performs project cost close-out for designated projects. Initiates cost management applying enterprise cost constraints and budget; develops and maintains the project estimate; synchronizes the project budget; maintains cost change control, status project costs; assesses project costs, analyzes project costs, controls project costs during each project life cycle. Manages the development and progression of the project estimate and budget throughout the project life cycle; estimates types and quantities of resources and associated resource rates and reconcile project budget. Plans and manages cost collection and performs cost performance measurement and cost reporting. Generates recommendations for project corrective action, preventive action, and predictive action. Expands cost analyst and project management capability and competence using industry standards (AACE, PMI, Construction Management Industry, etc.) and best practice application to expand knowledge base and optimum application. Engages project stakeholders to establish and develop an accurate cost estimate and budget in addition to qualitative cost collection and processing. Effectively communicates and disseminates cost management and reporting status and work performance information to the project management team, project team, and impacted product stakeholders for project objective management. Proficiency and versatility in cost estimating and budgeting; integration with other project management information systems with data quality/data integrity assurance to create integrated project baselines Provides cost analysis for Electric and Gas transmission and distribution projects and Generation projects ranging from $500k to $200M. Essential Functions Utilizes organized project work elements for enhanced project estimating and budgeting in assigning more accurate planned value. Applies WBS attribute proficiency to integrate project baseline elements to provide an optimum, achievable project plan. Performs more effective earned value criteria (EV) to enable enhanced parametric forecasting. Provides quick turnaround of project work performance data to enable maximum time for implementation of corrective action. Ensures estimate and budget quality management in accordance with project management industry standards. Ensures developing cost analysis quality and cost analysis quality. Utilizes cost quality control metrics and apply cost measurement inspections to drive effective cost control. Applies cost risk management to the development of the project cost estimate and integrate estimate uncertainty with project risk. Quantifies risk response to more effectively forecast cost performance. Assists in contract commercial management, facilitates contract payments, conducts contract performance assessment and reporting and initial contract performance analysis and contract commercial forecasting. Performs contract reviews relative to payment requirements and supporting documentation. Applies core project cost management expertise. Reviews and coordinates the management and utilization of project initiation, project planning, project controls guideline and project controls related standards, project controls management processes, job aids and tools. Integrates cost management with core project controls (schedule management, scope management) to drive core objective performance. Manages cost effort. Tailors cost management processes. Tailors/creates cost management tools / techniques to advance cost performance. Utilizes cost estimating to validate contractor initial estimates, forecasts, and estimates at completion. Manage the Basis of Estimates. Develops/applies proficiency in project cost budgeting and cost base lining. Processes labor timesheets, invoices, and other submittals associated with contract labor; code invoice details for Nature of Expenses, Work Breakdown Structure and Cost Budgeting System codes; Assist Project Managers and Cost Budget Analysts in the accrual process. Evaluates manpower, labor hours, and labor cost requirements versus budget limitations and perform cost and schedule analysis. Maintains/manages project Estimate at Completion. Works to implement cost preventive action. Performs standard project and special project cost reporting as required by the project stakeholders; compiles and produces cost reports as required and directed. Applies proficiency in schedule management processes and the impact of project planning and scheduling on cost management. Utilizes planning and scheduling proficiency; Analyzes project schedules and the impact of schedule on cost. Applies critical path methodology and schedule risk management to develop schedule forecasting proficiency and ability to determine estimate completion date (ECD) competence and integrate schedule risk into cost impact. Applies proficiency in core integration; scope, cost, and schedule. Applies product life cycle costing competence. Assists the project management team, Major Project managers, Director, and other relevant stakeholders in retrieving cost management information and reporting. Engages project stakeholders to optimize cost planning and cost control. Applies proficiency in effective communication and assessing project stakeholders for their core and special cost reporting, cost assessment, and cost analysis needs and provide those stakeholders with optimum communication, information, and reporting. The Project Cost Analyst will manage in accordance with Industry standards, the NiSource Project Management Guidelines and Standards, and industry best practices. Required Qualifications For Position Bachelor's Degree 4-6 years Four years of experience working in Microsoft Excel, or equivalent software program, with responsibilities for data manipulation, integration and subsequent report generation Additional qualifying experience in excess to the minimum stated above may be substituted for the required education on a year for year basis. Expanded knowledge base in project estimating, project budgeting, earned value management, project planning and scheduling. Expanded comprehension in project controls guidelines, standard, processes, and job aids. Manages project stakeholders using cognitive ability, personal effectiveness, innovation, value based decision-making, integrated communication (soft and hard skills); conflict resolution, and team work. Must possess exceptional communication skills. Ability to collaborate with and communicate to all levels of personnel in the organization. Ability to work independently. Excellent working knowledge of Microsoft Excel. Ability to build project budgets. Expanded proficiency in project scheduling software and integration of project controls information. DL NUMBER - Driver License, Valid and in State Upon Hire Preferred Additional Qualifications for Position Experience in large industrial Capital Project environments. Physical Demands The preceding description is not designed to be a complete list of all duties and responsibilities required of the position. As a public utility, NiSource is required to provide continuous service to customers at all times. To ensure we fulfill that obligation, employees may be required to work outside their normal work hours and perform tasks outside of their normal responsibilities in support of emergency operations. Work Authorization Authorized to work in the United States without requiring sponsorship. Workplace Connection Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners. Respect the unique lived experiences within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represents all walks of life and all backgrounds. Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment. Equal Employment Opportunity NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, sex (including pregnancy, lactation, childbirth or related medical conditions), genetic information, citizenship status, or any protected group status as defined by law. Each employee is expected to abide by this principle. By applying, you may be considered for other job opportunities. ADA Accommodations If you need a reasonable accommodation to participate in any part of the hiring process or to perform the essential functions of the position, please contact OneHR at ****************** or ************** Safety Statement Promote a safe work environment by actively participating in all aspects of our employee safety program. Report any unsafe conditions and take actions to prevent personal injuries. Support our interdependent safety culture by ensuring the safety of your co-workers. Stay focused on the task at hand and promote productivity through good work habits. E-Verify NiSource participates in the U.S. Department of Homeland Security's E-Verify program. As part of this process, we provide the following notices to all job applicants: These documents inform you of your rights and responsibilities under U.S. law. You can view or download them using the links below: E-Verify Poster (English and Spanish) E-Verify Participation Poster English and Spanish Right to Work Poster (English and Spanish) If you have the right to work, don't let anyone take it away Salary Range*: $93,800.00 - $140,700.00 *The salary offered to a candidate is based on several factors including but not limited to the candidate's skills, job-related knowledge, and relevant experience, as well as internal pay equity. Posting Start Date: 2025-11-21 Posting End Date (if applicable): 2025-12-05Please note that the job posting will close on the day before the posting end date.
    $93.8k-140.7k yearly Auto-Apply 14d ago
  • Financial Analyst

    The Shyft Group, Inc.

    Finance consultant job in Bristol, IN

    Financial Analyst | Utilimaster | Bristol, IN (North) Regular Employee | Salary Exempt What you'll do: The Financial Analyst position is responsible for supporting the finance department with financial analysis and reporting as well as analyzing company's respective business units and the Company from a financial perspective Core Responsibilities: * Support multiple teams with financial reporting and analysis * Analyze financial data for business efficiencies and verify accuracy * Assist in developing and consolidating statistical, written reports and PowerPoint presentations for management * Prepare financial statements and related reports such as balance sheet, income statement, cash-flow, budgets, and variance analysis * Support monthly, quarterly, and annual balancing of books and monthly account reviews * Assist in the development of a financial plan and forecast * Review budget proposals and prepare necessary supporting documentation and justification of proposed budgets * Support cost estimating for new and existing products and product options * Aid in the development of overhead and labor standards * Assist with special projects, as requested * Other tasks as assigned What you need to be successful: * Bachelor's degree in accounting, finance, statistics, economics, business administration, or related field * 3+ years accounting experience in a manufacturing environment preferred * Knowledge of government procurement regulations affecting accounting systems preferred * Proficient in forecasting, financial reports, data collection, analysis, and evaluation * Strong attention to detail and commitment to excellence * Ability to handle multiple projects, prioritize tasks, and meet deadlines * Self-motivated, innovative team player, flexible to changing priorities * Proficient in Microsoft Office Suite; intermediate computer skills required * Strong communication (verbal/written), interpersonal, organizational, and analytical skills * Sound judgment, timely decision-making, and willingness to pursue training and self-improvement Why The Shyft Group? Our people are our greatest asset, and your success is our success! That's why we provide comprehensive benefits that support your health, financial security, and work-life balance-so you can thrive both personally and professionally. * Health & Wellness: Medical, Dental, Vision, HSA/FSA, Wellness Plan * Financial Security: 401(k) with match, Disability, Life Insurance * Work/Life & Growth: Educational Reimbursement, EAP, Dependent Care At The Shyft Group, we don't just offer benefits-we invest in your well-being. Join us and experience the difference! Who we are: The Shyft Group is the North American leader in specialty vehicles, including last-mile delivery vans, work trucks, and motorhome chassis. Our 10 brands- Utilimaster, Blue Arc, Royal Truck Body, DuraMag, Magnum, Strobes-R-Us, Spartan RV Chassis, Red Diamond, Builtmore, and Independent Truck Upfitters- are powered by 3,000+ team members across the U.S. and Canada. Backed by 50 years of innovation and a supportive, entrepreneurial culture, we're leading the way in electrification and proudly ranked among Fortune's 100 Fastest Growing Companies. Equal Employment Opportunity (EEO) The Shyft Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran or status as a qualified individual with a disability, or any other characteristic protected by applicable federal, state, or local law. If you have a disability and would like to request an accommodation in order to apply, please email us at *************************. The Shyft Group is an E-Verify Employer Shyft uses E-Verify, which is an online system operated by the U.S. Department of Homeland Security in partnership with the Social Security Administration to verify employment eligibility and validate social security numbers. Through participation in the E-Verify program, information entered on Form I-9 will be provided and compared to information available at both of these agencies. See posters for more details. E-Verify Notice U.S. Right to Work Notice.
    $48k-73k yearly est. 15d ago
  • Financial Specialist IV- Credit and Collections

    City of South Bend, In 4.1company rating

    Finance consultant job in South Bend, IN

    SALARY: up to $56,466 Runs Collections processes, shut offs, calculations and reports. Assists with Lockbox payments credit refunds, and cash reconciliation. Reviews reports to check for accuracy. Communicates with agencies. Regarding delinquent accounts. Back up to Financial Specialist IVs. As a leader and employee of the City of South Bend, you are called upon to serve in a manner that supports Our Core Values: Excellence, Accountability, Innovation, Inclusion, and Empowerment as you carry out our primary employee expectations: Champion Values & Organizational Pride, Champion Operational Excellence, Make Sound Decisions, Embrace Coaching and Accountability, Communicate with Excellence, Value Diverse People and Perspectives, Embrace Personal Development, Exhibit a Positive Attitude and Own Your Health, Wellness & Safety SCHEDULE: Monday-Friday, 7:30am-4:00pm with 30-minute lunch. Hours may vary based on operational needs SUPERVISION EXERCISED: Not applicable ESSENTIAL DUTIES AND RESPONSIBILITIES: * Responsible for all phases of the delinquency process * Maintain monthly delinquency tracking reports * Research delinquent and final accounts. Take appropriate measures and course of action to minimize risk of write off * Prepare and administer the delinquent account data required for reporting accounts to the collection agency monthly * Prepare monthly batch tracking reports * Responsible for all phases of the sewer lien process * Verify daily cash reconciliation. Responsible for resolving cash related variance(s) with 311 Customer Service Liaison manager prior to reporting daily cash update * Responsible for all bankruptcy account maintenance * Responsible for processing credit refunds * Responsible for assisting customers with bank drafting and on-line payment issues * Process all Bank Drafting and Electronic Funds Transfers for all third party payments * Responsible for NSF check processing, including mailing letters to customers * Perform monthly account write-offs NON-ESSENTIAL/MARGINAL FUNCTIONS: * Perform other duties and assume other responsibilities as apparent or as assigned. EDUCATION / QUALIFICATIONS: Two-year college degree or equivalent training and experience in related field. Proficient in use of spreadsheets. KNOWLEDGE SKILLS AND ABILITIES: * Proficiency in word processing and spreadsheets. * Excellent oral and written communication skills. * Ability to communicate with supervisors, peers, or subordinates, providing information by telephone, in written form, e-mail, or in person. * Ability to organize, plan and prioritize work. CERTIFICATES, LICENSE, REGISTRATION: * None EQUIPMENT: Desktop or laptop computer, calculator, telephone, copy and fax machine. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, walk and talk or hear. The employee is occasionally required to walk, use hands to fingers, handle or feel objects, tools or controls; and reach with hands and arms. The employee is occasionally required to climb, balance, stoop, kneel, crouch, and crawl. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required in this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. WORK ENVIRONMENT: Work is performed primarily in the office. The noise level in the work environment is usually quiet to moderate in the office. Entire office is smoke free. DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The City of South Bend is an at will employer. REQUIRED: Pre-Employment Drug Screen Employee Background check Equal Employment Opportunity Employer
    $56.5k yearly 35d ago
  • Financial Analyst / Finance Manager

    Good Oil Company

    Finance consultant job in Winamac, IN

    Will be responsible for leading and overseeing the finance team with a personable disposition and true style for team-work. This person will prepare and coordinate financial analysis for review by the CEO. Items will include: financial and expense performance, rate of return, depreciation, working capital and investments, among other accounting and finance items. Will also provide analysis for forward-looking business-related projects. This position will require the ability to gather the data and provide the information to leadership for decisions to be made. This person will also be managing / overseeing a seasoned accounting team of 6.
    $48k-71k yearly est. Auto-Apply 21d ago
  • Financial Analyst

    Norsk Hydro Asa

    Finance consultant job in Elkhart, IN

    Hydro Extrusions is a world-leading aluminium extrusion business counting around 100 production sites in 40 countries and employing 20,000 people. Through our unique combination of local expertise, global network, and unmatched R&D capabilities, we can offer everything from standards profiles to advanced development and manufacturing for most industries. Since 1905, Hydro has turned natural resources into valuable products for people and businesses with focus on a safe and good workplace for our 30,000 employees in more than 140 locations. Job Location: Elkhart, IN; North Liberty, IN. Hydro employees can enjoy several benefits including: * Medical, Rx, Dental, Disability, Life Insurance, Flexible Spending Accounts * Retirement Savings Plans with Company Match/Contributions * Education Assistance * Bonus Plan Eligibility * Parental Leave Job Summary: The Finance Analyst is responsible for the General Ledger and Month-end close and for financials Statement preparation and reporting. Supports the timely reporting of daily, monthly and annual financial and operational data. The FA will gain broad exposure to financial planning, reporting and operational support, positioning them for future leadership within the finance department. This position reports directly to the Controller. Required Education/Experience: * Minimum of three years' experience in similar roles preferably including experience in a Plant Operation environment. * Bachelor's degree in finance, Accounting or related field required. * Proficient in ERP systems (Oracle, SAP) * Experience with manufacturing KPIs * Knowledge of capital expenditure tracking * Experience preparing financial reports, cost analysis and performance metrics. Preferred Skills/Qualifications: * Previous manufacturing experience in a fast-paced, manufacturing environment is preferred. * Understanding of standard costing principles and variance analysis. * Ability to perform inventory valuation, reconcile inventory accounts, and analyze inventory movements. * Understanding of internal controls, compliance standards and support for audit processes Job Responsibilities: * Implement, sponsor, and support all continuous reliability improvement standards and practices. * Accountable for accurate standard costs and annual review process, inventory costing and absorption testing. * Responsible for accurately compiling data for journal entries during the month-end closing processes * Must be a critical thinking/forward thinking and results oriented individual. * Provide financial analysis support, including cost control opportunities and working capital management. * Excellent communication and strong analytical skills are required as well as excellent computer skills. Experience with Oracle System is a plus. * Review internal controls and determine design and operating effectiveness. * Assists and supports monthly closing cycles * Assists and supports planning, forecasting and budgeting processes of the operation. * Assists and supports in ensuring internal controls and policies followed. * Assists and supports financial and manufacturing analysis of both recurring and ad-hoc nature to internal management. * Assist and support payroll * Assist and supply supplying financial data needed for capital appropriations. * Assist and support the creation of the annual business plan * Support in month end closing. * Assist and support analyzing actual profits and losses vs. the budget on a monthly basis. * Assist and support conducting cost studies on various item numbers or customer profit analysis. * Assist and support conducting annual fixed asset inventory. Hydro in North America is an Equal Opportunity Employer where all phases of employment are based strictly upon the qualifications of the individual as related to the work requirements of the position. This policy is applied without regard to race, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, veteran status, marital status or any other category protected by law. We strive to provide equal opportunities for all to contribute and succeed with us. If you need an accommodation in order to complete the application, please let us know by completing the form below or by calling *****************. or click Application Support lin IND 123 A job where you make a difference. A key part of succeeding in this mission involves encouraging a collegial environment where our differences are acknowledged as our greatest competitive advantage. Your diverse perspective makes us stronger. Our global diversity, inclusion and belonging program enables us to cultivate a high-performing and inclusive workplace where everyone feels valued. Your career journey is unique. We strive to provide you with the support needed to achieve your full potential. With our global reach, inclusive culture, and cutting-edge technology you'll have the opportunity to build a career that aligns with your strengths and passions. Join our global community of over 30,000 people with a presence in 40 countries and united by the values of Care, Courage and Collaboration. At Hydro, you have the chance to make a difference in the industries that matter. Click here to explore our world and the heart of our operations. Posted on: Nov 15, 2025 Location: Elkhart, IN, US, 46514 North Liberty, IN, US, 46554 Department: Finance - Elkhart Business Area: Hydro Extrusions(EXSO) Legal Entity: Hydro Extrusion USA LLC Job Type: Permanent Nearest Major Market: Elkhart Nearest Secondary Market: South Bend
    $48k-73k yearly est. 3d ago
  • Project Finance Analyst, Solar Business, South Bend, IN

    1St. Source 4.3company rating

    Finance consultant job in South Bend, IN

    Responsible for building and maintaining financial models required to support the Bank's prospective renewable energy projects. Works closely with the Senior. Manager of Solar Finance to analyze renewable project loans and investments. Analyzes actual project/client results compared to modeled expectations in order to monitor loans and investments and inform future decision making. ESSENTIAL REQUIREMENTS Develops, builds and maintains financial models for internal analysis and client presentations. Interacts with the Solar Team on structural and technical aspects of solar projects. Coordinates with the Solar Team, clients and outside consultants to obtain and verify modeling inputs and assumptions. Proactive in seeking out the data necessary for the completion of modeling work. Prepares or assists the Solar Team in the preparation of internal and external presentation materials and materials related to project submissions to outside parties. Analyzes results obtained from the Operations Manager or other team members on a periodic basis Performs additional responsibilities as requested, including special nonrecurring projects for management. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Understands all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL REQUIREMENTS Performs all other duties as assigned. EXPERIENCE/SKILLS Two (2) to five (5) years of related experience preferred. Two (2) or more years of financial analysis and modeling experience required. Prior financial banking experience preferred. Understanding of energy project finance deal structures and terminology is preferred. Understanding of corporate finance, valuation and financial accounting preferred. Excellent PC skills--proficiency in Word and Excel essential, understanding of PowerPoint and database software preferred. Excellent math and analytical skills. Ability to work under pressure and drive completion of projects to meet deadlines. Ability to communicate effectively both verbally and in writing. Ability to handle multiple tasks in a fast-paced environment. Analytical and problem-solving skills with attention to detail. EDUCATION Bachelor's Degree required. TRAVEL REQUIREMENTS Ability to travel as well as ability to travel overnight, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.
    $47k-60k yearly est. 60d+ ago
  • Finance Intern - Summer 2026

    Dexter Axledexter Axle Company, Inc.

    Finance consultant job in Elkhart, IN

    Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for a Finance Intern for Summer 2026 at our manufacturing facility located in either Elkhart, IN or Bristol, IN or Springfield, MO. Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service. For more information about our company, access Dexter's web site at ******************** JOB DESCRIPTION The Finance Intern will assist in financial analysis, reporting, budgeting, forecasting and other various day to day accounting/controller functions. This role is a very fast paced environment covering multiple industries, products, processes, and production plants. Potential locations for this internship include Elkhart, IN and Bristol, IN and Springfield, MO. As a Finance Intern, you will be working on robust, hands-on projects. Potential projects may include, but not limited to: * Sales forecasting and trends analysis. * Contributing to the preparation/consolidation of monthly and quarterly reporting * Facilitating improvement in historic data upkeep and the consistency/organization of reporting * Assisting with budgeting and forecasting processes * Supporting the finance team in day-to-day operations Minimum Qualifications To be successful in this role, you must possess the following: * Strong computer skills * Strong Excel and data analysis skills * Administrative experience with great attention to detail * Excellent sense of ethics and accountability * Clear, professional written, verbal and interpersonal communication skills * Strong organizational, time management and problem-solving skills EDUCATION You must be actively enrolled an accredited university working towards a bachelors or masters degree in Finance, Accounting, Economics or related area of study. Apply now to join an industry leader and make a difference in what we do for the customers we serve! Equal Opportunity Employer Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law. Work Authorization Dexter will only employ those who are legally authorized to work in the United States or Canada. We do not provide sponsorship. Individuals with temporary visas such as E, F-1 (including those with OPT or CPT), H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
    $28k-38k yearly est. 60d+ ago

Learn more about finance consultant jobs

How much does a finance consultant earn in South Bend, IN?

The average finance consultant in South Bend, IN earns between $52,000 and $111,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in South Bend, IN

$76,000
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