Finance consultant jobs in Vermont - 73 jobs

Financial Advisor / Business Builder at Commonwealth Financial Group -Burlington, Vermont High Ownership | High Impact | High Reward Full-Time | Commission-Based | Uncapped This Isn't a Job. It's a Business Disguised as a Career. Most people aren't built for this, but for the right person, it changes everything. At Commonwealth Financial Group (CFG), we're not building a job factory. We're building a movement of top performers who want ownership, autonomy, income upside, and the ability to build something meaningful for themselves and for the people they serve. If you feel capped where you are…If you believe your income should reflect your effort and skill… If you want coaching, accountability, and a real platform, not micromanagement… Keep reading. The Opportunity You will build your own financial planning business using CFG's proven platform, training, and coaching while surrounded by other high performers who expect to win. This role is designed for people who want: Control over their income Ownership of their client base Clear performance standards A long-term leadership path Income Trajectory (Realistic & Achieved Here) Year 1: $100,000+ Year 4+: $250,000-$500,000+ for top performers No cap. No politics. No artificial ceilings. This is your book. Your business. Your future. HOW YOU WIN HERE You win if you: Follow a proven, activity-based playbook Execute daily, not occasionally Take feedback as fuel, not criticism Hold yourself to high standards before anyone else does Care deeply about results, for clients and for yourself Clear expectations. Clear scoreboards. Clear trajectory. Our Mission To create an environment where advisors can build exceptional businesses and exceptional lives by helping others do the same. Everything we do is guided by six core values: Potential - Your ceiling is self-imposed. We exist to break it. Open-Mindedness - Growth accelerates when we challenge assumptions. Collaboration - This is your business, but you're not building it alone. Empowerment - Freedom with responsibility. Tools without micromanagement. Growth - Progress is non-negotiable. Leadership - We model excellence, integrity, and respect starting with ourselves. WHO THIS IS FOR You'll thrive here if: You're tired of trading time for a salary cap You want autonomy, upside, and real ownership You thrive under pressure and crave accountability You're competitive, coachable, and driven by results You've faced adversity and didn't fold People already come to you for advice and leadership Former athletes, military, sales professionals, and entrepreneurial builders tend to do very well here, but mindset matters more than background. WHO THIS IS NOT FOR This is not for: People seeking comfort, predictability, or a 9-5 paycheck People who need to be micromanaged People who want to “try this out” without committing People who confuse flexibility with low standards If you want safety over growth, this will feel uncomfortable, by design. WHAT YOU'LL DO Build and grow your own financial planning business from the ground up Develop markets, referral networks, and community presence Lead confident, high-trust client conversations Learn how to sell, communicate, and run a business at a high level Continuously sharpen your skills through coaching and real-time feedback Earn and maintain required licenses (SIE, Series 7, 66, Life & Health) You are measured by activity, effort, and outcomes, not time in a seat. WHAT WE PROVIDE Elite-level training and mentorship from proven performers A franchise-style system without the startup cost Weekly coaching, joint work, and accountability Staff, systems, and infrastructure so you can focus on growth A values-aligned culture built on ownership, trust, and performance A real leadership path for those who earn it THE ENVIRONMENT High standards High accountability High trust High upside You'll be surrounded by people who: Compete with themselves Celebrate wins Expect growth Care deeply about impact and excellence THE BOTTOM LINE If you're looking for a safe job, this isn't it. If you're looking for a career-defining opportunity to build, lead, and win, we should talk. We don't want resumes. We want people obsessed with growth and ready to go all-in. Apply only if you're ready to bet on yourself.

Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. **This is not a remote role - The candidate must be local to Montepelier, VT and will be on-site at EastRise Credit Union .** Job Overview: A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:58500 - 58500 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.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: Consult with clients to assess their financial situations and develop customized financial plans Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice Cultivate long-term client relationships based on trust, transparency, and results Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus) 2-5 years of experience in financial advising, wealth management, or investment consulting Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products Exceptional communication and interpersonal skills Proven track record of building and managing client relationships Team player with the ability to collaborate with others Proficient in financial planning software and CRM systems All applicants must be 18 years of age or older Preferred Skills: Experience with mass affluent, high-net-worth and commercial clients Strong analytical thinking and decision-making skills Bilingual or multilingual proficiency is a plus Familiarity with digital advisory platforms and financial technology tools High level of emotional intelligence, empathy, and professionalism Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications Comfortable working in a fast-paced, technology-driven environment Detail oriented with superior organizational skills and ability to prioritize

Job Description We're Hiring: Financial Advisor Guided Wealth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? Guided Wealth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish. Responsibilities Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals. Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward. Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations. Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends. Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services. Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market. Qualifications Minimum of five years' experience as a financial advisor. Hold Series 7, Series 66, and Life & Health licenses. CFP designation strongly preferred. Strong interpersonal and communication skills. Highly organized, detail-oriented, and proactive. Book of business preferred, but not required. Compensation & Benefits Initial base compensation range of $75,000 - to $100,000, commensurate with experience. Exempt status Variable compensation based on performance. Comprehensive benefits package, including PTO and paid holidays. 401(k) plan with employer match. Professional development opportunities and practice-provided resources to help grow your client base. How to Apply If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives. Equal Opportunity Employer Guided Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a MA Planning Experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for MA clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * 4-year degree required or equivalent work experience * 2+ years of selling investments & providing financial planning with a track record of success * In-depth knowledge of investment products and services * Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule * Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule * Advanced understanding of wealth management business development techniques, products, services and overall industry. * Proven ability to achieve sales goals * Proficient with retail and small business banking * Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank * Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time * Driver's License required Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of others Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a MA Planning Experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for MA clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: 4-year degree required or equivalent work experience 2+ years of selling investments & providing financial planning with a track record of success In-depth knowledge of investment products and services Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule Advanced understanding of wealth management business development techniques, products, services and overall industry. Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time Driver's License required Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of others Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Job Details Job Ref:R0083602 Category:Finance and Accounting Employment Type:Full-Time Health Care Partner:University of Vermont Medical Center Location: 40 IDX Dr, South Burlington, VT 05403 Department:Budget Job Type:Regular Primary Shift:Day Hours:8:00 AM - 4:30 PM Hours per Week: 40 Weekend Needs:Other Pay Rate: $32.70 - $49.05 per hour This position is onsite located at our offices in South Burlington, VT. JOB DESCRIPTION: The Financial Specialist is responsible for the maintenance of the UVM Health Network financial reporting and budgeting software application (Axiom). This includes but is not limited to loading, validating, and distributing financial data and KPIs within the application. The incumbent is responsible for accurate and timely fiscal reporting to a variety of areas and will be the primary contact for their assigned affiliate. They will be a resource for training users in the budget application, budget report interpretation, budget workbook functionality, as well as report generation/distribution for actual to budget monitoring. Data normalization, monthly analysis, special projects also components of this position. EDUCATION: Bachelor's degree in accounting, finance, IT, or related discipline preferred. An equivalent combination of education and experience from which comparable knowledge and abilities were acquired will be considered. EXPERIENCE: Experience that demonstrates knowledge and familiarity with general finance or health care finance, accounting and budgeting. Advanced knowledge of Excel spreadsheets required. Prior experience with Axiom, report writing, or database management preferred.

The Patient Financial Advisor is responsible for providing a variety of customer service and collections/troubleshooting services in support of the accounts receivable department of SVMC. High School diploma or equivalency required. Associate's degree preferred. Two years of medical billing experience required. Excellent keyboarding skills required. * Area of Interest:Clerical/Administrative; * Pay Range:$18.50-$20.50; * Work Status:8-4:30; * Employment Type:Full Time; * Job ID:6130 Dartmouth Health offers a total compensation package that includes a comprehensive selection of benefits. Our Core Benefits include medical, dental, vision and life insurance, short and long term disability, paid time off, and retirement plans. Click here for information on these benefits and more:Benefits | DHMC and Clinics Careers Dartmouth Health is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Dartmouth Hitchcock Medical Center and Dartmouth Hitchcock Clinics comply with applicable Federal civil rights laws and do not discriminate on the basis of race, color, national origin, age, disability, or sex. We do not exclude or treat people differently because of race, color, national origin, age, disability, or sex.

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients. Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions. Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Education and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment Proven track record of implementing wealth management strategies Education and Experience Preferred: Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $116,400.00 - $194,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationRutland, Vermont, United States of America

Job Summary: The Finance Specialist role is in support of VEIC's finance team and financial activities, focusing primarily on support of the Financial Operations functions - Disbursements & Payroll, Revenue, and Accounting. This role provides critical support for finance processes across these areas, with a specific focus on the interplay of these processes with VEIC's financial systems. Location:This is a hybrid position, and the ideal candidate will be located in Vermont.Essential Functions: Disbursements & Payroll: Responsible for process support of all related activities Serves as a liaison between Disbursements & Payroll and Financial Systems team Serves as the Subject Matter Expert (SME) for Disbursements & Payroll pertaining to ERP implementation, maintenance, and improvements Revenue & Invoicing: Serves as a liaison between Revenue and Financial Systems teams Serves as the Subject Matter Expert (SME) for Revenue function pertaining to ERP implementation maintenance, and improvements Responsible for process support of all related activities, as needed Accounting: Assists with the liaison between Accounting and Financial Systems teams Responsible for implementation, maintenance, and process improvements of the Finance JIRA system Other duties as assigned. Knowledge and Experience: Strong personal commitment to the mission, vision, goals and values of VEIC. Bachelor's degree and 2 - 4 years of relevant experience, or equivalent combination of education and experience. Ability to work independently in facilitating larger project work, working through others to accomplish organizational goals. Strong desktop computing skills and experience. Demonstrated ability to be organized, detail-oriented, accurate, and able to handle multiple tasks and competing priorities in a dynamic and fast paced environment. Demonstrated experience in providing excellent customer service to internal and external customers. All positions at VEIC are subject to criminal background checks. This screening is conducted in compliance with applicable laws and is a standard part of our hiring process to ensure the safety and security of our employees, clients, and contractual obligations. Work Environment and Physical Requirements: This position primarily involves desk-based work with extensive collaboration and communication responsibilities. Physical requirements include: Ability to remain stationary at a workstation for extended periods (typically 6-8 hours per day with regular breaks) Regular use of computer, keyboard, mouse, and telephone/headset requiring fine motor skills and repetitive hand/wrist movements Visual acuity to view digital screens, documents, and presentations for prolonged periods Verbal communication abilities are sufficient for clear articulation during in-person and virtual meetings, presentations, and discussions Auditory capabilities to participate effectively in conversations, conference calls, and virtual collaboration sessions Cognitive focus for simultaneous management of multiple communication streams, projects, and stakeholder relationships Occasional movement between meeting spaces, collaboration areas, and individual workstations Minimal lifting requirements (typically under 15 pounds) for office supplies, equipment, or materials VEIC provides ergonomic assessments and appropriate accommodation to support team members in this collaborative environment, if needed. Our commitment to wellness includes encouraging regular movement breaks and supporting flexible work arrangements that promote sustainable productivity aligned with our core values. Travel Requirements: No Travel Required This position does not require regular travel. Occasional in-person attendance at company events or meetings (typically 0-2 times per year) may be encouraged, but participation is often optional or available virtually. Culture Inclusive Workplace statement: We are committed to building a work community that is inclusive and welcoming to all individuals. We value a culture that includes a variety of backgrounds, experiences, perspectives, and thoughts. Climate change impacts all of us; however, we are impacted differently based on our identities and experiences. We all deserve a place at the table to make decisions about our collective future - we hope you'll consider joining us as we work towards our vision for a healthy planet, thriving people, and energy justice. Candidates across all markers of identity (age, race, gender, ability, veteran status, communication style, etc.) are highly encouraged to apply. Any emails from VEIC team members will originate from *********** email address. If you encounter anything that raises suspicions during your interactions, we encourage you to exercise caution and suspend or discontinue communications.

The Senior Financial Analyst has a critical role in combining financial analysis, planning, and cost accounting to provide actionable insights that drive effective business decisions. This position involves financial modeling, operational metrics tracking, month-end close activities, and cost analysis to support company performance and decision-making processes. The Financial Analyst collaborates with cross-functional teams to ensure accurate financial reporting and process improvements. General Responsibilities • Perform financial forecasting, reporting, and operational metrics tracking • Performs variance analysis between actual, prior and standard costs • Analyze financial data and create cost and financial models for decision support • Report on financial and cost performance and prepare for regular leadership reviews • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements • Provide analysis of trends and forecasts and recommend actions for optimization • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials • Identify and drive process improvements, including the creation of standard and ad-hoc reports, and tools • Recommend changes in operating procedures to improve efficiencies in payment and procurement processes • Examine data to help with reducing cost in all operations • Analyze the market and identify opportunities for growth and potential risks Experience / Qualifications • A university degree required (i.e. Bachelors degree) or equivalent relevant work experience. • Must be a team player able to work in a fast-paced environment with demonstrated ability to handle multiple competing tasks and demands • Strong communication skills; oral, written and presentation • Strong organization, planning and time management skills to achieve results • Strong personal and professional ethical values and integrity • Holds self-accountable to achieving goals and standards • Proficient in Microsoft Office programs (Outlook, Word, PowerPoint, and Excel) • Strong interpersonal & collaboration skills to work effectively with all levels of the organization including suppliers and/or external customers Financial Planning & Analysis: Report on financial performance, perform variance analyses and identify trends. Analyze financial data, develop financial models, and support decision-making processes. Create and improve standard and ad-hoc reports, tools, and processes for financial analysis. Make recommendations for improvement by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials Perform financial forecasting, budgeting, and operational metrics tracking. Operational Support: Collaborate with internal stakeholders to provide insights and support for operational decision-making. Analyze changes in product design, raw materials, and manufacturing methods to determine cost impacts. Identify and drive process improvements, including the creation of reports and tools, to optimize financial and operational efficiencies. Cost Accounting & Month-End Close: Participate in month-end close activities, ensuring accurate financial results are reported within the closing cycle. Prepare, reconcile, and report on cost accounting activities, including journal entries and balance sheet reconciliations. Monitor, review and document costs related to inventory, labor, and material purchases. Conduct and coordinate physical inventory processes per annual plans. Support internal audits and ensure compliance with applicable accounting guidelines, policies, and internal control procedures. #LI-JL1 Base Salary Range: $84,500.00 - $116,160.00 At Sensata, our employees are the key to our success and growth. We recognize that each individual brings their own unique experience, therefore the base salary range information shown above is a general guideline only. Sensata considers several factors when extending an offer, including, but not limited to, a candidate's experience and qualifications, as well as internal equity, market and business considerations. In addition to base salary, Sensata offers competitive medical, dental, vision, life and disability insurance plans, along with education reimbursement, wellness programs, a 401(k) retirement plan with Company matching, and a variety of paid time off, such as vacation or flex-time, sick, bereavement, and parental leave. Certain positions are also eligible for short-term incentive and long-term incentive programs. This position requires eligibility to obtain authorization under the International Traffic in Arms Regulations (ITAR) and/or the Export Administration Regulations (EAR). Non-US Persons, as defined in the ITAR and EAR, may not be eligible to obtain authorization. SmarterTogether Collaborating at Sensata means working with some of the world's most talented people in an enriching environment that is constantly pushing towards the next best thing Employees work across functions, countries and cultures gaining new perspectives through mutual respect and open communication As OneSensata, we are working together to make things work together Click here to view Sensata Recruitment Privacy Statement Click here to view our Sensata Recruitment Privacy Statement for China NOTE: If you are a current Sensata employee (or one of our Affiliates), please back out of this application and log into Workday via the Company Intranet to apply directly. Type "FIND JOBS" in the Workday search bar.

*This position will be located in one of the following areas: Burlington, VT, Minneapolis, MN, or Charlotte, NC* As a Senior Financial Analyst, you will report to Vice President of Finance and support multiple brands providing visibility and analytics to KPIs, monthly financials, and quarterly forecasts / budgets. Key Responsibilities Drive strategic planning, annual operating plan, & financial forecasting with functional partners and businesses Deliver objective and financially focused insights to business leaders of Industrial Flow Operating Group while playing the lead role in driving strategic initiatives, forecasting, planning, and executing against financial goals Support various Corporate FP&A and leadership projects and requests as well as Industrial Flow transformational projects including build out of KPIs to P&L, ERP Conversions, and Integrations of Acquisitions Implement & facilitate various weekly and monthly routines and reports as well as numerous aspects of monthly close process including variance analysis Adhoc requests as needed Required Education and Experience Must have strong communication skills, be a team player and coachable, and a self-starter. Exceptional at managing competing priorities. Ability to comfortably work in a high-volume environment and manage multiple projects for FCG's various brand companies. Bachelor's degree in Accounting; Finance; or Economics. Previous experience in a Financial Analyst or SFA role (Preferred). Self-starter; ability to effectively work independently and as a team player. Excellent customer-facing experience and strong communication skills. Skilled and proficient with Microsoft Excel, Access & Power BI (Preferred). Ability to work in an ambiguous environment. Must be able to fluently read, write, and speak English. #manycompaniesoneteam #FCGcareers #flowcontrolgroup

Building Name: UVMMC - 40 IDX DriveLocation Address: 40 IDX Drive, South Burlington VermontRegularDepartment: BudgetFull TimeStandard Hours: 40Biweekly Scheduled Hours: 80Shift: DayPrimary Shift: 8:00 AM - 4:30 PMWeekend Needs: OtherSalary Range: Min $32.70 Mid $40.88 Max $49.05Recruiter: Abby Luck This position is onsite located at our offices in South Burlington, VT. JOB DESCRIPTION: The Financial Specialist is responsible for the maintenance of the UVM Health Network financial reporting and budgeting software application (Axiom). This includes but is not limited to loading, validating, and distributing financial data and KPIs within the application. The incumbent is responsible for accurate and timely fiscal reporting to a variety of areas and will be the primary contact for their assigned affiliate. They will be a resource for training users in the budget application, budget report interpretation, budget workbook functionality, as well as report generation/distribution for actual to budget monitoring. Data normalization, monthly analysis, special projects also components of this position. EDUCATION: Bachelor's degree in accounting, finance, IT, or related discipline preferred. An equivalent combination of education and experience from which comparable knowledge and abilities were acquired will be considered. EXPERIENCE: Experience that demonstrates knowledge and familiarity with general finance or health care finance, accounting and budgeting. Advanced knowledge of Excel spreadsheets required. Prior experience with Axiom, report writing, or database management preferred.

**INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities)** This Finance Analyst plays a critical role in driving the company's financial success by working across our organization to help ensure our revenue targets translate effectively into operating profit. This role is essential for helping deploy financial budgets and forecasts, aligning investments, and managing P&L accountability for Forecourt Solutions. By providing accurate revenue and margin reporting along with detailed analytics, the Senior Analyst will work with Finance Leaders to enable informed decision-making and support sustainable business growth for Forecourt Solutions. In addition, this role will take a lead part in managing the non-factory revenue streams that appear on factory ledgers. This is a **remote** role located in Remote, US **Responsibilities** + Key role for financials and analytics for Environmental product lines. + Lead role in managing non-factory revenue streams which appear on factory ledgers. + Work cross-regionally and cross-functionally to build good financial analysis. + Ensure accurate tracking and achievement of revenue targets aligned with operating profit goals. + Monitor financial performance from revenue generation through to operating profit realization. + Conduct Orders, Revenue & Margin Reporting to understand and drive elements such as backlog, price, customer and product mix. + Conduct detailed analysis of revenue streams and their impact on operating profit. + Oversee the preparation and delivery of accurate and timely revenue and margin reports. + Provide variance analysis for performance versus history and versus targets. + Help evaluate financial investments in key areas such as Research & Development, Sales and Marketing. + Provide insights and recommendations based on financial reporting to support decision-making. **WHO YOU ARE (Qualifications)** **Essential** + BS Degree in Accounting, Finance or equivalent years of experience. + 5+ years with financial analysis experience, preferably with manufacturing/cost accounting experience. + Previous budgeting and forecasting experience as well as strong accounting skills for understanding the creation and flow of financial statements. + Proficient in Microsoft Office, with advanced knowledge of Excel. + Excellent verbal and written communication skills, including presentation skills. + Ability to communicate and explain complex financial issues to non-financial professionals and to interact well with all levels within the organization. + Knowledge of various reporting systems preferred (Hyperion, Business Intelligence Tools). + Highest standards of accuracy and precision; highly organized. + Articulate with excellent verbal and written communication skills. Comfortable presenting to Senior Leadership. + Ability to think creatively, highly driven and self-motivated. + Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity. + A demonstrated commitment to high professional ethical standards and a diverse workplace. + Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities **Preferable** + Experience in a global manufacturing environment. + Experience working within a financial planning tool, and ideally Hyperion. **Outcomes and Deliverables** **Deliverables** + Regular financial reporting aligned around the right KPIs for the product stacks. + Helpful insights and recommendations based on a review of the data. + Strong trust / linkage between data and the factory / entity centres. **Outcomes** + Clear visibility for financial metrics and other KPIs for the product stack teams. + Great decision making with product stacks to help work towards our strategic objectives. **Competencies** + Being Flexible & Adaptable - Actively learning through experimentation when tackling new problems, using both successes and failure as learning fodder. + Managing Execution - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. + Building Collaborative Relationships - Building partnerships and working collaboratively with other to meet shared objectives. The base compensation range for this position is $84,500 to $108,700 per annum. Your actual base salary will be determined based upon numerous factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity. \#LI-LP1 #LI-Remote #findyourpath #fuelyourpassion Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family, including medical, dental, vision, disability and life insurance. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions, and more. Vontier is here for all stages of life. We also offer paid time off up to 15 days each year, 12 paid holidays (including 2 floating holidays), and paid sick leave.* **Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Sick leave amount may vary based on state or local laws applicable to the applicant's geographic location. The Company reserves the right to modify this information at any time, subject to applicable law. **WHO IS GILBARCO VEEDER-ROOT** Gilbarco Veeder-Root, a Vontier company, is the worldwide technology leader for retail and commercial fueling operations, offering the broadest range of integrated solutions from the forecourt to the convenience store and head office. For over 150 years, Gilbarco has earned the trust of its customers by providing long-term partnership, uncompromising support, and proven reliability. Major product lines include fuel dispensers, tank gauges and fleet management systems. **WHO IS VONTIER** Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves - delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company's website at *************** . **At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.** Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future. Join our community of passionate people who work together to navigate challenges and seize opportunities. At Vontier, you are not on this journey alone-we are dedicated to equipping you with the tools and support needed to fuel your innovation, lead with impact, and thrive both personally and professionally. **Together, let's enable the way the world moves!** "Vontier companies are equal employment employers and evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, sexual orientation, gender identity or expression, and other characteristics protected by law."

Analyzes past and present financial data and estimated future revenues and expenditures of a complex nature. Collects, monitors, and studies complex financial data in order to recommend actions. Works closely with multiple teams and requires strong communication skills as well as experience in program finance. + Prepares monthly, quarterly, and annual bottoms-up cost and revenue forecasts at a project and organizational level. + Maintains rolling forecasts and quarterly outlook for large programs (typically over $10 Million in revenue) or smaller programs in cumulative over $10M. + Determines cost of large/complex program operations by establishing standard costs and collecting operational data. + Compares and analyzes program actual results versus plans and forecasts. + Prepares reports for monthly and quarterly reviews. + Prepares monthly subcontractor accruals and assists with accrual reconciliation. + Works with project managers and corporate finance to identify and correct program finance issues. Advises project managers on project performance. + Analyzes accounting and labor data that drives forecasting and reporting. + Assists program teams with financial reporting requirements to corporate. + Recommends actions by analyzing and interpreting data and making comparative analyses, and studying proposed changes in methods and materials. + Reviews program-related AP/AR invoices for accuracy. + Prepares presentation slide decks for program financial performance reporting. + Provides guidance and support for more junior team members. + Completes various special projects as assigned by finance leadership. **Minimum Qualifications** + Bachelor's Degree in Accounting, Finance, or related field of study. + 5-10 years of experience in Finance or Accounting **Other Job Specific Skills** + Proficient in Microsoft Excel & PowerPoint. + Advanced understanding of accrual accounting. + Advanced understanding of US GAAP. + Prior Costpoint and Cognos experience. + 3 or more years' experience in government contracting and finance/public accounting desired. + Excellent problem solving skills and the ability to think on one's feet. + Strong understanding of financial planning and strategy. + Strong understanding of revenue recognition and requirements analysis. + Ability to work in a fast paced, deadline oriented environment. + Ability to work well with others as well as independently with limited supervision **Compensation Ranges** Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees. **EEO Requirements** It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment. Physical Requirements The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions. **Disclaimer** The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. 80000 - 120000 EEO Requirements It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.

At Aspire Living & Learning, we don't just talk about making an impact, we live it. For more than 40 years, we've supported neurodiverse children and adults across New England and Maryland as they discover their passions, unlock their potential, and live more independently in their communities. Our person-centered services evolve with people's needs, from education and behavioral health to residential and community-based supports. We empower people to live lives shaped by their own interests, choices, and strengths. Join our collaborative, mission-driven team and bring your skills to work that makes a real difference every day. The Financial Analyst plays a key role in advancing Aspire's financial strength and mission impact. This position supports enterprise-wide financial planning, forecasting, and strategic decision-making through high-quality data analysis and modeling. As a member of the Financial Planning & Analysis (FP&A) team, the Financial Analyst partners with program, operations, and executive leaders to translate data into actionable insight, ensuring resources are aligned to support Aspire's vision and strategic priorities. What You Will Do: Financial Planning & Forecasting Oversee the budgeting process by maintaining templates, guiding budget holders on data and assumptions, validating submissions for accuracy, and developing executive-ready materials. Review financial results and update forecasts based on trends, run rates, and revised assumptions. Assist in developing multi-year financial projections to inform long-range planning and board reporting. Reporting & Analysis Conduct variance analysis to assess program and organizational financial performance. Analyze and present financial results to identify risks, opportunities, and performance drivers. Develop and automate financial reports and dashboards to deliver timely and accurate insights. Partner with Accounting and Operations to ensure data integrity across systems and reporting. Prepare presentations and materials for the CFO, Executive Team, and Board of Directors. Strategic Decision Support Build, maintain, and improve complex financial models to evaluate performance and inform decisions. Partner with operational leaders to evaluate service line performance and cost optimization opportunities. Provide analysis and modeling for strategic initiatives, M&A, real estate, and new program development. Support benchmarking and KPI development to measure and improve performance. Assist with financial assessment of grants, contracts, and investment opportunities. Continuous Improvement & Collaboration Identify and implement process improvements to enhance planning efficiency and accuracy. Support system enhancements and analytics initiatives within the Finance team. Serve as a thought partner to the Director of FP&A and CFO in advancing strategic finance capabilities. Promote collaboration and knowledge sharing within the Finance team. Our Ideal Candidate: Bachelor's degree in Finance, Accounting, Economics, or related field required. Minimum of 1 years of progressive experience or appropriate internship in FP&A, budgeting, or corporate finance; nonprofit or human services experience strongly preferred. Advanced Excel proficiency: experience with financial modeling and data visualization tools (Power BI, Tableau, UKG) preferred. Strong analytical mindset with exceptional attention to accuracy and detail. Able to clearly communicate financial information to non-financial audiences. Excellent organization, collaboration, and relationship-building skills. Ability to balance multiple priorities and meet deadlines. Aspire Living & Learning's Internal Mobility Policy ensures an equitable and efficient internal mobility system that aligns with the agency's commitment to professional development and growth. This policy fosters a culture of mobility within the organization, aiming to provide employees with opportunities for career advancement and fulfillment. Please reference the Internal Mobility Policy to review the process to be considered for other jobs at Aspire Living & Learning. Lateral Transfers: You do not need to submit an application at this time. You need to let your HR Partner know you're interested in being considered for the position. Your HR Partner will be the point of contact between you, your current manager, and your hiring manager. Promotions/ Cross-functional jobs: Please let your HR partner know you're interested in being considered for the position and they will confirm your eligibility to apply. Once you speak with your HR Partner, please submit an application. Below is the name and information of your HR Partners to be contacted prior to applying for a promotion or cross-functional opportunity. Connecticut (AS) employees: Heather Murphy, ****************** Connecticut (Child Services) employees: Wanetta Wilcher ******************* Maryland employees: Debbie Duran ***************** Massachusetts employees: Michelle Cutting ******************** New Hampshire employees: Michelle Cutting ******************** Vermont employees: Judy Stermer, ******************* Shared Services and Agency Leadership: Judy Stermer *******************

We're Hiring: Financial Advisor Guided Wealth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? Guided Wealth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish. Responsibilities Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals. Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward. Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations. Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends. Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services. Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market. Qualifications Minimum of five years' experience as a financial advisor. Hold Series 7, Series 66, and Life & Health licenses. CFP designation strongly preferred. Strong interpersonal and communication skills. Highly organized, detail-oriented, and proactive. Book of business preferred, but not required. Compensation & Benefits Initial base compensation range of $75,000 - to $100,000, commensurate with experience. Exempt status Variable compensation based on performance. Comprehensive benefits package, including PTO and paid holidays. 401(k) plan with employer match. Professional development opportunities and practice-provided resources to help grow your client base. How to Apply If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives. Equal Opportunity Employer Guided Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

Burlington, Vermont, United States of America **Hours:** 40 **Pay Details:** $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a MA Planning Experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + 4-year degree required or equivalent work experience + 2+ years of selling investments & providing financial planning with a track record of success + In-depth knowledge of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule + Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development techniques, products, services and overall industry. + Proven ability to achieve sales goals + Proficient with retail and small business banking + Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time + Driver's License required **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of others **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.