Finance consultant jobs in Wenatchee, WA - 1,036 jobs
All
Finance Consultant
Finance Advisor
Finance Internship
Finance Specialist
Finance Analyst
Lead Finance Analyst
Acquisition Analyst
Investment Banking Analyst
Investment Banking Associate
Senior Finance Analyst
Consultant
Corporate Finance Analyst
Equity Analyst
Catia/ CAA Consultant
Russell Tobin 4.1
Finance consultant job in Seattle, WA
- Catia/ CAA
rate-$64/hr
Job descriptions:
6+ Years in CAA development Must Have Technical/Functional Skills
• Strong knowledge & Experience in CATIA CAA (Component Application Architecture), Webservices, API.
• CAA Automation skills of CATIA and ENOVIA.
• Experience in GUI Development using CAA V5.
• Good mechanical design knowledge is an advantage Roles & Responsibilities
• Develop and expose new APIs in CATIA and ENOVIA V5 using CAA V5.
• Ensure adherence to architectural and technical standards.
• Ensure software quality, effectiveness, performance, and reliability.
• Participation in peer and formal reviews
Generic Managerial Skills, If any Key Words to search in Resume C++, CAA, CatiaV5Pre
$64 hourly 5d ago
Looking for a job?
Let Zippia find it for you.
Acquisitions Analyst
Timberlane Partners 4.1
Finance consultant job in Seattle, WA
WHO WE ARE
Founded in 2011, Timberlane Partners is a Seattle-based real estate investment, development, and asset management company specializing in multifamily real estate. Led by an experienced team, Timberlane has successfully acquired and developed over $1 billion of real estate assets throughout the West Coast and Mountain West. We pride ourselves on our disciplined, entrepreneurial approach, fostering long-term partnerships, and consistently delivering outstanding risk-adjusted returns.
ABOUT THIS POSITION
We are seeking an Acquisitions Analyst to join our Investments team and support the sourcing, underwriting, and execution of multifamily acquisitions across all of Timberlane's investable markets. The ideal candidate has strong analytical skills, multifamily experience (preferred), and thrives in a fast-moving, entrepreneurial environment. This role works closely with the Acquisitions team, Portfolio Management, Asset Management, and Capital Formation.
Job Title: Acquisitions Analyst
Job Type: Full-Time
Location: Seattle, WA (Hybrid - minimum 4 days/week in office)
Reports to: Managing Director, Acquisitions
Company: Timberlane Partners
PRIMARY RESPONSIBILITIES
Conduct market and submarket research across all Timberlane target markets, including rent trends, supply pipelines, capital flows, and competitive analysis.
Maintain acquisition pipelines, broker relationships, and market intelligence.
Underwrite multifamily acquisitions using Timberlane's underwriting templates, including sensitivity analyses and return modeling (IRR, MOIC, CoC, YoC).
Analyze historical financials, rent rolls, T-12s, CapEx; evaluate debt financing scenarios.
Prepare preliminary underwriting summaries and full investment committee memos.
Support Capital Formation with materials derived from underwriting and business plans.
Attend property tours and document physical, operational, and market observations.
Engage with brokers and owners; track on-market and off-market deal flow.
Assist with due diligence including lease audits, financial audits, environmental reports, title review, and market studies.
Coordinate cross-functional teams to meet timelines and diligence requirements.
Partner with Asset Management to validate operating assumptions and business plans.
Collaborate with Construction Management on value-add and renovation strategies and feasibility.
QUALIFICATIONS:
2-3 years of experience in multifamily (preferred) acquisitions, asset management, real estate finance, or investment banking.
Strong Excel skills with demonstrated financial modeling capability.
Familiarity with multifamily operations, underwriting dynamics, rent comps, and CapEx planning.
Highly organized with strong attention to detail and the ability to manage multiple deals simultaneously.
Excellent written and verbal communication skills, particularly in drafting investment materials.
Ability to operate in a fast-paced, entrepreneurial environment.
Self-starter with a collaborative mindset and ability to work cross-functionally.
COMPENSATION:
Full-time, salaried position, $90,000-$120,000 annually plus merit based annual discretionary bonus
Employer-paid premiums for medical, dental, and vision coverage
Health Care and Dependent Care Flexible Spending Accounts
Employer-paid life insurance
Long-term disability insurance
Employee Assistance Program
401(k) plan with employer-matched of up to 4%: 100% of the first 3% contributed, 50% of the next 2%
20 days of paid time off (PTO)
10 paid holidays
Professional development opportunities
APPLICATION PROCESS:
Please visit timberlanepartners.com/open-positions and click ‘Apply' - this will redirect you to the LinkedIn job posting to submit your resume.
Timberlane is committed to a diverse and inclusive staff. We are interested in hearing from people who can work with diverse communities. Candidates of all backgrounds are strongly encouraged to apply.
$67k-86k yearly est. 1d ago
Finance Analyst
Lamb Weston 4.4
Finance consultant job in Quincy, WA
Title: Finance AnalystLocation: Quincy, WA
You've probably enjoyed our fries without even knowing it! As a leading manufacturer in our industry, and public Fortune 500 company, we inspire and bring people together with foods they love and trust. Our customer base includes international food service providers, restaurants, and households in over 100 countries around the world.
A highly innovative global corporation with a start-up mindset, we empower every individual to make a genuine difference. You'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together.
If you have a strong drive for results, a desire to help us bring the world together through our fries, and are ready for a fresh challenge, we want to hear from you.
Summary
Collaborate with cross-functional business partners to provide business analytics and fact-based recommendations that will assist in delivering against the stated objectives. Specific tasks include annual operating plan, monthly forecasting, monthly close procedures and reporting and ad hoc projects.
Job Description
Act as a co-pilot for the business unit team
Comprehensive understanding of the various business drivers of the assigned business.
Participate in month-end/quarter-end close activities to ensure completion of assigned tasks, including ability to communicate key financial and business drivers, resolve risk and opportunities in a timely matter.
Provide specific, actionable and forward-looking commentary on monthly/quarterly forecasts.
Assist in the development of the annual business/strategic plan
Provide comprehensive financial analysis and models for various requests (product development, customer analysis, competitive analysis, pricing, etc.) and proactive recommendations to the sales team to make profitable business decisions and maximize top and bottom line growth
Constructively challenge and question various business decisions offering alternative recommendations.
Provide technical and process expertise working cross-functionally to improve processes and reporting within new systems
Provide ad-hoc analytical support to sales organizations and finance teams
Basic & Preferred Qualifications
Bachelor's degree in business/accounting/finance required
3+ years of professional experience in financial analysis and data management
Skills:
Knowledge of P&L management and generally accepted accounting principles
Demonstrate ability to analyze and assimilate relevant data into key financial recommendations.
Ability to present complex financial data using detailed reports and charts to both internal and external audience
Demonstrated successful interpersonal and communication skills (both verbal and written)
Strong ability to think logically and analytically, problem-solve, build consensus, and lead initiatives in an organized and efficient manner
Proficiency in MS Office applications (Word, Excel, PowerPoint, etc.).
Knowledge of SAP or other ERP software tools preferred.
Knowledge of applications such as Domo, Business Objects (or other BI), SQL and Salesforce preferred.
Demonstrate ability to manage multiple projects & work independently
Experience effectively working across multiple departments to complete a project or resolve an organizational challenge
Demonstrate ability to self-motivate and work under limited supervision in a fast paced environment, ability to deal with ambiguity, change and a dynamic business environment.
Industry-Competitive Benefits
Coupled with our compensation and bonus incentive programs, our benefits deliver rewards that are market competitive. Some of the most attractive elements of our benefit programs include:
Health Insurance Benefits - Medical, Dental, Vision
Flexible Spending Accounts for Health and Dependent Care, and Health Reimbursement Accounts
Well-being programs including companywide events and a wellness incentive program
Paid Time Off
Financial Wellness - Industry leading 401(k) plan with generous company contributions, Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and Accident insurance
Family-Friendly Employee events
Employee Assistance Program services - mental health and other concierge type services
Benefits may vary based on location, job role/level, job status, and/or the terms of any applicable collective bargaining agreements.
Job Requisition ID: Req-259521Time Type: Full time The anticipated close date is a good faith estimate for when this job will be closed. Some jobs may be unposted or filled earlier or later than the Anticipated Close Date depending on interview processes and business needs. Anticipated Close Date: 02/15/2026In compliance with applicable state and local laws, Lamb Weston has opted to include a reasonable estimate of the compensation for this role. This compensation is specific to this position and takes into account a number of variables. Actual compensation may be higher or lower in the range posted based on various factors, including, but not limited to, job duties, experience and expertise. A candidate's work location could also impact the actual compensation being outside of the range to reflect local cost of labor. A reasonable annual estimate of the range for this role based on the variables previously mentioned is: $69,500.00 - $104,240.00
Lamb Weston is an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status or any other protected factor under federal, state or local law
$69.5k-104.2k yearly Auto-Apply 14d ago
Investment Banking Analyst
Meridian LLC 4.6
Finance consultant job in Seattle, WA
FIRM DESCRIPTION
Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal.
POSITION SUMMARY
An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Meridian's structure gives team members the opportunity to work closely with senior bankers and interact directly with clients to develop key analytical, communication, and sales skills. The Analyst will participate in all aspects of the transaction process, including industry and company research, creating and analyzing financial models, due diligence, deal materials preparation, and deal marketing. Candidates should be top performers who are willing to work hard in a fast moving, unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
ESSENTIAL FUNCTIONS
Conduct financial analysis, including building detailed financial models and performing valuation analyses
Prepare presentation materials, pitch books, and transaction-related documents
Manage due diligence processes and market research activities
Support the execution of transactions by coordinating with clients, legal teams, and other stakeholders
Monitor industry trends, regulatory developments, and market conditions
Contribute to client meetings and presentations alongside senior bankers
Develop a deep understanding of our clients' businesses and strategic objectives
Identify, research, and analyze M&A and financing opportunities
Perform in-depth company and industry research
Support senior bankers and manage day-to-day execution of M&A and financing transactions
Cultivate industry expertise to support long term business development initiatives
Interview, train, and manage junior resources (Analysts and Interns)
MINIMUM QUALIFICATIONS
BA degree in Accounting, Business Administration, Economics, or Finance with a strong academic track record
Prior internship or work experience in investment banking, corporate finance, or related areas
Proficiency in financial modeling and valuation techniques
Extensive knowledge of accounting, corporate finance, and financial modeling
Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
Excellent listening, interpersonal, written, and verbal communication skills with the ability to distill complex information into clear and concise presentations
Strong critical thinking, attention to detail, and proactive problem solving skills
Highly proficient in SharePoint applications, Excel, and PowerPoint
Ability to thrive in a fast-paced, team-oriented environment and manage multiple priorities effectively
Enthusiasm for learning and a proactive attitude towards professional development
PREFERRED QUALIFICATIONS
FINRA Series 63 and 79
COMPENSATION AND BENEFITS
Base salary range: $80,000 - $105,000 DOE; Total compensation (including individual and performance bonus): $80,000 to $180,000.
Meridian Capital offers comprehensive benefits including but not limited to employee rewards, health care (medical/dental/vision), retirement benefits with employer match, paid time off, paid holidays, parental leave, transportation stipend, wellness stipend, and other fringe benefits.
Meridian Capital is committed to a diverse and inclusive workplace. We are an equal opportunity employer (EEO) and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity or expression, genetic information, sexual orientation, protected veteran status, disability, age, caste, or other legally protected status. In addition to federal law requirements, Meridian Capital complies with applicable state and local laws governing nondiscrimination in employment at each location the firm has offices.
$80k-180k yearly 55d ago
Private Equity Analyst
Longeron
Finance consultant job in Kirkland, WA
Longeron is looking to acquire and operate one successful Pacific Northwest business Founder Lawrence Litchfield has a passion for small business and is looking for an owner who is seeking a way to responsibly transition out of their company and protect their legacy
Longeron includes an advisory group with both capital and expertise to support the future success of the business
Job Description
Seeking 2-4 highly motivated analysts to assist in the sourcing and evaluation of potential acquisitions. This is ideal for students or graduates who want to pursue careers in private equity, investment banking or consulting. While this internship is unpaid, we will provide letters of recommendation, introductions and opportunities to learn key financial valuation tools.
Responsibilities
This job will be demanding and we ask that you only apply once you clearly understand the scope.
Deal Sourcing (60%)
The goal is to generate as many qualified potential acquisition targets as possible in a given industry. This will require hard work and creativity utilizing databases, research reports, cold calling local chambers of commerce, among other sources. Once identified, information will need to be collected on the given target and organized in our internal database.
A target will be considered qualified if it meets our ‘good business' criteria. We will work together to determine what meets the Longeron threshold and strategize the best way to engage with the given company.
Tasks include cold calling companies, drafting letters to business owners, managing our internal database, logging contact history, company and industry research and idea generation.
Deal Evaluation (40%)
Once a deal becomes active and owners are engaged in a potential sale process, we will work on a number of important tasks including; drafting offer letters, financial modeling and benchmarking, preparing deal summaries for investors, due diligence and coordinating with professional accounting and legal firms.
Ideally candidates can work full-time but at a minimum we are looking for a 30 hour per week commitment. We work out of an office in downtown Kirkland accessible by the Kirkland Transit Center from 9am-6pm. Given the amount of time we will invest in the given candidate, we ask for at least a 4 month tenure.
Qualifications
Hard working individual that is willing to do everything from database management to financial modeling
Motivated to work in finance
Strong oral and written communication skills
Detail oriented person with a high quality standard
Comfortable working in a team and independently
Comfortable with Microsoft Excel
Additional Information
All your information will be kept confidential according to EEO guidelines.
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC.
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role.
A well-rounded academic background from a top tier educational institution.
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
$88k-140k yearly est. Auto-Apply 60d+ ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Washington DC Industrials
HL Group 4.4
Finance consultant job in Washington
Business Unit:
Corporate Finance
Industry:
Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
*Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
Possess basic knowledge of and a keen interest in finance
Excellent verbal and written communication skills
Strong work ethic and leadership skills
Preferred Qualifications
A fundamental understanding of valuation theory, methodologies, and applications
Strong analytical and computer skills (Excel)
Ability to work cooperatively with all levels of staff
Application Requirement
To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
$110k yearly Auto-Apply 43d ago
Financial Advisor - Tri Cities WA
Corebridgefinancial
Finance consultant job in Wenatchee, WA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-CBF
#LI-KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$45k-83k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Thrivent Financial for Lutherans 4.4
Finance consultant job in Wenatchee, WA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$39k-62k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Tacoma, WA
Country Financial 4.4
Finance consultant job in Tacoma, WA
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered FinancialConsultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$65k-95k yearly est. Auto-Apply 60d+ ago
Senior Financial Analyst
Grant Pud 3.8
Finance consultant job in Ephrata, WA
Closing Date to Apply: Open Until Filled
Salary: $97,323.20 to $156,707.20
Typically, selected candidates are hired at a salary rate between the minimum and midpoint of the range.
Benefits: This link below will provide you with Grant PUD's benefits that may be available if hired. Different employee types are eligible for different benefits.
Grant PUD - Unified Insurance Program (uip-wa.org)
Position Summary
Provides advanced financial forecasting, debt analysis, and scenario modeling that integrate O&M, capital, and revenues into comprehensive enterprise forecasts. This role serves as a bridge between transactional reporting and enterprise decision support, enabling leadership to evaluate risks, opportunities, and long term financial impacts.
Executes and manages analytical and modeling efforts, collaborating across departments to provide high quality, innovative resources consulting to leadership throughout the organization. This position also engages with employees, customers, stakeholders, and the PUD Commission to understand and balance long term resources interests.
Essential Functions
Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:
Coordinate Utility activities in the areas of planning, analyzing, and executing Utility debt, provides clear and concise economic analysis support across Utility projects and initiatives allowing decision making for future capital funding plans.
Knowledge and ability to model public and private use provisions of debt and understand impacts from business operation decisions; familiar with various debt structuring options; management of Utility debt portfolio, which includes variable and fixed rate debt, and internal financing options. Works closely with Treasury Operations Manager on direction of financing activities.
Refines and administers the Grant PUD's cash flow and budget collaboration process; provides cohesion and problem solving for cash flow and debt analysis processes; coordinates with groups in Grant PUD to update cash flow.
Manage large portfolios of debt and transactional volume requiring comprehensive knowledge of treasury accounting and related systems; engage with Utility decision makers and provide analysis of financial state. Support Treasury with debt amortization and issuance analysis integrated into forecasts.
Solves financial forecast for outcomes on specific variables, run scenarios on multiple model inputs and analyze options to most efficiently achieve Grant PUD metric targets.
Forecasts key metrics for Senior Management ensuring they can see the effects of their decisions; understands impact of work as management relies on output to drive strategy and decisions; coordinates with all Grant PUD initiative and process owners that control the metrics being measured to ensure accurate analysis and forecasting; builds and consistently updates monthly forecasting and budget to actuals, incorporates intra-year updates to enable more accurate year-end financial analysis and decision making for Senior Management.
Extensively researches and builds reliable distributions around as many financial forecast variables as possible; operates stochastic forecasting through the financial forecast to deliver probabilistic forecasts for Senior Management; provides a definitive and powerful analysis and business planning tool to account for risks and opportunities within the model.
Provide mentorship and coaching to junior analysts by reviewing their work, offering constructive feedback, and sharing best practices, while also leading and contributing to continuous process improvements that enhance forecasting accuracy, efficiency, and overall team effectiveness; additionally, play an active role in strengthening organizational financial literacy by helping colleagues and business units better understand financial results, drivers, and implications for decision-making.
In this position, if needed to operate a GPUD vehicle for business purposes, please refer to the Vehicle/Asset Usage Policy, IS-TA-POL-001.
Demonstrated commitment to Grant PUD's mission, vision, values, strategic plan, and Grant PUD/IBEW Local 77 Code of Excellence. The incumbent should be familiar with these organizational priorities and behave in a way that aligns with these expectations.
Understand and adhere to compliance requirements for this position that may include laws, regulations, security guidelines, Grant PUD policies & procedures.
Actively participate in all aspects of our safety program, including but not limited to:
o Following all safety policies and procedures;
o Alerting supervisors and coworkers to unsafe or hazardous working conditions;
o Reporting any safety incidents or close calls within 24 hours to your supervisor; and
o Accepting feedback from supervisors and coworkers regarding your own safety performance.
Required Qualifications: (Education and Experience, License, and/or Certification)
Bachelor's degree in Finance, Accounting, Economics or related field OR 2 additional years of relevant experience in lieu of degree.
Five (5) years of experience in an analytical role in a utility setting or equivalent experience.
Preferred Qualifications: (Education and Experience, License, and/or Certification)
Master's degree in Economics, Accounting, Finance, Business Administration, Science or related field.
Professional certifications such as CPA, CFA, CTP
Other knowledge, Skills, and Abilities
Knowledge of: Federal and State rules and guidelines; cash flow analysis and forecasting; organizational policies and procedures; department policies and procedures; municipal bond knowledge and structuring.
Skill in: Financial modeling, statistical analysis, and economics; cash flow analysis and forecasting; handling large amounts of data; balancing and accuracy in accounting; operating a personal computer and general office equipment; interpersonal and presentation skills including clear and concise communication both in writing and verbally.
Physical Requirements
Position may be eligible for hybrid work arrangement: âYes âNo
Majority of work is performed in a standard office setting.
o Will perform work onsite at the locations of the assigned Business Units
Typical shift of employees in this position: â8 hours â9 hours â10 hours â12 hours
For a full list of requirements, the applicant/incumbent should refer to the Physical Capacity Evaluation (PCE).
The statements contained herein reflect general details as necessary to describe the principal functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas.
$97.3k-156.7k yearly 60d+ ago
Financial Advisor
Ameriprise 4.5
Finance consultant job in Bellevue, WA
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $54,100 - $76,190/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$54.1k-76.2k yearly Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Olympia, WA
**_What Financial Planning & Analysis 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.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**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:** 1/21/2026 *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.
_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 (***************************************************************************************************************************
$80.9k-115.5k yearly 11d ago
Financial Services Intern
Tacoma Community College 3.9
Finance consultant job in Tacoma, WA
Who We Are is for currently enrolled TCC students only. If not currently enrolled as a college student please apply to the other listed positions and/or pools available on the TCC jobs/employment portal, thank you. * This recruitment is to establish an applicant pool for future vacancies. Individuals will be contacted as vacancies occur.
Tacoma Community College is a public two-year institution that serves a diverse population of approximately 14,000 students. We embrace our identity as a community college and strongly encourage applications from candidates who recognize and honor the important role that equity, diversity, and inclusion brings to an educational community. Our stated mission is to create meaningful and relevant learning, inspire greater equity, and celebrate success in our lives and in our communities. We are recognized nationally as an, Achieving the Dream "leader college" and our faculty are engaged in innovative work to improve student retention and program completion. According to the Community College Survey of Student Engagement, TCC ranks high on measures of active learning and academic challenge, thanks to our creative and scholarly faculty. We seek to recruit and retain a workforce that:
* Reflects the diversity of our community.
* Values intellectual curiosity and innovative teaching.
* Is attracted by the campus mission promoting equitable access to educational opportunities.
* Cares about student success and collaborates on strategies to facilitate success for underrepresented populations.
* Welcomes difference and models respectful interaction with others.
* Engages effectively with the community both within and outside of TCC.
Regional Setting
For information on Tacoma and the surrounding area: ************************************************
Position Overview
The Financial Services intern will assist the Financial Services office with the essential functions listed below. This internship works on a quarter-by-quarter basis.
Essential Functions
FINANCIAL SERVICES
* Learn about the General Ledger
* Learn how to prepare and review pivot tables with large amounts of data.
* Learn to analyze financial data.
* Learn about the Budget Process:
* Learn to correct/process budget errors and budget transfers
* Investigate budget issues
* Help the College community with budget questions
* Learn the Capital Projects Accounting Process
* Verify invoices
* Learn how to Prepare/analyze invoice reconciliations
* Learn how to prepare Capital draw documentation
Qualifications
Duties of the position required experience:
* Ability to use a computer; including Word Processing, Excel, PowerPoint, internet research, and email;
Required conditions of employment:
* Successful completion of a criminal history background check.
* Must be a current TCC student.
* Ability to follow oral instructions.
* Ability to get along well with others
Duties of the position require knowledge, skills and abilities:
* Ability to use Microsoft Word, Excel, PowerPoint, internet web browser, and email
* Ability to proactively build positive relationships, foster team unity at all levels of the college, and strive for positive interactions with individuals across the campus;
* Ability to work as part of a team and independently;
* An appreciation of diversity and the benefits of a commitment to cultural awareness and sensitivity in the workplace;
* Ability to establish and maintain positive and collaborative working relationships with students, colleagues, and staff;
* Engaging in critical self-reflection and growth; openness to feedback, change, and professional development;
* Ability to accept personal responsibility for the quality and timeliness of work, ability to learn from mistakes, and be proactive with identifying solutions to prevent future issues. Able to be relied upon to achieve excellent results with little need for oversight.
* Skill in building and maintaining internal and external customer satisfaction;
* Excellent customer service skills; including establishing, building and maintaining internal/external customer satisfaction.
* Identify and understand issues, challenges, and learning opportunities; be proactive and strategic with solutions;
* Ethics, integrity, and sound professional judgment;
* Communicate promptly and responsively to the needs of the department and college community; including communicating with supervisor, end customer and customer's manager about work order status.
* Maintain established standards of work, customer response and professional conduct in performance of the position duties;
* An understanding and willingness to follow applicable laws, regulations and other standards to establish and/or maintain a safe work environment.
* Ability to analyze and resolve problems.
Application Process
Application Materials
Complete application packages must include the following:
* Tacoma Community College online application.
* Resume.
Terms of Employment
These part-time student hourly positions are bound by the WAC 357-04-045provisions above. Scheduled to work up 16 hours per week and on a quarter-by-quarter basis. The facilities position work locations are the TCC main campus and Gig Harbor Campus. The salary is $20.00-$20.00 per hour. TCC Part-time hourly and student employees including work study students, willaccrueone hour of paid sick leave for every 40 hours worked. Hourly non-student employeesmay be applicable for comprehensive health care benefits package for you and your dependents includes medical, dental and vision insurance. Life and long- term disability insurance plansand retirement benefits are also provided. For more information, please visit our employment page/employment benefits:******************************************
Tacoma Community College values diversity and is an Equal Opportunity Employer and Educator. Tacoma Community College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, age, disability, genetic information, sex, sexual orientation, marital status, creed, religion, or status as a veteran of war. Prohibited sex discrimination includes sexual harassment (unwelcome sexual conduct of various types). Provides reasonable accommodations for qualified students, employees, and applicants with disabilities in accordance with the Americans with Disabilities Act and Federal Rehabilitation Act. The following persons have been designated to handle inquiries regarding non-discrimination policies: Stephen Smith, Title VII and Title IX, Building 14, ************; Kathryn Held, Section 504 Officer, Student Affairs Administration Office at ************. This recruitment announcement does not reflect the entire job description and can be changed and or modified without notice.
Tacoma Community College
Human Resources
6501 S 19th St Bldg. 14, Tacoma WA 98466
*********************************
$20-20 hourly 24d ago
Corporate - Restructuring & Special Situations Finance
Evans Hiring Partners
Finance consultant job in Washington
Job Description: Corporate - Restructuring & Special Situations Finance
Am Law 100 Firm is a leading international law firm with over 1,900 lawyers across 21 offices globally. Our teams are dedicated to crafting and deploying innovative legal strategies tailored to meet the complexities and high-stakes nature of each matter. We pride ourselves on establishing deep partnerships with clients that empower them to confront formidable challenges and thrive during unprecedented times.
Job Responsibilities:
Provide strategic legal advice and support related to restructuring and special situations finance.
Analyze and assess complex financial transactions, including mergers, acquisitions, and bankruptcies.
Assist in the development and implementation of restructuring strategies for clients facing financial distress.
Draft and negotiate legal documents pertinent to corporate finance transactions.
Conduct in-depth due diligence to identify potential risks and opportunities in restructuring scenarios.
Collaborate with cross-functional teams and external stakeholders to drive successful outcomes for clients.
Stay informed on industry trends, regulatory changes, and market conditions that affect corporate finance.
Mentor and guide junior team members, fostering their professional growth in the field.
Essential Qualifications:
Jurisdictions admission and a strong academic background from an accredited law school.
At least 5-9 years of experience in corporate restructuring and finance.
Proven track record of handling complex financial transactions and restructuring cases.
Exceptional analytical, negotiation, and communication skills.
Strong organizational skills and the ability to manage multiple projects simultaneously.
A commitment to maintaining the highest ethical standards and professional integrity.
Desired Experience:
Experience in a prestigious law firm or financial institution focusing on corporate finance.
Familiarity with U.S. bankruptcy laws and relevant regulatory frameworks.
Previous involvement in high-stakes negotiations and legal strategies in restructuring contexts.
Understanding of the intricacies of special situations finance and related transactions.
Salary & Benefits:
The annual salary for this role ranges from $365,000 to $435,000, commensurate with experience.Firm is offers a competitive benefits package that includes health, dental, and vision insurance, retirement plans, generous paid time off, and opportunities for professional development and advancement.
Location:
Washington, D.C., United States
If you are an experienced professional looking to make an impact in a dynamic and challenging environment, we encourage you to apply and join our exceptional team.
$63k-94k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Bellevue, WA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 30d ago
Patient Financial Specialist - Full Time (40 hours/week)
Kittitas Valley Healthcare 4.3
Finance consultant job in Ellensburg, WA
KVH is an integrated healthcare delivery system that includes 24-hour emergency care, inpatient, and outpatient hospital services through KVH Hospital. Clinics and services provided include family medicine, internal medicine, a geriatric nurse practitioner program, home health and hospice, physical therapy, orthopedics, general surgery, pediatrics, women's health, and urgent care.
Kittitas Valley Healthcare expects all employees to uphold our Vision & Mission. The KVH Vision, Mission & Guiding Principles can be found at ***********************************************
KVH puts ‘employee care' high on the priority list, with health benefits like low cost medical, dental, and vision insurance and a robust employee wellness program. KVH offers company contribution toward your choice of medical, dental, and vision insurance coverage, including coverage available for spouses/ domestic partners, and dependent children. KVH believes that continuing education is critical to our mission and vision. We have implemented many educational programs such as the Medical Assistant Apprenticeship program and certification pay to encourage continuing education. We want our employees to know they are valued. One of the ways we show this is by quickly vesting employees, making them pension eligible after just one year of part-time status. To view more details about the comprehensive benefits package we offer to eligible employees visit our website -
Benefits - KV Healthcare
********************
Job Description
Responsible for billing all insurance and private pay accounts. Make financial arrangements on all account balances. Provide accurate documentation on patient files. Responsible for collection of accounts receivable.
Qualifications
What is required...
High School Diploma or GED
One year patient account billing
Knowledge of insurance verification and authorization fundamentals
What is preferred...
Certified coder
Additional Information
Wage: Wage range starts at $21.42/hour and goes up to $32.47/hour. Actual wage will be based on years of applicable experience.This position may also qualify for an additional 15% in lieu of benefits.
FTE: 1.0 (40 hours/week)
Schedule: Monday through Friday, 8:00a-4:30p
Benefits: This position is benefits eligible
Union Status: This is a non-union covered position
$21.4-32.5 hourly 41d ago
Financial Aid Coaching Specialist
Central Washington University 3.8
Finance consultant job in Ellensburg, WA
Central Washington University is recruiting a Financial Aid Coaching Specialist to join our Student Financial Services team in Ellensburg, Washington. This role is an important member of our team as they enhance the vision for the University. The role is a campus-based position, which means you get to see the lives you are impacting. We're offering a salary, depending on experience, from $41,184 - $46,675 annually plus the awesome CWU benefits.
Who we are:
We are a team of individuals committed to Changing Students' Lives. No matter what job, each of us plays a part in supporting and empowering our students to fulfill their dreams.
Working in higher education provides career growth and career choice. Think of a university campus like a mini city, operating across 380 acres. You'll find diverse academics, libraries, athletics and sporting events, full service and quick serve dining, conferences and events from small to large, recreation centers, housing, health services, police and public safety for the campus population of ~10,000 students.
Central Washington University has been named a Fulbright U.S. Scholar Program Top Producing Institution for the 2022-2023 academic year. In addition, for the seventh time in eight years, CWU is a recipient of the prestigious Higher Education Excellence in Diversity (HEED) Award from INSIGHT Into Diversity magazine. RentCafe has also named CWU #13 of the Top 20 Best College Towns in the U.S. in 2025.
Come join us on our journey to encourage, inspire, and create spaces where all identities thrive on campus.
Tour our campus in Ellensburg here. ***********************************
What we offer:
Our investment in you begins the day you join our team, a healthy and successful future for you is important to us. We offer medical, dental, life and disability insurance, retirement and optional savings plans, tuition assistance for you and your dependents, discounts across town, an employee assistance program for individualized counseling, and a wellness incentive program. Learn more: Benefits, Perks, and Leave and Total Rewards Calculator.
The Role:
In support of recruitment and retention efforts, the Financial Aid Coaching Specialist has conversations with students, parents, high school staff, transfer institutions, and Admissions staff about financing higher education. Works with high school staff, community college staff, and local community organizations to develop and implement college workshops and seminars on financing higher education, including financial aid and scholarship application nights. Assesses and assists student progress toward financial aid application completion with follow up, encouragement, and coaching. Support Student's First center with in-person student service and collaboration with enrollment management. All employees are expected to uphold and contribute to CWU's vision, mission, and values, fostering a culture of student success and institutional excellence.
Job Duties
Financial Recruitment/Outreach:
* Serve as point of contact for students, parents, and high school and college staff to answer questions pertaining to the financing of higher education
* Prepare and give presentations regarding financial aid and scholarship opportunities in the public schools and community organizations
* Disseminate college admissions and financial aid information at informational booths, college fairs, and job fairs with established target communities and high schools within assigned geographical area
* Identify and/or help develop tools to demonstrate the value of higher education related to career options and earning potential
* Work with Admission counselors to develop targeted college financing and scholarship workshops
* Develop and nurture relationships with high school counselors
* Work with high school staff to schedule delivery of information about the value of higher education and financing options for college education
* Develop and send communications to students in different stages of the higher education aid application process
Application Assistance:
* Encourage and assist individuals with financial aid, admissions, and scholarship completion process serving out Student's First Center initiatives.
* Explain the importance of the application process
* Demonstrate how to identify required documents
* Explain institutional document requests
* Support completion and submission of required documents
* Ensure students have support to progress toward application completion
* Make appropriate referrals for additional student support as needed
* Interpret and explain financial aid offers in relation to institutional estimated costs of attendance
Analysis/Collaboration:
* Contribute to university outreach and aid application completion initiatives
* Collect, retain, and analyze aid offers and other recruiting materials
* Work with college and high school staff to develop and implement best practices related to financial aid application and scholarship completion
* Perform other duties as assigned
Minimum Qualifications
* Demonstrated expertise in public speaking and engagement
* Ability to independently generate and foster lasting relationships in support of higher education
* Experience interpreting, explaining, and applying laws, regulations, and complex policies for multiple or highly specialized programs
* Valid Washington State Driver's license and ability to travel throughout assigned geographical area
* Demonstrated willingness and/or experience working with students and/or co-workers from a wide range of abilities, backgrounds and experiences
* OR applicable combination of education and/or experience which demonstrates the ability to perform the essential functions of the position
Preferred Qualifications
* Bi-lingual, preferably Spanish
* Comprehensive understanding of state and federal financial aid programs
* Customer Relationship Management (CRM) software familiarity
* Work experience in or exposure to post-secondary education
* Life experiences that demonstrate an ability to contribute to CWU's vision, mission, and values
* Demonstrated commitment to improving access to higher education for students in support of CWU's mission and vision through various activities
Competencies
* Accountability/Dependability: Accepts responsibility for quality of own work; acknowledges and corrects mistakes. Shows up on time, meets standards, deadlines, and work schedules.
* Judgement: Makes timely, informed decisions. Analyzes options and determines appropriate course of action.
* Teamwork: Promotes cooperation and mutual support to achieve goals. Encourages participation and mutual support.
* Adaptability/Flexibility: Responds positively to changing business needs and responsibilities. Adapts approach and methods to achieve results; recovers quickly from setbacks and finds alternatives.
* Commitment to Belonging: Values the uniqueness of every individual and fosters an environment where everyone feels respected and empowered to thrive.
Don't meet every single requirement? At CWU, we're committed to creating a welcoming and genuine workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification, we still encourage you to apply. This could be the opportunity you're looking for!
Pay, Benefits, & Work Schedule
Salary: This position has a minimum annual salary of $41,184 and maximum annual salary of $57,658. Tier 1: $41,184 - $46,675 (Expected hiring range): Considered fair value for a newly hired employee meeting the basic requirements of the job, and those who are new to the role. Tier 2: $46,675 - $52,167 (Potentially considered hiring range): May be considered if a fully competent applicant has 3-5 years of experience in a similar role, and able to quickly assimilate and consistently meet or exceed performance expectations. Tier 3: $52,167 - $57,658 (Longevity range, not considered for hiring)
In accordance with RCW 49.58.110, the above salary reflects the full salary range for this position. Individual placement within the hiring range is based on the candidate's current experience, education, skills, and abilities related to the position.
Schedule/Appointment: Monday - Friday, 8:00am-5:00pm (1 hour lunch)
Working Conditions: Work is performed at the CWU Ellensburg campus, local high schools, community college campuses, and other public areas with frequent in-person and group interactions. It is essential to be able to remain at a desk/computer workstation for periods of time, perform extensive data entry, and other computer-related tasks. Some evening or weekend work along with extensive travel within assigned geographical area is required.
Benefits: CWU offers a comprehensive benefits package including medical and dental insurance, retirement and optional savings plans, life and disability insurance, along with vacation and sick leave plans depending on employment classification. For additional information please visit Benefits, Perks, and Leave and Total Rewards Calculator.
An employee of CWU may be eligible for the Public Service Loan Forgiveness Program if the employee has student loans. To learn more, visit: *********************************************************************************
How To Apply
To apply for this position, you must complete the on-line application and attach:
* A detailed cover letter clearly demonstrating how your education and experience: (a) meet the required (and, as applicable, preferred) qualifications, and (b) demonstrate the ability to perform the responsibilities as described by the posting;
* Resume including work history, education, training; and
* Contact information for three professional references.
Screening Begins: January 5, 2026
Priority will be given to applications received by the screening date. Incomplete applications may not be considered.
Contact Information
Name: Kelsey Haney
Title: Director of Financial Aid
Email: ********************
Phone: ************
Website: **************************************************************
Please contact Human Resources at ********** or ************ if you require technical assistance with the on-line application process.
Conditions of Employment
Background Check/Reference Check Process:
Prior to employment, final candidate(s) will be required to sign a Sexual Misconduct disclosure in pursuant to RCW 28B.112.080 and submit to a background check. All information obtained through background investigations will be strictly confidential and revealed only to those required to have access.
Notice to Prospective Employees:
Affirmative Action/Equal Opportunity Statement
Central Washington University is an EEO/AA/Title IX Institution. Central Washington University's policies and practices affirm and actively promote the rights of all individuals to equal opportunity in education and employment. Discrimination on the basis of race, color, creed, religion, national origin, sex, sexual orientation, gender identity and gender expression, age, marital status, disability, or status as a protected veteran is prohibited. The university provides an internal procedure for reporting discrimination and affords protection against retaliation for participating in the complaint process. Central Washington University complies with all applicable federal, state, and local laws, regulations, and executive orders including when soliciting bids and in the fulfillment of all contracts with governmental agencies. Direct related inquiries to Civil Rights Compliance, 202 Barge Hall, Ellensburg, WA 98926-7501; Telephone ************; or email ***********.
Reasonable Accommodations
Central Washington University provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact Human Resources at ********** or call ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Annual Security and Fire Safety Report (Clery Act)
For the Central Washington University Annual Security and Fire Safety Report (i.e. Clery Report) which includes statistics about reported crimes and information about campus security policies, available online here or call CWU Police and Parking Services at ************ for a paper copy.
$52.2k-57.7k yearly Easy Apply 23d ago
Junior Acquisitions Analyst
Timberlane Partners 4.1
Finance consultant job in Seattle, WA
WHO WE ARE
Founded in 2011, Timberlane Partners is a Seattle-based real estate investment, development, and asset management company specializing in multifamily real estate. Led by an experienced team, Timberlane has successfully acquired and developed over $1 billion of real estate assets throughout the West Coast and Mountain West. We pride ourselves on our disciplined, entrepreneurial approach, fostering long-term partnerships, and consistently delivering outstanding risk-adjusted returns.
ABOUT THIS POSITION
We are seeking a Junior Acquisitions Analyst to join our Investments team and support multifamily acquisitions across Timberlane's investable markets. This entry-level role is focused on research, data gathering, and preliminary analysis to assist senior team members in sourcing, underwriting, and evaluating opportunities. The Junior Acquisitions Analyst will work closely with the Acquisitions team, Portfolio Management, and Asset Management, providing support rather than leading deals.
Job Title: Junior Acquisitions Analyst
Job Type: Full-Time
Location: Seattle, WA (Hybrid - minimum 4 days/week in office)
Reports to: Managing Director, Acquisitions
Company: Timberlane Partners
PRIMARY RESPONSIBILITIES
Gather market and submarket data, including rent trends, supply pipelines, and competitor information.
Support acquisition pipeline management by updating trackers and maintaining records of brokers and opportunities.
Assist in preliminary underwriting using Timberlane templates (basic IRR, CoC, and sensitivity analysis under guidance).
Compile and organize financial documents (rent rolls, T-12s, CapEx reports) for senior team review.
Prepare draft summaries and reports for internal discussions and investment committee review.
Attend property tours to document observations for senior team members.
Support due diligence efforts (collecting reports, audits, and relevant documentation).
Coordinate with cross-functional teams to help ensure timelines and requirements are met.
Assist Asset and Construction Management teams by providing data and research support.
QUALIFICATIONS
Bachelor's degree in finance, real estate, economics, or a related field.
1-2 years of experience in real estate, investments, or finance; multifamily experience preferred but not required.
Strong organizational and analytical skills; proficiency in Excel.
Detail-oriented and able to manage multiple support tasks simultaneously.
Excellent written and verbal communication skills.
Collaborative, proactive, and eager to learn in a fast-paced environment.
COMPENSATION
Full-time, salaried position, $75,000-$90,000 annually plus merit based annual discretionary bonus
Employer-paid premiums for medical, dental, and vision coverage
Health Care and Dependent Care Flexible Spending Accounts
Employer-paid life insurance
Long-term disability insurance
Employee Assistance Program
401(k) plan with employer-matched of up to 4%: 100% of the first 3% contributed, 50% of the next 2%
20 days of paid time off (PTO)
10 paid holidays
Professional development opportunities
APPLICATION PROCESS
Please visit timberlanepartners.com/open-positions and click ‘Apply' - this will redirect you to the LinkedIn job posting to submit your resume.
Timberlane is committed to a diverse and inclusive staff. We are interested in hearing from people who can work with diverse communities. Candidates of all backgrounds are strongly encouraged to apply.
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
Bachelor's degree or equivalent experience required;
Recent experience working in the digital assets space
Knowledge of OFAC regulatory requirements;
Banking experience inclusive of knowledge on banking processes, products, and controls;
Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
Advanced problem solving and critical thinking skills;
Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
Proven experience and extensive familiarity working in a complex multi-national organization
How much does a finance consultant earn in Wenatchee, WA?
The average finance consultant in Wenatchee, WA earns between $62,000 and $139,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Wenatchee, WA