Operations Financial Analyst
Compensation & Benefits
Base Salary: $85,000-$100,000, depending on experience
Medical, Dental & Vision: Employer-paid for employees and dependents
401(k): 100% match on the first 3% contributed, then 50% match on the next 3%
Time Off: 15 days PTO + 7 paid holidays
About the Role
The Operations Financial Analyst is a key business partner to Operations and Project Management, responsible for analyzing financial performance across a portfolio of construction projects, developing and monitoring budgets, and delivering clear, actionable insights to both financial and non‑financial stakeholders. This role is especially critical as the organization moves through post-acquisition change and process improvements, helping to establish scalable reporting and forecasting routines.
Key Responsibilities
Project Financial Analysis: Review project budgets, expenses, forecasts, and profitability across a book of construction projects; identify trends and drivers to support decision‑making.
Budgeting & Forecasting: Develop and monitor budgets at the company and project levels; collaborate with Estimating and PMs to align assumptions and timelines.
Variance Analysis & Storytelling: Prepare and present variance analyses comparing expected vs. actuals; translate results into concise, business-friendly explanations for PMs and leadership.
Cross‑Functional Partnership: Work closely with Project Managers, Estimators, Accounting (GL/AP/AR/Payroll), and Operations to provide timely financial guidance and recommendations.
Process Improvement: Support and help lead ongoing process and reporting enhancements to increase accuracy, speed, and consistency (particularly during the transition to new processes).
Reporting & Tools: Build and refine reports/dashboards using Sage 300, Prophix, and Excel to drive visibility on cost, margin, cash flow, and schedule impacts.
Qualifications
Must‑Haves
3-5+ years of Finance and/or Accounting experience with a strong focus on project analysis and budgeting
Advanced Excel skills (pivot tables, VLOOKUP, and complex formulas)
Proven ability to distill complex financials into clear, actionable narratives for non‑financial audiences
Understanding of the construction project life cycle (bids/estimates, WIP, percent‑complete, change orders, close‑out)
Nice‑to‑Haves
Construction industry experience
Experience with Sage 300 and Prophix
Equal Opportunity
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other characteristic protected by law. We provide reasonable accommodations to individuals with disabilities throughout the recruitment process.
$85k-100k yearly 5d ago
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Finance Intern
MWH 4.6
Finance internship job in Stayton, OR
Job Description
MWH is a leading water and wastewater treatment-focused general contractor in the US with a rich history dating back to the 19th century. Fueled by the mission of Building a Better World, our teams are rapidly growing across the nation.
As a company committed to our team's well-being and growth, we offer a supportive work environment, opportunities for advancement, and the chance to contribute to a mission that shapes the future. Your expertise and ambition are valued here.
The work we do matters. The critical systems infrastructure we build changes lives, betters' communities, and improves ecosystems. If you're passionate about this, we want to hear from you!
About the Role
MWH a global leader in heavy civil construction of water and wastewater facilities, is seeking a Finance Intern to join our team in Broomfield, CO.
Essential Functions
Assist with accounts payable and receivable tasks.
Perform data entry and maintain accurate financial records.
Support financial reporting and analysis.
Help prepare financial statements and reports.
Assist in budgeting and forecasting processes.
Participate in financial audits.
Collaborate with team members on various finance projects.
Learn and utilize financial software and tools effectively.
Basic Qualifications
Pursuing a degree in Finance, Accounting, Economics, or related field.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel and basic accounting software.
Excellent attention to detail and organizational skills.
Ability to work independently and as part of a team.
Strong communication and interpersonal abilities.
Eagerness to learn and grow in the field of finance and construction.
Preferred Qualifications
Prior internship experience in the heavy construction industry.
Compensation
Hourly rate for this position will range between $20-26/hr depending on previous experience.
MWH Constructors
is a global project delivery company with a focus on water and wastewater infrastructure. With the ultimate goal of delivering maximum value to clients and their local communities, MWH Constructors provides single-source, integrated design and construction services and a full range of project delivery methods. Incorporating industry-leading preconstruction services and safety practices, the Company's multi-disciplined team of engineering and construction professionals delivers a wide range of projects, including new facilities, infrastructure improvement and expansion, and capital construction services.
Please note that all positions require pre-employment screening, including drug and background check, as a condition of employment.
Equal Opportunity Employer, including disabled and veterans.
#LI-SW1
#LI-Onsite
$20-26 hourly 3d ago
Finance Intern
Slayden
Finance internship job in Stayton, OR
MWH
is
a
leading
water
and
wastewater
treatment
focused
general
contractor
in
the
US
with
a
rich
history
dating
back
to
the
19th
century
Fueled
by
the
mission
of
Building
a
Better
World
our
teams
are
rapidly
growing
across
the
nation
As
a
company
committed
to
our
teams
well
being
and
growth
we
offer
a
supportive
work environment opportunities for advancement and the chance to contribute to a mission that shapes the future Your expertise and ambition are valued here The work we do matters The critical systems infrastructure we build changes lives betters communities and improves ecosystems If youre passionate about this we want to hear from you About the Role MWH a global leader in heavy civil construction of water and wastewater facilities is seeking a Finance Intern to join our team in Broomfield CO Essential Functions Assist with accounts payable and receivable tasks Perform data entry and maintain accurate financial records Support financial reporting and analysis Help prepare financial statements and reports Assist in budgeting and forecasting processes Participate in financial audits Collaborate with team members on various finance projects Learn and utilize financial software and tools effectively Basic Qualifications Pursuing a degree in Finance Accounting Economics or related field Strong analytical and problem solving skills Proficiency in Microsoft Excel and basic accounting software Excellent attention to detail and organizational skills Ability to work independently and as part of a team Strong communication and interpersonal abilities Eagerness to learn and grow in the field of finance and construction Preferred Qualifications Prior internship experience in the heavy construction industry Compensation Hourly rate for this position will range between 20 26hr depending on previous experience MWH Constructors is a global project delivery company with a focus on water and wastewater infrastructure With the ultimate goal of delivering maximum value to clients and their local communities MWH Constructors provides single source integrated design and construction services and a full range of project delivery methods Incorporating industry leading preconstruction services and safety practices the Companys multi disciplined team of engineering and construction professionals delivers a wide range of projects including new facilities infrastructure improvement and expansion and capital construction services Please note that all positions require pre employment screening including drug and background check as a condition of employment Equal Opportunity Employer including disabled and veterans LI SW1 LI Onsite
$29k-38k yearly est. 3d ago
Financial Advisor - Corvallis, OR
Country Financial 4.4
Finance internship job in Corvallis, OR
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 orfinancial 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 Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial 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.
$60k-91k yearly est. Auto-Apply 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance internship job in Eugene, OR
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 41d ago
Financial Advisor II
Baylor Scott & White Health 4.5
Finance internship job in Salem, OR
The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience.
**ESSENTIAL FUNCTIONS OF THE ROLE**
Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B
Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen.
Conducts finance training for BSWH personnel as directed.
Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis.
Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
**KEY SUCCESS FACTORS**
Healthcare finance experience (Particularly Hospital/Clinic Experience)
Experience in financial planning and Budgeting
Self-starter and able to work independently with minimal supervision
Strong analytical abilities and presentation skills
Intermediate to advanced excel skills
Experience with enterprise financial systems (Syntellis Axiom experience preferred)
Experience with data visualization software (Power BI experience preferred)
**BENEFITS** - Our competitive benefits package includes the following
Immediate eligibility for health and welfare benefits
401(k) savings plan with dollar-for-dollar match up to 5%
Tuition Reimbursement
PTO accrual beginning Day 1
_Note: Benefits may vary based upon position type and/or level_
**QUALIFICATIONS**
+ EDUCATION - Bachelors Degree
+ EXPERIENCE - 3 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$28k-75k yearly est. 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Salem, OR
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$51k-88k yearly est. Auto-Apply 19d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Salem, OR
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 42d ago
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
Thrivent Financial for Lutherans 4.4
Finance internship job in Salem, OR
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.
$36k-57k yearly est. Auto-Apply 11d ago
Financial Analyst
Matchstick
Finance internship job in Corvallis, OR
Job Description
The Organization:
For over 35 years, Stahlbush Island Farms has pioneered sustainable and organic farming practices in Corvallis, Oregon, in the heart of the Willamette Valley. We pride ourselves on a legacy of producing high-quality, sustainable foods from seed to finished product. With our commitment to the environment and our community, we produce annually and have a vibrant multicultural team of dedicated individuals.
The Position:
The Financial Analyst will join Stahlbush Island Farms' Finance team and play a critical role in financial planning, analysis, and decision support across the business. This role partners closely with Operations, Sales, and Accounting to provide insights into cost drivers, margins, and performance trends that support strategic and operational decision-making. This position is based in Corvallis, OR, and follows a five-day, in-office work model.
Responsibilities:
Support financial planning, forecasting, and budgeting processes, including monthly forecasts and annual budget development
Prepare and analyze monthly management reporting packages, including budget-to-actual variance analysis and trend identification
Provide a detailed financial analysis of COGS drivers, gross margin performance, and cost-saving opportunities
Conduct product, pricing, mix, and production variance analysis, delivering actionable insights to leadership
Partner cross-functionally with Operations, Sales, and Accounting to ensure alignment with financial targets and data accuracy
Support month-end close activities by providing financial data, variance explanations, and analytical backup as needed
Perform gross margin breakdowns (raw materials, labor, overhead) to identify variances and improvement opportunities
Assist with cash flow forecasting, working capital analysis, and inventory optimization initiatives
Build and maintain financial models, including scenario analysis and long-range (e.g., five-year) projections
Support financial evaluation of strategic initiatives such as capital investments, new product lines, or market expansion
Enhance and automate financial reporting tools using Excel, Power BI, ERP systems, and other analytical tools
Calculate and monitor key financial metrics and ratios, including inventory turnover, cost per unit, and margin analysis
Provide ad hoc analysis and reporting support for special projects and cross-functional initiatives
Qualifications:
Advanced Excel skills required; experience with ERP systems, macros, Power BI, and SQL a plus
Strong ability to interpret financial statements and translate data into business insights
Excellent analytical, problem-solving, and attention-to-detail skills
Demonstrated intellectual curiosity and desire to understand business operations
Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
Strong communication skills and ability to partner effectively across teams
Alignment with Stahlbush Island Farms' values, including integrity, accountability, teamwork, and continuous improvement
Salary & Benefits:
75k-100k
Health, Dental, and Vision insurance
Annual profit sharing
PTO
#IND1
$56k-85k yearly est. 29d ago
Financial Analyst
Consolidated Precision Products 4.1
Finance internship job in Albany, OR
If you would love to be part of a company that is poised for substantial growth with opportunities for advancement then CPP and its subsidiaries may be the right fit for you! We have multiple facilities (Selmet, Inc. and Pacific Cast Technologies, Inc. (PCT)) in Albany, OR and are a world class supplier of titanium components and castings for the aerospace industry. If you are selected to join our team you will enjoy benefits such as quarterly bonus, medical, dental, vision, 401(k), company paid life insurance, and other great benefits!
Description of Role
CPP Selmet is seeking a Financial Analyst who will support our business and manufacturing operations by providing information and insight into the organization's financial and manufacturing results by developing models and analysis from the data maintained within the organization's Enterprise Resource Planning (ERP) systems as well as various other information systems.
Additionally, the Financial Analyst performs various tasks to support the accounting department with maintaining the financial records of the organization and participates in the month-end closing and reporting processes. Such tasks can include, but are not limited to, creating and posting journal entries, generating supporting documentation and analysis, maintaining fixed asset records, and reconciling general ledger accounts.
Responsibilities
* Prepare and present recurring and ad-hoc reports, queries, BI, and analysis that support strategic decision-making by collecting, analyzing, and summarizing data and trends.
* Effectively communicate and interface with management and personnel from a variety of disciplines including division leadership, operations, sales, purchasing, shipping/receiving, and IT.
* Provide support for financial forecasting and target-setting by keeping various models up to date with latest results and projections and ensuring model calculations are operating as designed.
* Build and maintain dashboards using Power BI for KPIs and financial performance
* Maintain the integrity of part-level standard costs, earned hours, bills of material and production routings within the organization's ERP systems.
* Monitor and maintain work order and inventory records in the ERP. Participate in and support physical inventory counting processes.
* Prepare and post journal entries as directed with supporting documentation and analysis as appropriate.
* Assist in the preparation of the annual business plan, primarily focused on driving plan assumptions to the level of detail needed for reporting, analysis, and management.
* Apply continuous improvement principles to areas of responsibility to increase efficiency and accuracy and eliminate waste and re-work.
* Other projects and tasks as directed.
Required Skills and Experience
* Bachelor's degree in Accounting/Financeor a similar discipline or a minimum of 4 years of progressive experience in accounting in a manufacturing environment.
* Working knowledge of Infor ERP business software applications, preferably with Visual and Syteline.
* Familiarity with SQL Server, Power Query, and Power BI
* Advanced Microsoft Excel skills including pivot tables, lookups, and VBA.
* Very strong analytical ability, attention to detail, strong judgment, and problem analysis techniques.
* Experience with data mining, analysis, and reporting.
* Strong interpersonal skills--must be able to communicate effectively with personnel outside of accounting and work successfully on a team.
* Ability to solve complex systems problems quickly with fragmented technical guidance.
Consolidated Precision Products (CPP) is an industry-leading manufacturer of highly-engineered
components and sub-assemblies, supplying the commercial aerospace, military and industrial markets with small-to-large "function critical" products. CPP provides its customers with a "total solution" source, taking them from concept to finished product with one of the broadest and most diverse product offerings in the industry. More information about our company can be found at: ***********************
U.S. person status is required for this position in order to comply with the Arms Export Control and Export Administration Act. U.S. persons are U.S. citizens, legal permanent residents as defined by 8 U.S.C. 1101(a)(20) or protected individuals as defined by 8 U.S.C. 1324b(a)(3).
CPP Corporation is an Equal Opportunity Employer that recruits, hires, trains, and promotes employees in all job classifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, marital status, national origin, disability, veteran's status, or other legally protected status.
This is a non-management position
This is a full time position
$57k-93k yearly est. 60d+ ago
Financial Solutions Advisor- Williamette Valley
Bank of America 4.7
Finance internship job in Eugene, OR
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals orfinancial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)
Hours Per Week:
40
Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation.
Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice.
**Responsibilities:**
+ Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects.
+ Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time
+ Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions.
+ Configure the system to the customers' expectations and requirements
+ Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc.
+ Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative!
**Skills and Requirements:**
+ 1 year of work experience in an office environment, preferred.
+ Bachelor's degree or equivalent experience in Computer Science, Finance, or related field.
+ Passion for exceptional customer service.
+ Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations.
+ Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint
+ Travel to customer site, when needed.
**Why Choose Cognizant Workday practice?**
+ Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance.
+ Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance.
+ Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs.
+ Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion.
+ Committed to giving back to improve our communities and environmental impact.
+ Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses.
**Salary and Other Compensation**
Applications are accepted on an ongoing basis.
The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Location**
New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area.
**Work Authorization**
Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role.
**Disclaimer:**
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
_Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
$75k yearly 21d ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance internship job in Corvallis, OR
Job DescriptionAre you passionate about finance and ready to make a meaningful impact in the Food industry? Stahlbush is seeking a dynamic Finance professional to join our Finance team, driving financial planning and analysis. Additional Information: This role will observe a 5 day in office model and be based in Corvallis, OR.
Responsibilities
Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
Contribute to cross-functional projects, offering financial analysis support as needed
Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
Excellent ability to interpret financial statements
Excellent understanding of Accounting and Financial systems
Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
Able to identify improved methods of performing database management, and analysis
Strong analytical and problem-solving skills with excellent attention to detail
Intellectual curiosity and desire to learn about business
Minimum Qualifications
3-5+ years of progressive experience in FP&A, business finance, or operations finance
Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
Solid understanding of cost accounting, inventory flow, and financial KPIs
Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
Strong analytical, communication, and business partnering skills
Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.
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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 orfinancial 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 Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial 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.
$60k-90k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Salem, OR
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$51k-88k yearly est. Auto-Apply 13d ago
Financial Solutions Advisor- Williamette Valley
Bank of America Corporation 4.7
Finance internship job in Salem, OR
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals orfinancial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*
Shift:
1st shift (United States of America)
Hours Per Week:
40
$43k-61k yearly est. 43d ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance internship job in Corvallis, OR
Are you passionate about finance and ready to make a meaningful impact in the Food industry? Stahlbush is seeking a dynamic Finance professional to join our Finance team, driving financial planning and analysis. Additional Information: This role will observe a 5 day in office model and be based in Corvallis, OR.
Responsibilities
Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
Contribute to cross-functional projects, offering financial analysis support as needed
Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
Excellent ability to interpret financial statements
Excellent understanding of Accounting and Financial systems
Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
Able to identify improved methods of performing database management, and analysis
Strong analytical and problem-solving skills with excellent attention to detail
Intellectual curiosity and desire to learn about business
Minimum Qualifications
3-5+ years of progressive experience in FP&A, business finance, or operations finance
Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
Solid understanding of cost accounting, inventory flow, and financial KPIs
Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
Strong analytical, communication, and business partnering skills
Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.
$52k-71k yearly est. Auto-Apply 48d ago
Financial Advisor - Eugene, OR
Country Financial 4.4
Finance internship job in Eugene, OR
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 orfinancial 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 Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial 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.
How much does a finance internship earn in Albany, OR?
The average finance internship in Albany, OR earns between $26,000 and $43,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.