Finance internship jobs in Davis, CA

This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 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 Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 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. #LI-USFATA

at Wind River Finance Intern ABOUT WIND RIVER Wind River is a global leader in delivering software for mission-critical intelligent systems. For more than four decades, the company has been an innovator and pioneer, powering billions of systems that require the highest levels of security, safety, and reliability. Wind River helps customers across automotive, aerospace, defense, industrial, medical, and telecommunications industries solve complex technology challenges on their journey toward the new intelligent machine economy. The company's software powers generation after generation of the safest, most secure systems in the world. Examples include playing a key role in NASA space missions such as Artemis I, the James Webb Space Telescope, and multiple Mars rovers. We've achieved recent 5G milestones including the world's first successful 5G data session with Verizon and building one of the largest Open RAN networks in the world with Vodafone. The company has received industry recognition for its technology innovation and leadership, and for its workplace culture, including global Great Place to Work certification and being named a “Top Workplace” for ten consecutive years. If you want to be part of a unique culture where the lived experience is based on our cultural attributes of growth mindset, customer-focus, and diversity, equity, inclusion & belonging, come join us and help advance the future software defined world. YOUR ROLEWe are seeking a motivated Finance Intern to join our team for a hands-on learning experience in a dynamic corporate environment. This internship offers the opportunity to work closely with finance professionals, gain exposure to financial analysis, reporting, and business processes, and develop skills that will support your future career in finance. In your daily job you will: Assist with financial analysis, budgeting, and forecasting. Support the preparation of financial reports and presentations. Conduct research and data analysis to provide insights on financial trends. Collaborate with cross-functional teams to improve financial processes. Participate in audits, compliance activities, and other finance-related projects. Perform ad hoc tasks as assigned by the finance team. HOW YOU WILL CONTRIBUTE Key skills and competencies for succeeding in this role are: Pursuing a bachelor's degree in Finance, Economics, Business Administration, or other relevant field Assist with financial analysis, budgeting, and forecasting. Support the preparation of financial reports and presentations. Conduct research and data analysis to provide insights on financial trends. Collaborate with cross-functional teams to improve financial processes. Participate in audits, compliance activities, and other finance-related projects. Perform ad hoc tasks as assigned by the finance team. Assist with financial analysis, budgeting, and forecasting. Support the preparation of financial reports and presentations. Conduct research and data analysis to provide insights on financial trends. Collaborate with cross-functional teams to improve financial processes. Participate in audits, compliance activities, and other finance-related projects. Perform ad hoc tasks as assigned by the finance team. APPLICANT PRIVACY NOTICE: Your privacy is of the utmost importance to us. At Wind River, we strictly adhere to all applicable data privacy laws. Please review Wind River's Applicant Privacy Notice, which can be found here . “Wind River is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other characteristic protected by law” SECURITY CLEARANCE REQUIREMENTS Successful candidates must engage in a security clearance process in regard to their citizenship in order to perform fundamental job duties, as per applicable law. In particular, candidates with certain citizenship may not be able to perform such fundamental job duties. Currently, this includes citizens of the following countries: Belarus; Burma; China; Cuba; Iran; North Korea; Syria; Venezuela; Afghanistan; Cambodia; Central African Republic; Cyprus; Democratic Republic of Congo; Ethiopia; Eritrea; Haiti; Iraq; Lebanon; Libya; Russia; Somalia; South Sudan; Sudan; Zimbabwe. The security clearance process may take a significant amount of time to complete, and any offer of employment will be contingent on the candidate's legal ability to perform the fundamental job duties. Wind River is committed to meeting its obligations to candidates under applicable human rights law and privacy law in this regard.

**_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 (***************************************************************************************************************************

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.

At Point Quest Group we're champions for every student's potential. As the nation's premier provider of special education services, we proudly partner with over 360 school districts and charters, supporting thousands of students ages 3-22 each year. Whether it's through in-district specialized staff and services, our non-public schools, or our extended family of companies, we provide personalized educational, behavioral, and therapeutic support that helps students thrive not only academically, but also socially and emotionally. As we continue to grow and expand our reach, we're looking for a Financial Analyst Intern who will play a key role in supporting our financial decision-making. In this role, you'll assist in analyzing financial data, developing reports, and contributing insights that guide strategic planning. You'll collaborate closely with our finance team, learn best practices, and help drive initiatives that strengthen our financial operations-ensuring we have the clarity and insight needed to make a lasting difference in the lives of students. The Role As a Financial Analyst Intern, you'll play a meaningful role in supporting our finance team-contributing to day-to-day analysis while learning how financial insights shape organizational decisions. You'll assist with data extraction, data review, and reporting, gaining hands-on experience that helps strengthen our financial operations. The ideal candidate will be located in Sacramento, CA and able to work on a hybrid schedule. What You'll Do * Partner with finance and operational leaders to understand business objectives and support data-driven decision-making through targeted analyses. * Build and maintain financial models and reports in Excel, leveraging Power Pivot, Power Query, and advanced formulas to ensure accurate, scalable outputs. * Prepare clear, reliable reporting packages that highlight key metrics, trends, and variances for leadership and cross-functional teams. * Play an active role in forecasting and budgeting by validating data inputs and digging into drivers behind results. * Identify opportunities to streamline reporting processes through automation, improved data structures, and documented best practices.

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.

IntegratedResources, Inc is a premier staffing firm recognized as one of the tri-statesmost well-respected professional specialty firms. IRI has built its reputationon excellent service and integrity since its inception in 1996. Our missioncenters on delivering only the best quality talent, the first time and everytime. We provide quality resources in four specialty areas: InformationTechnology (IT), Clinical Research, Rehabilitation Therapy and Nursing. Designation:- Sr. Java/Spring Developer MOI:-Telephonic followed by face to face Location: Walnut Creek-CA Duration: 6+ Months (Contract, with possible extension) on W2 Job Description 8 years of IT experience in analysis, design, development, documentation, implementing and testing of software systems in Java, J2EE and Internet technologies. Spring Boot including real world experience working with NetFlix OSS Hysterix tech stack. Build automation tools and experience in CI/CD pipeline software such as Strong Knowledge on Application Development using Software Development Life Cycle SDLC using various methodologies like Waterfall, Agile/Scrum. Expertise in working with various J2EE technologies including Hibernate, Struts MVC Framework, Servlets, JSP,JNDI, JMS, JDBC, AJAX, WEB SERVICES and ANT. Strong experience in Spring Framework such as Spring MVC, IOC, AOP and Spring JDBC. Strong hands-on experience with Spring IO, Spring Boot with Thymeleaf. Experience in implementing Java EE design patterns such as MVC, Singleton, Session Facade, DAO, DTO, and Business Delegate in the development of Multi-Tier distributed Enterprise Applications. Good experience in developing Web Services SOAP, JAX-WS, WSDL . Experience in core Java-Multithreading, collections, Servlets and JDBC. Experience in Configuring and deploying applications on Tomcat 5.5/6.0/7.0 server. Sound RDBMS concepts and broadly worked Oracle 12c, MySQL technologies such as Cassandra, MongoDO Good experience with Cassandra NoSQL Database. Cassandra implementation using Datastax Java API, Hector API, CQL and Kundera API. Experience in designing front end interfaces using HTML, JSP, CSS, JavaScript, jQuery and Ajax. Knowledge of XML Suite of Technologies XML, XSL, XSLT, and validations with DTD and XML Schema and processing profile with SAX, DOM Parsers. Hands on experience with build and deployment tools including Ant / Maven, logging and Debugging using Slf4 and Log4j, unit and integration testing using JUnit. Experience with Use-Case design, Class and Sequence diagrams using UML. Good working experience in GUI design and application development using IDE's like Eclipse Excellent team player with good analytical, strategic planning and interpersonal and communication skills. Highly motivated, enthusiastic and self-starter. Additional Information All your information will be kept confidential according to EEO guidelines.

Description ***Eligible Applicants must be residents of California. *** Next Cohorts Begin: 2/3/2026 **PLEASE NOTE: "This is a grant-funded training program, not an employment opportunity" Employment is not guaranteed at the completion of the program** Selection for participation in the training program is NOT guaranteed. Applying or being referred to apply does NOT guarantee acceptance, as participation is subject to HCAI enrollment guidelines. Description: The Health Information and EHR Systems Analyst program (HIER) prepares students to manage healthcare data and electronic health record (EHR) systems with confidence. Learners receive hands-on training in EPIC, SQL, Tableau, and Crystal Reports, building core competencies in clinical data management, system implementation, and reporting. The program also introduces participants to technical workflows aligned with the EHR Support Analyst (ESA) role, including Epic optimization, system troubleshooting, and internal user support. This expanded focus equips learners to contribute to healthcare IT environments through both foundational and system-facing responsibilities, ensuring data accuracy, security, and compliance. This program prepares students for the HIMSS CAHIMS certification, providing a strong pathway into health information technology and EHR specialist roles across healthcare settings. Note: The EHR Support Analyst (ESA) plays a key role in helping healthcare teams use electronic health record (EHR) This program consists of online classroom training and a remote hands-on internship/externship. Participation in both components require a commitment of 40 hours per week during standard business hours. Eligibility Requirements: Applicants must be residents of California and live within 30-45min from Sacramento, CA. Must be 18 years or older Must have a high school diploma or GED certification Must be a U.S. Citizen/National or have a valid Lawful Permanent Resident Alien (not open to non-citizens or Visa holders) Must have proficient computer experience (MS Windows & MS Suite (Word, Excel, PP, Outlook) Ability to type Net 40 wpm Great attention to detail and strict HIPAA compliance Analytical and detail oriented. Able to learn in a self-directed, fast-paced, rapidly changing environment. Program Details: Schedule: The training program runs Monday through Friday, 8:00 AM to 5:00 PM, and includes a living stipend. Commitment: The program includes remote learning and remote hands-on internship/externship training. Accepted participants must complete 40 hours per week, Monday through Friday, during regular business hours for the entire duration of the program. Compensation : $31,200, This stipend is distributed over approximately 44 weeks for participation in both remote learning and remote hands-on internship/ externship training. Stipend payment is made on OCHIN's semi-monthly pay schedule. Benefits: Eligible for monthly benefits reimbursement of up to $600 (participant cost only). Some restrictions apply. Also, Internet Stipend $35/month for 44 weeks Attendance Policy: Participants are not eligible to receive paid holidays or paid time off (PTO), all missed time will need to be made up. Program Objectives: Learn to apply specialized health care and database management insights to analyze important clinical data, identify trends, and create targeted reports. Develop expertise in managing health information and EHR systems to support healthcare organizations. Apply data management skills using tools such as EPIC, SQL, Tableau, and Crystal Reports to analyze and report clinical data. Understand and implement system design, testing, and security protocols to ensure data privacy and compliance. Prepare for the HIMSS CAHIMS certification exam, focusing on healthcare IT, leadership, and system analysis. Support healthcare teams in optimizing operational workflows and improving patient outcomes through technology Requirements The EHR Support Analyst (ESA) plays a key role in helping healthcare teams use electronic health record (EHR) systems efficiently and accurately. ESAs monitor system alerts, resolve technical issues, and support staff with tools like Epic to ensure patient data flows smoothly across departments. They help maintain user access, troubleshoot application errors, and guide clinical teams through system updates and workflow changes. This role requires attention to detail, strong communication skills, and a commitment to improving how health information is managed. ESAs contribute to better patient care by making sure the technology behind the scenes works reliably, securely, and in alignment with clinical needs. The ESA duties include, but are not limited to: · Review communications from OCHIN and internal teams via email and Jira to stay informed of system updates and notifications. · Relay system notifications and updates to appropriate end users to ensure timely awareness and action. · Troubleshoot Epic-related issues in collaboration with end users and support teams, using Jira and other designated channels. · Monitor and manage Epic workqueues including Interface Errors, EMR Errors, E-Prescribing Errors, Failed Fax, Charge Router Errors, and Claim Edits. · Monitor and respond to internal help requests and departed provider pools to support data integrity and workflow continuity. · Attach to and monitor the Default Provider In Basket to ensure timely resolution of outstanding items. · Review and process scanning and indexing issues, including training end users on redaction procedures. · Update and maintain user records (EMPs, SERs, Ella access) and system configurations to support accurate access and functionality. · Build and inactivate user access as needed, following onboarding and offboarding protocols. · Update Fee Schedules, Preference Lists, SmartPhrases, and SmartLists to reflect current workflows and provider needs. · Request destination map updates and maintain Lot Manager to support accurate routing and inventory tracking. · Assist users in optimizing their Epic experience through personalized support and workflow enhancements. · Review Weekly Change Notices and update training documentation and workflows accordingly. · Implement internal trainings on Epic functionality and system updates to support staff development. · Create and modify letter templates to support communication and documentation needs. · Assess existing workflows and contribute to the development of more efficient processes based on operational needs. · Run and review system reports such as Open Encounter Reports and Duplicate Patient Reports. · Maintain the security and integrity of health information by adhering to privacy policies and regulatory standards. · Other duties as assigned. OCHIN Workforce Development Equal Opportunity Statement OCHIN is an equal opportunity educational provider committed to fostering an inclusive and equitable environment for all. We are dedicated to a policy of non-discrimination for all members of the OCHIN community, including learners, team members, and applicants. We do not discriminate based on race, creed, color, sex, sexual orientation, gender identity or expression, religion, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected status. OCHIN is committed to making decisions for program entry, training, and educational opportunities based on individual qualifications and abilities. We actively seek to attract learners and team members from diverse backgrounds and affirmatively support equal access and opportunity for women, minorities, individuals with disabilities, special disabled veterans, and other covered veterans, in accordance with applicable federal, state, and local laws. We strive to create an inclusive learning environment that fosters the success of every individual and reflects the diverse communities we serve. OCHIN Workforce Development Health Screenings and Immunization Requirements To ensure the safety of our learners, partners, and communities, OCHIN requires all program participants-including those attending remote and in-person training, internships, and externships-to be vaccinated with a COVID-19 vaccine, as recommended by state and federal public health officials. Participants must provide proof of full vaccination or receive approval for a medical or religious exemption prior to program acceptance. Additionally, for on-site internships and externships, participants must provide proof of meeting the immunization requirements specific to the host site prior to acceptance into the program. These requirements may include, but are not limited to, vaccinations for influenza, hepatitis B, and MMR. Requests for exemptions based on medical or religious grounds will be reviewed and must comply with applicable laws and site-specific policies. Please note that many sites require participants to complete tuberculosis (Tb) testing and drug screening before beginning their placement. Participants are responsible for ensuring that all required health screenings are completed by the site's deadline to avoid delays in program participation. OCHIN is committed to working collaboratively with program participants and host sites to ensure compliance with these health and safety requirements while maintaining respect for individual beliefs and circumstances.

We are recruiting on behalf of a well-established client in the Sacramento region seeking a Financial Analyst to support strategic pricing initiatives, cost analysis, and operational efficiency across multiple channels. This is a high-impact role for a detail-oriented professional with strong analytical skills and a deep understanding of manufacturing cost structures. The ideal candidate will have strong financial analysis, cost accounting, and strategic pricing experience. Manufacturing industry is highly preferred. This position is 100% onsite. Salary: $95,000- $115,000 per year (DOE) plus bonus. PRIMARY RESPONSIBILITIES: Develop and implement pricing tools, procedures, and resource plans to support strategic sales and operational goals Collaborate with Sales and Purchasing teams to align pricing architecture, channel relationships, and raw material cost tracking Create and manage reporting for sales forecasts, production metrics, and budgeting processes to support financial planning Analyze customer and product-level profitability, monitor cost variances, and identify key drivers impacting margins and inventory valuation Drive process improvements across manufacturing operations by conducting cost analysis, writing SOPs, and identifying opportunities for efficiency and saving SKILLS AND QUALIFICATIONS: Bachelor's degree in accounting, finance, or a related field Over 3 years of hands-on experience with pricing strategies, manufacturing cost drivers, and customer/channel P&L dynamics Proficient in financial analysis, budgeting, forecasting, and ERP systems across purchasing, planning, and costing functions Strong communication, problem-solving, and cross-functional collaboration skills, with the ability to thrive in a fast-paced, detail-driven environment

Hybrid Telework Opportunity Employees in this classification, within the Department of Health Care Access and Information, shall receive a pay differential equivalent to 5% of their monthly base pay. Why Join HCAI? At HCAI, you'll be part of a team that makes a difference. We support California's health infrastructure by ensuring access to care through strategic financing and policy innovation. This is your opportunity to apply your financial expertise in a role that combines public service, community impact, and professional growth. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: * Experience in commercial credit analysis and loan underwriting. * Experience in credit risk management and accounting. * Experience in business financial statement analysis. * Knowledge in commercial real estate lending policies and procedures. * Knowledge of healthcare industry. * Experience with writing reports, communicating with customers, or building relationships with clients. * Excellent written, oral, and interpersonal communications skills. * Experience with Microsoft, Excel, and Word. * Ability to learn quickly, pay close attention to detail, work independently and be task oriented. * Ability to travel occasionally for business meetings and trainings. * Ability to present to small groups. As the Associate Health Facility Construction Financing Analyst you will perform the various phases of work involved in the review and analysis of applications for various Health Facility Financing programs for the acquisition, renovation, or construction of health facilities, including determining the need, financial feasibility, community benefit, and the potential risks of the issuance of loan insurance. The incumbent analyzes, reviews, and negotiates financial reports, construction plans, and legal documents, and participates in the loan closing; monitors construction progress, borrower financial performance, loan payments, and compliance with loan documents of insured projects; and develops appropriate courses of action in cases of financial default. Key Responsibilities * Independently manage a portfolio of more healthcare facility projects. * Analyze and underwrite health financing applications, which often include financial feasibility, market studies and appraisals, to make recommendations on project viability, community benefit, and potential risk. * Conduct financial statement analysis, review legal documents, assess construction plans, and negotiate terms with stakeholders. * Participate in loan closings and coordinate with legal, financial, and construction experts to ensure proper execution. * Monitor borrower financial performance, construction milestones, and compliance with loan terms. * Develop strategies and recommend corrective actions for projects at risk of financial default. * Present findings and recommendations to leadership and external stakeholders in both written and verbal formats. Take a 2-minute survey to tell us why you applied for HCAI! - ************************************* You will find additional information about the job in the Duty Statement. Working Conditions HCAI offers a hybrid telework schedule with a combination of remote and in-office work schedules for CA residents only. The telework policy is subject to change, and additional in-office days may be required and/or minimal notification may be given to report to the worksite if an urgent need arises. Telework schedules: The expectation is that all staff will work in office 4 days a week July 1, 2026. HCAI does not provide visa sponsorship and is not an E-Verify employer. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST * HEALTH FACILITY CONSTRUCTION FINANCING ANALYST Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-502621 Position #(s): ************-XXX Working Title: Account Manager Classification: ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST $6,031.00 - $7,547.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. Shall Consider: HEALTH FACILITY CONSTRUCTION FINANCING ANALYST $3,861.00 - $4,839.00 A $4,181.00 - $5,233.00 B $5,014.00 - $6,276.00 C # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Department Information California's Department of Health Care Access and Information ensures healthcare access is provided to Californians where it is needed most. With offices in Sacramento and Los Angeles, we strengthen the state's healthcare system through facility construction, expanding the health workforce, and providing health information. Our diverse team upholds the values of professionalism, innovation, equity, and service. We can provide you with the tools to start, build, or transition your career while making an impact for all Californians. Are you a finance professional interested in joining a public sector team that has insured over 600 healthcare projects valued at over $8.7 billion since 1971? Then maybe the Cal-Mortgage Loan Insurance Program is the right fit for you! Cal-Mortgage provides loan guarantees for nonprofit healthcare facilities. Typical loans range in size from $5 million to $200 million and proceeds are used to finance the full spectrum of healthcare development needs. Begin building with us today! HCAI demonstrates a commitment to building an inclusive work environment that promotes diversity, where employees are appreciated, and comfortable as their authentic selves. We value our employees' skills, experience, and unique perspectives because they enrich our workforce and make us stronger. We embrace and support a culture providing equitable opportunities which empowers health care access and information serving diverse CA populations. To learn more about HCAI, visit: ******************* Special Requirements Candidates must meet the Minimum Requirements for both the Associate Management Auditor and Health Facility Construction Financing Specialist classifications. However, only the Associate Management Auditor examination is available, which can be found below. You will find the Minimum Requirements in the Class Specification. * ASSOCIATE MANAGEMENT AUDITOR * HEALTH FACILITY CONSTRUCTION FINANCING SPECIALIST Associate Management Auditor Exam: Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers. There is also a Limited Examination & Appointment Program (LEAP) exam available for this classification. Information on the LEAP certification process is available on the Department of Rehabilitation LEAP Certification website. This position is subject to the Form 700 Statement of Economic Interests filing requirements, which requires disclosure of certain personal economic interests as determined by the Conflict of Interest Code of the Department of Health Care Access and Information. Pursuant to Government Code section 81008, Form 700 Statement of Economic Interests is public record and will be made available for public inspection. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 1/6/2026 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Department of Health Care Access and Information N/A Attn: Human Resources: Classification and Pay Unit 2020 West El Camino Avenue, Suite 1016 Sacramento, CA 95833 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Department of Health Care Access and Information N/A Human Resources: Classification and Pay Unit 2020 West El Camino Avenue, Suite 1016 Sacramento, CA 95833 Drop off at 8th Floor Receptionist, Attn: Human Resources 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. * Resume is optional. It may be included, but is not required. * Statement of Qualifications - A Statement of Qualifications (SOQ) is required. The SOQ is a narrative no longer than two pages in length (Arial 11-point font) describing your education and experience as it pertains to the duties and desirable qualifications listed. Resumes do not take the place of the SOQ. Applications received without a clearly titled SOQ may not be considered for this position. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Benefits In addition to competitive public employee wages and a comprehensive benefits package, our employees enjoy meaningful and interesting work that supports access to healthcare. To learn more about benefits for State employees, visit the Salary and Benefits page on the CalHR website. HCAI is housed in a state-of-the-art building outside of downtown off Interstate-5. Enjoy a great work environment with many amenities, including FREE PARKING (2020 West El Camino Avenue, Sacramento, CA 95833) and fully equipped pay-per-charge electric vehicle charging stations. HCAI is close to many dining and shopping choices. University of California (UC) and California State University (CSU) employees may qualify to transfer their current and previous employment credit to State of California employment through CalPERS. Human Resources can help with this process upon employment or you can reach out to CalPERS for inquiries at **************. Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: Joselyn Sandoval ************** ************************* Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Office ************** *************** California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Additional Application Requirements You must include: 1) the classification title you are applying for, 2) "JC-#502621", and 3) your source of eligibility (i.e. List Eligibility, Lateral Transfer, Reinstatement, SROA/Surplus) in the "Examination(s) or Job Title(s) for which you applying" section of your application. Applications received without this information may be disqualified. Applications received via email or fax will not be accepted. Examination Associate Health Facility Construction Financing Analyst Exam Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers. Health Facility Construction Financing Analyst Exam Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst - Student Services Professional IB provides professional student service assistance to students, parents and the general public regarding all federal, state, and institutional financial aid programs at Sacramento State. The Financial Aid Analyst is responsible to perform thorough review of verification documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments require the application of both subject matter knowledge and sound judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires detailed analysis of individual student needs using established guidelines, regulations, and precedents. This role requires use of sound independent judgment while dealing with moderately complex student service problems. It demands the utilization of effective interpersonal skills with both individuals and groups, to be flexible and versatile, to use tact and sensitivity and to apply effective analytical skills in assisting with the preparation of documentation, mandatory reporting and program assessment. The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. The Financial Aid Analyst is responsible for cyclical workloads comprised of verification (document review and needs analysis), award federal, state and institutional aid, monitor awards, and perform loan certification. The successful candidate will be comfortable working in a fast-paced environment, managing multiple tasks with strict deadlines. The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program compliance. The successful candidate will maintain knowledge of program rules and regulations, and take the initiative to provide premier service to ensure student success and support the department's mission. Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (i.e.: BIA , NCAA , PELL Grant, State Grant, Direct Loans) and be able to counsel students on University policy, when and where applicable. The Financial Aid Analyst must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records ( FERPA ) is mandatory. They will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations. Minimum Qualifications Knowledge and Abilities: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned. Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required experience. Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience 1. University student services experience (e.g., advising, admissions, student programming or development) Knowledge, Skills, Abilities 2. Ability to work effectively in a fast-paced environment subject to frequent change 3. Strong interpersonal skills and the ability to provide services to a diverse student population 4. Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment 5. Proficiency using standard office software packages (e.g., Microsoft Office Suite) 6. Familiarity working with school-based record/data systems/software (e.g., PeopleSoft) 7. Ability to apply moderately complex rules, regulations and procedures Conditions of Employment: -Ability to pass background check Preferred Qualifications 8. Experience advising students; either in a group or individual setting 9. Knowledge of: ( CMS ) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software) 10. Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans, or state aid such as Cal Grant)

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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! 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 or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: • Monday - Fridays and rotating Saturdays 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. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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 Pay Transparency details US - CA - Chico - 801 East Ave - North Valley Plaza (CA1148), US - CA - Rocklin - 2205 Sunset Blvd - Sunset Park Banking Center (CA2180), US - CA - Roseville - 2221 Douglas Blvd - ROSEVILLE MAIN BC (CA2113), US - CA - Yuba City - 1100 Butte House Rd - YUBA CITY BC (CA2116) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

DirectHire We are seeking a detail-oriented and strategic Financial Analyst on behalf of our Sacramento-based client to support the planning, financing, and execution of community infrastructure projects and programs. This role is instrumental in evaluating development proposals, managing complex financial transactions, and advancing policy initiatives. Employees enjoy a comprehensive benefits package that includes a 9/80 alternate work schedule with every other Friday off, CalPERS pension retirement, full medical coverage (including dental and vision), generous paid time off, a downtown parking subsidy for eligible staff, and ongoing professional development opportunities Salary: $70,000 - $95,000, DOE. 100% onsite The qualified candidate has 1-2 years of proven experience in community development, finance, or project implementation, including involvement in redevelopment programs that deliver measurable community impact. PRIMARY RESPONSIBILITIES: Lead or support cross-functional teams in planning and executing large-scale initiatives and development programs Oversee contracts, performance, and coordination of external partners including engineers, architects, and financial consultants Conduct financial reviews, risk assessments, and funding evaluations aligned with organizational policies and program guidelines Prepare proposals, reports, and documentation for consultant selection, board approvals, and financing instruments such as loans and bonds Facilitate internal and external communication to ensure efficient project reviews and alignment across development and construction teams Review and interpret legal documents, regulatory materials, and program applications related to community development and public projects Contribute to policy formulation, strategic planning, and interagency collaboration to advance organizational goals SKILLS AND QUALIFICATIONS: Possession of a bachelor's degree in public administration, business, finance, social services, or similar, or the equivalent work experience. 1-2 years of professional experience in community development, finance, planning, or project implementation. Advanced proficiency in Microsoft Excel, including data analysis, and the use of complex formulas and functions to support project and budget management.

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid Location: 2040 Harbison Drive Ste E, Vacaville, California 95687 Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate

Join a multibillion-dollar global company that brings together amazing technology, people, and operational scale to become a powerhouse in the memory industry. Headquartered in Rancho Cordova, California, Solidigm combines elements of an established, successful technology company with the spirit, agility, and entrepreneurial mindset of a start-up. In addition to the U.S. headquarters and other facilities in the U.S., the company has international presence in Asia, Europe, and the Americas. Solidigm will continue to lead the world in innovating new Memory technologies with aspirations to be the #1 NAND memory company in the world. At Solidigm, we view problems as opportunities to define innovative solutions that hold the power to change the world and unleash the potential technological needs that the future holds. At Solidigm, we are One Team that fosters a diverse, equitable, and inclusive culture that embraces individual uniqueness and empowers us to bring our best selves to deliver excellence in support of Solidigm's vision and mission to be the go-to partner for optimized data storage solutions. You can be part of the takeoff of an innovative business that develops cutting-edge products, delivers strong business value for customers, provides an engaging workplace for its employees, and serves a greater impact on the world. This is a golden opportunity for the right applicant to join us and help design, build, and lead Solidigm. We want a diverse team of dedicated professionals who will not just be Solidigm team members but contribute to how we shape the future of the organization. We are seeking applicants who will grow and thrive in our culture; be customer inspired, trusting, innovative, team-oriented, inclusive, results driven, collaborative, passionate, and flexible. Job Description About the Opportunity Solidigm is hiring multiple interns to join our Business Operations teams across three focus areas: Business Analysis, Supply Chain Operations, and Business Management. These internships offer hands-on experience in strategic planning, data analysis, logistics, and enterprise systems. Interns will contribute to high-impact projects supporting New Product Introduction (NPI), High-Volume Manufacturing (HVM), and customer operations. Key Responsibilities (varies by track) Business Analyst Intern Collaborate with stakeholders to document detailed business and technical requirements. Analyze data to support forecasting, pricing, and strategic planning. Leverage tools like Excel, Power BI, and SAP to drive insights and decision-making. Supply Chain Operations Intern Support supply chain execution through planning reports, demand forecasting, and inventory analysis. Optimize global logistics and distribution performance using data-driven insights. Maintain master data and improve forecast accuracy to enable responsive supply operations. Business Management Intern Assist with contract and rebate processes and cross-functional initiatives. Contribute to strategic planning and operational efficiency across customer operations. Learn and apply supply chain tools to identify and implement process improvements. Ideal Candidate Traits Strong communicator with active listening and relationship-building skills. Analytical thinker who can interpret data and solve problems collaboratively. Organized and adaptable in a dynamic environment. Team-oriented with a proactive mindset and eagerness to learn. Comfortable navigating ambiguity and contributing to cross-functional Qualifications Not all qualifications are required for every role. Candidates with a mix of the following are encouraged to apply: Currently pursuing a bachelor's degree in Business Administration, Supply Chain Management, Data Science, Computer Science, Information Systems, or a related field. 1-2 years of exposure to AI tools and platforms. Basic understanding of manufacturing and supply chain processes. Proficient in Microsoft Excel; familiarity with SAP, Blue Yonder, or similar enterprise systems. Strong project management and multitasking skills. Excellent communication and organizational abilities. Comfortable working in a fast-paced, cross-functional environment. Additional Information Mentorship from experienced engineers and program managers. Exposure to real-world engineering challenges and AI-driven solutions. Opportunities to present your work and receive feedback. Networking with peers and professionals across the organization. Work locations include Rancho Cordova, CA , Folsom, CA, San Jose, CA, or Longmont, CO All your information will be kept confidential according to EEO guidelines. Powered by SmartRecruiters - Candidate Privacy Policy

The Financial Analyst will support the Program Management Office in financial oversight and strategic planning, adhering to company policies and contract standards. This position involves effective collaboration between program finance and the program office, providing ongoing support that includes monitoring project financial status and addressing any financial issues. Responsibilities Analyze and validate project costs; assess project performance and identify financial risks. Conduct monthly and quarterly program forecast assessments. Perform budget variance analysis, including Estimate To Complete (ETC), Estimate At Complete (EAC), and baseline budget evaluation. Prepare and maintain sales forecasts. Assist in the reconciliation of contracts for revenue recognition, funding, completion percentages, customer billings, and Contract Data Requirements Lists (CDRLs). Develop presentations and lead Program Financial Review meetings with senior management. Participate in project cost review discussions. Support financial audits as necessary. Prepare ad hoc reports and analysis as required. Ensure daily availability, including evenings and weekends when needed to achieve goals and deadlines. Skills An individual should demonstrate the following competencies to perform this job successfully: Analytical Skills: Gathers and researches data; complements data with intuition and experience. Problem Solving: Identifies and resolves issues effectively; gathers and assesses information skillfully; collaborates well in group problem-solving situations. Technical Skills: Actively seeks training and development opportunities; focused on continuously enhancing knowledge and skills. Oral Communication: Communicates in a clear and persuasive manner; actively listens and seeks clarification; effectively participates in or leads meetings. Written Communication: Writes with clarity and depth; edits for spelling and grammar; adapts writing style to suit diverse needs; effectively presents numerical data; proficient in reading and interpreting written content. Teamwork: Encourages and accepts feedback; actively supports the success of team members. Initiative: Seeks additional responsibilities; proactively asks for and offers help when necessary. Innovation: Proposes suggestions for enhancing workflows. Qualifications To perform this job successfully, an individual must be able to meet each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities to perform essential functions. Experience Able to obtain a U.S. Government Clearance Bachelors degree in Accounting or Finance from an accredited four-year institution. Intermediate proficiency in Microsoft Excel, PowerPoint, and Word. Experience with Power BI is a plus. Ability to excel in a dynamic, changing environment. Strong communication skills, both verbal and written, with all levels of management. Proficient in solving problems using complex datasets. Skilled in managing multiple projects with strict deadlines. Demonstrates discretion and judgment for assignments of limited scope. Proven experience working autonomously and taking initiative. Experience collaborating within a team environment across various management levels. Strong critical thinking and analytical skills with keen attention to detail and effective time management. Salary Range $90,000-$123,000 We are an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other characteristic or non-merit-based factors as prohibited by federal, state, or local laws.

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $24.00 - $25.00 **Target Openings** 3 **What Is the Opportunity?** Applications for this posting will be reviewed on a rolling basis. We encourage you to apply as soon as possible. Are you curious by nature? Do you enjoy managing relationships and employing your critical thinking skills? Underwriters perform the critical function of evaluating the acceptability of risk and determining appropriate pricing for insurance products. The Business Insurance Underwriting Professional Development Internship Program provides students with the amazing opportunity to gain exposure to this critical function at Travelers. The 10-week program provides qualified students with an excellent opportunity to gain first-hand commercial insurance underwriting experience, receive valuable on-the-job training, and learn more about the property and casualty insurance industry from industry professionals. It is a potential pathway to our 12-month Underwriting Professional Development Program (UPDP). Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role. **What Will You Do?** + Within your assigned business unit, each intern will be given a designated coach and be expected to: + Complete core assignments and training modules geared toward insurance and underwriting principles. + Participate and complete self-paced professional development courses in time management, presentation skills, and other key areas. + Complete challenging and meaningful project work over the course of this program at the discretion of your manager. You may work independently or with other interns and will be asked to present your findings to local leadership. Sample projects include a territorial risk assessment to determine profitability and underwriting opportunities as well as a business process analysis to determine underwriting gaps. + Learn about other areas at Travelers such as Risk Control, Claims, and related Corporate functions. Interns may also engage in Agency visits with Account Executives. + Participate in the Enterprise Internship experience which includes Executive Speaker Series, Networking events, and Intern Symposium for Rising Seniors. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Because the Underwriting Development Internship Program is itself complex and dynamic, we welcome applicants that have a variety of majors, backgrounds and experiences. + For the UPDP Internship, we are most interested in students who are serious about entering the insurance industry and who are excited about the prospect of making underwriting their future career choice. + Preferred cumulative GPA of 3.0 or above. + Undergraduate students completing their sophomore or junior year preferred. + Working knowledge of Microsoft Office. + Strong verbal and written communication skills. + Strong analytical skills. + Legal eligibility to work in the United States. + Targeted Majors: + Business Administration. + Economics. + Finance. + Liberal Arts (with business focus preferred). + Management. + Marketing. + Risk Management and Insurance. **What is a Must Have?** + Candidate must be pursuing a Bachelor's degree. + Approximate work availability from June through August (10-12 weeks). **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

Asher College is now hiring a Financial Aid Representative at our growing campus in Sacramento. If you have financial aid experience and a strong desire to help students make education a reality, this may be the career move for you. Essential Accountabilities Assists prospective or current students with the financial aid applications (FAFSA). Prepare an award letter based on the EFC received from the Department of Education. Conduct loan entrance and loan exit counseling. Communicate with Admissions Advisors throughout enrollment process regarding financial aid application status. Participate in the verification process for Free Application for Federal Student Aid (FAFSA) applications submitted to the Department of Education. Monitor (FAFSA) application process and follow-up with student with any inconsistencies. Prepare and transmit requests for disbursements to student tuition accounts. Monitor students for qualification for disbursements. Service and administrate financial aid and other funding sources for the campus. Use sound judgment when communicating with prospective students and applying appropriate policies and procedures. If you have interest in this position, please send your resume and a targeted cover letter in a reply to this advertisement. Job Requirements: *Federal Financial Aid and Title 4 experience required. Salary negotiable based on experience. Minimum of two years Financial Aid experience in postsecondary education VA/SCO experience preferred. Passion to help others succeed. Strong work ethic. Organizational skills and the ability to multitask in a busy environment. Ability to communicate effectively and confidently to individuals and groups. Commitment to success of students and college. A positive solution-oriented mindset, willing to pitch in when necessary to help the team. Knowledge of Microsoft Office.

The Financial Analyst (Reporting & Planning) is mainly responsible for reporting and analyzing the overall financial results and coordination of budgets, forecasts and other projections. This role ensures the integrity of various reports with a focus on completeness, accuracy and timeliness while providing insights into operational performance. This individual will possess strong attention to detail, excellent communication skills, and will be a team player in assisting the Finance Team. As an Financial Analyst, you will experience: * Working within one of the safest organizations in the industry where your safety and well-being are our most important priority * Working for the best in class equipment dealer and with the premium Caterpillar brand * Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training teams that are geared for your success * Competitive total rewards including: wages, benefits, and premiums (as eligible) In a typical day, YOU will: Financial Reporting * Perform corporate reporting process to TIL * Compile and analyze financial narratives from Controllers and other departments, which forms the basis for the preparation of the consolidated report * Produce monthly, quarterly, and yearly management narratives for actual results * Produce forecasting & budgeting management narratives * Ensure accuracy, consistency and timeliness of financial reporting and analyses * Prepare monthly or other periodic variance and trend reports * Prepare the monthly ROA calculation and submission to FSA * Assist with the preparation of materials for Caterpillar Reporting and C-Suite * Produce periodic and ad hoc reports to support departments and senior management Planning (Budgets/Forecasting) & Analysis * Prepare the system for data entry for the three (3) forecasts and annual Budget and facilitate the process * Analyze and interpret variances & trends * Provide financial analysis for major expense categories and balance sheet accounts * Prepare ad hoc sensitivity analysis reports focused on potential impact of changes in market dynamics and volumes. * Assess various KPIs and scorecards to analyze results, monitor variances and identify trends * Main point of contact for questions relating to data submissions from Controllers & branches * All other duties as needed or required Must have for this role: * Bachelor or Business Administration degree or MBA with a minimum of 3 years relevant experience in a financial reporting or FP&A role * Must be designated CPA * Advanced financial modelling skills * Experience working with ERP and CRM systems building custom reports * Strong attention to detail, analytical, and problem-solving skills * Ability to work in a fast-paced, deadline driven environment * Results-oriented professional with a curious mindset * Possess strong written & verbal communication skills, interpersonal skills, ability to work independently, ability to work with a team, critical thinking, and organization skills Nice-to-have * CODA/Microsoft Dynamics 365/ SAP BPC EPM experience * Experience with Agentic AI automation About Toromont Cat With over 7,000 employees and 56 locations from Manitoba to Newfoundland, Toromont Cat has a proven track record, industry knowledge, dealership infrastructure, and service mindset to ensure our Construction, Mining, and Power Generation customers succeed. At Toromont Cat, work is built around people's strengths, our products, technology and an outstanding customer experience and through our strong partnership with Caterpillar , Toromont Cat takes care of our employees who take care of our customers! When you join our team, you become a member of the Toromont family. Your success is our success!