Finance internship jobs in Granite Bay, CA - 154 jobs

This job code is utilized for the majority of our temporary hires. The individual is performing hourly job duties as defined under the Fair Labor Standards Act. US Veteran transitioning from active service or active-duty Military Spouse new to corporate experience preferred Veterans and Military Spouses belong at Oracle This is a place where your military experience and talent will help you thrive. Our culture of inclusion values the skills that veterans bring to our workforce and empowers you to use them to transform the world for the better. Get a head start on your civilian career today. About the Oracle Veteran Internship Program (OVIP): Oracle is proud to sponsor an internship and integration program that exposes transitioning military veterans and active-duty Military Spouses new to the corporate culture, provides hands-on job-skill training and experience, and offers enhanced professional and personal development. At Oracle, we are committed to the development and professional growth of our veterans and military spouses. Our paid internship program is specifically designed to aid military veterans, transitioning servicemembers and active-duty military spouses new to the corporate sector in their transition to a career in the private or public sector. Veterans and Military Spouses accepted into our program will work closely with corporate leadership, military veteran coaches and HR professionals to help prepare for a successful transition. Interns will engage in on-the-job training and professional development in fields such as information technology, technical/systems consulting, technical support, facilities, finance, human resources, logistics, marketing, sales or developmental training in sales or for customer support (as available). US Veteran transitioning from active service or Military Spouse new to corporate experience preferred Department Description: The Customer Service team provides unique services and support to internal organizations and customers worldwide. Supported online venues include Oracle Store, Oracle Software Delivery Cloud, License Key Provisioning and internal distribution of Employee Laptops. Brief Posting Description: Customer Service analysts deliver service and support that represents the highest level of customer service and quality. To do this, the analyst will: + Provide world class customer service for Oracle's online venues using phone, email, chat, and co-browse. + Use Oracle applications to research customer inquiries and determine customer entitlement to products and services. + Provision license keys and passwords that activate or enable access to Oracle products. + Work cross functionally with company stake holders to develop procedures in support of evolving business needs. + Create and maintain process documentation and publish to content management systems. + Analyze trends and process performance through data collection and metrics. + Identify, evaluate, and report issues to management that impact the quality of outputs. + Manage customer feedback through department's ISO-certified quality management system and contribute to continuous improvement initiatives **Responsibilities** Preferences: BA/BS college degree Technical aptitude; learns new technology quickly Proficient in English (writing and verbal)--multiple language skills a plus 1-2 years work experience--may include internship(s) Proficient in Excel, Powerpoint (HTML is a plus) Skills Preferred: + Personal Drive - demonstrate a sense of urgency, motivation, and tenacity in achieving objectives. + Customer-Oriented - interprets and matches the customer's business needs to the capabilities of Oracle; balances customer needs with Oracle policy. + Communicates Effectively - conveys knowledge and credibility with effective structuring of ideas, opinions, and information, in writing and speaking. + Results Oriented - personally does what is needed to complete the work; learns new concepts and technology quickly; demonstrates persistence in the face of setbacks; delivers high quality results on time. + Problem Solving - demonstrates resourcefulness by exploring a range of alternatives and options to resolve problems; quickly recognizes new problems and develops solutions within appropriate time scales. + Decision Making - makes balanced and timely decisions with incomplete information; evaluates a number of different options and demonstrates the capacity to anticipate problems. + Planning and Organization - plans, coordinates, and monitors multiple activities while optimizing the use of resources to achieve a goal. + Adapts to Change - responds to change by demonstrating flexibility and working effectively in ambiguous situations. + Work with International Teams - seeks relevant information and involvement from other global teams and departments for projects in own area; develops working relationships with colleagues globally. US Veteran transitioning from active service or Military Spouse new to corporate experience preferred About the Company: For more than four decades, Oracle has delivered innovations that have helped build entire industries. We remain the gold standard as the world's first autonomous database and industry's broadest and deepest suite of AI-powered cloud applications. The following facts and figures highlight some of the many ways we continue to deliver innovations for our customers, partners, and communities. With annual revenue of US$57 billion in FY2025, Oracle is the world's largest EHR implementation, serving more than 9.5 million beneficiaries spanning the United States, Europe, and the Asia Pacific region; has 5 million registered members of Oracle's customer and developer communities; and 469 independent user communities in 97 countries representing more than 1 million members. Additional Information: Hourly wage is $30 per hour. This is a 40 hour per week position Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from $19.62 to $38.32 per hour; from: $40,800 to $79,700 per annum. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC0 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $85,000 - $125,000 yearly Responsibilities: Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Qualifications: Relationship management skills are required Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Ability to successfully network to prospect new potential clients is a must Must be located in Greater Sacramento Region (Northern California) to be considered About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, 5.5 million LIVES PROTECTED. Includes all owners of helping generations of Americans protect their families and individual life insurance and annuity policies attain their financial goals. As a mutual company, we are $938 million LIFETIME ANNUITY INCOME PAID. Includes being accountable only to our policyholders, not to Wall Street, and all payouts on individual income annuity products. outside investors. We are focused on the long-term success $4.9 billion IN LIVING BENEFITS AWARDED. Includes clients. Life and annuity cash value, accumulation, and qualifying policy dividends paid. Dividends are not guaranteed. Awards & Accolades... Over $1.1 trillion LIFE INSURANCE PROTECTION in force.

If you've built a successful career in sales, leadership, or another client-facing role and you're ready to build something that's yours, we should talk. At MassMutual Northern California, we help high achievers make the leap into financial advising with structured training, mentorship, and a clear path to independence. What You'll Be Doing: Building and managing your own book of business with guidance from our experienced leadership team. Helping individuals and families protect what matters most and plan for the future. Partnering with in-house specialists to offer insurance and investment solutions. Participating in our training and licensing program to earn your Life & Health and FINRA licenses. What Makes Someone a Great Fit: Track record of success in sales, leadership, or entrepreneurship. Self-starter with strong relationship-building skills. Eager to learn the financial industry and build a long-term career. Driven, coachable, and ready to build your own business-with support. Why MassMutual Northern California: Structured training and mentorship to help you launch and grow quickly. Licensing support and ongoing professional development. A collaborative, growth-minded culture backed by one of the most respected firms in the industry. We're a world-class planning firm…. Come see for yourself. MassMutual Northern California 💼 This is a commission-based role with access to a competitive benefits package and resources to help you succeed.

Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll: Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. · Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement. What Sets You Apart A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships. Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement. The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives. Military experience or affiliation is strongly preferred. Licensing & Certifications Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license Preferred: CFP , ChFC , or RICP designations Your Next Step If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong.

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

About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Roseville, CA office. We are seeking a student who can start in May 2026. The Impact You'll Make: Support various projects from Financial Advisors (i.e. review reports and conduct research) Prepare for client meetings and presentations Assist with financial planning and market research Handle admin tasks, calls and basic client questions Contribute to branch marketing initiatives Process paperwork and documents Perform other duties and project support as needed What You'll Bring to Baird: Pursuing a bachelor's degree in finance, business or related degree preferred Anticipated graduation date of December 2026 or later Interest in financial services and developing a career in private wealth management Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Prior experience in an office setting is preferred Compensation and Benefits: $18.00 hourly rate Paid holidays About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

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.

Medical, Dental & Vision Insurance CoverageLife/ADD & Short/Long Term Disability Insurance 401(k) Savings PlanEmployee Stock Purchase Plan (ESPP) Paid Time-Off (PTO) HolidaysEducation Reimbursement

Description We are looking for an experienced Financial Analyst to join our team in Folsom, California. In this role, you will leverage your expertise to analyze complex financial data, create insightful reports, and support strategic decision-making processes. This is a long-term contract position offering an opportunity to work closely with various departments and contribute to impactful budgeting efforts. Responsibilities: - Consolidate budget spreadsheets from multiple California State departments and perform detailed analyses. - Develop dynamic Power BI reports to present financial insights effectively. - Monitor and evaluate budget variances by comparing actuals against forecasts. - Assess legislation to determine potential budgetary implications. - Integrate data from Access reports to generate comprehensive executive-level summaries. - Collaborate with department heads to forecast budgetary requirements and provide access to relevant financial information. - Conduct in-depth financial modeling and variance analysis to support operational goals. - Utilize advanced data mining techniques to uncover actionable insights from complex datasets. - Provide ad hoc financial analysis to support leadership in strategic planning. Requirements - A minimum of 3 years of experience in financial analysis or a related field. - Proficiency in financial modeling and budgeting processes. - Expertise in variance analysis and ad hoc financial reporting. - Advanced skills in Power BI for creating interactive dashboards and reports. - Familiarity with Access for data integration and reporting. - Strong understanding of accounting principles and financial forecasting. - Ability to apply data mining techniques to analyze large datasets. - Excellent communication skills to collaborate with cross-functional teams and present findings to leadership. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

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.

Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility\: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay\: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually. Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility\: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

About the RoleThe COS Spread Analyst is part of the BR Finance team, responsible for all non-merch product costs and distribution center operating expenses for BR Specialty and Factory stores in North America. Aside from working closely with the BR FP&A team, primary business partners are Global Production (GP), Global Merchandising, GIS Hub Finance, and Corporate Shared Services Center (CSSC) Finance.What You'll Do Manage monthly forecast and annual budget for COS Spread consisting of multiple P&L line items Partner closely with various to understand forecast variances and R&O; help to identify trends and opportunities Proactively strengthen current processes through tool functionality and other process optimization Own line-items for Other Cost of Sales line items partnering cross-functionally on forecast and close including: Managing monthly fabric liability and samples review with GP, working with Inventory Control on shrink and below-cost inventory, working with Logistics to understand inbound and outbound freight Maintaining effective relationships with a variety of business partners within GP and Merchandising, GIS Hubs, and CSSC Provide ad hoc analytics and special projects based on business results and cost variances Establish a track record of clear communication up, down and across the organization Who You Are Bachelor's degree in Finance, Accounting or related field 3-4+ years of work experience, preferably in financial analysis or related equivalent, retail industry experience a plus Strong analytical and problem-solving skills Demonstrated initiative and ability to work independently Strong sense of accountability and ownership; proven record of delivering to high standards of accuracy Team player with a positive attitude - must be flexible, open to cross-training and leaning in as needed across the team Expert in Excel functionality and modeling skills, knowledge of Essbase/Hyperion and Anaplan preferred

Financial Analyst-Mid (4802)at SMX(View all jobs) (********************************* United States SMX is seeking a **Financial Analyst-Mid** independently delivers services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They lead and administer the financial management of multiple projects within Global Defense. They are responsible for all the financial activities in support of the projects. They are members of the program management team and work with the Finance Manager and the Program Manager in meeting the overall contract goals and objectives. They interface with Project Managers, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, Accounts Payable, and Procurement. **Essential Duties & Responsibilities:** + Lead the development of the contract, cost, schedule and funding planning, reporting, monitoring and analysis support to the Project Manager. This includes Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules. + Lead Project set up in compliance with contractual terms, conditions and requirements. + Prepare Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements. + Identify Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting. + Monitor manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required. + Ensure cost reporting documentation is correct by performing analytical review and arithmetic checks. + Prepare accurate and complete variance analysis and reporting. + Monitor funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required. + Support accounts receivable as required during the billing processing (i.e. Review edit file and ensure cost that will be billed are accurate and allowable against the project). + Ensure adherence to Generally Accepted Accounting Principles (GAAP) and all company policies and procedures as they are related to contract performance and financials. **Required Skills/Experience:** + US citizenship required for work on DoD contracts + BA/BS in Finance or Accounting + 5 years' experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis. + DoD Government contracting experience + Knowledge and functional understanding of contract types, execution methods, FAR, and Joint Travel Regulations (JTR) rules and regulations + Ability to build relationships across functional teams and internal Business Partners. + Knowledge and experience with Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint. + Possession of excellent oral and written communication skills. + Possession of excellent data management, problem solving and critical thinking skills. + Possession excellent organizational skills. + Clearable, if required based on contractual requirement **Desired Skills/Experience:** + Experience with Costpoint + Experience with Focuspoint **US citizenship required for work under DOD contract** **Application deadline:** 12/29/2025 \#LI-REMOTE The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $75,700-$100,900 USD At SMX , we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. SMX is an Equal Opportunity employer including disabilities and veterans. Selected applicant may be subject to a background investigation and/or education verification. SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).