Finance planner jobs in Albany, GA - 2,309 jobs

A leading financial advisory firm in Atlanta is seeking a Director of Financial Planning to provide exemplary financial advice and manage client relationships. The ideal candidate will have direct experience in wealth management, a strong track record of client satisfaction, and possess or be able to obtain necessary licenses. This role offers a competitive salary and performance-based compensation, focusing on the clients' best interest and financial goals. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Financial Advisor Direct Hire - No sponsorship provided Hybrid Lake Ranch/Ellenton & Cape Coral/N. Fort Myers The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities Grow and retain an advisory, brokerage, and insurance book of business Provide consultation on investment and insurance strategies, including the development of financial plans for member clients Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships Acquire, expand, and maintain member client relationships through business development and networking Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values Apply product and procedural knowledge to solve member client problems appropriately and efficiently Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals Develop and implement wealth management strategies for member clients and determine the best products to support these strategies Present sound financial recommendations and guidance to member clients Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes Coach and educate branch staff and internal business partners to identify opportunities Drive financial education and visibility among branch staff Partner with branch managers to lead the branch team on action steps to achieve investment results Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. Meet service level agreements for lead and referral follow up Create and execute business plan to grow recurring revenue base Develop, monitor, and manage portfolios and third-party asset managers Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework Obtain broker dealer approval on all advertising and communications with the public Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise Attend educational events to increase professional knowledge Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications • Bachelor's degree in business, finance, economics, or related field • Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) • Experience with financial planning, investment advisory, or wealth management • FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required • FINRA Record (U4) with no unacceptable entries • Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ • Excellent knowledge of financial and goals-based planning and investment management • Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) • Consultative influence skills with strong active listening and discovery abilities • Strong presentation, sales, and closing skills • Ability to translate and communicate complex concepts and strategies to varied audiences • Ability to digest and distill large amounts of information into summary form • Ability to represent the credit union in a professional manner • Ability to maintain a high level of confidentiality and discretion of all member client information • Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines • Accurate, detail-oriented, and organized with task management • Ability to analyze and resolve difficult and often complex problems or situations • Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators • Strong knowledge and understanding of credit union products, services, policies, and procedures • Strong knowledge and understanding of regulatory compliance • Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills Customer Service Networking Sales Benefits Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO Community Involvement: Paid Volunteer Hours Growth: Degree Assistance up to $5,000 per year

Title: Budget Analyst Pay: $35-$40 per hour **6 MONTH CONTRACT** Position is responsible for preparation of financial and operating budget reports at the plant or site level. Responsible for assisting with day-to-day accounting activities for a site, including preparation of journal entries, ensuring proper consolidation and reporting of all project entities, confirming SOX compliance, forecasting for site, preparing tax provisions quarterly, and reporting on a timely basis. May administer and interpret accounting policies applicable to the site. Education: Bachelor's degree in Accounting required; CPA or Master's Degree in related field preferred. Relevant Experience: 5+ years of experience managing financial operations, accounting policy administration Responsibilities: Ensures accurate consolidation of project entities and creates high-level financial reporting and forecasting. Years of experience: 6-10 years Other: Create forecasting, budgeting, and site-level financial consolidation. Familiarity with SAP/FMIP/Passport and general financial reporting processes; proficient in Microsoft Excel, Word, ACCESS, PowerPoint, and Lotus Notes.

Role: Associate Portfolio Analyst (financial services and FinTech environment) Term: Contract High level Overview - To manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. JD. Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and alding in budget management, with guidance from peers and leaders Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability Plays key role in driving continuous improvement of portfolio processes through tooling and automation, Identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness. Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities. 5 Acts as change agent throughout the organization with an ability to guide Individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits. Minimum Qualifications: Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power Bl, advanced Excel, General Ledger, and Al tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling.. Ability to synthesize complex financial data for a non-finance savvy audience. Strong relationship building with the ability to collaborate and influence without authority. Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal Impact. Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options. 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines. Preferred Requirements: Ability to execute and maintain high performance under tight timelines and competing demands. Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus. Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight. Experience within a I large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies. 5) Understand linkages between supply and demand spent provide meaningful, actionable insights and recommendations to ensure targets are achieved. 6) Understanding of multiple business functions preferred.

James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office. Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others. Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years. This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry. This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents. Qualifications Active CPA license required 5-10 years of experience in public accounting, corporate finance, and transactional tax Solid understanding of financial statements and financial accounting principles Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts Excellent analytical and organizational skills with strong attention to detail Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment Key Responsibilities Perform tax and financial analysis for business transactions, mergers, and acquisitions Assist attorneys with structuring and modeling transactions for tax efficiency and compliance Review and interpret financial statements, tax returns, and related documentation Conduct due diligence and prepare financial summaries for client and internal use Research tax laws and corporate compliance issues relevant to ongoing matters Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges Creative problem solving to identify innovative, practical solutions that support client goals and transaction success Collaborate with attorneys to develop and implement strategic business and tax solutions Work closely with clients' accountants on due diligence and transaction-related tax implications

Job Title: Budget Analyst Pay: $30-$33/hr Contract Duration: 6 Months with possible extension This position is responsible for preparing and managing financial and operational budget reports at the plant/site level. The role supports day-to-day accounting activities, ensures accurate financial consolidation, and delivers timely financial reporting and forecasting while maintaining compliance with accounting policies and SOX requirements. Key Responsibilities: Prepare and manage financial and operating budgets for the plant/site Support daily accounting activities, including journal entries and reconciliations Ensure proper consolidation and reporting of all project entities Confirm and maintain SOX compliance Prepare quarterly tax provisions and site-level forecasts Deliver timely and accurate financial reports to stakeholders Administer and interpret accounting policies applicable to the site Develop forecasting, budgeting, and site-level financial consolidation models Qualifications: Bachelor's degree in Accounting (required) CPA or Master's degree in a related field (preferred) 5+ years of experience managing financial operations and accounting policies Skills & Tools: Strong experience with financial reporting and forecasting Familiarity with SAP, FMIP, Passport, and related financial systems Proficiency in MS Excel, Word, Access, PowerPoint, and Lotus Notes Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

About the Organization At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second. We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions. EOE Statement We are an equal employment opportunity employer. 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. Category Insurance Description General Summary: Solicits new clients and services existing clients in a manner consistent with the firm's goals, culture and approach to sales. Essential Functions: Business development of clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues. Gathers data for service team to prepare quotes; analyzes market summaries; negotiates with underwriters as appropriate and presents proposal to client; Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence. Keeps current with carriers, strategic partners, products/services and applicable legislation. Consistently strive to learn and grow knowledge of the industry Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly. Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis. Attends team and producer meetings, and submits expense report as required. Performs other duties and special projects as assigned. Acts as a backup to team personnel when necessary. Maintains confidential information. Position Requirements Prior insurance sales experience in an agency setting. Current Property & Casualty or Life and Health license. Demonstrated sales success with a track record of gaining commitment from prospects. Strong presentation skills with high energy and the ability to work independently as well as within a team. Data gathering skills and an analytical thought process with a high level of problem solving skills. Exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, Excel and Access. Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance. Full-Time/Part-Time Full-Time Shift -not applicable- City State Position Client Advisor (2) Exempt/Non-Exempt Exempt Open Date 1/18/2024 This position is currently accepting applications.

About the job We are working with a market leading company who are seeking to hire a Law graduate with a background in M&A in Miami. This position is a great opportunity to join a growing company and gain exposure to all facets of the M&A industry including Insurance. Responsibilities include: Support M&A transactions by coordinating closing actions and preparing key documents, including closing checklists, certificates, and memoranda. Draft and review legal documents. Due diligence support. Collecting, organizing, and reviewing corporate documents, contracts, and other materials from target companies. Draft and edit ancillary documents (NDAs, consents, officer certificates, closing checklists, etc.) under attorney supervision. About you: Industry experience is preferable. A background or education in M&A/Corporate Law is desirable. Excellent communication skills Strong analytical abilities Team-oriented mindset Creative, flexible, and solution-driven Self-starters who are intellectually curious Have the ability to manage multiple workstreams in a fast-paced environment For more information on this role, please contact: *******************************

Locals Only: (Hybrid in Tampa) , USC or GC Candidate May Apply. Job Title: Lead Business Analyst ( Financial Technology and Regulatory Reporting) with strong SQL You'll work hands-on with Oracle Financial Services Analytical Applications (OFSAA) and Financial Services Data Foundation (FSDF), diving deep into data analysis, mapping, and lineage tracing. If you're passionate about transforming complex data into actionable insights and building scalable solutions, this is your opportunity to make an impact. What You'll Do Act as a trusted advisor to business teams, translating requirements into technology solutions. Develop detailed functional and non-functional business requirements for financial and regulatory reporting. Perform data analysis and profiling to ensure quality, completeness, and consistency. Map key data attributes from source systems to OFSAA FSDF standard models. Write SQL queries to extract, validate, and analyze data across multiple databases. Collaborate with cross-functional teams to design data flows, document processes, and support application development. Contribute to project planning, estimates, and implementation strategies. Work with UX/Design teams to visualize requirements through prototypes. Lead small to medium-sized projects and mentor team members.

The QUIKRETE Companies manufactures infrastructure, commercial, and industrial construction, repair, and home improvement products, including ready-to-use cement mixes, segmental concrete, tile installation systems, concrete pipe, corrugated metal pipe, stormwater systems, bridges, and other related products. The company is seeking a Financial Analyst. The position will work closely with the Director of Sales & Business, Divisional Vice Presidents, Regional Controllers, and various Regional and Plant Managers. Responsibilities Perform financial analysis to support management decision making. Perform monthly P&L analysis at divisional, regional, and business-unit levels. Perform monthly revenue analysis, including but not limited to, trend, variance, price-volume, and margin analysis. Partner with key personnel throughout the organization to review results and recommend actions to improve performance. Maintain accurate vendor records, keeping track of any contract updates and renewals. Continuously monitor reporting to identify errors and correct transactions in a timely manner. Perform monthly reconciliations of key reports to ensure data presented is accurate and complete. Ad hoc projects and reporting as needed for analysis and/or management review. Perform all other duties as assigned. Qualifications Bachelor's degree preferred. Advanced knowledge and use of office productivity tools (Microsoft Office Excel, Power BI, and Access). Ability to multi-task, work independently, and meet deadlines. Self-motivated to find issues and resolve them timely. Organized, detail-oriented, and with strong analytical skills. Excellent written and verbal communication skills. Software Utilized · Microsoft Office Suite (Office 365), including Power BI · JD Edwards World 9.2

Must Haves: Bachelor's degree (preferred fields: Finance, Health Services Administration, Informatics, Data Analytics) 4+ years in Managed Care, with strong exposure to: Commercial Insurance payors (Blue Cross Blue Shield, UnitedHealthcare, Cigna, Aetna) Managing payor contracts and provider analytics Forecasting and trend analytics - financial modeling & risk forecasting Supporting the hospital side (not payor side) Excel Expertise: Advanced formulas (IF statements, VLOOKUPs), macros, and data modeling. Ability to take Excel analysis to a higher level (moderate to advanced proficiency). Proactive and solution-oriented - does not wait for answers. Plusses: Experience with multi-state contracts. Experience with hospital financial modeling Familiarity with EPIC (reporting experience preferred) EPIC HB (hospital billing certification) Role overview: This role is focused on managed care within the payor space, commonly referred to as medical economics. They collaborate with negotiators who engage with BUCA payors to establish new reimbursement rates and build rate structures for future periods. This role is responsible for analyzing and evaluating financial and economic data related to healthcare costs, managed care payer rates, and reimbursement. It focuses on identifying financial trends, applying reimbursement methodologies, leveraging data tools, and developing financial models to manage revenue effectively. The position involves conducting complex analyses of managed care contracts and proposals, reviewing fee schedules for compliance, and transforming raw data into actionable insights to support executive decision-making. Additionally, the role ensures collaboration with managed care teams across multi-state divisions and represents the organization in discussions with payers across various markets. Key Responsibilities Rate Structure Development: Build and analyze reimbursement rate structures for upcoming years. Data Analysis & Modeling: Pull 1-2 years of historical data and use Excel to model trends and methodologies, including stop-loss and per diem models. Forecasting: Project future reimbursement rates and financial impacts based on historical data, market trends, and modeling assumptions. Financial Analysis: Evaluate monetary impacts and account-level details to support decision-making. Contract Review: Interpret payor contract language and translate reimbursement terms into formulas for financial modeling. Market Insight: Stay informed on active contracts and payor trends to guide negotiations and rate-setting strategies. Job Description: Researches and analyzes managed care data from various financial systems and interface tools. Performs complex and varied healthcare data analysis, including financial modeling and risk forecasting. Identifies and implements improvements in quality control and timeliness of reporting. Extracts, collects, analyzes, and interprets health utilization and financial data. Interprets and analyzes data from various sources using knowledge of healthcare managed care contracts and administrative claims data.

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

Salary: $75,000 - $95,000 + Bonus Why This Opportunity Stands Out High-visibility role supporting senior investment professionals in a fast-growing private equity firm Exposure to the full deal lifecycle - from sourcing and due diligence through close and portfolio management Strong mentorship and career development track within a collaborative, performance-driven culture Downtown Tampa office with modern workspace and strong work-life balance for finance Competitive compensation package including bonus and long-term growth potential Key Responsibilities Build and maintain detailed financial models including LBO, DCF, and operating models Analyze investment opportunities, conduct market research, and support due diligence efforts Prepare investment memos, presentations, and materials for internal committees and investors Assist in transaction execution including valuation, structuring, and financing analysis Monitor portfolio company performance, prepare monthly/quarterly reporting, and track KPIs Work closely with senior team members on strategic initiatives and new deal sourcing Support post-acquisition initiatives and value creation projects across portfolio companies Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 1-3 years of experience in private equity, investment banking, transaction advisory, or consulting Advanced financial modeling and Excel skills; experience with PowerPoint and data analysis tools Strong analytical, organizational, and problem-solving abilities Excellent communication skills with the ability to present complex information clearly Self-motivated, detail-oriented, and able to thrive in a fast-paced, high-performance environment #INJAN2026 #LI-KH1 #LI-Hybrid

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products. Essential Job Duties and Responsibilities: * Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products. * Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency. * Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators * Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy. * Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines. Required Skills, Knowledge and Abilities: * Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus). * Minimum GPA requirement: 3.0 GPA if applying as a recent grad * 0-4 years of experience in finance, accounting, consulting or a similar role. * Strong analytical skills with the ability to work with large datasets and draw meaningful insights. * Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint. * Ability to synthesize complex information into clear, concise recommendations. * Experience with financial forecasting, budgeting, and financial planning. * Excellent written and verbal communication skills. * Strong problem-solving skills with a proactive approach to challenges. Compensation: $20 - $25/hour Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program