Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services its clients with assets under management totaling $4+ billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
CIA Financial Advisors provide investment advice, portfolio analysis, and trade execution tailored to each client's goals, time horizon, and risk tolerance, utilizing a range of products such as stocks, mutual funds, bonds, annuities, and advisory models. Advisors periodically review client portfolios and must prioritize clients' best interests, which may include recommending bank products.
The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks.
Advisors actively follow up on referrals from within the bank and build networks through community involvement and professional relationships. They maintain expertise via independent study, peer networking, and research tools like Wealth Vision, Morningstar Workstation, Argus, and Advisory World.
Financial Advisors adhere to company and broker-dealer policies, completing required compliance and continuing education such as Anti-Money Laundering and FINRA training. Accurate recordkeeping using Clientworks and Redtail, regular documentation of client communications, and maintaining office files are required.
Additional duties include managing monthly reports, attending annual and quarterly meetings, collaborating with bank branches for referrals, and providing basic banking assistance related to brokerage accounts. Advisors are prohibited from processing certain banking transactions. Failure to meet compliance requirements can result in disciplinary actions.
EXPERIENCE, EDUCATION AND SKILLS:
Bachelor's Degree in a Business discipline-preferred
3 - 5 years Brokerage experience preferred
Series 7, Series 63 & 65 or 66 Licenses required.
Life and Health insurance licenses - must obtain if not currently licensed
Certified FinancialPlanner designation highly recommended
Strong desire to succeed in a highly competitive industry
Exceptional listening skills
Exceptional customer-service attitude with strong client relation skills
Ability to communicate effectively with individuals or groups
Strong PC skills
Self-starter - initiative to begin projects independently
Effective oral & written communication skills
$34k-67k yearly est. 36d ago
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US Experienced Financial Advisor
Edward Jones 4.5
Finance planner job in Columbia, MO
**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 FINANCIALPLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 42d ago
Financial Advisor - Central Bank
LPL Financial 4.7
Finance planner job in Columbia, MO
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Columbia, MO would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Central Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Central Bank for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the Bank's exceptional referral system
Service Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
The opportunity to find new clients via the bank's client base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Central Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Bank.
Tracking # 1-05026674
Pay Range:50000 - 70000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
$33k-52k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Central Bank 4.2
Finance planner job in Columbia, MO
Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services its clients with assets under management totaling $4+ billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
CIA Financial Advisors provide investment advice, portfolio analysis, and trade execution tailored to each client's goals, time horizon, and risk tolerance, utilizing a range of products such as stocks, mutual funds, bonds, annuities, and advisory models. Advisors periodically review client portfolios and must prioritize clients' best interests, which may include recommending bank products.
The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks.
Advisors actively follow up on referrals from within the bank and build networks through community involvement and professional relationships. They maintain expertise via independent study, peer networking, and research tools like Wealth Vision, Morningstar Workstation, Argus, and Advisory World.
Financial Advisors adhere to company and broker-dealer policies, completing required compliance and continuing education such as Anti-Money Laundering and FINRA training. Accurate recordkeeping using Clientworks and Redtail, regular documentation of client communications, and maintaining office files are required.
Additional duties include managing monthly reports, attending annual and quarterly meetings, collaborating with bank branches for referrals, and providing basic banking assistance related to brokerage accounts. Advisors are prohibited from processing certain banking transactions. Failure to meet compliance requirements can result in disciplinary actions.
$43k-66k yearly est. 13h ago
Advisor, Deal Management
Cardinal Health 4.4
Finance planner job in Jefferson City, MO
**_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and services.
Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship.
**_Responsibilities_**
+ Collaborate effectively across functions in Sales, Operations, and Finance to develop pricing strategies and models, in response to RFP and customer contract renewals.
+ Extract, manipulate, and prepare data and information from multiple sources and leverages findings to develop and recommend pricing strategies.
+ Create financial models, applying pricing analytics and other financial components related to the deal.
+ Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval.
+ Communicate key pricing and rebate strategies and recommendations, while driving consensus and being comfortable when challenged.
+ Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls.
+ Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities.
**_Qualifications_**
+ 3+ years experience in related field, preferred.
+ Bachelors degree in related field, preferred, or equivalent work experience.
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
+ Completes work independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900 - $103,950
**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:** 2/19/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-104k yearly 22d ago
Senior Financial Planning and Analysis Professional
Humana 4.8
Finance planner job in Jefferson City, MO
**Become a part of our caring community and help us put health first** The Senior Financial Planning and Analysis Professional analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. The Senior Financial Planning and Analysis Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Senior Financial Planning and Analysis Professional collects, compiles, verifies, and analyzes financial information and economic indicators so that senior management has accurate and timely information for making strategic and operational decisions on, for example, acquisitions, investments, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against the organization's business objectives. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position. Analyzes revenues, expenses, costs, prices, investments, cash flow, profits, labor market trends, inflation, interest rates, and exchange rates. May involve financial modeling, reporting and budgeting as well. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's Degree in Finance, Accounting or a related field
+ 5 or more years experience in finance/accounting
+ Comprehensive knowledge of all Microsoft Office applications, and Access, SQL, and multi-dimensional databases
+ Ability to manage multiple priorities
+ Strong analytic skills with attention to details
+ Excellent oral and written communication skills
+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences
**Preferred Qualifications**
+ Master's Degree in Business Administration or a related field
+ Previous health insurance industry experience
+ Experience with Oracle Planning, Power BI, SAS, and or Anaplan or other relational databases
**Location** **:**
Louisville, KY - Waterside Building. The team operates on a hybrid schedule, working 2-3 days per week in the office. We are open to considering remote arrangements for highly qualified candidates.
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$86,300 - $118,700 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 01-29-2026
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
$30k-45k yearly est. 15d ago
Financial Advisor II
Baylor Scott & White Health 4.5
Finance planner job in Jefferson City, MO
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.
$27k-75k yearly est. 60d+ ago
Costing Analyst
Quaker Windows 4.0
Finance planner job in Freeburg, MO
The Costing Analyst applies principles of cost accounting to provide detailed cost information not supplied by general accounting systems. The position collects and analyzes data to determine costs of business activity, such as raw material purchases, inventory and labor. The Costing Analyst maintains a standardized cost system to ensure business objectives are met and analyzes changes in product design, raw materials, manufacturing methods or services provided to determine effects on costs.
Duties and Responsibilities
* Pricing Maintenance and Support: Assist with analysis, review, and update of monthly product component costs. Provide pricing support and assistance as needed.
* Product Component Parts: Review new and existing parts to ensure accurate cost and system data flow. Understand vendor / part relationships and cost drivers.
* Inventory Cost Valuation: Understand inventory valuation processes including product structures, work centers, labor requirements, cost rollups, etc.
* Product Costing Liaison between Departments: Provide support and act as liaison between manufacturing, product management, engineering, purchasing, IT, accounting and other depts as it relates to product costing.
* Prices & Profitability Reporting: Provide management with reports comparing factors affecting prices and profitability of products and services. Analyze actual costs and compare to standards. Audit rates and determine areas of improvement.
* Prompt and regular attendance at an assigned work location.
* Interact and communicate with employees and customers in an appropriate manner.
* Availability on site to confer with staff members with whom the employee must interact on a regular basis.
* Communicate via email
* Plan, prioritize and monitor cost review activities.
* Complete assigned tasks and projects in a timely manner.
Supervisory Responsibility
No direct management or supervisory responsibilities.
Safety
Observe safety and security policies and procedures, including proper use of Personal Protective Equipment including but not limited to eye and toe protection; report potentially unsafe conditions; and use equipment and materials properly. Follow department-specific safety requirements during visits to the production floor.
Travel
Limited travel as needed is required to commute between the Quaker campuses.
Qualifications
An individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
* Fluent in Microsoft applications, particularly Excel spreadsheets & formulas.
* Demonstrated understanding of accounting and inventory practices.
* Demonstrated understanding of database and file structure relationships to connect multiple data sources.
* Proficient with Bill of Material and Labor Costing methods.
Education and Experience
The expectation is that the individual has achieved a minimum level of education and/or related expertise to qualify for this position.
* Associate's Degree
* Bachelor's Degree preferred with an emphasis in Accounting, Finance or a related field
* Minimum 2 Years of Costing Experience may be used in lieu of the Associate's Degree
Competencies and Skills
* Problem Solving
* Compliance Focused - Adherence to Company Policies and Procedures
* Data Accuracy
* Communication Proficiency and Listening
* Exceptional Clarity when Explaining Complex Concepts
* Discretion and Confidentiality
* Flexible and Reliable
* Collaboration
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday during normal business hours. Occasional evening and weekend work may be required as job duties demand.
Physical Demands The demands and environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This is primarily an office job and largely a sedentary role with frequent sitting. The position requires the ability to climb stairs, lift files, open filing cabinets, bend or stand as necessary. The employee is occasionally required to climb or balance; and stoop, kneel, crouch or crawl. The employee may also occasionally be required to lift and/or move up to 25 pounds.
Work Environment
Although the employee will primarily be in an office setting, while performing the duties of this job, the employee may need to visit the factory and be exposed to climactic variations, various levels of vibration, and moving mechanical parts. The noise level in the office is usually low, but hearing protection may be advisable or required for prolonged visits to certain parts of the factory.
Other Duties and Responsibilities
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be required of the employee for this job. Duties, responsibilities and activities may change at the discretion of management at any time.
Equal Employment Opportunity Statement
Quaker is an equal opportunity employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Quaker will be based on merit, qualifications, abilities, and Quaker's needs and resources. Quaker does not discriminate in any employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity or expression), national origin, ancestry, age, disability, genetic information, military status, or any other category protected by law.
$48k-62k yearly est. 20d ago
Senior Revenue Recognition Analyst
Oracle 4.6
Finance planner job in Jefferson City, MO
The Americas Revenue Recognition team is a diverse group of highly motivated professionals that leverages its technical accounting and finance expertise to enable Oracle stakeholders to execute transactions with customers that will maximize Oracle's revenue while mitigating risk. The team focuses on meeting the highest standard of compliance with US GAAP, Oracle's Revenue Recognition policies, Internal Controls, Business Practices and Finance & Accounting policies.
As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is recognized in accordance with US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls, Finance & Accounting and Business Practices policies.
Revenue Recognition Mission
We promote consistent revenue recognition practices through collaboration with our stakeholders, training and development, and continuous improvement of our processes, all while remaining committed to our responsibility as business fiduciaries.
\#LI-KNC2
**Responsibilities**
**RESPONSIBILITIES:**
- Maintain an up to date and thorough knowledge of Oracle's Revenue Recognition, Internal Controls, Business Practices and Finance & Accounting policies
- Review and discuss assessments of non-standard, complex transactions internally with the Americas and Global RevRec teams and communicate accounting conclusions to external stakeholders
- Ensure consistent application of Revenue Recognition policies, practices and processes, promote continuous improvement
- Collaborate with external stakeholders during the pre-execution stage of contracts, provide rev rec guidance on deal structures and advise on ways to minimize risk and maximize revenue
- Develop and maintain relationships with external stakeholders, promote a highly collaborative work environment and promote and provide training
- Maintain an up to date and thorough knowledge of Global RevRec and Americas team objectives and initiatives
- Review significant signed contracts for compliance with US GAAP ASC 606 and Oracle's Revenue Recognition Policy to ensure timely and accurate financial reporting
- Maintain an up to date, working knowledge of Global RevRec and Oracle systems, databases and communication tools
- Provide support to internal and external auditors and assist in special projects as assigned
**KEY SKILLS:**
- Strong decision making and problem-solving skills
- Strong technical accounting acumen with ability to comprehend and apply technical guidance to complex scenarios
- Ability to present and effectively communicate complex accounting issues
- Strong organization skills, with the ability to manage and prioritize multiple, competing tasks, while maintaining attention to detail
- Ability to work under pressure in a fast-paced, remote, and demanding environment
- Highly customer focused and results oriented
- Self-starter, ability to work both independently and collaboratively, as needed
- Fluent in English is essential; additional language skills (i.e., Spanish or Portuguese) is a plus
**QUALIFICATIONS AND EXPERIENCE:**
- 8+ years of relevant accounting experience, with a minimum of 4+ years revenue recognition ASC 606 and accounting US GAAP experience at a cloud service provider
- Business/ Accounting/ Finance degree
- Public accounting experience is a plus
\#LI-KNC2
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: $79,100 to $158,200 per annum. May be eligible for bonus and equity.
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 - IC4
**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.
$79.1k-158.2k yearly 60d+ ago
Financial Aid Specialist
Columbia College 4.2
Finance planner job in Columbia, MO
Financial Aid Specialist Department: Financial Aid Location: Columbia, MO Work Format: On Campus Type: Staff; Full-time Pay: $19 per hour (Pay range may vary based on geographic location) Applicants must be legally authorized to work in the United States; visa sponsorship is not available for this position. Job Summary:
We are seeking a Financial Aid Specialist to join our team in Columbia, MO. The ideal candidate will have experience in financial aid administration and a strong understanding of federal and state financial aid programs. The Financial Aid Specialist will be responsible for assisting students with the financial aid application process, determining eligibility for aid, and awarding financial aid packages. Additionally, the specialist will provide guidance and support to students and families regarding financial aid options and resources. Strong communication and organizational skills are essential for success in this role.
Essential Functions:
Perform job duties in accordance with Columbia College's vision, mission and values, and contributes to the development of the Financial Aid Department. Review and award financial aid while complying with federal, state and institutional policy. Understands the compliance requirements of aid processing and ensures compliance and accuracy in work performed. Analyze student and parent circumstances and determines aid eligibility within the confines of federal, state and local regulations. Correspond with students through various methods of communication including but not limited to email, phone and in person. Must be able to explain problem and provide resolution and eligibility status. Makes decisions to award funds to students eligible for scholarships, grants and college work study. Determines amount of borrowing eligibility, evaluates academic progress, student budgets, grade level eligibility, length of program, family contribution to certify aid. Performs need analysis, determines tolerance level, student budget, and family contribution to determine financial need.
Responsible for auditing and reconciling financial aid accounts and packaging financial aid awards.
Manages conflicting information reviews.
Assists in the administration of the financial aid programs.
Interprets and implements current regulations.
Assist in documenting policies and procedures pertaining to financial aid.
Participate in financial aid events on and off campus.
Processing volume must consistently meet accuracy and quantity expectations.
Prioritize tasks based on an understanding of critical enrollment dates, daily priorities, student needs, and institutional initiatives.
Provide support in projects, such as testing and development of improvement projects within the office.
Provides training support on areas of staff person's expertise.
Understand and respond to escalated student situations regarding complex financial aid situations.
Provides support for cross-departmental/divisional activities such as phone and IM support.
Practice superior customer service.
Fulfill additional responsibilities as assigned.
Display respect and civility to all constituencies in all communications.
Attend work timely and on a regular basis during the established hours of operation; work additional hours as business necessitates.
Position reports to: Assistant Director or Associate Director
Required Core Competencies and Professional Experience:
Ability to fluently read, write, and understand the English language.
Proficiency with the following, but not limited to: active listening; speaking; writing; critical thinking; judgment and decision making; monitoring; reading comprehension; time management; coordination; and management of personnel resources.
Proficiency for using a variety of computer and technology-related software and equipment, including Microsoft Office products and database systems.
Proficiency in using web-based technologies, including database systems.
Ability to work independently and in a team environment, with or without direct supervision.
Excellent communication, interpersonal, customer service, and organizational skills.
Ability to maintain confidentiality and effectively work in a multi-tasked environment with a variety of individuals.
Ability to meet deadlines and manages details efficiently.
Ability to adapt to a changing and growing environment.
Ability to work in fast-paced environment.
Preferred Core Competencies and Professional Experience:
One to three years financial aid experience in higher education.
Knowledge of Title IV regulations for federal student aid. Special Requirements (if any):
Valid Driver's License and ability to pass the Driver's background check.
Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Accommodations may be made to enable individuals with disabilities to perform essential functions. Individuals seeking accommodation should contact the Human Resources Department without delay. While performing the duties of this job, the employee is regularly required to sit for long periods of time, talk, and hear. The employee is required to use hands and fingers to handle or feel, reach with hands and arms, climb or balance, and stoop, kneel, or crawl. Employees must be able to type on a computer keyboard and use a computer monitor on a regular basis. Work Conditions: The work environment conditions described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is rarely exposed to outside weather conditions; however, possible exposure to hazards and physical risks to personal safety may occur while operating certain equipment. The noise level in the work environment is usually mild. Interested applicants may apply online at ***************************** Review of applications will begin immediately and continue until the position is filled. Columbia College is an equal opportunity employer.
This job description is not meant to be all-inclusive of every duty and responsibility required by the employee in the position.
Eligibility for employee benefits and perks is determined by employment status. For more information please see ***************************** The offer of employment and assignment to duties is contingent upon a satisfactory criminal background check. The information may include, but is not limited to, academic, residential, achievement, performance, attendance, disciplinary, employment history, credit history, driving history, and criminal history of public record. Columbia College is committed to creating an inclusive employee experience for all regardless of race, color, national origin, gender, religion, sexual orientation, age or disability. The college maintains a safe place for open discourse and overall, fosters a sense of community that welcomes everyone. In compliance with the Higher Education Opportunity Act (HEOA) and the Jeanne Clery Campus Safety Act (Clery Act), the Department of Campus Safety for Columbia College has provided the Annual Security and Fire Safety Report and crime statistics for the main campus and venues nationwide. Columbia College is required to distribute this information to all current and prospective employees and students. Please follow the link below for the full report or contact Human Resources at ************ for a printed copy. *************************************************************
$19 hourly 60d+ ago
Financial Education Professional
Missouri State Employees' Retirement System 3.8
Finance planner job in Jefferson City, MO
About MOSERS MOSERS has been named one of the Best Places to Work in Money Managementby Pension & Investment magazine for 2024 & 2025. MOSERS is responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to members and an approximate $3.5 billion portfolio of MO Deferred Comp Plan (MODC) assets. The MODC is a 457(b) and 401(a) retirement savings plan for State of Missouri and some college and university employees. MOSERS serves over 150,000 members with counseling on their defined benefit pension, deferred compensation plan, long-term disability, and life insurance benefits as well as paying benefits to our members. MOSERS offers competitive compensation in base pay and benefits. Click hereto learn more about our valuable benefits package which includes financial support to obtain certifications as well as a tuition reimbursement program.
What You'll Do
The individual in this position reports to the associate DC plans coordinator. The individual in this position provides virtual and in-person financial education presentations and one-on-one consultations with state of Missouri employees regarding MODC and the Colleges and Universities Retirement Plan (CURP). The individual in this position presents educational sessions on saving for retirement, investment vehicles, investment fundamentals, and more. Responsibilities also include counseling participants on their individual savings goals, account details, and how to make changes to their account. The individual in this position works in person in the Jefferson City MODC office and travels weekly in the central and northeast area of Missouri to provide onsite education and one-on-one counseling to participants with an average of one overnight stay per month.
How You'll Spend Your Time
Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP.
Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc.
Develops and updates financial education materials with input from other defined contribution team members.
Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP.
Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement.
Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans.
Represents MODC at state agency and university benefit fairs.
Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations.
Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task.
Other duties as assigned.
What we are looking for in an ideal candidate
Bachelors degree in business, financial planning, marketing or similar required.
Certified FinancialPlanner designation, Chartered Financial Consultant strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base.
3-5 years financial planning/services or similar experience.
Customer service experience.
Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions.
Extensive knowledge of a variety of financial planning and investment approaches and concepts.
Demonstrated ability to effectively service a diverse employee group.
Excellent communication skills verbal and written.
Proven ability to make effective group presentations.
Can translate technical plan information for employees.
Computer literate (MS Word, Excel, Outlook, PowerPoint, Access).
Ability to effectively prioritize and organize work schedule.
Frequent in-state travel required. Applicant must possess reliable transportation and a valid Drivers License.
Ability to maintain confidentiality.
Ability to demonstrate integrity and a high degree of ethics.
Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers.
Ability to maintain regular and reliable attendance.
What Youll Love About Us
Our Team Our staff consistently ranks co-workers at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys
Our Culture Our staff also ranks our leadership and our team culture highly on our surveys.
Knowing you are working to provide financial security for our members
Competitive Pay
Our BenefitsMOSERS staff enjoy the same benefits as State of Missouri Employees, which include:
Defined Benefit and Defined Contribution Pension Plans
Health Insurance
Vision Insurance
Dental Insurance
Life Insurance
Long-Term Disability Insurance
Cafeteria Plan
Employee Assistance Program
Paid Vacation and Sick Leave
13 Holidays Per Year
Tuition Reimbursement
Parental Leave
If this job sounds like a fit for you, please review the MO Deferred Comp website by clicking here. We look forward to reviewing your resume! To ensure consideration, apply by January 30, 2026, but the position will remain open until filled.
$28k-46k yearly est. 15d ago
Financial and Business Analyst
Midwest Independent Bancshares 3.4
Finance planner job in Jefferson City, MO
The Finance and Business Analyst applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate-to-complex scope.
Essential Duties & Responsibilities:
Compile, analyze, and interpret company financial and operational data and results to provide meaningful information to management and inform decision making.
Assist with the preparation of monthly and annual financial statements, management reports, annual internal/external audits, regulatory exams, etc.
Assist with the preparation, review, and analysis of annual budgets.
Assist with the preparation of various regulatory reports and other reports as required.
Participate in new initiatives and upgrades for company software platforms, operating systems, and reporting modules.
Participate in various committees, including, but not limited to the Assets and Liability Committee (ALCO), Compliance, Business Continuity, and liquidity and capital strategic planning.
Assist with compliance and risk management requirements of the company.
Perform ad-hoc financial modeling, product and customer profitability analysis, and scenario planning.
Assist the Finance Department with policies and procedures, and ensure all are current and compliant with applicable laws and regulations.
Research new accounting policies and rules, and coordinate with management on any changes/updates that may affect the organization.
Coordinate with the Finance Department and other company departments on processes, procedures, and applications.
Research and identify issues, and effectively implement solutions.
Assist with the investment activities of all MIB entities.
Additional Duties:
Responsible for Bank Secrecy Act compliance, where applicable, in reference to this position.
Performs other job-related duties as assigned.
Competencies:
An individual should demonstrate the following competencies to successfully perform the functions of this position.
Analytical - the individual synthesizes complex or diverse information.
Problem-solving - the individual gathers and analyzes information skillfully, and identifies and resolves problems in a timely manner.
Communication - the individual communicates clearly and persuasively both verbally and in written form..
Quality management - the individual looks for ways to improve and promote quality, and demonstrates accuracy and thoroughness.
Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions.
Planning/organizing - the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
Computer proficiency - excellent Microsoft Office applications required. Prior experience with bank core processing applications preferred.
Good time management skills with excellent attention to detail.
Works well in a team environment.
Able to maintain confidential information.
Supervisory Responsibility:
This position has no supervisory responsibilities but may assist with the training of fellow employees.
Work Environment:
This position operates in a professional office environment. This role routinely uses standard office equipment such as: computers, telephones, photocopiers, fax machines, calculators, and filing systems.
Physical Demands:
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requires sitting, standing, bending, and reaching.
May require lifting up to 25 pounds.
Requires manual dexterity sufficient to operate standard office machines as detailed above.
Requires normal range of hearing and vision.
Position Type and Expected Work Hours:
Full-time exempt position.
Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Flexible work schedules may be allowed if it allows the employee to perform the essential functions of the job, and will not interfere with providing efficient and effective services.
Ability to work varied hours/days as business needs dictate. Position is in-office. Some travel may be required.
Other Duties:
This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that may be required of the employee for this position. Duties, responsibilities, and activities may change or be altered at any time with or without notice.
Qualifications
Bachelor's degree in Accounting, Finance, or related field.
4+ years of financial analysis, accounting, or related experience required.
Finance, audit and/or regulatory experience in the banking industry a plus.
Certified Public Accountant license a plus.
$59k-84k yearly est. 9d ago
Private Client Advisor Associate
Commerce Bank 4.4
Finance planner job in Columbia, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners.
About This Job
The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.
Essential Functions
* Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients
* Act as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absence
* Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision
* Maintain a professional presence and approach with a strong desire to exceed client expectations
* Identify opportunities for expansion of relationships with existing clients
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Basic knowledge of wealth management services and products
* Demonstrated superior customer service skills and the ability to work independently
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Client centric and desire to exceed client expectations
* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
* Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision
* Professional presence and approach and desire to exceed client expectations
* Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
* Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
* High School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred.
* 2+ years of office experience required
* Financial institution experience preferred
* Open to continuing education and development with desire to expand responsibilities
Level of role is determined by knowledge, experience, skills, abilities, and education
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate & Senior Private Client Advisor Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 to $30.75 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 901 E Broadway, Columbia, Missouri 65201
Time Type:
Full time
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients.
Essential Job Functions:
+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,
+ Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
+ Develop and maintain relationships with clients and their lending partners.
+ Create, participate, and provide feedback in prospective client presentations
+ Performing tasks and reporting related to warehouse financing in ProMerit
+ Professional and timely communication with clients via conference calls, zooms and email
+ Coordinate meetings, send out meeting planners and take notes on calls
+ Analyze and process client requests in a timely manner and meet deadlines
+ Recommend process improvements to streamline operations and enhance efficiency
+ Liaise with offshore resources to ensure seamless coverage of all client requirements
+ Collaborate with marketing team to prepare materials for external distribution
+ Support ad-hoc projects and other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
+ Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
+ 2 plus years related industry experience and/or training preferred, highly regulated
+ Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
+ Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
+ Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
+ Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
+ Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
+ Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
+ Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
+ Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $80,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
$50k-80k yearly 60d+ ago
Financial Analyst
The Doe Run Company 4.7
Finance planner job in Goss, MO
We are Doe Run - 160 years strong, delivering minerals and metals to power the world. Based in St. Louis, Missouri, The Doe Run Company is a privately held natural resources company and one of the largest lead producers in the Western Hemisphere. Dedicated to environmentally responsible mineral and metal production, Doe Run has facilities in Missouri, Washington, and Arizona and operates one of the world's largest, single-site lead recycling facilities, located in Boss, MO. Using innovative mining techniques, Doe Run skillfully taps one of the largest lead deposits in the world.
As stewards of the mineral resources in our care, we strive to provide premium services and products to people who share our belief in enhancing the quality of life. You may view our sustainability report located at **********************************
Competitive base pay plus bonus eligible.
Benefits start day 1, including insurance, paid time off, and discount programs.
Career growth opportunity, plus training and education assistance.
The Doe Run Company is currently seeking an Operations Financial Analyst to provide financial analysis and project management support for operations and support the planning, execution, and monitoring of capital and operational projects, ensuring financial accuracy, accountability, and compliance. This position supports SEMO (mining) in Viburnum, MO, and BRRD (battery recycling) in Boss, MO.
Education & Experience:
* Bachelor's Degree in Accounting, Finance, or a related field.
* Master's degree in Finance, Accounting, Business Administration (MBA) or relevant discipline is preferred.
* Professional certification, such as CPA, CMA, CFA, or equivalent, is highly desirable.
* Minimum of 5 years of experience in accounting, finance, or financial analysis roles
* Valid driver's license
Knowledge, Skills & Abilities:
* Advanced knowledge and application of generally accepted accounting principles (GAAP).
* Strong computer skills, including Microsoft Office Suite, Adaptive, and PeopleSoft.
* Strong communication skills, both verbal and written.
* Effective organizational and time management skills.
Job Responsibilities:
1. Financial & Operational Analytics
a. Conduct variance analysis and trend analysis to support management decisions.
b. Prepare and analyze financial reporting in accordance with GAAP.
c. Assist in month end closing process as needed.
2. Project Management Support
a. Participate in the planning and financial evaluation of capital and operational projects (e.g., expansion, equipment investments, system upgrades).
b. Monitor project budgets, expenditures, and forecasts against approved plans, identifying and explaining variances.
c. Review and assess Authority for Expenditures (AFE's), assisting in the calculation of ROI and payback analyses to ensure proposed projects meet financial and strategic objectives.
3. Budgeting, Forecasting & Planning
a. Support the preparation of annual budgets and rolling forecasts for both operations and projects.
b. Assist the Operations Controller in weekly and monthly forecasting as needed.
4. Collaboration
a. Work closely with operational leaders, engineers, and project leaders to align financial insights with operational strategies.
5. Other Duties
a. Undertake additional financial analysis and project-related tasks as required.
Environmental Conditions, Physical & Lifting Requirements:
* General office conditions. May be exposed to moderate noise levels.
* Regularly required to sit for extended periods of time, talk and hear: occasionally required to use repetitive motion and reach with hands/arms. Requires clarity of vision and three-dimensional vision. May be required to visit mine operations for auditing.
* Occasionally required to lift up to 5 pounds.
Doe Run is an Equal Opportunity Employer, including disability and veterans.
$62k-82k yearly est. 8d ago
Finance Analyst II
Scholastic 4.6
Finance planner job in Jefferson City, MO
+ Develop data analysis methods for requests. + Create reports, analysis, or graphs that accurately represent the data to the requestor in a usable format. + Create reports, analysis, and graphs that accurately represent data in a usable format. + Document work instructions for use of developed reports.
+ Establish, review, and maintain timelines.
+ Lead/Participate in projects with multiple departments.
+ Prioritize tasks to meet project deadlines.
+ Responsible for accountability of assigned group tasks.
+ Provide timely updates of project progression.
+ Communicate status to upper management and internal customers.
+ Backup other team member duties.
Other duties as assigned.
**Qualifications**
+ College degree preferred with strong mathematical background.
+ Strong PC skills including Word, Excel, Outlook, and Access desired.
+ Ability to find solutions to challenging problems.
+ Deadline oriented and ability to work under stressful situations.
+ Must be flexible and able to adapt to changing job responsibilities.
+ Effective problem-solving organization skills.
+ Excellent communication skills.
+ Ability to effectively function as a team member.
+ Able to prioritize and handle multiple tasks.
+ Strong decision-making skills.
+ High level of attention to detail.
+ Above average attendance record.
**Time Type:**
Full time
**Job Type:**
Regular
**Job Family Group:**
Finance
**Location Region/State:**
Missouri
**Compensation Range:**
Hourly Rate: 21.00 - 22.00
**EEO Statement:**
Scholastic is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of race, religion, color, sex, pregnancy, national origin, marital status, sexual orientation, gender identity or expression, age, non-disqualifying physical or mental disability, or status as a disabled veteran or Vietnam veteran. Those factors shall not influence the determination of qualifications for a job or other opportunity within the company. Further, all personnel actions (such as compensation, tuition aid, benefits, transfers, promotions, and dismissals, company-sponsored training, social and recreational programs) shall be administered without discrimination.
EEO is the Law Poster (**********************************************************************************************
EEO Scholastic Policy Statement
Pay Transparency Provision (*********************************************************************************
Scholastic Corporation (NASDAQ: SCHL) is the world's largest publisher and distributor of children's books, a leading provider of core literacy curriculum and professional services, and a producer of educational and entertaining children's media. The Company creates quality books and ebooks, print and technology-based learning programs for pre-K to grade 12, classroom magazines and other products and services that support children's learning both in school and at home. With operations in 14 international offices and exports to 165 countries, Scholastic makes quality, affordable books available to all children around the world through school-based book clubs and book fairs, classroom collections, school and public libraries, retail and online. True to its mission of 97 years to encourage the personal and intellectual growth of all children beginning with literacy, the Company has earned a reputation as a trusted partner to educators and families. Learn more at: ******************
We're always looking for talented people to join Scholastic in instilling a love of reading and lifelong learning in children. At Scholastic, our benefit plans have been designed to be in line with market conditions and employee needs. Our plans provide flexibility and allow individuals a broad range of choices that can be tailored to meet each employee's needs. Scholastic is an Equal Opportunity Employer.
$46k-67k yearly est. 6d ago
Investigator Financial Analyst II
Parexel 4.5
Finance planner job in Jefferson City, MO
Parexel is looking for changemakers who are driven by curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. **Job Title** : Investigator Financial Analyst II **Job Introduction** : At Parexel, we are a leading Clinical Research Organization company specializing in delivering life-changing medicines to patients. We are seeking an **Investigator Financial Analyst** **II** to join our team. As an Investigator Financial Analyst, you'll be joining a fast-paced, driven environment that's helping to make life-changing differences to patients by steering the investigator budget management for crucial projects. Through the collaboration and diversity of the Investigator Payment Division the Investigator Financial Analyst is provided with opportunities to excel and discover where your skills can take you.
**Who we are looking for** :
Curious individuals interested in understanding investigator budget economic drivers. Who are detailed-oriented while assisting in translating the clinical conduct into a financial impact and proactively advising the project leader and the project financial analyst on how to influence critical budget and cash flow levers to prevent negative impact project financials.
**What you'll do** :
+ Lead the monthly investigator payment forecast cycle and support project analysis requirements, including a review of accruals, costs incurred, contracts signed, and patients enrolled.
+ Collaborate with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct.
+ Manage all required variance analyses for the set of projects, with insight and identify risks in the project forecast and to the budget.
+ Present updates on financial status of investigator payments for assigned projects and create information in response to client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio.
**Why join us:**
Be part of groundbreaking projects that are pushing the boundaries of the industry.
Experience a collaborative and inclusive work environment that highly appreciates your expertise.
Unlock your full potential with professional growth and development opportunities.
Enjoy work life balance and flexible working hours.
**Parexel US Benefits** :
+ Health, Vision & Dental Insurance
+ Tuition Reimbursement
+ Vacation/Holiday/Sick Time
+ Flexible Spending & Health Savings Accounts
+ Work/Life Balance
+ 401(k) with Company match
+ Pet Insurance
Full list of benefits available here: ***********************************
**About Parexel International:**
At Parexel we embrace flexibility and understand that in today's fast-paced world, employees need to balance their careers with their personal lives. Come join us where learning is constant, and you're exposed to a world of experiences and open doors.
If this job does not sound like the next step in your career, but perhaps you know of someone who'd be a perfect fit, send them the link to apply!
\#LI-REMOTE
EEO Disclaimer
Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
$63k-99k yearly est. 20d ago
Finance Analyst II
Scholastic Book Fairs
Finance planner job in Jefferson City, MO
Develop data analysis methods for requests.
Create reports, analysis, or graphs that accurately represent the data to the requestor in a usable format.
Create reports, analysis, and graphs that accurately represent data in a usable format.
Document work instructions for use of developed reports.
Establish, review, and maintain timelines.
Lead/Participate in projects with multiple departments.
Prioritize tasks to meet project deadlines.
Responsible for accountability of assigned group tasks.
Provide timely updates of project progression.
Communicate status to upper management and internal customers.
Backup other team member duties.
Other duties as assigned.
Qualifications
College degree preferred with strong mathematical background.
Strong PC skills including Word, Excel, Outlook, and Access desired.
Ability to find solutions to challenging problems.
Deadline oriented and ability to work under stressful situations.
Must be flexible and able to adapt to changing job responsibilities.
Effective problem-solving organization skills.
Excellent communication skills.
Ability to effectively function as a team member.
Able to prioritize and handle multiple tasks.
Strong decision-making skills.
High level of attention to detail.
Above average attendance record.
Time Type:Full time Job Type:RegularJob Family Group:FinanceLocation Region/State:MissouriCompensation Range:Hourly Rate: 21.00 - 22.00EEO Statement:
Scholastic is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of race, religion, color, sex, pregnancy, national origin, marital status, sexual orientation, gender identity or expression, age, non-disqualifying physical or mental disability, or status as a disabled veteran or Vietnam veteran. Those factors shall not influence the determination of qualifications for a job or other opportunity within the company. Further, all personnel actions (such as compensation, tuition aid, benefits, transfers, promotions, and dismissals, company-sponsored training, social and recreational programs) shall be administered without discrimination.
EEO is the Law Poster
EEO Scholastic Policy Statement
Pay Transparency Provision
$50k-72k yearly est. Auto-Apply 6d ago
Financial Aid Specialist
State Technical College of Missouri 2.8
Finance planner job in Linn, MO
Monday - Friday, 8:00 a.m. - 5:00 p.m., On-site Salary starts at $20.00 an hour State Tech is known as the Employers' Choice. Why? Because our graduates earn high paying jobs that are in demand. A huge reason for that success is because of our dedicated faculty and staff. Become a part of the #1 two-year college in the country and shape the workforce of tomorrow. At State Tech we want to be known as both the Employers' Choice, but equally as important we want to be known as the Employee's Choice! To learn more about State Tech visit our website at *************************
State Technical College of Missouri is accepting applications for full time, 12 month, non-exempt, and benefit eligible Financial Aid Specialist. Apply today at ****************************************
Required Qualifications: An associate degree or two or more years of related experience. Excellent customer service skills. Detail-oriented, capable of multitasking and meeting deadlines. Candidates should be self-motivated, demonstrate strong problem-solving skills, and have the ability to learn quickly.
Job Responsibilities: Serves as the front-line staff to students, parents and visitors. Advising students and their families on available financial aid options. Responsibilities include evaluating financial aid applicant materials, processing federal, state, and scholarship aid; completing verifications and assisting students with special considerations; investigating complex situations and resolving student inquires; providing support to students with regards to requests for financial assistance, unmet need, standards of academic progress, implications of withdrawing, and other advising specific to financial aid.
State Technical College of Missouri is an Equal Opportunity, Equal Employment Opportunity organization and does not discriminate against any protected class in our educational programs, activities, or employment opportunity. Please see our complete Non-Discrimination Policy.
$20 hourly 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance planner job in Jefferson City, MO
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
How much does a finance planner earn in Columbia, MO?
The average finance planner in Columbia, MO earns between $36,000 and $121,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.