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Finance planner jobs in Columbia, MO

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  • Job Cost Analyst

    Emery Sapp & Sons, Inc. 3.9company rating

    Finance planner job in Columbia, MO

    We are currently seeking a detail-oriented and analytical Job Cost Analyst to join our team. As a Job Cost Analyst, you will play a critical role in analyzing project costs, monitoring budget performance, and providing financial insights to support project management decisions. Responsibilities: Perform detailed analysis of project costs, including labor, materials, equipment, subcontractors, and overhead expenses. Monitor and review project budgets and compare actual costs against budgeted amounts. Identify cost variances, investigate discrepancies, and provide explanations for budget deviations. Collaborate with project managers and stakeholders to review project financials and discuss potential cost-saving opportunities. Prepare and distribute timely and accurate project cost reports, forecasts, and financial analyses to management and project teams. Assist in the development of project budgets and cost estimates for new and ongoing projects. Maintain accurate records of project costs, change orders, and contract modifications. Conduct regular audits of project documentation to ensure compliance with accounting standards and internal controls. Support month-end and year-end financial close processes by reconciling project costs and performing related journal entries. Assist in the development and improvement of cost tracking systems, tools, and processes to enhance efficiency and accuracy. Requirements: Bachelor's degree in Accounting, Finance, or a related field. 2+ years of experience in job cost analysis or a similar role, preferably in the construction industry. Strong understanding of construction project accounting, cost control, and financial management principles. Proficiency in financial analysis, budgeting, and forecasting. Excellent analytical skills with the ability to interpret complex financial data and identify trends or patterns. Advanced knowledge of Microsoft Excel and other financial software applications. Strong attention to detail and accuracy in data analysis and reporting. Excellent communication and interpersonal skills to effectively collaborate with project teams and stakeholders. Ability to work independently and prioritize multiple tasks to meet deadlines. Knowledge of construction accounting systems, such as Viewpoint or similar software, is preferred.
    $50k-64k yearly est. 2d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance planner job in Columbia, MO

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $44k-78k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Central Bancompany

    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. 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 Financial Planner 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. 32d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    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 FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • Financial Advisor - Central Bank

    LPL Financial 4.7company rating

    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 32d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *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 \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 5d ago
  • Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health 4.5company rating

    Finance planner job in Jefferson City, MO

    The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas. Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research required to support the goals and goals of Baylor and Baylor Health Care System (BHCS). **ESSENTIAL FUNCTIONS OF THE ROLE** + Provides financial study support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BHCS. + Conduct external labor productivity benchmarking for hospital and clinic personnel to identify opportunities for optimization and cost-efficiency improvements. + Collaborate with operational leaders to explain the benchmarking process, interpret results, and provide actionable insights to enhance productivity. + Coordinate and manage the collection of relevant data from various sources, ensuring accuracy and completeness. + Develop and maintain comprehensive reports and dashboards to communicate benchmarking results effectively to key stakeholders. + Analyze trends, patterns, and deviations in labor productivity data, highlighting areas for improvement and recommending strategies for enhancement. + Prepares research and presents and protects findings, for any labor productivity changes + Provides ongoing budget vs. actual expense variance investigation through review of both standard reports and reports which have been developed specifically for the entity. + Prepares verbal or written results of department operating efficiencies and presents/discusses them with management and others as required. + Develops and produces ad hoc Management Reports as required/requested. + Serves as liaison between the assigned area and Outcome Support Services and other finance areas of BHCS. + Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. + Conducts finance training/presentations for BHCS personnel as directed. **KEY SUCCESS FACTORS** · Hospital Experience is needed to work independently and in a team environment. · Able to communicate effectively. · Able to collect, organize, analyze, and present data. · Skilled in Microsoft Excel · Able to adapt to change and open to learn. · Able to maintain a positive attitude. · Skilled in problem solving. · Able to prepare detailed work plans for the successful and timely completion of projects. **About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: + We serve faithfully by doing what's right with a joyful heart. + We never settle by constantly striving for better. + We are in it together by supporting one another and those we serve. + We make an impact by taking initiative and delivering exceptional experience. **Benefits** Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: + 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._ **Belonging Statement** We believe that all people should feel welcomed, valued and supported. **QUALIFICATIONS** + EDUCATION - Bachelor's + EXPERIENCE - 3 Years of Experience + Hospital 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. 2d ago
  • Financial Aid Representative

    Missouri Valley College 3.9company rating

    Finance planner job in Marshall, MO

    Missouri Valley College seeks a Financial Aid Representative to serve as a member of the financial aid team, assisting students throughout the financial aid process. This position involves managing communications, documenting requirements, and administering work-study timesheets and assignments, among other duties as assigned. Key Responsibilities: * Serve as the primary point of contact for students, parents, and staff regarding financial aid inquiries and policies. * Assist in the processing of financial aid applications, ensuring timely and accurate evaluation of documents. * Maintain comprehensive knowledge of federal, state, and institutional financial aid regulations and policies. * Coordinate work-study placements, including recruiting, hiring, and overseeing timesheets. * Collaborate with the financial aid team to develop and implement strategies for effective communication and outreach to students. * Evaluate and review financial aid applications, making determinations based on eligibility criteria. * Provide guidance to students on financial literacy and budgeting skills. * Assist with the preparation and dissemination of financial aid materials, including brochures and presentations. * Participate in financial aid workshops and information sessions. * Perform additional duties as assigned by the Director or Assistant Director of Financial Aid. Qualifications: * Bachelor's degree in finance, education, business, or a related field preferred. * Previous experience in financial aid, customer service, or higher education is a plus. * Strong organizational skills and attention to detail. * Excellent communication and interpersonal skills. * Ability to work independently and as part of a team. * Proficiency in Microsoft Office Suite and financial aid software preferred. To Apply: Interested candidates should submit a resume and cover letter outlining their qualifications and experience to ******************* Additional Information As a pre-condition of employment, the applicant must be authorized to work in the United States. Employment at MVC is contingent upon satisfactory completion of background check. Equal Opportunity Employer Missouri Valley College is an Equal Opportunity Employer and committed to a diverse and inclusive environment. Missouri Valley College does not discriminate on the grounds of color, race, sex, religion, marital status, disability, national origin, veteran's status, age, or sexual orientation. Employment decisions are based on qualifications, merit, and business needs. All eligible candidates are encouraged to apply. About Missouri Valley College Founded in 1889, Missouri Valley College is a private, four-year liberal arts college located in Marshall, Missouri. Known for its dynamic, richly diverse, and friendly educational environment, Missouri Valley College offers many opportunities to grow in mind, body, and spirit. Faculty are personally and professionally engaged in preparing thoughtful citizens for meaningful lives and careers. Grounded in the liberal arts, undergraduate and graduate studies empower students to master interdisciplinary skills needed to succeed in a knowledge-based global society. Stewardship of resources will sustain innovative teaching to stimulate critical thinking, creativity, aesthetic appreciation, and the joys of lifelong learning.
    $31k-37k yearly est. Easy Apply 2d ago
  • Costing Analyst

    Quaker Windows 4.0company rating

    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 located at our Freeburg, MO campus. 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. Job Posted by ApplicantPro
    $48k-62k yearly est. 18d ago
  • Senior Revenue Recognition Analyst

    Oracle 4.6company rating

    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 33d ago
  • Financial Planning & Analysis Analyst

    Shelter Mutual Insurance Company 4.4company rating

    Finance planner job in Columbia, MO

    A company built to serve you. It's your career, Shelter it! Financial Planning and Analysis Analyst $61,781-$86,567 minimum starting pay Job Level: Individual Contributor Columbia, Missouri (On-site, Full-time) Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position. What You Will Be Doing: Responsible for development and on-going maintenance of the corporate budget and forecasting models, as well as monthly and quarterly analytics and reporting. Collect and interpret data for use in financial modeling, budget, benchmarks, and rolling forecast coordination to provide valuable insight to support Executive management decisions. Utilize advanced data analytics techniques to furnish meaningful observations on ad hoc inquiries from management, internal business partners, and outside vendors. What We're Looking For: Bachelor's degree required, with an emphasis in Accounting, Business Administration, Finance, or other applicable area Excellent analytical and modeling skills and a strong understanding of operational accounting and finance concepts including financial statements, ratios, allocations, journal entries, invoicing, and variance analysis. Demonstrated capability to analyze data to identify trends, patterns, and provide valuable insights. Proficiency with MS Office Suite software, particularly Excel, Outlook, PowerPoint, and Word. Experience with development of reports and queries in finance/planning software is a plus. Preference for experience in Workday Adaptive Planning, Workday Financials, and SQL. Proven ability and motivation to identify and lead efforts for on-going process improvement and transition to modernized systems and automation when feasible. Excellent verbal and written communication skills, with comfort interacting with all levels of the organization. Personable, with ability to train and support business partners and troubleshoot problems. Capable of working independently while contributing to a team and meeting deadlines. Ability to perform the essential functions of the position, with or without a reasonable accommodation. Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as: Health, Dental, Voluntary Vision and Prescription Drug Insurance Savings and Profit Sharing 401(k) Paid Time Off for Sick and Personal Leave, Vacation and Holidays Vitality Wellness Program "Dress for Your Day" Dress Code Flexible Scheduling And much more! If interested, please apply by: 10/21/2025
    $61.8k-86.6k yearly Auto-Apply 60d+ ago
  • Private Client Advisor Associate

    Commerce Bank 4.4company rating

    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
    $23.2-30.8 hourly Auto-Apply 10d ago
  • Analyst, Warehouse Administration & Finance Operations-Execution

    Situsamc

    Finance planner job in Jefferson City, MO

    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

    Equipmentshare 3.9company rating

    Finance planner job in Columbia, MO

    Build the Future with Us - EquipmentShare is Hiring a Financial Analyst At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something that's never been built before. We're on a mission to transform an industry that's been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares. We're hiring a Financial Analyst to support our Corporate HQ in Columbia, MO and we're looking for someone who's ready to grow with us, bring energy and drive to their work, and help us build the future of construction. EquipmentShare is searching for a Financial Analyst for the corporate office in Columbia, Missouri (remote work is fine) to help us drive profitability through data-driven analysis. Salary range: $82k-$90k. Factors including past experience and location may affect final compensation rate. Primary Responsibilities Lead preparation and analysis of OWN program contractor payout materials Support equipment sales and tracking into the OWN program schedules Develop a forecasting process to understand sensitivities to changes in valuations and/or utilization Will involve writing SQL queries for necessary data retrieval Implement best practices in financial analysis to support continuous improvement of processes Responsible for identifying roadblocks to scaling and implementing automations to solve for those problems Corporate finance exposure: forecasting, reporting, and analysis experience Why EquipmentShare? Because we do things differently - and we think you'll feel it from day one. We're a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn't just run our business - it also makes your job easier, safer, and more connected. Whether you're behind the wheel, under the hood, leading a branch, or closing deals - tech supports you , and you drive us forward. We're a team of problem-solvers, go-getters, and builders. And we're looking for teammates who take pride in doing meaningful work and want to be part of building something special. Perks & Benefits Competitive compensation Full medical, dental, and vision coverage for full-time employees Generous PTO + paid holidays 401(k) + company match Gym membership stipend + wellness programs (earn PTO and prizes!) Company events, food truck nights, and monthly team dinners 16 hours of paid volunteer time per year - give back to the community you call home Career advancement, leadership training, and professional development opportunities About You You want to be part of a team that's not just changing an industry for the sake of change - we're transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you're excited about the opportunity to grow within a fast-paced, mission-driven environment. We're looking for people who: See challenges as opportunities Embrace change and continuous improvement Bring energy, effort, and optimism every day Skills & Qualifications Strong attention to detail Expert-level Microsoft Excel/Google Sheets skills SQL experience required; Alteryx experience a plus Working knowledge of financial data: forecasting, reporting and analysis experience Ability to swiftly extract key insights from data Proven ability to approach complex problems with curiosity and an analytical mindset Education and Experience Bachelor's degree in Accounting/Finance, Statistics, Economics or related field At least 4+ years of experience focused on financial and data analysis SQL and/or Alteryx experience a plus Construction project management experience a plus Physical Requirements Must be able to sit for prolonged periods at a desk and work on a computer A Workplace For All At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative - A Workplace For All - is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life. We value different backgrounds, talents, and perspectives. We want you to feel like you belong here - because you do. EquipmentShare is an EOE M/F/D/V.
    $82k-90k yearly Auto-Apply 58d ago
  • Financial Analyst

    Cai 4.8company rating

    Finance planner job in Jefferson City, MO

    **Req number:** R6673 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** We are looking for a Financial Analyst ready to take us to the next level! If you have extensive experience involving Financial Reporting, Monthly Analysis, and forecasting and are looking for your next career move, apply now! **Job Description** CAI's **Financial Analyst** provides leadership and expertise in operational and financial support for a defined area. Works directly with the EVP (Executive VP), account managers, sales associates, and corporate staff to effectively support that area's needs. Creativity and independent decision making are required. A strong focus on Financial Planning and analysis is a key part of this role. This position will be **full-time** and **remote.** **What You'll Do** + Understand the business so you can lead financial discussions and point out areas of concern/opportunity + Foster the team goal of digitizing financial results and metrics, ensure you are promoting the use of the tools being built + Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns + Assess monthly financials for discrepancies and error reporting + Prepare monthly forecasts for operating divisions and cost centers + Prepare ad hoc reports to support management in financial decision making + Provide payroll documentation for salary and bonus payouts + Prepare financial reports for Return on Investment, and other decision support models + Understand the business operations of divisions and cost centers to provide business support + Assist divisions and cost centers in creating new project structures to allow associates and subcontractor personnel to report time and expenses + Responsible for correct project/customer set up that enables invoicing based off Customer SOW's, reviewing/analyzing RFP's for new project bids - finding costs that could affect profit margins **What You'll Need** Required: + Bachelor's Degree in Accounting/Finance/Business Administration + 2-3+ years of Financial Analysis/Forecasting experience within Corporate Finance/Accounting + Experienced with Microsoft Office, especially Microsoft Excel (Pivot Tables) Preferred: + Experience with Workday is highly preferred + Strong analytical and problem-solving skills + Strong communication and collaboration skills + Ability to develop presentations and MS Word documents + Ability to understand financial statements **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard and monitor **\#LI-JE1** **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $70,000 - $80,000 The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $70k-80k yearly 11d ago
  • Advisor, Finance Operations (Medical Customer Rebates)

    Cardinal Health 4.4company rating

    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_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards 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:** 01/02/2026 *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 \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 40d ago
  • Financial Advisor II

    Baylor Scott & White Health 4.5company rating

    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. 32d ago
  • Costing Analyst

    Quaker Windows 4.0company rating

    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 located at our Freeburg, MO campus. 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. 17d ago
  • Job Cost Analyst

    Emery Sapp & Sons 3.9company rating

    Finance planner job in Columbia, MO

    We are currently seeking a detail-oriented and analytical Job Cost Analyst to join our team. As a Job Cost Analyst, you will play a critical role in analyzing project costs, monitoring budget performance, and providing financial insights to support project management decisions. Responsibilities: Perform detailed analysis of project costs, including labor, materials, equipment, subcontractors, and overhead expenses. Monitor and review project budgets and compare actual costs against budgeted amounts. Identify cost variances, investigate discrepancies, and provide explanations for budget deviations. Collaborate with project managers and stakeholders to review project financials and discuss potential cost-saving opportunities. Prepare and distribute timely and accurate project cost reports, forecasts, and financial analyses to management and project teams. Assist in the development of project budgets and cost estimates for new and ongoing projects. Maintain accurate records of project costs, change orders, and contract modifications. Conduct regular audits of project documentation to ensure compliance with accounting standards and internal controls. Support month-end and year-end financial close processes by reconciling project costs and performing related journal entries. Assist in the development and improvement of cost tracking systems, tools, and processes to enhance efficiency and accuracy. Requirements: Bachelor's degree in Accounting, Finance, or a related field. 2+ years of experience in job cost analysis or a similar role, preferably in the construction industry. Strong understanding of construction project accounting, cost control, and financial management principles. Proficiency in financial analysis, budgeting, and forecasting. Excellent analytical skills with the ability to interpret complex financial data and identify trends or patterns. Advanced knowledge of Microsoft Excel and other financial software applications. Strong attention to detail and accuracy in data analysis and reporting. Excellent communication and interpersonal skills to effectively collaborate with project teams and stakeholders. Ability to work independently and prioritize multiple tasks to meet deadlines. Knowledge of construction accounting systems, such as Viewpoint or similar software, is preferred. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $50k-64k yearly est. Auto-Apply 8d ago
  • Hotel Account Revenue Analyst

    Oracle 4.6company rating

    Finance planner job in Jefferson City, MO

    . **Join Us and Help Redefine Revenue Strategy in Hospitality** Are you ready to take your hotel operations experience to the next level and make a measurable impact on customer success? We're looking for a **Hotel Account Revenue Analyst** who is passionate about hospitality, thrives in a dynamic environment, and loves turning data into actionable insights. At the heart of our success is a team of bright, curious, and motivated individuals who don't just support customers-they **elevate** them. If you're driven by learning, energized by innovation, and enthusiastic about optimizing revenue strategies for leading hotels, we want to hear from you. **What You'll Do:** + **Be the trusted advisor.** Build and maintain strong relationships with hotel clients in your region, from onboarding through ongoing optimization. + **Turn numbers into narratives.** Analyze customer data, performance, and platform usage to uncover opportunities, present findings, and develop impactful solutions. + **Drive results.** Work hands-on in property systems to implement strategic changes that enhance revenue and performance. + **Influence with insight.** Collaborate with management companies to align strategies from the top down-bringing clarity and action to every touchpoint. + **Own the journey.** Manage day-to-day client needs while staying focused on long-term success and engagement. **Who You Are:** + A natural communicator with a knack for building relationships and translating data into stories. + A problem-solver with analytical skills and a strong understanding of hotel operations. + A team player who's excited to work cross-functionally and contribute to a shared vision. + Passionate about the hospitality industry and ready to grow in a fast-paced, supportive environment. **What You Bring:** **Required:** + Bachelor's degree or equivalent in Business, Hospitality Management, Communications, Marketing, or related field + 1-4 years of professional experience in hotel operations (front office, revenue, or rooms) + Proficiency with Microsoft Office-especially Excel (Pivot Tables, VLOOKUPs, aggregation/analysis) + Familiarity with hotel systems such as PMS, RMS, and CRS + Excellent written and verbal communication skills **Preferred:** + Experience with Opera or other major Hotel PMS + Exposure to CRM tools + Strong interpersonal skills and a collaborative spirit **Why You'll Love It Here:** + A hybrid work schedule with flexibility and balance + Opportunities to travel and partner with top-tier hospitality clients + A culture that values growth, innovation, and your unique contributions + The chance to directly impact client success and the future of hotel revenue strategy **Let's elevate customer success-and the future of hospitality-together.** 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 $21.15 to $42.88 per hour; from: $44,000 to $89,200 per annum. May be eligible for 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 - IC2 **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.
    $44k-89.2k yearly 58d ago

Learn more about finance planner jobs

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.

Average finance planner salary in Columbia, MO

$66,000
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