Finance planner jobs in Maine - 96 jobs

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join New England Financial Prudential Advisors About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike. About New England Financial Prudential Advisors: At New England Financial Prudential Advisors, we are committed to helping financial professionals build successful and healthy advisory practices with greater efficiency and less effort. Our mission is to become an elite financial planning firm, leading with creative solutions to attract high-net-worth clients. By partnering with advisors, we focus on elevating their businesses and supporting them in building more profitable practices. Under the leadership of Andrew Grande, Rich Marooney, and Jennifer Craig, we are proud to have expanded our offices across New England and beyond. Our teams dedication to innovation, client-centered solutions, and long-term success drives our vision. Beyond business, we are passionate about giving back to our community. Our office has supported Toys for Tots for over 10 years, raised over $30,000 in three years for the American Cancer Society through Relay for Life, and Andrew has served a decade-long commitment with the Leukemia & Lymphoma Society, including his current role as the Massachusetts state leader for public policy and advocacy. With a strong culture of community and growth, New England Financial is the place where financial professionals thrive, innovate, and make a meaningful impact. Top Reason Athletes Could Excel Here: Competitive Drive: Athletes desire to excel fuels them to surpass goals and deliver excellent service. Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively. Goal-Oriented: Athletes focus on setting and achieving goals drives them to help clients reach financial success. Resilience: Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career. Teamwork and Collaboration: Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results. Our Differentiators: Open Architecture System: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support. Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success. Leadership and Management Potential: Earn additional bonuses by leading and developing teams. FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Business Development Services: Back-office and administrative support to free up your time for growth. Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success. Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience. Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: ***************************************** Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: ******************************************** Jennifer Craig, Regional Director & Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: ********************************************** Wealth/Financial Advisor Responsibilities: Develop personalized financial plans covering budgeting, retirement, insurance, and education planning. Build lasting client relationships by offering ongoing financial advice and support. Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow. An Ideal Candidate: Has strong interpersonal skills and a desire to help clients achieve personal financial milestones. Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment. Is open to career growth within both financial planning and wealth advisory services over time. Has (or has the willingness to quickly acquire) the Following Certifications: Series 7 Series 66 Life/Health Insurance License Position Benefits and Compensation: 401(k) with matching contributions Cash Balance Pension Plan Pension enhancement for top financial professionals Private office expense support Competitive compensation and bonuses Expressed payouts on Life Insurance & Annuity products Deferred compensation plan for eligible financial professionals Medical, dental, vision benefits & healthcare reimbursement account Life insurance, accident insurance, and disability income insurance coverage Mutual fund investment plan Business programs and conferences Disclosure Statement: During the formal interview process candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Financial Advisor - Baystate Financial (CT, MA, NH, VT, ME) Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn't for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings. We're looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings. At Baystate Financial, we don't just hire employees-we partner with entrepreneurs. Since 1901, we've built one of New England's strongest financial firms by attracting people who are driven to win and hungry to succeed. If you're a self-starter who thrives on challenges and wants to be in charge of your future, this is your path. Why Baystate You run your practice - we provide the training, systems, and support Uncapped earnings - your results dictate your rewards (commissions + incentives) Mentorship from top producers - learn directly from proven leaders Marketing + technology power - so you stay focused on growth, not admin Top Producer recognition & incentives - compete, win, and get rewarded What We Offer Medical, Dental & Vision 401(k) + retirement savings programs Life & Disability coverage Competitive incentives, trips, and recognition What You'll Do Build your own book of business helping clients achieve their financial goals Take ownership of your growth with the backing of a 300+ professional firm Push yourself daily to maximize results, freedom, and income What It Takes High drive, self-motivation, and competitive spirit U.S. Citizen or Permanent Resident (licenses/registrations required) 2 years of professional experience in a similar or related field required

We're looking for a Financial Advisor to join our team and help customers plan for their financial futures. In this role, you'll work with referrals from our bank branches, provide personalized financial guidance, and offer solutions such as mutual funds, annuities, and insurance products. We are proud to be a 2025 Best Places to Work in Maine employer. LOCATION: Bangor, Maine (On-site) OR Ellsworth, Maine (On-site) Candidates must reside within commuting distance. Qualifications: Required licenses: FINRA Series 7, 63 & 65 (or 66), and Life & Health Insurance Bachelor's degree or equivalent experience 1-2 years relevant experience preferred Strong communication and relationship-building skills Self-motivated and organized What You'll Do: Meet with clients to understand goals and provide financial advice Recommend investment and insurance solutions Build referral relationships with branch staff and in the community Maintain ongoing client relationships and review plans regularly Ensure all work follows regulatory and compliance guidelines What We Offer: Competitive pay + bonus plan Comprehensive benefits and paid time off Professional growth and training Supportive, community-focused culture Function: This position is responsible for providing individual financial advice and counseling to retail customers referred through the bank branches. The advisor will work to meet a set of sales goals mutually agreed upon by the Bank and Cetera. When working with customers, the advisor will typically handle less complex accounts and will incorporate both fee-based solutions and other financial products as appropriate. These products could include: brokerage products, fixed and variable annuities, mutual funds and insurance products. The advisor provides ongoing financial advice and counseling to existing customers, and refers customers to the Bank for bank related products and services as appropriate. Requirements Essential Knowledge, Skills, Abilities Knowledge of retail investment industry preferred, including financial counseling, investment advice, and fee based, and investment product sales as well as related Financial Industry Regulatory Authority (FINRA) and Securities & Exchange Commission (SEC) regulations Ability to effectively communicate to build strong and productive working relationships with clients and business partners, including ability to gain and maintain client trust. Self-directed, with ability to plan own activities to achieve sales goals. Good time management skills. PC skills and knowledge of financial software helpful.

We're looking for a Financial Advisor to join our team and help customers plan for their financial futures. In this role, you'll work with referrals from our bank branches, provide personalized financial guidance, and offer solutions such as mutual funds, annuities, and insurance products. We are proud to be a 2025 Best Places to Work in Maine employer. LOCATION: Bangor, Maine (On-site) OR Ellsworth, Maine (On-site) Candidates must reside within commuting distance. Qualifications: * Required licenses: FINRA Series 7, 63 & 65 (or 66), and Life & Health Insurance * Bachelor's degree or equivalent experience * 1-2 years relevant experience preferred * Strong communication and relationship-building skills * Self-motivated and organized What You'll Do: * Meet with clients to understand goals and provide financial advice * Recommend investment and insurance solutions * Build referral relationships with branch staff and in the community * Maintain ongoing client relationships and review plans regularly * Ensure all work follows regulatory and compliance guidelines What We Offer: * Competitive pay + bonus plan * Comprehensive benefits and paid time off * Professional growth and training * Supportive, community-focused culture Function: This position is responsible for providing individual financial advice and counseling to retail customers referred through the bank branches. The advisor will work to meet a set of sales goals mutually agreed upon by the Bank and Cetera. When working with customers, the advisor will typically handle less complex accounts and will incorporate both fee-based solutions and other financial products as appropriate. These products could include: brokerage products, fixed and variable annuities, mutual funds and insurance products. The advisor provides ongoing financial advice and counseling to existing customers, and refers customers to the Bank for bank related products and services as appropriate. Requirements Essential Knowledge, Skills, Abilities * Knowledge of retail investment industry preferred, including financial counseling, investment advice, and fee based, and investment product sales as well as related Financial Industry Regulatory Authority (FINRA) and Securities & Exchange Commission (SEC) regulations * Ability to effectively communicate to build strong and productive working relationships with clients and business partners, including ability to gain and maintain client trust. * Self-directed, with ability to plan own activities to achieve sales goals. * Good time management skills. * PC skills and knowledge of financial software helpful.

This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $210,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education and Experience: Bachelors Degree or equivalent education and experience Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations. Strong communication and PC skills. Unblemished compliance record. Demonstrated team player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days. Tasks Performed: 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team. 20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals 15% Monitors client investment performance and makes appropriate recommendations. 10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns. 5% Other duties as required Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned. Principal Duties and Responsibilities Review loan submission packages, research and analyze market data, and underwrite mortgage loans. Participate in production team meetings. Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database. Financial analysis of monthly and annual property operating statements and borrower financials. Special projects as assigned. Back up for team members. Assist other investment areas with related real estate issues, as needed. May perform other duties as assigned. Job Specifications BA or BS in business, finance or related field. Minimum 1-3 years commercial real estate/property management experience. Computer skills including Word, Excel; ability to learn new software. Ability to work independently within a team-oriented environment. Solid written and verbal communication skills. Independent analysis/decision making ability. #LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $52,000.00-$101,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

South Portland, Maine;Concord, New Hampshire; Scarborough, Maine; South Portland, Maine **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Schedule:** - Monday - Fridays and rotating Saturdays **Required Qualifications:** - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired Qualifications:** - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. **Skills:** - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**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.

The Financial Leadership Development Program (FLDP) is a rigorous, 3-year rotational program designed to prepare high-potential finance professionals for advancement within The Cianbro Companies. Participants will complete three assignments (typically 12-months each, but the length may vary) across various functional areas of finance, gaining hands-on experience in a dynamic and fast-paced environment. Rotations will involve relocation or nationwide travel to different regional offices, project sites, or headquarters as necessary to support organizational objectives and provide unique opportunities to the team member for career development. Potential assignment types include: * Project Finance: Work on-site with construction teams to develop project budgets, monitor costs and performance, evaluate change orders, and prepare month-end financial reports. * Corporate Finance: Support enterprise level financial planning & analysis, controllership, and financial services functions. * Operational Finance: Support business unit level budgeting, forecasting, and project financial support. Program Objectives * Build Technical Expertise: Develop proficiency in financial disciplines critical to the construction industry, such as project costing, capital planning, financial reporting, and risk management. * Build Strategic Insight: Foster the ability to align financial strategies with organizational goals, optimizing resources for profitability and growth. * Cross-Functional Experience: Exposure to key areas, including project finance, corporate finance, and operational finance, to develop a well-rounded understanding of the business. * Professional Development: Participation in both internal and external professional development opportunities. * Develop the next generation of Finance Leaders for The Cianbro Companies. Qualifications/Requirements * Bachelor's or Master's degree in finance, accounting, construction management or a related field. * Strong problem-solving skills and attention to detail. * Excellent written and verbal communication skills. * Adaptability in a fast-paced environment. * Proficiency in Microsoft Excel (pivot tables, lookup formulas, etc.) and other Microsoft Office products. Cianbro is an employee-owned, tobacco-free, equal opportunity employer, we do not discriminate based on marital status, race, color, creed, gender, sex, religion, national origin, gender identity, age, veteran status, union affiliation, physical or mental disability, citizenship status, sexual orientation, genetic information, or other legally protected status.

This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $210,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education and Experience: * Bachelors Degree or equivalent education and experience * Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: * Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations. * Strong communication and PC skills. * Unblemished compliance record. * Demonstrated team player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days. Tasks Performed: * 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team. * 20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals * 15% Monitors client investment performance and makes appropriate recommendations. * 10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns. * 5% Other duties as required Physical Requirements: * Communicate effectively with internal and/or external customers * Stationary 75% of time or greater * Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: * Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. * Parental Leave: Six weeks of paid leave at 100% of your salary. * Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. * Dental and Vision Coverage: Ensuring your overall health and well-being. * Flexible Spending Accounts: For healthcare and dependent care expenses. * Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. * Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. * Voluntary Benefits: Including hospital, accident, and critical illness coverage. * Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. * Adoption Assistance: Supporting your growing family. * Tuition Reimbursement: Invest in your education and career growth. * Employee Assistance Program (EAP): Access to support and resources. * Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: * Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. * Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: * Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future * Paid Sick and Safe Leave: For your health and safety. * Employee Assistance Program (EAP): Access to support and resources. * Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. #LI-LD2 Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.

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.

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Overview of Role The successful candidate will be an integral part of a growing team in Stockholm that focuses on M&A and strategic advisory in the real assets sectors, and financing advisory more broadly. We are particularly looking for someone with prior experience within infrastructure or adjacent sectors, and with a desire to continue their career at the leading adviser in this space. The team is part of the larger local Nordic Global Advisory organisation based in Stockholm, Copenhagen and Helsinki, and will work closely with senior bankers both locally and internationally who are experts in the relevant fields. Responsibilities * Contribute to preparation of pitch books and ad-hoc analysis supporting the team's marketing initiatives in the real assets sectors in the Nordics * Draft strategic review and transaction documentation (i.e. teasers, Information Memorandums, and strategic review reports for both M&A and financing advisory mandates) * Develop standard and bespoke financial models and lead analysis leveraging these * Use a range of valuation techniques to support client advice * Support the team in coordinating transaction processes both internally and with external stakeholders * Experienced banker who seeks to identify new business opportunities for Rothschild & Co Global Advisory and new ideas for our clients that advance their strategic objectives Experience, Skills and Competencies Required Experience * Minimum 2-year experience, preferably in the infrastructure or energy & power sectors, gained in a similar role in another financial services organisation * Experience in developing financial models and with an understanding of financial statements analysis * Exposure to fundamental financial and valuation principles and experience of applying these * Previous exposure to infrastructure-like financing products and capital structures is preferable * Advanced Microsoft Office skills (Word, PowerPoint and Excel) Education and Qualifications * Bachelor's Degree Core Competencies * Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies * Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business * Experience leading client presentations, managing projects and the execution of transactions * Ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines * Knowledge of the relevant financial and regulatory environments that surrounds M&A * Keen interest in building a career within infrastructure and real assets * Aptitude for ongoing personal and professional development * Fluency in a Nordic language is a requirement Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent.

The Budget Analyst will provide financial and procurement support to the Office of Information Management (OIM) in the formulation, execution, and oversight of the IT budget. This role ensures that IT hardware and software resources are planned, acquired, and managed in compliance with Federal regulations, Department of Energy (DOE) requirements, and Office of Management and Budget (OMB) policies. The analyst will play a critical role in maintaining accurate financial records, supporting procurement activities, and ensuring cybersecurity and supply chain risk management processes are followed. **Key Responsibilities** + **Budget Formulation & Planning** + Assist in developing the annual IT Hardware and Software Operating Plan, including recurring and one-time costs. + Provide cost analyses and financial projections to support IT planning and decision-making. + **Budget Execution & Recordkeeping** + Maintain accurate records of IT expenditures and reconcile expenses against approved budgets. + Track obligations, expenditures, and variances to ensure compliance with approved financial plans. + **Regulatory & Policy Compliance** + Ensure IT acquisitions and management activities align with Federal regulations, DOE directives, and OMB guidance. + Support internal reviews and audits by preparing documentation and financial reports. + **Cybersecurity & Risk Management** + Facilitate the review and approval process for newly requested software and hardware to ensure compliance with mandated cybersecurity and supply chain risk management requirements prior to procurement and installation. + **Procurement Support** + Gather vendor quotes, conduct cost evaluations, and liaise with vendors to support IT procurement activities. + Prepare purchase orders, submit invoice requests into the DOE DAYS system, and track procurement actions. + Support OIM in managing a high procurement volume (300-400 procurements annually). **Qualifications** + Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience). + Experience in Federal budget formulation and execution, preferably within IT or technology programs. + Knowledge of DOE financial systems, OMB policies, and Federal acquisition regulations. + Strong analytical, organizational, and communication skills. + Familiarity with cybersecurity and supply chain risk management processes is preferred. **Competencies** + Attention to detail and accuracy in financial recordkeeping. + Ability to manage multiple procurement actions simultaneously. + Proficiency in financial analysis and reporting tools. + Strong collaboration skills to work with program managers, vendors, and compliance offices. **Compensation Ranges** Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees. **EEO Requirements** It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment. Physical Requirements The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions. **Disclaimer** The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. $70k - $120k EEO Requirements It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.

BerryDunn is partnering with Nichols Portland, Inc. to identify a highly analytical, detail-driven Operations Finance Analyst who will play a key role in connecting finance and operations across two manufacturing sites. Reporting directly to the Plant Controller, this position provides financial insight and analytical support for inventory, costing, and supply chain performance - ensuring accuracy, efficiency, and continuous improvement throughout production and logistics. For more than 85 years, Nichols Portland, has led the way in fluid power and fluid transfer innovation. As the world's first manufacturer of gerotors and gerotor pumps, the company has built a global reputation for engineering excellence and creative problem-solving. Today, Nichols Portland) is a diversified metal-forming technology leader, producing high-precision valve assemblies and components through powdered metal, billet, and additive manufacturing (3D metal printing). Their culture values innovation, technical mastery, and collaboration - and they're seeking passionate professionals eager to shape the next generation of manufacturing solutions. Responsibilities As the Operations Finance Analyst, you will be the bridge between the shop floor and the finance team - transforming data into decisions that improve performance, accuracy, and profitability. Inventory & Cycle Count Management Lead and manage the inventory cycle count program across manufacturing and warehouse sites. Analyze variances, identify root causes, and drive corrective actions. Partner with operations and warehouse teams to strengthen inventory accuracy and reconciliation processes. Maintain audit-ready documentation and support internal and external inventory audits. Standard Costing & Financial Analysis Support setup and maintenance of Bills of Materials (BOMs) and production routings in the ERP system. Collaborate with production, engineering, and procurement to ensure accurate cost inputs and roll-ups. Analyze cost variances and develop actionable insights to improve cost control and operational efficiency. Support cost updates and reporting in ERP systems. Supply Chain & Cost Optimization Track and analyze landed costs - including freight, duties, and tariffs - to ensure precision in product costing. Provide financial visibility to procurement and logistics functions to identify cost-saving opportunities. Deliver clear, data-driven recommendations that enhance profitability and efficiency across the supply chain. Qualifications Bachelor's degree in Finance, Accounting, or a related field. 2+ years of experience in manufacturing finance, cost accounting, or supply chain analytics. Proficiency in ERP systems (PLEX, SAP, Oracle, or NetSuite) and advanced Excel skills. Strong understanding of inventory accounting, costing principles, and variance analysis. Experience with BOM costing, production routing, and standard cost setup. Collaborative mindset with excellent communication and analytical skills. Familiarity with lean manufacturing and continuous improvement principles is a plus. Working knowledge of inventory valuation methods and audit compliance standards. Compensation Details The base salary range targeted for this role is $75,000-100,000. This salary range represents a good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

Your Next Opportunity Is Here - Urgently Hiring a Finance Analyst in Lewiston, Maine! Job Title: Finance Analyst Pay: $30-$35 per hour Hours: Full-time, 40 hours per week Are you searching for a career-focused financial role with meaningful impact and analytical depth? Join a mission-driven organization with a collaborative finance team as a Finance Analyst in Lewiston, Maine, where your expertise will directly support program success and financial sustainability. As a Finance Analyst, you'll play a crucial role in overseeing daily accounting operations, producing critical financial reports, and providing insights through forecasting and analysis that drive informed decision-making. You'll partner closely with the Financial Controller and program leadership to ensure financial accuracy and compliance. What You'll Do: As a Finance Analyst, you will be responsible for: Producing accurate and timely monthly, quarterly, and year-end financial program reports. Reviewing and analyzing financial information, advising finance leadership on irregularities or trends. Preparing and posting monthly journal entries. Leading monthly management reviews of financial reports. Preparing and submitting financial reports and billings to funding sources. Supporting annual audit preparation by maintaining required audit documentation and work papers. Coordinating with finance leadership and independent auditors to ensure all State and Federal awards are properly reported. Developing and maintaining contract reporting and compliance. Preparing contract financial reports and assisting with the resolution of audit or monitoring findings. Developing and maintaining detailed knowledge of assigned contracts. Assisting with agency and contract budgets and grant applications in partnership with program teams. Preparing financial forecasts in collaboration with program leadership. Providing guidance to program staff on coding, contracts, and financial procedures. Assigning and allocating work to a Staff Accountant and providing ongoing feedback, training, and coaching. Performing additional duties as assigned. What You'll Bring: The ideal candidate for this role will have: A Bachelor's degree in Accounting or Finance preferred (or equivalent professional experience). A minimum of four years of accounting or financial analysis experience; nonprofit accounting experience preferred. Strong proficiency in Microsoft Excel and Word; experience with Abila MIP software preferred. Knowledge of OMB regulations and financial compliance standards preferred. Strong organizational skills, attention to detail, accountability, and the ability to manage competing priorities independently. The capability to delegate work, coach staff, and collaborate across teams. Why Join Us in Lewiston? Competitive hourly pay with long-term stability. Opportunity to work closely with leadership and influence financial strategy. Collaborative, mission-focused workplace culture. Enjoy affordable health and prescription coverage with no waiting period. Benefits offered upon permanent hire. Retirement plan: 401(k) or pension. Location & Schedule: This position is on-site in Lewiston, ME and offers a full-time schedule of 40 hours per week. Ready to Take the Next Step? If you're ready to advance your career as a Finance Analyst in Lewiston, apply today or contact our recruiting team to learn more. Don't wait - we're hiring now! #BSCA

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 (***********************************************************************************************