FINANCIAL PLANNER
Finance planner job in Jasper, IN
JOB DESCRIPTION: FINANCIAL PLANNER DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals.
MAJOR DUTIES & RESPONSIBILITIES:
* Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
* Manage, monitor and evaluate financial plans.
* Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
* Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
* Gather, organize and maintain client personal and financial wealth plan profile data.
* Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
* Meet with participants to answer any personal questions about the plan or possible other financial matters.
* Development of new business relationships and management of an existing book of business.
EDUCATION & EXPERIENCE:
* Bachelor's degree in finance or related field.
* Master's degree in business, finance or related area preferred.
* CFP designation or similar preferred.
* Four to eight years of experience in financial services.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
* Comprehensive knowledge of investments, securities market structure and portfolio management.
EOE, including disability/vets
Financial Planner
Finance planner job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Digital Banking Analyst
Finance planner job in Evansville, IN
Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries.
What You'll Do:
* A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders.
What it Takes:
* 5+ years banking experience in application support and/or customer support of digital services
* Bachelor's degree in Computer Science or Computer Information systems preferred
* Vendor and/or project management is a preferred
* Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers.
* Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
* Attention to detail and strong organizational skills
* Proficiency in Microsoft Word and Excel, Access and Visio
Bonus Points:
* Experience supporting customer facing applications
* Bilingual/Multi-lingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
Vogel Road, Evansville
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people
throughout the organization, truly making German American special. Delivering genuine, customized, personal service
with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment
to life with each and every interaction.
US Experienced Financial Advisor
Finance planner job in Evansville, IN
**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.
Financial Advisor
Finance planner job in Evansville, IN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyInv Strat Tm Wealth Advisor
Finance planner job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.
Salary Range
The salary range for this position is $0 - $48,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities.
Manage a portfolio of client relationships:
* Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
* Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
* Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Creates comprehensive and effective task plans to achieve team goals:
* Sets clearly defined goals, milestones, and deadlines.
* Manages assigned tasks with limited guidance/supervision.
* Adjust priorities to make sure key deadlines are met.
* Regularly reviews progress and seeks ways to accomplish work more efficiently.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
* Maintain knowledge of current developments and trends in all relevant technical knowledge areas.
* Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position:
* Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
* Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
* Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
* Communication - Effectively shares information and ideas with individuals and teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements:
* Bachelor's degree in finance, Business, or related field
* 3 years of retail or institutional wealth/investment experience required.
* Must possess strong relationship building skills including verbal and written communication skills.
* Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
* Must possess excellent sales and closing skills.
* Series 6 or 7 licenses to sell brokerage products.
* Series 65 to use fee-based accounts.
* State Life and Health Insurance Licenses
* Ability to build and develop a robust sale pipeline.
Key Measures of Success/Key Deliverables:
* Client Retention
* Client Acquisition
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank.
Join our team!
Auto-ApplyFinancial Analyst II
Finance planner job in Evansville, IN
Join our Team We are looking for compassionate, caring people to join our talented staff of health care professionals as we continue to grow to be the preferred, regional health care partner in our community. Benefits We pride ourselves in retaining our top talent by offering work environments that support professional development and personal success. In addition to our robust healthcare and retirement plans, we offer:
* Onsite children's care centers (Infant through Pre-K)
* Tuition reimbursement
* Free access to fitness centers
* Career advancement opportunities
* Competitive pay, yearly opportunities for pay increases and bonuses
Job Overview
* Assist in planning, developing, communicating, and implementing the strategic financial direction for Deaconess Corporations in congruence with the overall DHS/DH strategic plan.
* Develop and administer plans and operations for budgeting, forecasting, decision-support, and capital acquisition analysis.
* Assist operational leaders in performing capital financing functions.
* Provide financial leadership and consultative support to all DHS and DH department directors, managers, and joint venture companies.
* Manage special financial and management projects to support the Board(s), executive management, department directors, managers, and supervisors throughout the Health System and Deaconess Hospital.
* Perform statistical, cost, and financial analysis of data extracts.
* Support development and upkeep of the financial reporting system.
What You Will Need
* Bachelor's degree in Accounting, Finance, or related field.
* Proven experience in financial analysis, preferably in a healthcare or corporate setting.
* Strong knowledge of budgeting, forecasting, financial modeling, and reporting.
* Proficiency in Microsoft Excel and financial software (e.g., SAP, Oracle).
* Excellent analytical and problem-solving skills.
* Strong communication and interpersonal skills for collaborating with department leaders and teams.
* Ability to manage multiple projects and meet deadlines in a fast-paced environment.
* Experience in healthcare finance or working with health systems is a plus.
Other Keywords:
Financial Analyst, Healthcare Finance, Budgeting, Forecasting, Cost Analysis, Financial Reporting, Capital Financing, Decision Support, Financial Modeling, Healthcare Strategy, Financial Leadership, Capital Acquisition, Financial Systems, SAP, Oracle, Data Analysis
Principal Financial Analyst
Finance planner job in Evansville, IN
Share Our Purpose. Be Yourself. Feel Valued.
People are the heart of our business. As an American Water employee, you will be offered a competitive salary and health benefits package, along with opportunities to develop, grow, and evolve your career. Our benefits packages focus on key areas such as health & wellness, emotional & well-being, and savings for current & future goals.
We are Beautifully Different. We strongly believe having diversity across our company makes us more successful and helps us provide essential services to our customers. We are stronger because we embrace different ideas, viewpoints, experiences, and backgrounds. American Water is the best choice for your next role! Click here for more information on our inclusion, diversity, and equity journey.
About American Water
American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886, We Keep Life Flowing by providing safe, clean, reliable and affordable drinking water and wastewater services to more than 14 million people across 14 regulated jurisdictions and 18 military installations. American Water's 6,500 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders.
As one of the fastest growing utilities in the U.S., American Water expects to invest $40 to $42 billion in infrastructure repairs and replacement, system resiliency and regulated acquisitions over the next 10 years. The company has a long-standing history of executing its core operations, aligned with sustainable best practices, through its commitments to safety, affordability, customer service, protecting the environment, an inclusive workforce and strengthening communities.
American Water has been recognized on the 2023 Bloomberg Gender-Equality Index for the fifth consecutive year, ranked 18th on Barron's 100 Most Sustainable U.S. Companies 2023 List, earned the U.S. Department of Homeland Security SAFETY Act designation and U.S. Environmental Protection Agency's WaterSense Excellence Award, among additional state, local and national recognitions.
For more information, visit amwater.com and join American Water on LinkedIn, Facebook, Twitter and Instagram.
Primary Role
This job is a principal-level analyst who develops recommendations through strategic analysis, ensures accurate financial reporting, and provides valuable insights that influence key business decisions for American Water's Regulated revenues. The individual will work closely with cross-functional teams including State Finance Leadership,Operations, and Regulatory Services to optimize revenue planning and support business growth and achievement of business objectives. Critical financial functions for this role include budgeting, forecasting, analysis, benchmarking, reporting, and internal controls. As a Principal Revenue Analyst, you will play a pivotal role in managing complex revenue processes, ensuring compliance with accounting standards, and developing financial models that support the company's long-term objectives. The person must have an advanced ability to communicate financial analysis, results, forecasts and projections to all levels within the organization from Operations to Executive Leadership.
Key Accountabilities
Lead revenue analysis, forecasting, trend analysis, and variance reporting.
Develop and maintain complex revenue and financial models using regression analysis and/or other statistical methods to assess business performance and inform strategic decisions.
Analyze customer and usage data to identify revenue opportunities, new trends, track KPIs, and provide actionable insights to management and senior leadership.
Manage the preparation and presentation of monthly, quarterly, and annual revenue reports for internal stakeholders.
Support business planning and budgeting eff orts by providing revenue projections and analysis of key performance drivers and collaborating with business partners to develop budget assumptions.
Identify and recommend process improvements to enhance the accuracy and efficiency of revenue reporting and forecasting.
Serve as a key subject matter expert in all revenue-related matters.
Provide analytical support to all levels of management, including ad-hoc reporting.
Support other stakeholder special projects and ad hoc assignments.
Drive "Best Practices" by assessing ongoing effectiveness of existing business applications and technologies.
Collaborate with affiliated Operational Finance teams, operations representatives and other key stakeholders to deliver effective analysis of results (plan, forecast and actuals).
Disseminate the information provided to them by their manager to ensure compliance and adherence to the goals and strategies of the organization.
Implement the day-to-day operation and continuity of the workplace across disciplines, work environments and any given operation.
Work collaboratively with a team, disseminate essential communications and delegate tasks and follow up items to ensure desired results while driving toward meeting deadlines.
Delegate work and follow up and ensure operational effectiveness within the department.
Involved with acclimating, assisting, developing and mentoring less experienced professionals within the department.
Knowledge/Skills
Proven analytical and problem-solving skills.
Proven financial analysis, financial modeling, data analysis, and forecasting techniques.
Ability to apply complex trend evaluation and scenario modeling techniques.
Ability to recommend and implement process improvements, work independently and handle multiple tasks simultaneously.
Ability to establish and maintain good working relationships within finance and all levels of management.
Utilize highly effective listening and feedback skills to promote open and constructive dialogue with stakeholders.
Proven ability to learn concurrently, multitask, productively manage time.
Demonstrated ability to work with large data sets and extract meaningful insights.
Exceptional attention to detail with strong problem-solving and critical thinking skills.
Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
Experience working in cross-functional teams and managing multiple projects simultaneously.
Advanced Excel and PowerPoint skills.
Accounting concepts and understanding of analytical concepts for financial analysis as well as US Generally Accepted Accounting Principles (US GAAP).
Preferred: Broad knowledge SAP ERP and Hyperion/Oracle Financial Planning systems.
Preferred: Detailed understanding of the regulatory environment and detailed knowledge of the utility regulations and tariff s in effect in the divisions.
Experience/Education
Bachelor's degree in finance, accounting, business or a closely related fi eld or an equivalent combination of education and experience.
Preferred: MBA, MS-Econ, CPA, CFA or advanced degree(s)/certification(s).
Minimum of approximately 6-8 years of pertinent FP&A experience required (or relevant experience).
Proficiency in financial modeling, data analysis, and forecasting techniques.
Advanced skills in Excel, financial software (e.g., Oracle, SAP).
Preferred: prior experience in the regulated utility industry.
Work Environment
Hybrid work schedule 3 days in the office days remote.
This position offers the flexibility to be based in any American Water office throughout our footprint!
Work Environment
Hybrid work schedule 3 days in the office 2 days offsite
Travel Requirements
Minimal.
Competencies Champions safety Customer obsessed Cultivates innovation Nimble learning Drives ResultsCollaborates
Join American Water...We Keep Life Flowing™
American Water is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants based on his or her age, race, color, pregnancy, gender, gender identity, sexual orientation, national origin, religion, marital status, citizenship, or because they are an individual with a disability, protected veteran or other status protected by federal, state, and local laws.
Financial Analyst I/II/III
Finance planner job in Owensboro, KY
*To access Dayforce at its best, log in from the latest version of Chrome, Safari, Firefox, or Edge. * Boardwalk is a limited partnership operating in the midstream portion of the natural gas and natural gas liquids industry, providing transportation and storage services for our customers. Our 14,000 miles of pipeline and storage assets provide diverse market connectivity to producers and end-users who need reliable sources of natural gas for power generation, home heating or petrochemical feedstocks. We have the experience, knowledge, and flexibility to design service offerings and create system enhancements tailored to our customers' needs throughout the 13 states in which we operate. As an organization focused on sustainability, we are committed to protecting the environment while delivering this energy source. This commitment is made to our customers, employees, and the communities in which we operate. We incorporate environmental stewardship, safety, and compliance into our day-to-day operations and seek to strengthen and support the communities we serve. Additional information about the company can be found online at ********************
We are currently looking for a Financial Analyst I/II/III for our Owensboro, KY office.
POSITION DESCRIPTION:
This position will work extensively with all Payroll functions including payroll processing, jurisdictional tax maintenance, software integration and testing, and incentive accounting. Primary duties will include processing Oracle timesheets for bi-weekly payroll, maintaining and auditing adjustments for new hires and terms, discretionary payments and other adjustments to payroll in compliance with internal and SOX controls. Utilize Ceridian Dayforce HCM to process, audit, and maintain accurate payroll, tax, and employee records. Activities also include processing bi-weekly, monthly and quarterly accounting journals, reports, and funding requests for payroll related activities. Utilize Oracle EBS, Reports Wand and spreadsheets to analyze 100+ payroll related accounts monthly for various BWP entities. Other responsibilities include the maintenance and audit of bi-weekly interfaces with T Rowe Price to update 401k withholdings. Additional duties include quarterly testing of Oracle EBS and Ceridian Dayforce upgrades, tax reporting and reconciliations, working with internal and external auditors and numerous special requests. Will work closely with Human Resources, Benefits and various employees throughout BWP.
REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE:
Excellent computer skill
Ceridian Dayforce system (HR/Payroll) and Oracle
EBS accounting system
Proficiency with Microsoft Excel
Action and detail oriented with a strong customer focus and excellent interpersonal skills
Ability to maintain confidentiality in handling sensitive situations and information
Ability to manage a diverse range of assignments requiring experience, innovation, judgment and initiative
Ability to excel in a team environment and work with minimal supervision
PREFERRED SKILLS, KNOWLEDGE, AND EXPERIENCE:
2-5 years of experience in payroll
2-5 years of experience in incentive accounting
Experience with software configuration, interfaces, data analysis and testing
Oracle EBS experience
Experience with Ceridian Dayforce system
Strong analytical and problem-solving skills
Desire for continuous learning and process improvement
REQUIRED EDUCATION:
BS Degree: Accounting or equivalent
ADDITIONAL INFORMATION:
Boardwalk Pipelines, LP, maintains a drug-free workplace and will require pre-employment drug & substance abuse testing before hiring.
Boardwalk Pipelines, LP, is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, age, sex, gender identity, national origin, veteran, or disability status.
Financial Analyst
Finance planner job in Evansville, IN
Red Spot Paint & Varnish was founded in 1903 in Evansville, Indiana. We supply interior and exterior high-performance coatings for a world of plastics and automotive markets. We pride ourselves on being a company that has continued to thrive and grow in our community for over 120 years! Red Spot strives to provide an exciting work environment and avenues to give back to our community. If you have a strong desire to work for a leading, global coatings company in the development of new, innovative products, then Red Spot is where you want to be!
We are currently seeking a Financial Analyst to join our Accounting Department at our Evansville, IN facility.
The Financial Analyst is responsible for a broad range of financial, accounting, and compliance activities, including:
Monthly Accounting & Close Activities
JSOX Compliance & Internal Controls
Tax Reporting
Payroll, Fixed Asset, and Banking Support
Financial Analysis & Reporting
Responsibilities:
Financial Analysis, Monthly Closing, Consolidation Reporting -Responsible for financial analysis and monthly closing activities for Red Spot US and its subsidiaries ensuring timely financial close by all companies within the company's corporate consolidation structure. Establishing and maintaining process for and executing currency translation for Red Spot Canada and Red Spot Mexico necessary for financial statement consolidation reporting. Confirm accuracy of closing entries, consolidations, and intercompany eliminations. Perpetually improve and evolve the financial package to provide meaningful content with charts, trend analysis, KPIs, etc.
Audit and J-Sox Compliance - Team lead responsibilities for JSOX testing, consolidation, reporting, and communication of results to FKK. Assist the Corporate Controller with compliance requirements of internal and external audits and parent company requests; assist in compiling data for financial audits and internal control audits for domestic and international locations. Review design of controls to address audit adjustments or J-Sox deficiencies. Responsible for assisting with the design and adherence to accounting policies, practices, and procedures, and ensuring appropriate internal controls are established to protect the company. Provide quarterly updates to the Controller for use in EMT and business review meetings of JSOX issues and progress of audits. Lead for Compliance Committee meetings and subsequent reporting to FKK - more emphasis now concerning IT security and fraud risk.
Tax Compliance - Prepare and file all required sale/use tax filings, Canada HST/GST filings, excise tax filings, and property tax filings. SOS reporting-various business entity reports filed with secretary of state. Assist with preparation of related analysis and supporting documentation for EY income tax filings, if needed.
Project Management - Work with IT to improve accuracy of SAP data. Develop ways to address the manual processes and reporting caused by SAP. In addition, complete projects assigned by Controller and CFO: may involve new acquisition/subsidiary accounting integration and consolidation, analyzing subsidiary valuations, managing use tax and fixed asset reviews by consulting firms to provide company savings, researching changes for new accounting standards, financial reporting package implementation or enhancements, or any other project as assigned.
Payroll, Fixed Asset, and Banking Administration Backup - Functioning as backup for Payroll Specialist, Fixed Asset Manager and other duties as assigned. This could include payroll processing and payroll and benefits reporting; banking administration, transfers and reconciliations; and fixed asset accounting and reporting. Performs all back up functions for reporting roles when necessary.
Other Financial Duties - Perform ad hoc analysis or other projects as requested by Department Managers, Controller, or CFO.
Maintain Professional Knowledge - Attend continuing education to maintain expertise in fields of taxation and accounting. Keep up to date with changes in US GAAP, tax laws and regulations that affect the Company.
Work Instructions and Training - Review work instructions associated with the above-mentioned job title and regularly attend company-wide training on areas such as Corporate Ethics, Safety, Environmental, etc.
Minimum Qualifications:
4-year bachelor's degree in Accounting or related field
3+ years progressive accounting/finance experience in manufacturing environment
SAP Experience
Experience in SOX or JSOX, internal controls or process controls framework and testing
US GAAP experience in a manufacturing environment
General ledger accounting experience
Payroll processing experience
Fixed asset processing experience
Experience working with outside auditors
Speak and read English fluently
Desired Qualifications:
CPA certification or master's degree preferred
International accounting background preferred
Abilities/Competencies:
Prioritize and organize a variety of tasks, projects, and staff, in an effective and rapid manner - set priorities, make decisions, resolve issues, and meet critical time deadlines.
Manage projects to thorough completion withing defined timelines.
Work across departments to promote the values of Red Spot in a positive manner.
Read, interpret and draw accurate conclusions from financial and numerical material.
Excellent computer skills - MS Word, Excel, Outlook, PowerPoint, etc.
Positive attitude, capable of relating to individuals at all levels of the Organization.
Effective oral and written communication skills.
Knowledge of accounting methods and strategies employed by private and public corporations.
Knowledge of processes needed to manage financial assets, liabilities, and financial statements of the organization.
Maintain accurate, detailed files and records, and comply with appropriate accounting requirements.
Confidentiality of financial information, customer information, company formulations, raw materials, vendors, etc., as well as all Company information and matters.
Strong analytical and math skills.
Shows initiative and drive.
Interpret, enforce, and adhere to all company policies, including Quality/EHS procedures and policies, and all applicable government regulations.
Working Conditions:
Indoors, office environment
Chemical manufacturing
PPE required in safety sensitive areas
Walking in department & throughout company
Use of hands/wrists; use of office equipment
Sitting at desk for long periods of time
Talking on phone & in person
Ability to travel to international subsidiaries, customer sites, facilities, or other buildings on premises.
Red Spot offers:
Competitive pay commensurate with experience.
Comprehensive benefits package including health, dental, and vision insurance.
Retirement savings plan (401k) with company match
On-site & near-site medical clinics at no cost to employees and dependents
Paid Holidays and Vacation Time
Employee Assistance Program
Tuition Reimbursement
Long Term Disability
Voluntary Life Insurance for employees and dependents
Red Spot Paint & Varnish Co., Inc. is an equal opportunity employer. We do not and will not discriminate against any applicant or employee based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, military status, disability, genetic information, citizenship status, or any other basis prohibited by law. Red Spot Paint & Varnish Co., Inc. will comply with its legal obligation to provide reasonable accommodation to qualified individuals and applicants.
For more information, visit ************************
Auto-ApplyFinancial Planner
Finance planner job in Jasper, IN
JOB DESCRIPTION: FINANCIAL PLANNER
DEPARTMENT: Financial Advisory Group
CLASSIFICATION: Exempt
REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager
SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals.
MAJOR DUTIES & RESPONSIBILITIES:
Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
Manage, monitor and evaluate financial plans.
Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
Gather, organize and maintain client personal and financial wealth plan profile data.
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
Meet with participants to answer any personal questions about the plan or possible other financial matters.
Development of new business relationships and management of an existing book of business.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance or related field.
Master's degree in business, finance or related area preferred.
CFP designation or similar preferred.
Four to eight years of experience in financial services.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
Comprehensive knowledge of investments, securities market structure and portfolio management.
EOE, including disability/vets
Financial Planner
Finance planner job in Evansville, IN
Job Description
Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive compensation and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity.
1049766-00003-00
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Digital Banking Analyst
Finance planner job in Jasper, IN
Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries.
What You'll Do:
* A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders.
What it Takes:
* 5+ years banking experience in application support and/or customer support of digital services
* Bachelor's degree in Computer Science or Computer Information systems preferred
* Vendor and/or project management is a preferred
* Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers.
* Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
* Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
* Attention to detail and strong organizational skills
* Proficiency in Microsoft Word and Excel, Access and Visio
Bonus Points:
* Experience supporting customer facing applications
* Bilingual/Multi-lingual
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Educational Assistance Program
* Wellness benefits
* Life event coverage
* Paid parental bonding leave
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
Operations Center
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people
throughout the organization, truly making German American special. Delivering genuine, customized, personal service
with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment
to life with each and every interaction.
Private Wealth Advisor
Finance planner job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.
Salary Range
The salary range for this position is $0 - $60,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Manage a portfolio of client relationships:
* Including, but not limited to regular client meetings to review and update: client goals, financial information and investments.
* Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
* Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
* Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
* Proficiency with introductions to in-house insurance experts and other financial resources.
Prospect and develop new wealth business to and from internal referrals:
* Foster productive relationships with business partners in Consumer and Commercial.
* Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
* Develop external center of influence opportunities outside of bank.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
* Consistently researching and developing subject matter expertise to consult clients appropriately.
* Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
* Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
* Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
* Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
* Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
* Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
Qualifications and Education Requirements
* Bachelor's Degree in Finance, Business or related field
* 3 years of retail or institutional wealth/investment experience required
* Must possess strong relationship building skills including verbal and written communication skills
* Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
* Must possess excellent sales and closing skills
* Series 6 or 7 licenses to sell brokerage products
* State Life and Health Insurance Licenses
* CFP, MBA or Professional designation(s) preferred
* Ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank.
Join our team!
Auto-ApplyFinancial Analyst Research
Finance planner job in Evansville, IN
Join Our Team We are looking for a dedicated and analytical Financial Analyst, Research to join our team. This position will focus on supporting research initiatives, financial planning, and performance reporting while ensuring all work aligns with Deaconess Health System's mission and values.
Benefits
We pride ourselves in retaining our top talent by offering work environments that support professional development and personal success. In addition to our robust healthcare and retirement plans, we offer:
* Flexible work schedules - Full time/part time/supplemental - Day/Eve/Night
* Onsite children's care centers (Infant through Pre-K)
* Tuition reimbursement
* Student Loan Repayment Program
* Payactiv - earned wage benefit - work today, get paid tomorrow
* Free access to Midtown fitness center
* Career advancement opportunities
Job Overview
As a Financial Research Analyst, you will support research initiatives and financial planning within the organization, ensuring the accurate management and tracking of funding and expenditures. This position involves reporting on key performance metrics, helping to optimize the allocation of financial resources for various research projects.
What You Will Do
* Provide financial analysis and reports to support research project teams.
* Analyze funding and expenditure patterns and provide recommendations for improving financial efficiency.
* Work closely with research leadership and other stakeholders to track progress against budget and funding milestones.
* Assist in the preparation of financial reports and project documentation.
* Ensure compliance with funding regulations and internal policies.
* Collaborate with internal departments, such as HR and Finance, to support overall operational goals.
* Identify trends in financial performance and recommend corrective actions.
What You Will Need
Education
* Bachelor's Degree in Finance, Accounting, Economics, or a related field - Required
Experience
* Minimum of 3 years of relevant financial analysis or accounting experience, ideally within a research or healthcare environment - Required
Skills & Abilities
* Strong analytical and problem-solving skills.
* Excellent written and verbal communication skills, with the ability to present financial data clearly.
* Proficiency with Microsoft Office tools, especially Excel, for data analysis and reporting.
* Experience with financial reporting software and systems.
* Attention to detail and ability to maintain accurate records.
* Knowledge of healthcare finance and research funding structures is preferred.
Licenses/Certifications
* Certified Public Accountant (CPA) or related certifications preferred.
Keywords
Financial Analyst, Research, Healthcare Finance, Budget Analysis, Financial Reporting, Research Funding, Accounting, Financial Planning, Performance Metrics, Funding Compliance, Excel Analysis, Research Project Support.
Financial Analyst
Finance planner job in Evansville, IN
Red Spot Paint & Varnish was founded in 1903 in Evansville, Indiana. We supply interior and exterior high-performance coatings for a world of plastics and automotive markets. We pride ourselves on being a company that has continued to thrive and grow in our community for over 120 years! Red Spot strives to provide an exciting work environment and avenues to give back to our community. If you have a strong desire to work for a leading, global coatings company in the development of new, innovative products, then Red Spot is where you want to be!
We are currently seeking a Financial Analyst to join our Accounting Department at our Evansville, IN facility.
The Financial Analyst is responsible for a broad range of financial, accounting, and compliance activities, including:
Monthly Accounting & Close Activities
JSOX Compliance & Internal Controls
Tax Reporting
Payroll, Fixed Asset, and Banking Support
Financial Analysis & Reporting
Responsibilities:
Financial Analysis, Monthly Closing, Consolidation Reporting -Responsible for financial analysis and monthly closing activities for Red Spot US and its subsidiaries ensuring timely financial close by all companies within the company's corporate consolidation structure. Establishing and maintaining process for and executing currency translation for Red Spot Canada and Red Spot Mexico necessary for financial statement consolidation reporting. Confirm accuracy of closing entries, consolidations, and intercompany eliminations. Perpetually improve and evolve the financial package to provide meaningful content with charts, trend analysis, KPIs, etc.
Audit and J-Sox Compliance - Team lead responsibilities for JSOX testing, consolidation, reporting, and communication of results to FKK. Assist the Corporate Controller with compliance requirements of internal and external audits and parent company requests; assist in compiling data for financial audits and internal control audits for domestic and international locations. Review design of controls to address audit adjustments or J-Sox deficiencies. Responsible for assisting with the design and adherence to accounting policies, practices, and procedures, and ensuring appropriate internal controls are established to protect the company. Provide quarterly updates to the Controller for use in EMT and business review meetings of JSOX issues and progress of audits. Lead for Compliance Committee meetings and subsequent reporting to FKK - more emphasis now concerning IT security and fraud risk.
Tax Compliance - Prepare and file all required sale/use tax filings, Canada HST/GST filings, excise tax filings, and property tax filings. SOS reporting-various business entity reports filed with secretary of state. Assist with preparation of related analysis and supporting documentation for EY income tax filings, if needed.
Project Management - Work with IT to improve accuracy of SAP data. Develop ways to address the manual processes and reporting caused by SAP. In addition, complete projects assigned by Controller and CFO: may involve new acquisition/subsidiary accounting integration and consolidation, analyzing subsidiary valuations, managing use tax and fixed asset reviews by consulting firms to provide company savings, researching changes for new accounting standards, financial reporting package implementation or enhancements, or any other project as assigned.
Payroll, Fixed Asset, and Banking Administration Backup- Functioning as backup for Payroll Specialist, Fixed Asset Manager and other duties as assigned. This could include payroll processing and payroll and benefits reporting; banking administration, transfers and reconciliations; and fixed asset accounting and reporting. Performs all back up functions for reporting roles when necessary.
Other Financial Duties - Perform ad hoc analysis or other projects as requested by Department Managers, Controller, or CFO.
Maintain Professional Knowledge - Attend continuing education to maintain expertise in fields of taxation and accounting. Keep up to date with changes in US GAAP, tax laws and regulations that affect the Company.
Work Instructions and Training - Review work instructions associated with the above-mentioned job title and regularly attend company-wide training on areas such as Corporate Ethics, Safety, Environmental, etc.
Minimum Qualifications:
4-year bachelor's degree in Accounting or related field
3+ years progressive accounting/finance experience in manufacturing environment
SAP Experience
Experience in SOX or JSOX, internal controls or process controls framework and testing
US GAAP experience in a manufacturing environment
General ledger accounting experience
Payroll processing experience
Fixed asset processing experience
Experience working with outside auditors
Speak and read English fluently
Desired Qualifications:
CPA certification or master's degree preferred
International accounting background preferred
Abilities/Competencies:
Prioritize and organize a variety of tasks, projects, and staff, in an effective and rapid manner - set priorities, make decisions, resolve issues, and meet critical time deadlines.
Manage projects to thorough completion withing defined timelines.
Work across departments to promote the values of Red Spot in a positive manner.
Read, interpret and draw accurate conclusions from financial and numerical material.
Excellent computer skills - MS Word, Excel, Outlook, PowerPoint, etc.
Positive attitude, capable of relating to individuals at all levels of the Organization.
Effective oral and written communication skills.
Knowledge of accounting methods and strategies employed by private and public corporations.
Knowledge of processes needed to manage financial assets, liabilities, and financial statements of the organization.
Maintain accurate, detailed files and records, and comply with appropriate accounting requirements.
Confidentiality of financial information, customer information, company formulations, raw materials, vendors, etc., as well as all Company information and matters.
Strong analytical and math skills.
Shows initiative and drive.
Interpret, enforce, and adhere to all company policies, including Quality/EHS procedures and policies, and all applicable government regulations.
Working Conditions:
Indoors, office environment
Chemical manufacturing
PPE required in safety sensitive areas
Walking in department & throughout company
Use of hands/wrists; use of office equipment
Sitting at desk for long periods of time
Talking on phone & in person
Ability to travel to international subsidiaries, customer sites, facilities, or other buildings on premises.
Red Spot offers:
Competitive pay commensurate with experience.
Comprehensive benefits package including health, dental, and vision insurance.
Retirement savings plan (401k) with company match
On-site & near-site medical clinics at no cost to employees and dependents
Paid Holidays and Vacation Time
Employee Assistance Program
Tuition Reimbursement
Long Term Disability
Voluntary Life Insurance for employees and dependents
Red Spot Paint & Varnish Co., Inc. is an equal opportunity employer. We do not and will not discriminate against any applicant or employee based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, military status, disability, genetic information, citizenship status, or any other basis prohibited by law. Red Spot Paint & Varnish Co., Inc. will comply with its legal obligation to provide reasonable accommodation to qualified individuals and applicants.
For more information, visit ************************
Auto-ApplyFINANCIAL PLANNER
Finance planner job in Jasper, IN
JOB DESCRIPTION: FINANCIAL PLANNER
DEPARTMENT: Financial Advisory Group
CLASSIFICATION: Exempt
REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager
SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals.
MAJOR DUTIES & RESPONSIBILITIES:
Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
Manage, monitor and evaluate financial plans.
Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
Gather, organize and maintain client personal and financial wealth plan profile data.
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
Meet with participants to answer any personal questions about the plan or possible other financial matters.
Development of new business relationships and management of an existing book of business.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance or related field.
Master's degree in business, finance or related area preferred.
CFP designation or similar preferred.
Four to eight years of experience in financial services.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
Comprehensive knowledge of investments, securities market structure and portfolio management.
EOE, including disability/vets
Inv Strat Tm Wealth Advisor
Finance planner job in Evansville, IN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment.
Salary Range
The salary range for this position is $0 - $48,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities.
Manage a portfolio of client relationships:
Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Creates comprehensive and effective task plans to achieve team goals:
Sets clearly defined goals, milestones, and deadlines.
Manages assigned tasks with limited guidance/supervision.
Adjust priorities to make sure key deadlines are met.
Regularly reviews progress and seeks ways to accomplish work more efficiently.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
Maintain knowledge of current developments and trends in all relevant technical knowledge areas.
Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position:
Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
Communication - Effectively shares information and ideas with individuals and teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements:
Bachelor's degree in finance, Business, or related field
3 years of retail or institutional wealth/investment experience required.
Must possess strong relationship building skills including verbal and written communication skills.
Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
Must possess excellent sales and closing skills.
Series 6 or 7 licenses to sell brokerage products.
Series 65 to use fee-based accounts.
State Life and Health Insurance Licenses
Ability to build and develop a robust sale pipeline.
Key Measures of Success/Key Deliverables:
Client Retention
Client Acquisition
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyFinancial Analyst II (onsite)
Finance planner job in Jasper, IN
<< RELOCATION REQUIRED - HYBRID/REMOTE WORK NOT AVAILABLE FOR THIS ROLE >> Benefits We pride ourselves in retaining our top talent by offering work environments that support professional development and personal success. In addition to our robust healthcare and retirement plans, we offer:
* Tuition reimbursement
* Career advancement opportunities
* Competitive pay, yearly opportunities for pay increases and bonuses
Job Overview
* Assist in planning, developing, communicating, and implementing the strategic financial direction for Deaconess Corporations in congruence with the overall DHS/DH strategic plan.
* Develop and administer plans and operations for budgeting, forecasting, decision-support, and capital acquisition analysis.
* Assist operational leaders in performing capital financing functions.
* Provide financial leadership and consultative support to all DHS and DH department directors, managers, and joint venture companies.
* Manage special financial and management projects to support the Board(s), executive management, department directors, managers, and supervisors throughout the Health System and Deaconess Hospital.
* Perform statistical, cost, and financial analysis of data extracts.
* Support development and upkeep of the financial reporting system.
What You Will Need
* Bachelor's degree in Accounting, Finance, or related field.
* Proven experience in financial analysis, preferably in a healthcare or corporate setting.
* Strong knowledge of budgeting, forecasting, financial modeling, and reporting.
* Proficiency in Microsoft Excel and financial software (e.g., SAP, Oracle).
* Excellent analytical and problem-solving skills.
* Strong communication and interpersonal skills for collaborating with department leaders and teams.
* Ability to manage multiple projects and meet deadlines in a fast-paced environment.
* Experience in healthcare finance or working with health systems is a plus.
Other Keywords:
Financial Analyst, Healthcare Finance, Budgeting, Forecasting, Cost Analysis, Financial Reporting, Capital Financing, Decision Support, Financial Modeling, Healthcare Strategy, Financial Leadership, Capital Acquisition, Financial Systems, SAP, Oracle, Data Analysis
FINANCIAL ADVISOR
Finance planner job in Jasper, IN
JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business
MAJOR DUTIES & RESPONSIBILITIES:
* Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
* Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
* Work with internal team to effectively coordinate delivery of an exceptional client experience.
* Build and maintain relationships with prospects and existing clients.
* Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
* Bachelor's degree in finance or related field.
* Two to five years of experience in investments preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Knowledge of investment securities.
* Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets