Finance planner jobs in Temple, TX - 44 jobs

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. · 9 out of 10 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. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

**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.

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. This position is based in Temple, TX, which will require the candidate to report and work from the office on a regular basis. Therefore, interested candidates should be within a 50-minute commute to Temple, TX. Benefits you can count on: * Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance * Paid time off begins day one. * 401(k) Profit Sharing Plan after 90 days. * Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more! What you'll do as a Deal Desk Analyst: * Take ownership of assigned segments and critical accounts, offering strategic financial modeling and analysis support to the commercial team. * Contribute insights on factors influencing customer performance and collaborate on the development of pricing strategies to achieve targeted profitability. * Contribute to organizational value throughout the contract duration by implementing all relevant fees and adjustments as needed. * Create cost/pricing proposals and analyze submitted proposals. * Support the Manager and Director in providing guidance and training to other team members regarding proposals. * Regularly assess the financial performance of assigned customer contracts in collaboration with the sales team, offering actionable analysis. * Perform Variance Analysis by scrutinizing actual financial results compared to forecasted figures. * Investigate and clarify significant variances, emphasizing key drivers and trends. * Work with the department to formulate action plans to rectify any deviations from financial targets. * Assist the Manager and Director with innovation and development of tools used for generating pricing strategies. * Ensure documentation is maintained on the use of tools including ongoing maintenance and updates. * Assist with training and utilization of pricing tools that are developed for the pricing and sales teams working cross functionally for agile enhancements to tools and processes. * Financial Analysis and Insights: * Conduct advanced financial analyses to evaluate performance, identify opportunities, and mitigate risks. * Deliver actionable and insightful recommendations to the sales team based on the financial insights gained from customer performance. * Process Improvement and Efficiency: * Collaborate with the Manager and Director to improve, identify, and implement opportunities for ongoing enhancement of pricing team processes and efficiency. * Performance Management: * Track and analyze real performance against planned outcomes through modeling, providing regular updates to business partners on the factors influencing financial results in commercial activities such as sales, price, volume, mix, and operating expenses (OPX). * Proactively engage in promoting optimal business decisions. * Financial Modeling: * Support running and subsequent analysis of complex financial models that lead to decision-making. * Perform sensitivity analysis and assess the impact of different financial variables on the organization's financial performance. * Variance Analysis: * Examine actual financial results in comparison to forecasted figures. * Investigate and clarify significant variances, emphasizing key drivers and trends. * Work collaboratively with the department to devise action plans addressing any deviations from financial. * Continuous Improvement: * Assist in enhancing processes within the Commercial Finance team and Operations Finance function to streamline reporting, improve data accuracy, and boost efficiency. * Play an active role in system implementations and upgrades to ensure the availability of dependable financial information. Qualifications you'll bring as a Deal Desk Analyst: * Bachelor's degree with a focus on finance, accounting, economics, statistics, or other area relevant to role of position. * Relevant proven experience may substitute for degree requirements and work-years' experience. * Previous work experience in the commercial finance or Financial Planning and Analysis (FP and A) related field. * Financial Acumen: * Strong understanding of budgeting and forecasting and ability to communicate results. * Analytical Skills: Proficient in complex financial analysis and data interpretation. * Drive to dig deep into complexities, resolve inconsistencies, and synthesize data to actionable insight. * Technology Proficiency: * Advanced Excel skills, experience with financial planning software such as Oracle's Enterprise Performance and Financials Management applications, Tableau, Alteryx. * Business Partnership: * Ability to collaborate with cross-functional teams and influence decision-making to apply sound business judgment, research what is driving the financial statements. * Adaptability: * Ability to be process driven to handle multiple tasks and projects simultaneously and deliver results. * Comfortable in a fast-paced environment. * Successful track record in a Lead Financial Analyst role or equivalent. * Demonstrated ability to drive innovation in financial processes and tools. * Excellent oral, written and presentation skills with ability to explain complex concepts clearly to a variety of audiences, including senior management. * Ability to use creative problem solving and analytical skills to understand the advantages and limits of different analytical approaches and studies, and their findings. * This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards. Fit the following? We want you here! * Teamwork oriented * Organized * Problem solver * Detailed Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130 years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit ******************************************

Dallas, Texas;Dallas, Texas; Lubbock, Texas; Midlothian, Texas; Cedar Hill, Texas; Waco, Texas; Dallas, Texas; Amarillo, Texas; Desoto, Texas; Dallas, Texas; Odessa, Texas; Abilene, Texas; Midland, Texas; Dallas, Texas **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 (******************************************************************************************************************** **:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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 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! **Work Schedule** Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc **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 **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 *******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.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services + Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge + Conducts and/or participates in investment performance and relationship reviews + Keeps junior level staff informed about investment products and opportunities + Adheres to compliance requirements and follows corporate and industry protocols This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + High School Diploma or GED + Six (6) months of related experience + Series 7 + Series 63 & 65 or Series 66 + Life Insurance License must be obtained within 60 days from employment start date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years of Financial Advisory experience Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+. **Position Type** Full time **Incentive Pay Plans:** This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. **Position Type** Full time **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Round Rock **Location:** Round Rock, Texas Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #banking #insurance #rcm #LI-TJ2022

Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company portfolio includes a broad offering of attainable housing, and as a vertically integrated home builder, we are uniquely positioned to serve customers through every stage of the homeownership journey - building, selling, financing, and insuring homes. From entry-level to more experienced positions, we're actively recruiting individuals who are passionate, positive, and eager to learn. We then equip you for success, whether you're in the office, in the field, or on the floor. As a member of our team you'll enjoy excellent benefits, opportunities for growth, and an encouraging culture that supports work / life balance. Cost Analyst Reports to: General Manager / Materials Manager Department: Materials Job Status: Full-Time / Salary Mobility Profile: On Location Position Summary: The Cost Analyst will identify plant and cost department problems and will develop and implement improvement solutions. Cost Analyst will work with plant management to determine and resolve plant processes, take a leadership role on plant teams and will participate in plant and cost department projects. The Cost Analyst will have a thorough knowledge of cost systems and will perform analysis of cost data to prevent and resolve production and inventory issues. Duties / Responsibilities: MAJOR OBJECTIVES Develop and maintain accurate Bills of Materials for each model and each Option produced in their plant. Accomplished by: Prototyping of new models and options Re-audits of existing models and options. Category Audits. Like model comparisons. Observe established costing policies and procedures Complete training programs as provided Participate in Oracle ERP implementation initiatives DAILY DUTIES Print the Daily Production Report, distribute, and review for margin irregularities. Monitor the Engineering Change Requests (ECR) and respond to all necessary ECR's Immediately. This will include providing cost impact to the ECN, if necessary. Provide cost where applicable for Sales Change and respond to all applicable Sales Change Requests (SCRs) immediately. This will include reviewing the applicable Production Work Orders (PWO) to ensure the correct cost detail is provided. Attend daily and/or weekly staff & order read meetings. At these meetings communicate Damaged Material Report (DMR) issues, discrepancy issues from audits, inventory preparation, plant material issues, etc. Modify any BOMs as required by authorized ECRs immediately. Communicate necessary changes with the plant buyer and plant management. Changes to the BOM are necessary to make sure inventory is relieved properly. WEEKLY DUTIES Provide cost detail for any necessary options or projects as required. Audit one ceiling per week for foam seal usage. Calculate the cost per LF and report results to the appropriate personnel. Attend required plant meetings (e.g. employee meetings, quality team meetings, etc.) MONTHLY DUTIES Audit at least two models per month - Prototypes and/or Re-Audits. Cost any necessary options that may be required for a Prototype BOM. These are sometimes required due to the urgency of developing pricing information or to set up information for purchasing. Review ECRs for start dates If you need to make changes to the cost of base units or options for homes, after they come offline, but before the month-end closing date, the home can be re-yarded to record the true or revised cost. Key damaged materials reported (DMR) by the plant into the system. Investigate any unusual, reported quantities and forward to the plant buyer. MONTH END DUTIES Review the changes that were made to the base BOM during the month. This report (Detailed BOM Analysis) is available from the Plant accountant. Note: You must justify any changes made to a base BOM with a cost impact of +/- $10.00 At month end the Plant Analyst should review the ECR file to make sure the ECRs approved for the plant during the month have been incorporated into the Bills of Material and options, when applicable. PHYSICAL INVENTORY Prepare facility for physical inventory Direct involvement in conducting physical inventory Review and reconcile physical inventory Counting work in process material, work up official report Other duties as assigned. Qualifications: Four-year degree in business related field Three to five years of experience in costing in a manufacturing environment, preferred Must have excellent mathematical skills Great attention to details, organizational and analytical skills. Ability to work independently or in a team environment Motivated to pursue improvement Demonstrates initiative and assertiveness Able to communicate positively and clearly with peers, managers, and internal customers Expert knowledge in MS Office software, including Excel Knowledge of Oracle, ERP systems preferred Physical Demands: Must be able to consistently operate a computer and other office productivity machinery such as telephone, calculator, copy machine, computer printer, etc. Must be able to communicate with others via phone, email, and in person. Must be able to exchange accurate information with others. Constantly works in an indoor, temperature-controlled, sealed-window office environment. Work primarily involves sitting / standing. Travel Requirements: None Why Clayton? Full-time team members have the flexibility to create their own health, dental, and vision benefits package. Clayton provides competitive 401K programs, including investment options and company matching for full and part time employees after one year to help our team members achieve their financial goals. Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more. As part of Clayton's commitment to Opening Doors to a Better Life, Clayton is now providing paid time for Team Members to volunteer to causes that are meaningful to them through the Clayton Impact program. Clayton is proud to have earned spots on the following Forbes lists: America's Best Employers, America's Best Employers by State, Best Employers for Diversity, Best Employers for Women. At Clayton, we encourage holistic wellness with physical, nutritional, social, financial, spiritual and occupational programs available online or in-person for team members. Clayton is committed to a diverse and inclusive workplace. Clayton is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Why Clayton? Full-time team members have the flexibility to create their own health, dental, and vision benefits package. Clayton provides competitive 401K programs, including investment options and company matching for full and part time team members after one year to help our team members achieve their financial goals. Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more. As part of Clayton's commitment to Opening Doors to a Better Life, Clayton is now providing paid time for Team Members to volunteer to causes that are meaningful to them through the Clayton Impact program. At Clayton, we encourage holistic wellness with physical, nutritional, social, financial, spiritual and occupational programs available online or in-person for team members. Clayton is committed to creating an inclusive workplace. Clayton is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Business Unit - B00018 Clayton Manufacturing

**R1** is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an **R1** **Financial Counseling Associate** , you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. _Here's what you can expect working as a Financial Counseling Associate:_ + You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. + You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. + This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. + We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. _Requirements:_ + _High School Diploma or GED_ + _Excellent customer service skills_ + _Compassionate communication_ _This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status_ _ _ For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. (***************************** R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent (*********************************************************************************** To learn more, visit: R1RCM.com Visit us on Facebook (******************************* \#healthcare #customerservice #financialcounseling #banking \#insurance #rcm \#LI-TJ2022 R1 is the leader in healthcare revenue management, helping providers achieve new levels of performance through smart orchestration. A pioneer in the industry, R1 created the first Healthcare Revenue Operating System: a modular, intelligent platform that integrates automation, AI, and human expertise to strengthen the entire revenue cycle. With more than 20 years of experience, R1 partners with 1,000 providers, including 95 of the top 100 U.S. health systems, and handles over 270 million payer transactions annually. This scale provides unmatched operational insight to help healthcare organizations unlock greater long-term value. To learn more, visit: ********************* .

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Blake District - Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Blake District - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX Meet some of our local team: Brian Vrana, Managing Partner: How long with NM? Brian has been with Northwestern Mutual for 23 years. Prior to? Farmer. Started at NM in college through the internship program. Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members. Jon Blake, Managing Director: Time with NM: Jon has been with Northwestern Mutual for 12 years. Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills. Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family. Blake Watkins, Financial Advisor: Time with NM: Blake has been with Northwestern Mutual for 8 years. Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth. Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level. Allison Woods, Chief Recruitment Officer: Time with NM: Allison has been with Northwestern Mutual for 14 years. Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up. Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

ABOUT CEDAR PARK The City of Cedar Park is a vibrant suburb of over 83,000 residents, located 17 miles northwest of downtown Austin and recognized for its quality of life in the fast-growth dynamic Central Texas region. Cedar Park is the fourth largest city in the Austin metropolitan area, shares a border with Austin, and is ideally situated for corporate headquarters with a growing number of high tech and major manufacturing employers. With deep roots as a small community and ability to retain a hometown feel, it is known for its outstanding schools, probusiness climate and relaxed family environment. Named one of the Best Suburbs for Growing Families and Best Small City in America in 2020, Cedar Park offers all the benefits of life in an emerging first ring suburb in a region known for its high tech, innovation and live music, with desirable neighborhoods, an entrepreneurial business environment, and an effective, well managed city government. VISION We image the City of Cedar Park as a family-oriented community, one of compassion, integrity, diversity and many faiths. We are an attractive destination, a leader in business development and committed to an exceptional quality of life for all.JOB SUMMARY Under the general direction of the Budget Officer, performs a variety of analytical and administrative work in support of the City's finance department. The position helps develop and maintain the City's Operating and Capital budget. Work involves managing the development of the City's Operating and CIP, working closely with department heads and staff to monitor departmental budgets and provide Capital Project status updates. This position works closely with accounting staff to track bond authorizations and CIP funding, managing grant funding and reporting requirements for capital projects, and managing the creation and close-out of all capital projects in the City's financial system. ESSENTIAL JOB FUNCTIONS: * Assist in the development of the City's Annual Budget and Capital Improvement Plan. * Monitors capital project revenues and expenditures and provides department heads with periodic updates on project statuses. * Forecast revenues and expenses across multiple funds. * Assist in the City's Truth-In-Taxation calculation. * Coordinates and leads project status update meetings with project managers. * Manages project variances and redistribution of project savings/overages to appropriate funds. * Assists with tracking bond authorizations and identifying funding availability. * Manages the creation and close out of all capital projects in the City's financial system. * Prepares City Council agenda items for budget amendment consideration and other related items. * Coordinates and participates in City and other governmental meetings related to capital grant needs and applications; participates in meetings and discussions in which decisions affecting City projects are made; develops recommendations on new grant opportunities. * Attends staff and other appointed board and commission meetings. * Assists City Management, Finance Director, Assistant Finance Director and/or Budget Officer with various special projects as needed, and * Performs other related duties as may be assigned. MINIMUM REQUIREMENTS Bachelor's Degree in Public Administration, Finance, Business Administration, Political Science or related field, preferably in budget and/or capital programs. or any equivalent combination of experience and training which provides the required knowledge, skills, and abilities. Master's Degree and public sector experience preferred. Knowledge, Skills & Abilities Knowledge of: generally accepted principles and practices of financial management and municipal government operations and fiscal environment. Skill/Ability to: work with minimal supervision and self-motivate; demonstrate proficiency in the use of personal computers and computing software, including email, word processing, spreadsheets, PowerPoint, database programs and Internet search engines; demonstrate proficiency in written and oral communication; understand and produce written, graphic and oral instructions, reports, and correspondence; compile and interpret numerical and analytical data and make sound recommendations based upon the data; establish and maintain cooperative working relationships with employees, board/commission members and others; prioritize, problem solve and exercise strong human relations skills; and read and interpret applicable City and departmental policies and procedures. EQUAL OPPORTUNITY EMPLOYER The City of Cedar Park is an Equal Employment Opportunity (EEO) employer. As an EEO employer, the City will conduct its staffing activities, selection, promotion, demotion, transfer, training, and separation in accordance with Federal, State, and Local EEO laws and regulations as they affect the City. The City of Cedar Park will not discriminate against any applicant or employee based on race, color, national origin, sex, age, religion, veteran status, or disability. Applicants must be legally authorized to work in the United States without the need for current or future visa sponsorship.

Job DescriptionBenefits: 401(k) matching Company parties Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Revenue Cycle Analyst: THIS POSITION IS ON-SITE ONLY. REMOTE IS NOT AN OPTION. About Clarity Eye Center Clarity Eye Center is a leading ophthalmology practice dedicated to delivering comprehensive, patient-centered eye care. We specialize in advanced glaucoma management and state-of-the-art refractive surgery, combining clinical excellence with innovative technology to achieve outstanding outcomes for our patients. Our mission is to enhance quality of life by preserving and improving vision through compassionate care, advanced diagnostics, and cutting-edge surgical techniques. We pride ourselves on fostering a collaborative, supportive work environment where team members are valued, respected, and encouraged to grow professionally. At Clarity Eye Center, youll be part of a team committed to excellence, continuous improvement, and making a meaningful difference in the lives of the patients we serve. Position Summary Clarity Eye Center is seeking a detail-oriented and reliable Medical Biller to join our growing team. In this role, you will play a critical part in supporting the financial health of the practice by managing medical billing processes with accuracy, efficiency, and compliance. Your work will help ensure timely reimbursement while supporting our mission of delivering exceptional patient care. The ideal candidate will have a solid understanding of medical billing and coding for both in-office and surgical services, along with strong attention to detail and the ability to collaborate effectively in a fast-paced healthcare setting. This role plays an important part in the patient experience by ensuring claims are submitted accurately and patient accounts are managed with professionalism, clarity, and care. Key Responsibilities Accurately process and submit medical billing claims in a timely manner for both in-office and surgical services Verify patient insurance coverage, benefits, and eligibility prior to billing Apply appropriate ICD-9 and ICD-10 codes to ensure accurate and compliant medical coding Perform surgical charge entry and reconcile charges in coordination with the surgical team Manage accounts receivable, including follow-up on outstanding and denied claims Review, track, and resolve billing discrepancies by collaborating with providers and internal teams Maintain accurate, well-organized billing records and supporting documentation Manage incoming medical records requests related to billing and reimbursement Stay current on changes to medical billing regulations, payer requirements, and industry best practices Communicate professionally with patients, insurance carriers, and staff regarding billing questions Qualifications & Requirements Proven experience in medical billing, preferably in an ophthalmology practice, including both in-office and surgical services Strong working knowledge of medical terminology and coding systems (ICD-9 and ICD-10) Experience with accounts receivable management and medical collections Excellent organizational skills with a high level of accuracy and attention to detail Strong written and verbal communication skills and the ability to work collaboratively in a team environment If youre ready to make a meaningful difference in patients lives and grow your career in healthcare, we encourage you to apply and join our dedicated team at Clarity Eye Center. Schedule: Day shift Monday to Friday No weekends Ability to Commute: Round Rock, TX 78665 (Required) Ability to Relocate: Round Rock, TX 78665: Relocate before starting work (Required) Work Location: In person

SCOPE/GENERAL PURPOSE OF JOB: This individual is responsible for supporting the processes that assist leaders in making strategic and operational data-based decisions by delivering timely, accurate and relevant financial information and analyses. This individual is responsible for supporting ad hoc operational and financial reporting and for performing monthly or periodic analysis of results related to the business operations of R3. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop, prepare and present specialized reports, analysis, and complex financial models in either Business Central and/or Excel. Compile and review month-end financial reports, provide variance analysis to identify discrepancies between budgeted and actual financial results, providing recommendations for corrective actions. Participate in the development and analysis of long-term strategic plan, including the analysis of various scenarios and tactical options. Participate in the development and maintenance of performance metrics, measurements, methods, and targets including the development of Key Dashboards to track these KPIs. Assist with identifying performance improvement opportunities throughout the R3 companies. Collaborate with cross-functional teams (Marketing, IT, HR, etc.) to gather data and provide financial guidance. Create and analyze Client Profitability Models for use in identifying poorly performing clients and the development of key response options. Options include partnering with clients to improve efficiency and reduce costs, increase client pricing necessary to achieve client breakeven/goal profit levels, and eliminate clients with negative income at all key profitability metrics. Play a pivotal role in building annual budget - including compiling sales data, expense review, salary and benefits analysis and COGS information. Work closely with company executives to improve financial results, reporting, budgeting, and forecasting processes. Other duties as assigned. EDUCATION AND/OR EXPERIENCE: Bachelor's degree in Accounting, Finance, or related field required. 1-5 years' experience with financial analysis/accounting experience. Healthcare industry experience preferred but not . QUALIFICATIONS: Preferred experience working in Microsoft Dynamics 365 Business Central, PowerPoint, PowerBI, and Excel (advanced Excel skills required) Ability to work with large datasets. Proficient in financial modeling data analysis. Experience with budgeting and forecasting. High level of accuracy and attention to details. Excellent analytical and problem-solving skills. Ability to prioritize and multi-task in a fast-paced environment. Highly organized and capable of managing multiple tasks simultaneously. Excellent communication and presentation skills. Strong desire to learn and grow in a dynamic finance environment.

The key responsibilities for a Finance Contractor include selling new and used car buyers financing and insurance programs and working with financial lenders to give fair interest rates to buyers and programs. You must be driven, organized and willing to work hard. Requirements: Experience with sub-prime a plus. 3+ years of automotive sales experience and five years in a dealership position. Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction. Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations. Strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership. Applicant must have excellent communication skills. All applicants must be authorized to work in the USA. All applicants must be able to demonstrate ability to pass pre-employment testing to include background check, drug screen, and have a valid driver's license. Qualifications PROFIT SHARING & 401(K) Retirement Plan with MATCH! Health, dental, vision, prescription and life insurance Disability Coverage Paid Vacation & Paid Holidays Employee Discounts Continued PAID TRAINING Nyle Maxwell of Taylor provides all employees the opportunity to earn a NO-COST, NO-DEBT COLLEGE DEGREE through Degrees@Work, a partnership between the dealership, FCA US and Strayer University. Attend college while working at our dealership! Individual college classes Associate, Bachelor's and Master's degrees Tuition, fees and textbooks included!

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. * 9 out of 10 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. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

**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.

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. This position is based in Temple, TX, which will require the candidate to report and work from the office on a regular basis. Therefore, interested candidates should be within a 50-minute commute to Temple, TX. Benefits you can count on\: Day 1 Benefits\: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance Paid time off begins day one. 401(k) Profit Sharing Plan after 90 days. Additional benefits\: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more! What you'll do as a Deal Desk Analyst\: Take ownership of assigned segments and critical accounts, offering strategic financial modeling and analysis support to the commercial team. Contribute insights on factors influencing customer performance and collaborate on the development of pricing strategies to achieve targeted profitability. Contribute to organizational value throughout the contract duration by implementing all relevant fees and adjustments as needed. Create cost/pricing proposals and analyze submitted proposals. Support the Manager and Director in providing guidance and training to other team members regarding proposals. Regularly assess the financial performance of assigned customer contracts in collaboration with the sales team, offering actionable analysis. Perform Variance Analysis by scrutinizing actual financial results compared to forecasted figures. Investigate and clarify significant variances, emphasizing key drivers and trends. Work with the department to formulate action plans to rectify any deviations from financial targets. Assist the Manager and Director with innovation and development of tools used for generating pricing strategies. Ensure documentation is maintained on the use of tools including ongoing maintenance and updates. Assist with training and utilization of pricing tools that are developed for the pricing and sales teams working cross functionally for agile enhancements to tools and processes. Financial Analysis and Insights\: Conduct advanced financial analyses to evaluate performance, identify opportunities, and mitigate risks. Deliver actionable and insightful recommendations to the sales team based on the financial insights gained from customer performance. Process Improvement and Efficiency\: Collaborate with the Manager and Director to improve, identify, and implement opportunities for ongoing enhancement of pricing team processes and efficiency. Performance Management\: Track and analyze real performance against planned outcomes through modeling, providing regular updates to business partners on the factors influencing financial results in commercial activities such as sales, price, volume, mix, and operating expenses (OPX). Proactively engage in promoting optimal business decisions. Financial Modeling: Support running and subsequent analysis of complex financial models that lead to decision-making. Perform sensitivity analysis and assess the impact of different financial variables on the organization's financial performance. Variance Analysis\: Examine actual financial results in comparison to forecasted figures. Investigate and clarify significant variances, emphasizing key drivers and trends. Work collaboratively with the department to devise action plans addressing any deviations from financial. Continuous Improvement\: Assist in enhancing processes within the Commercial Finance team and Operations Finance function to streamline reporting, improve data accuracy, and boost efficiency. Play an active role in system implementations and upgrades to ensure the availability of dependable financial information. Qualifications you'll bring as a Deal Desk Analyst\: Bachelor's degree with a focus on finance, accounting, economics, statistics, or other area relevant to role of position. Relevant proven experience may substitute for degree requirements and work-years' experience. Previous work experience in the commercial finance or Financial Planning and Analysis (FP and A) related field. Financial Acumen\: Strong understanding of budgeting and forecasting and ability to communicate results. Analytical Skills\: Proficient in complex financial analysis and data interpretation. Drive to dig deep into complexities, resolve inconsistencies, and synthesize data to actionable insight. Technology Proficiency: Advanced Excel skills, experience with financial planning software such as Oracle's Enterprise Performance and Financials Management applications, Tableau, Alteryx. Business Partnership\: Ability to collaborate with cross-functional teams and influence decision-making to apply sound business judgment, research what is driving the financial statements. Adaptability\: Ability to be process driven to handle multiple tasks and projects simultaneously and deliver results. Comfortable in a fast-paced environment. Successful track record in a Lead Financial Analyst role or equivalent. Demonstrated ability to drive innovation in financial processes and tools. Excellent oral, written and presentation skills with ability to explain complex concepts clearly to a variety of audiences, including senior management. Ability to use creative problem solving and analytical skills to understand the advantages and limits of different analytical approaches and studies, and their findings. This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards. Fit the following? We want you here! Teamwork oriented Organized Problem solver Detailed Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit https\://**********************************

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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 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! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc 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 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 * 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

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Blake District - Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Blake District - Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX Meet some of our local team: Brian Vrana, Managing Partner: How long with NM? Brian has been with Northwestern Mutual for 23 years. Prior to? Farmer. Started at NM in college through the internship program. Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members. Jon Blake, Managing Director: Time with NM: Jon has been with Northwestern Mutual for 12 years. Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills. Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family. Blake Watkins, Financial Advisor: Time with NM: Blake has been with Northwestern Mutual for 8 years. Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth. Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level. Allison Woods, Chief Recruitment Officer: Time with NM: Allison has been with Northwestern Mutual for 14 years. Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up. Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description SCOPE/GENERAL PURPOSE OF JOB: This individual is responsible for supporting the processes that assist leaders in making strategic and operational data-based decisions by delivering timely, accurate and relevant financial information and analyses. This individual is responsible for supporting ad hoc operational and financial reporting and for performing monthly or periodic analysis of results related to the business operations of R3. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop, prepare and present specialized reports, analysis, and complex financial models in either Business Central and/or Excel. Compile and review month-end financial reports, provide variance analysis to identify discrepancies between budgeted and actual financial results, providing recommendations for corrective actions. Participate in the development and analysis of long-term strategic plan, including the analysis of various scenarios and tactical options. Participate in the development and maintenance of performance metrics, measurements, methods, and targets including the development of Key Dashboards to track these KPIs. Assist with identifying performance improvement opportunities throughout the R3 companies. Collaborate with cross-functional teams (Marketing, IT, HR, etc.) to gather data and provide financial guidance. Create and analyze Client Profitability Models for use in identifying poorly performing clients and the development of key response options. Options include partnering with clients to improve efficiency and reduce costs, increase client pricing necessary to achieve client breakeven/goal profit levels, and eliminate clients with negative income at all key profitability metrics. Play a pivotal role in building annual budget - including compiling sales data, expense review, salary and benefits analysis and COGS information. Work closely with company executives to improve financial results, reporting, budgeting, and forecasting processes. Other duties as assigned. EDUCATION AND/OR EXPERIENCE: Bachelor's degree in Accounting, Finance, or related field required. 1-5 years' experience with financial analysis/accounting experience. Healthcare industry experience preferred but not required. QUALIFICATIONS: Preferred experience working in Microsoft Dynamics 365 Business Central, PowerPoint, PowerBI, and Excel (advanced Excel skills required) Ability to work with large datasets. Proficient in financial modeling data analysis. Experience with budgeting and forecasting. High level of accuracy and attention to details. Excellent analytical and problem-solving skills. Ability to prioritize and multi-task in a fast-paced environment. Highly organized and capable of managing multiple tasks simultaneously. Excellent communication and presentation skills. Strong desire to learn and grow in a dynamic finance environment.