Finance planner jobs in Tennessee - 356 jobs

🔍 Customs & Trade Operations Analyst (Metals Compliance) 📍 Hybrid | Franklin, TN (2 days onsite per week) Our Client, a global leader in energy management and industrial automation, is looking for a detail-driven Customs & Trade Operations Analyst to join their Customs & Trade Operations team. This role plays a critical part in ensuring trade compliance for complex manufactured products, with a specialized focus on metals compliance across steel, aluminum, and copper. If you enjoy working at the intersection of compliance, manufacturing data, and cross-functional collaboration, this is a strong opportunity to make an impact in a highly visible trade operations environment. What You'll Be Doing Review and analyze Bills of Materials (BOMs) to validate accurate metal weight declarations for finished goods Ensure compliance related to steel, aluminum, and copper used in manufactured products Partner closely with procurement and engineering teams to confirm material data accuracy Support import and export operations, including documentation review and customs clearance activities Coordinate with and audit customs brokers, resolving discrepancies in declarations and duties Maintain compliance records and prepare trade-related reports Support internal and external audits Manage and contribute to trade compliance improvement projects What We're Looking For Bachelor's degree in Supply Chain, Business Operations, Engineering, or a related field, or equivalent experience Hands-on experience with BOM analysis and material data in a manufacturing or trade environment Strong understanding of metals compliance, particularly steel, aluminum, and copper Working knowledge of import/export regulations, tariff classification, and customs documentation Experience with customs systems such as ACE and ERP platforms Project management experience is a plus Strong analytical, organizational, and communication skills Ability to manage multiple priorities and work independently in a fast-moving environment Work Setup Hybrid role based in Franklin, TN 2 days onsite per week for collaboration and training Additional onsite days may be required during onboarding or key project phases

Job Information State of Tennessee Job InformationOpening Date/Time01/06/2026 12:00AM Central TimeClosing Date/Time01/26/2026 11:59PM Central TimeSalary (Monthly)$5,647.00Salary (Annually)$67,764.00Job TypeFull-TimeCity, State LocationElizabethton, TNDepartmentEducation LOCATION OF (1) POSITION(S) TO BE FILLED: DEPARTMENT OF EDUCATION, ADMINISTRATION DIVISION, CARTER COUNTY This position serves the First TN region, which is located in the states far northeast. For more information, visit the link below: Working Title: Regional Finance Consultant Qualifications Education and Experience: Graduation from an accredited college or university with a bachelor's degree and at least three years of full-time work experience in accounting, finance, budget, or related fields. OR Master's degree with concentration in business, accounting, or finance and at least one year of full-time related work experience. Necessary Special Qualifications: Applicants for this class must: Possess a valid drivers license. Overview Under general supervision, is responsible for accounting, budget and fiscal consultation of considerable difficulty; and performs related work as required. This classification is not within a series. Incumbents in this classification are employed in the Center for Regional Excellence (CORE) unit within the Tennessee Department of Education (TDOE) and consult with local education agencies (LEAs) regarding local, state, and federal-level financial strategies. Responsibilities Serves as subject matter expert on local, state, and federal fiscal policies and procedures for local education agencies (LEAs). Advises LEAs on efficient use of resources across all funding streams toward student achievement goals. Develops strategies for the efficient use of financial resources in order to assist LEAs in meeting student achievement goals. Strategically organizes fiscal matters appropriately based on departments systems for consolidated planning and monitoring. Analyzes the use of funds to help LEAs identify potential redundancies across programs to ensure efficient use of resources. Assists LEAs with preparation and submission of appropriate budgetary and fiscal documents, including preliminary budgets, amendments as needed, and reports. Advises LEAs on alternative or additional sources of revenue (e.g., competitive grants, foundations, partnerships, etc.). Advises LEAs on how to perform complex reconciliations of general ledger accounts and in the preparation of complex financial activity reports. Consults with LEAs on the need for alignment between fiscal matters and programmatic plans and initiatives. Assists LEAs in practically connecting fiscal matters with programmatic plans and initiatives. Assists CORE directors with LEA planning processes and providing fiscal advice. Collaborates closely with CORE director and coordinated monitoring specialist to ensure alignment on consolidated planning, monitoring and finance. Communicates essential financial information to internal and external stakeholders. Communicates complex accounting principles and fiscal matters to non-experts. Provides professional development and technical assistance concerning internal controls, fiscal policies and procedures in order to build capacity within the LEA. Conducts training in departmental policies, procedures, processes, and software systems. Competencies (KSA's) Competencies: Drives Results Global Perspective Self-Development Builds Effective Teams Manages Ambiguity Knowledges: Economics and Accounting Administration and Management Microsoft Excel Skills: Speaking Social Perceptiveness Critical Thinking Instructing Time Management Abilities: Written Comprehension Category Flexibility Information Ordering Deductive Reasoning Visualization Tools & Equipment Personal Computer Telephone Fax Machine Scanner/Copier Calculator

Duration: 6 months Pay Rate: $41-43/hour on W2 Hours: M-F 8am to 5pm Works with the Financial Services team to support the reimbursement staff in the areas of Medicare DSH claimed on the Filed Cost Reports. They will also prepare the S-10 Charity/Uninsured and Bad Debt Analysis for the cost report filings. Major Responsibilities: Medicare DSH Reimbursement Accumulate Medicaid eligible days for the Disproportionate Share Reimbursement Calculation on the Filed Cost Report Assist in supporting all DSH Audits Completing Appeal Package for DSH related appeals Performing Medicaid eligibility rematches as needed on a hospital by hospital basis. Compile all documentation to support the DSH related protest calculations on the filed cost report. Worksheet S-10: Complete S-10 Charity/Uninsured Analysis for the filed cost report based upon the current regulations, by performing the steps in the Access model as required Complete the Bad Debt GL Reconciliation between S-10 and the hospital's general ledger Assist with supporting all S-10 audits Compile the 1115 waiver protest days for the states in which this protest applies Cost Report Simplification Assist the Financial Services team with supporting the Dodeca tools used by the reimbursement stafff Compile the CR statistics Dodeca tool for each hospital Performs other duties as assigned Requirements: Bachelor's degree in finance, accounting, or related field 5 years of experience in healthcare reimbursement, demonstrating a working understanding of Medicare regulations and reimbursement principles Highly proficient in Microsoft Office (strong analytical skills using Excel and Access - using tables, queries, and forms) with the ability to efficiently process and interpret significant amount of patient related data Knowledge of patient accounting systems Must have an expert command of Microsoft Office (tables, queries, and forms) and the ability to interpret large volumes of patient-related data. Must have strong knowledge of Medicare third-party billing, reimbursement, and regulatory compliance.

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand. What will make you successful in this role? 1. Assist in growing the Sanlam Adviser Business * Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. * Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market. Undertake relevant behaviours to attain targets relating to: * Revenue generation (Single and recurring premiums) * Activity quotas * Promote the Sanlam brand * Treating customers fairly to be applied to all client engagements * Role is aligned to your personal career aspirations 2. Networking, prospecting and leads generation * Face to face interactions, social or business, to create business opportunities. * Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. * Turning trusted relationships into business relationships. * Strengthening existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Personalised client value propositions. * Marketing on social media. * Undertake selected client focused activities to generate leads and informal prospecting opportunities. * Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structuring and implementing focused campaigns with new or existing clients in the defined market. * Requesting active and ongoing leads and referrals from others. * Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market. 3. Client consultations and sales * Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). * Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. * Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). * Provide sound personal financial planning advice. * Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio. * Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review clientââ â¢s portfolio annually by undertaking the above steps. 4. Client Service * Ensure all client interactions are ethical, courteous and professional. * Follow-up or refer all existing business queries to be resolved timeously through support. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market. * Initiate long term client relationships and maintain a relational focus. 5. Monitor, update and reporting (weekly/monthly) Document and present the following activities: * Number and profile of contacts, appointments, consultations. * Issued business and revenue against targets. * Update client details on records. * Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently Persuades - Contributing independently Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

CFP certification highly preferred; candidates working toward CFP are welcome CPA, EA, CPWA and CEPA credentials considered a strong plus. Preferred On-Site, with Potential for Remote Full-Time Competitive base salary + performance incentives + bonus + benefits About Us - Merit Wealth Management is a boutique, fee-only, fiduciary-focused wealth management firm serving high-impact professionals who own their own business and are seeking or have realized financial independece, including physicians, dentists, attorneys and retirees. We provide comprehensive financial planning and implementation & portfolio management, helping clients organize their finances, navigate complex decisions, and achieve long-term goals. Our team values proactivity, accountability, education, and evidence-based guidance, delivered through collaborative relationships. We work as an ensemble not the typical “you kill what you eat” model and aim to deliver a high touch experience. Position Overview - This is a senior-level role. You will step in as the lead implementer and financial planner, building and managing financial plans and systems so the lead advisor can focus on firm strategy and growth. This is not an entry-level or purely administrative role - you will have direct client exposure and meaningful responsibility from day one. Requirements Qualifications: Several years of experience in financial planning or wealth management, ideally supporting or working directly as an advisor. Experience with business owners, physicians, dentists, or other high-income clients is a plus. CFP certification highly preferred; candidates working toward CFP are welcome. CPA, EA, CPWA and CEPA credentials considered a strong plus. Experience with RightCapital (primary financial planning platform) preferred; Familiarity with Schwab Institutional Advyzon CRM & Portfolio Management Holistiplan Kwanti Dimensional Fund Advisors Vanilla estate planning software, is a plus Mature, steady, and professional presence; comfortable taking ownership and responsibility. Implementation-oriented mindset (“Integrator” vs. Visionary). Strong communication, detail orientation, and relationship focused. Responsibilities: Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners. Own planning workstreams and recommendations from start to finish. Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations. Participate in and eventually lead client meetings, serving as a trusted secondary contact. Manage portfolio implementation aligned with client plans. Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows. Maintain strong documentation and refine processes for consistency and efficiency. Ensure clients feel supported and continuity is maintained during team transitions.

Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: • Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation • Legal Professionals, experienced in compliance, trust management, and client advocacy • Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking • Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs • Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications • Bachelor's degree or equivalent skills • Strong interpersonal and communication skills • Proven ability to build trust and long-term relationships • Self-motivated with a growth mindset and entrepreneurial spirit • Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer • Structured training and mentorship • Competitive compensation with performance-based incentives • Benefits package including health and 401(k) retirement plan • Pathway to professional certifications and career advancement • Supportive, collaborative team environment • Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29) **Discover a New Career Path in Wealth Management** Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities • Build and manage relationships with clients to understand their financial goals and needs • Educate clients on financial products and services • Collaborate with senior advisors to deliver financial solutions • Stay current on market trends, financial regulations, and product offerings • Participate in ongoing training and certification programs

Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities * Build and manage relationships with clients to understand their financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay current on market trends, financial regulations, and product offerings * Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation * Legal Professionals, experienced in compliance, trust management, and client advocacy * Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking * Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs * Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications * Bachelor's degree or equivalent skills * Strong interpersonal and communication skills * Proven ability to build trust and long-term relationships * Self-motivated with a growth mindset and entrepreneurial spirit * Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer * Structured training and mentorship * Competitive compensation with performance-based incentives * Benefits package including health and 401(k) retirement plan * Pathway to professional certifications and career advancement * Supportive, collaborative team environment * Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)

Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Responsibilities and Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 60% Financial Planning & Advice / Product Solutions Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients Develop portfolio/robust product solution recommendations that will fit the clients risk tolerance and time frame as well as develop appropriate product deliverables 40% Client Care / Business Management Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary. Manage and resolve client service problems Perform other allowable duties as assigned by the financial advisor(s) Key Traits of a Successful Paraplanner Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisors practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

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

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Grow With Us at Little Leaf Farms Little Leaf Farms is on a mission to transform how fresh food is grown and delivered. Our state-of-the-art greenhouses use sustainable practices to produce the freshest, best-tasting leafy greens-grown locally, year-round. As we prepare to open a new site, we're building a strong pipeline of passionate, hardworking individuals interested in joining our operations team. Interested in a Future Role? Apply now to express your interest in joining our new facility once it opens. Submit your resume or complete our quick application form. We'll be in touch as hiring begins in 2026. Potential Roles May Include: Human Resources Business Partner / Manager Talent Acquisition Specialist / Recruiter IT Systems Analyst / Support Specialist Corporate Operations Requirements What We Look For: Proven experience in your respective field Strong communication and collaboration skills Ability to thrive in a fast-paced, mission-driven environment A passion for innovation, sustainability, and continuous improvement Why Little Leaf Farms? Be part of a purpose-driven company that is reshaping the future of CEA Work alongside passionate, talented professionals Competitive compensation and benefits Opportunity to grow with a rapidly expanding organization

Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment? Our goal is to educate people as they plot a course through some of life's most challenging financial issues. We build strong one-on-one relationships, interacting with clients in the communities where they live. As a financial advisor with Independent Wealth Management, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations; recommending appropriate investment solutions; helping clients take action on your recommendations; and providing personal client service. Requirements: BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA CFP, CPA) FINRA Series 7, 63 and 65 or 66 Five-plus years of experience building own book of business successfully Excellent knowledge of and ability to communicate financial planning concepts and terminology Excellent knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities Firsthand knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks Demonstrated sales skills Strong interpersonal skills and a genuine desire to help others The tenacity to nurture long-term relationships with other professionals like CPA's, attorneys, etc. A commitment to conduct business with honesty and integrity All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereo typing, and age. Independent Bank is an EO/AA Employer - M/F/Vets/Disabled

About the role The Analyst Corporate Development is critical to Regent's success in meeting its growth and profitability objectives. In collaboration with Business Development, Operations, Managed Care, Finance and other internal stakeholders, this individual will provide financial guidance and create detailed projections and analyses in support of our efforts to acquire and develop new ambulatory surgical centers (ASCs). This position reports to the Sr. Director Corporate Development. This position requires you to reside near the Franklin TN area and work onsite four days per week. DUTIES/RESPONSIBILITIES: Pro forma financial modeling Create pro forma financial models for ASC acquisition, merger, and de novo opportunities Collaborate with Business Development, Operations, and other internal stakeholders to determine appropriate assumptions used in the financial models Project surgical case volumes and reimbursement rates through a) mapping and manipulating available claims data and b) applying managed care contract assumptions Consolidate, map, and analyze historical financial data Produce pro forma financial statements and evaluate investment returns, including internal rate of return Review financial model results with internal stakeholders, advise of risks and mitigants, and make recommendations that improve the accuracy and viability of projects Develop presentation materials for internal investment approval meetings, as well as external meetings with leaders at target ASCs Perform look-back analyses to compare actual results to model Strategic financial analysis Attend strategy meetings to gain context to projects for more thoughtful analyses Conduct market evaluations to understand the local healthcare market and evaluate potential financial and strategic impacts Identify trends, advise internal teams, and consult with management to guide and influence long-term strategic decision-making Due diligence Lead and direct due diligence across multiple deals, which include comprehensive financial and operational analysis, quality of earnings, understanding the accounting/finance organization, and identification of potential integration considerations Qualifications Required: Two+ years of experience in finance, investment banking, healthcare consulting, or related field r Strong Microsoft Excel skills, PowerPoint Preferred: Bachelor's degree in Finance, Business, Accounting, or a related field Healthcare industry experience Transactional and M&A experience Ability to work and effectively communicate with senior-level colleagues Knowledge of financial reporting and data mining tools such as SQL, Access, etc. helpful

Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities Provides analytical support related to reimbursement to all levels of the organization. Assists hospital Business Offices in working payment variances in a timely manner. Assists with month end close process for Managed Care. Works to support the system in regards to insurance master structure and maintenance Completes assigned goals. Requirements, Preferences and Experience Education Preferred: MBA Minimum: Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience. Experience Preferred: Experience in decision support or managed care. In depth knowledge of managed care contract language. Minimum: Five or more years experience in healthcare data reporting area such as managed care or decision support role. Special Skills Minimum: Excellent communication skills and demonstrated ability to interact with multiple levels within an organization. Training Preferred: Epic HB Contracts Module Pathways Contract Management (PCON) experience. Minimum: Expert level Excel, including using pivot table, and slicers. About Baptist Memorial Health Care At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey. At Baptist, We Offer: Competitive salaries Paid vacation/time off Continuing education opportunities Generous retirement plan Health insurance, including dental and vision Sick leave Service awards Free parking Short-term disability Life insurance Health care and dependent care spending accounts Education assistance/continuing education Employee referral program Job Summary: Position: 1970 - Analyst-Revenue Cycle Financial Facility: BMHCC Corporate Office Department: HS Revenue Cycle Corporate Category: Finance and Accounting Type: Non Clinical Work Type: Full Time Work Schedule: Days Location: US:TN:Memphis Located in the Memphis metro area

Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities Provides analytical support related to reimbursement to all levels of the organization. Assists hospital Business Offices in working payment variances in a timely manner. Assists with month end close process for Managed Care. Works to support the system in regards to insurance master structure and maintenance Completes assigned goals. Requirements, Preferences and Experience Education Preferred: MBA Minimum: Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience. Experience Preferred: Experience in decision support or managed care. In depth knowledge of managed care contract language. Minimum: Five or more years experience in healthcare data reporting area such as managed care or decision support role. Special Skills Minimum: Excellent communication skills and demonstrated ability to interact with multiple levels within an organization. Training Preferred: Epic HB Contracts Module Pathways Contract Management (PCON) experience. Minimum: Expert level Excel, including using pivot table, and slicers. About Baptist Memorial Health Care At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey. At Baptist, We Offer: Competitive salaries Paid vacation/time off Continuing education opportunities Generous retirement plan Health insurance, including dental and vision Sick leave Service awards Free parking Short-term disability Life insurance Health care and dependent care spending accounts Education assistance/continuing education Employee referral program Job Summary: Position: 1970 - Analyst-Revenue Cycle Financial Facility: BMHCC Corporate Office Department: HS Revenue Cycle Corporate Category: Finance and Accounting Type: Non Clinical Work Type: Full Time Work Schedule: Days Location: US:TN:Memphis Located in the Memphis metro area

We are seeking a detail-oriented and analytical professional to join our Customs & Trade Operations team, with a specialized focus on metals compliance-particularly steel, aluminum, and copper. This role will support import/export operations and compliance activities, with a strong emphasis on reviewing Bills of Materials (BOMs) and ensuring accurate metal weight declarations for finished goods. The ideal candidate will have a background in project management, procurement collaboration, and tariff classification, along with experience in import/export documentation and systems. Key Responsibilities: Analyze Bills of Materials to verify correct metal weights (steel, aluminum, copper) for finished products. Collaborate with procurement and internal engineering teams to ensure accurate material data and compliance with trade regulations. Support import/export operations, including documentation review, customs clearance, and broker coordination. Assist in auditing customs brokers and resolving discrepancies in declarations and duties. Maintain records and prepare reports related to import/export activities and metal compliance. Provide support during internal and external audits. Manage small-scale projects related to trade operations and compliance improvements. Skills & Qualifications: Bachelor's degree in Supply Chain, Business Operations, Engineering, or related field-or equivalent experience. Strong understanding of metals (steel, aluminum, copper) in manufacturing or trade environments. Experience with BOM analysis and collaboration with procurement or engineering teams. Familiarity with import/export regulations, tariff classification, and customs documentation. Project management experience preferred (formal or informal). Proficiency in ACE or other customs-related systems. Strong analytical, organizational, and communication skills. Self-starter with a sense of urgency and ability to manage multiple priorities. Proficient in MS Office and ERP systems. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

Job Information State of Tennessee Job InformationOpening Date/Time1/06/2026 12:00AM Central TimeClosing Date/Time01/26/2026 11:59PM Central TimeSalary (Monthly)$4,057.00 - $6,099.00Salary (Annually)$48,684.00 - $73,188.00Job TypeFull-TimeCity, State LocationCity, StateDepartmentEnvironment and Conservation LOCATION OF (1) POSITION(S) TO BE FILLED: DEPARTMENT OF ENVIRONMENT & CONSERVATION, ADMINISTRATION SERVICES DIVISION, DAVIDSON COUNTY For more information, visit the link below: Qualifications Education and Experience: Graduation from an accredited college or university with a bachelor's degree and experience equivalent to one year of full-time professional budget analytic experience. Substitution of Experience for Education: Qualifying full-time professional experience in analytic work may be substituted for the required education, on a year-for-year basis, to a maximum of four years. Substitution of Education for Experience: Graduate coursework in business administration, public administration or other related acceptable field may be substituted for the required experience; (36 quarter hours or 24 semester hours is the equivalent of one year of graduate coursework). OR One year of experience as an Analyst 1 in the budget analytic assignment, with the State of Tennessee. Necessary Special Qualifications: None. Examination Method: Education and Experience,100%, for Preferred Service positions. For Executive Service positions, Minimum Qualifications, Necessary Special Qualifications, and Examination Method are determined by the appointing authority. Overview Under general supervision, is responsible for professional budget analytic work of average difficulty; and performs related work as required. This is the working class in the Budget Analytic sub-series. An employee in this class assists in the development and administration of a departmental budget. Characteristically, an employee is part of a central operating department budget unit. In smaller departments where there may be sufficient work to sustain a position dedicated solely to budget analysis and a higher-level person retains the overall budget analytic responsibility, the employee may act as budget officer. This class is flexibly staffed with and differs from that of Analyst 1, assigned to the budget function, in that an incumbent of the latter functions in an entry or learning capacity. This class differs from that of Budget Analyst Coordinator, in that an incumbent of the latter performs work of greater scope and complexity and would normally act as supervisor to an employee in this class. This class differs from other analytic classes at the working level in the focus of work upon a relatively pure assignment in budget analysis. Responsibilities Analyze financial data to prepare revenue and expenditure forecast and assembles fiscal and statistical data for use in budgetary evaluations and budget hearings. Analyzes budget for special projects to ensure availability of funds and evaluates the cost. Prepares annual budget request in accordance with Finance and Administration budget guidelines. Prepares periodic reports comparing budgeted costs to actual costs and budgeted revenues to actual revenues. Analyzes monthly departmental budgeting and accounting extracts to maintain expenditure and revenue reports. Prepares special financial reports as required and approves or denies purchases such as equipment. Gathers current period expenditures and revenues through electronic format to provide accounting reports. Visits field offices to assist with budgetary needs as necessary. Analyzes assigned business units budget requests to ensure conformance with budget policies and guidelines. Assists in the development, submission, and administration of the departments operating budgets for assigned business units. Monitors departmental revenue collections and expenditures for accuracy on a monthly basis. Monitors the availability of funds in the divisions budget and explains budgetary processes to departmental staff as needed. Creates salary administration plans to determine the effect on the budget. Drafts requests for budget revision and recommends approval. Use spreadsheet software, computers to enter, access, and retrieve financial data. Creates charts and graphs using computer spreadsheets to illustrate technical reports, enhance efficiency and maintains files of budgetary information. Develop and maintain budgeting databases, explain budgetary processes and prioritize tasks ensure deadlines are met in a timely manner. May assist in training and mentor less experienced professional staff on budget preparation and provide technical assistance. Competencies (KSA's) Competencies: Instills Trust Manages Conflict Business Insight Action Oriented Interpersonal Savvy Knowledge: Customer and Personal Services Clerical Administration and Management Skills: Management of Financial Resources Critical Thinking Service Orientation Active Learning and Listening Abilities: Number Facility Written Comprehension Speech Clarity Speech Recognition Tools & Equipment Personal Computer Telephone Printer Scanner Copy Machine / Fax Machine Calculator Projector TN Driver Standards State of Tennessee positions that may involve driving responsibilities require candidates to meet the following minimum driver qualifications: A valid driver's license For the past five years, the candidate's driver record must not have record of the following violations: driving under the influence (DUI), reckless driving, license suspension for moving violations, more than 4 moving violations. Please include your Driver's License Information under the Licenses and Certifications section of your application. **Agencies may allow an exception based on other factors.

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

Grow With Us at Little Leaf Farms Little Leaf Farms is on a mission to transform how fresh food is grown and delivered. Our state-of-the-art greenhouses use sustainable practices to produce the freshest, best-tasting leafy greens-grown locally, year-round. As we prepare to open a new site, we're building a strong pipeline of passionate, hardworking individuals interested in joining our operations team. Interested in a Future Role? Apply now to express your interest in joining our new facility once it opens. Submit your resume or complete our quick application form. We'll be in touch as hiring begins in 2026. Potential Roles May Include: Human Resources Business Partner / Manager Talent Acquisition Specialist / Recruiter IT Systems Analyst / Support Specialist Corporate Operations Requirements What We Look For: * Proven experience in your respective field * Strong communication and collaboration skills * Ability to thrive in a fast-paced, mission-driven environment * A passion for innovation, sustainability, and continuous improvement Why Little Leaf Farms? * Be part of a purpose-driven company that is reshaping the future of CEA * Work alongside passionate, talented professionals * Competitive compensation and benefits * Opportunity to grow with a rapidly expanding organization