Finance planner jobs in Utah - 214 jobs

Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 states. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the St. George, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers Investment Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Additionally, the ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Skilled in a client-centric consulting process, starting with discovery and financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively. Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 4 years of directly related experience, 10+ years preferred. A combination of education and experience may meet the requirements. Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A CFP certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skills. Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. Process a keen understanding of financial planning. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

Full-time Description Founded in 2003, PEG Companies is a vertically integrated owner, operator, and developer of multifamily, hospitality and build-to-rent assets in the U.S. and Canada. PEG currently manages approximately $2B of AUM across seven commingled funds and various separate accounts with over 1,100 employees. Role Overview: We are seeking a highly analytical and motivated Associate to join our team. The position will be focused on the ongoing portfolio management of PEG's multifamily assets and new investments. The ideal candidate will have multifamily asset management experience and will be proficient in evaluating financing options and completing hold/sell analyses. This role will also require proficiency in the underwriting of multifamily real estate assets, and the ideal candidate will have experience completing in-depth market and operational analysis. This role requires the ability to develop complex financial models and the ability to communicate complex investment theses in investment memorandums and other reports for key stakeholders. The ideal candidate thrives in a high-paced, entrepreneurial environment, is highly motivated, and consistently produces high-quality work within tight timeframes. They possess deep intellectual curiosity, an unwavering work ethic, and a commitment to achieving success through excellence. Responsibilities: Asset Management: Partner with PEG's vertically integrated teams-including acquisitions, development, construction, and property management-to drive execution of business plans for multifamily assets. Proactively monitor financial and operational performance to ensure alignment with investment objectives. Perform detailed analyses to identify variances and opportunities for improvement and develop data-driven recommendations to enhance asset value, increase efficiency, and optimize returns. Project Analysis & Underwriting: Efficiently analyze and underwrite a steady stream of acquisition opportunities and asset management tasks. Build and operate detailed property-level pro formas in Excel, incorporating various market analysis components such as rent and sale comparables, absorption data, occupancy trends, construction and CapEx pricing, demographic trends, supply and demand analysis, risks and mitigants, and sensitivity analysis. Market Research: Utilize both subscription and non-subscription sources to collect and analyze data relevant to real estate investments, including market trends, economic indicators, and property-specific data. Investment & Financing Memos: Develop and create comprehensive Investment Memos, Lender Financing Memos, and External Equity Fundraising Materials using PowerPoint, ensuring that all information is accurate and effectively communicates the investment thesis to stakeholders. Reporting & Communication: Prepare and present financial reports and analyses to senior management and investors, ensuring clarity and precision in financial communication. Team Collaboration & Mentorship: Work collaboratively within a team-oriented environment, demonstrating a strong ability to mentor and guide junior staff, fostering their development and ensuring a high standard of work. Requirements: Education: Bachelor's degree in Finance, Accounting, Economics, or a related field is preferred; relevant certifications (e.g., CFA, ARGUS) are a plus. Experience: Minimum of 2-3 years of experience in investment banking or real estate private equity with a focus on asset management, financial modeling, and market analysis of multifamily assets. Skills and Competencies: Technical Skills: Advanced proficiency in Excel for financial modeling and underwriting. Proficiency in PowerPoint for creating high-quality investment materials. Familiarity with data sources and tools for market research and analysis. Analytical Abilities: Strong analytical skills with the ability to interpret complex data and translate it into actionable insights. Experience in conducting sensitivity analysis, buy-sell analysis, and other key investment analyses. Communication Skills: Excellent written and verbal communication skills, with the ability to present complex information in a clear and compelling manner to internal and external stakeholders. Teamwork & Mentorship: Demonstrated ability to work effectively within a team environment, with a collaborative mindset and a commitment to mentoring junior team members. Physical Requirements: Must be able to tolerate prolonged periods of sitting and/or standing at desk. Must be able to operate a computer, telephone, and/or keyboard and tolerate prolonged periods performing work using a computer, telephone, and/or keyboard. Must be able to lift up to 15 pounds at times. Compensation: Competitive salary and benefits package, commensurate with experience, including performance-based incentives.

Together, We're More Arete Collective is a real estate development firm based in Holladay, UT with expertise spanning land acquisition, planning, architecture, and construction. We focus on creating high-quality, sustainable communities that deliver both long-term value and exceptional design. Our integrated approach allows us to oversee every stage of development with a commitment to financial integrity and project success. Position Summary: The Investment Analyst supports the investment and capital markets function by conducting investment analysis, preparing financial models, and assisting with capital raising initiatives. This role provides analytical support for project financing, debt and equity structuring, and investor reporting, and will be critical to the firm's growth. Key Responsibilities: Support capital raising efforts, including debt and equity transactions, by preparing institutional-quality pitch decks. Build and maintain sophisticated, ground-up financial models (DCF) for large Master Planned Communities, utilizing granular assumptions to project cash flows, IRR, Equity Multiples, and Cash-on-Cash returns. Conduct investment analysis, ROI assessments, and scenario modeling to support executive decision-making. Assist in managing due diligence processes with lenders, coordinate with legal, appraisal, and title teams, and work with the onsite development teams to ensure proper funding needs are met Update draw schedules and cash flow forecasts to ensure optimal capitalization throughout the project lifecycle. Requirements Bachelor's degree in Finance, Economics, Business, or related quantitative field. 0-3 years of experience in finance, investment banking, capital markets, or real estate finance. Proficiency with Excel and financial modeling tools Excellent analytical, communication, and problem-solving skills. Ability to manage multiple projects and deadlines simultaneously. Strong attention to detail and accuracy in financial analysis and reporting. Collaborative mindset and ability to work effectively across teams. This position works onsite in the Salt Lake City office 5 days per week. Occasional travel may be required. About Us Areté Collective is a luxury real estate development firm based in Salt Lake City, Utah, specializing in the creation of high-end, sustainable residential and resort communities. With a fully integrated approach-from land planning and architectural design to marketing, sales, and hospitality operations-we craft distinctive, nature-connected living experiences. Founded in 2021, our team is made up of industry leaders with decades of expertise in design, development, and community building. At Areté, we are driven by a commitment to excellence, environmental stewardship, and thoughtful design that enhances both people's lives and the landscapes they inhabit. Follow us on Instagram, LinkedIn, and Facebook ********************** We are actively seeking to create a diverse work environment because teams are stronger with different perspectives and experiences. Areté Collective provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Title: Private Equity Analyst Company: Solen Software Group Employment Type : Full-time About Solen Software Group: Solen Software Group is an evergreen holding company that acquires and operates proven software businesses that have significant growth potential in a variety of vertical markets, enabling them to be market leaders in their niche industry. Solen owns several software companies in various market spaces: Human Resource Technology, Fleet Telematics, Asset Management, Aerospace and Defense, Financial Services, and other innovative software solutions in a variety of industries. Solen is backed by a group of advisors and investors that have built software businesses of material scale (10-100M in ARR) and advised many. About the role: As a Private Equity Analyst you will play a crucial role in our M&A sourcing engine-identifying and engaging with founders of promising bootstrapped B2B SaaS businesses. Your work will be the front line of Solen's growth, driving outreach, relationship-building, and deal pipeline development. This role is perfect for you if you are a natural communicator and thrive on conversations with founders, and proactively seeks out quality b2b software acquisition opportunities. You will be a critical part of helping Solen enter our next phase of growth as we continue to acquire quality B2B SaaS businesses. The successful candidate will work from our office in Utah. Key Responsibilities: M&A Sourcing & Outreach Identify, research, and map software markets to find attractive acquisition targets Build and maintain relationships with software founders, owners, and intermediaries Conduct high-volume outreach via email, phone, and LinkedIn to engage business owners Work collaboratively with the sourcing team to develop and achieve ambitious KPIs Track and refine outreach metrics to optimize engagement and deal flow Initial Deal Evaluation Meet with founders and quickly understand the fundamentals of their business Gather key financial and operational data to inform valuation discussions Collaborate with the team to qualify leads and prioritize high-potential deals Market & Competitive Analysis Monitor industry trends and competitor activity to refine our acquisition thesis Analyze key financial indicators to determine a company's fit for Solen Work with the leadership team to refine targeting criteria and adjust strategies Key Requirements: Bachelor's degree in a relevant field (e.g., Business, Finance, Economics). 2-3 + years of proven experience in corporate development, investment banking, product or a related field, with a strong focus on M&A in the technology sector. Proficiency in Excel and CRM tools, with strong analytical skills for data management and financial evaluation. Excellent written and verbal communication skills, with a strong aptitude for relationship-building. Strong analytical and strategic thinking abilities, with a keen understanding of the B2B SaaS market. Ability to work on-site and collaboratively with team members. Enthusiasm for conducting market research and competitive analysis Legally authorized to work in the U.S. What will set you apart: We are looking for individuals who are motivated by challenges and have a relentless drive to learn and grow. While technical proficiency is essential, your attitude and unwavering commitment to collaborative success are the traits that will blend well with Solen culture. Excellent communicator - you convey ideas and plans clearly, efficiently, and quickly and communicate confidently with key stakeholders. Get things done - you are organized, driven by the creation and execution of processes. You know how to hustle while paying close attention to the details. You have tremendous energy and a positive attitude Are relentlessly resourceful - you are able to see a project from the idea stage through successful completion - and do what it takes to make it a success. You're looking for an opportunity to take on enormous responsibility and grow in a high velocity work environment. Care about excellence - you are focused, professional and thoughtful in everything you do. While the big ideas matter, you also care deeply about the details and meticulous execution Think ahead - you see around corners, anticipate outcomes and develop contingencies. You surface potential problems along with possible solutions Embody Solen through and through - you are respectful, friendly, upbeat, empathetic, punctual, and confident in your abilities without being boastful Benefits: Be part of a dynamic, growth-oriented company with a focus on long-term success Competitive compensation and benefits package (includes 401 (k) and bonus plan). We thank all applicants for their interest; however, only those selected for an interview will be contacted. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a *************************** email address. Any outreach outside these standards should be disregarded and reported to us through our official channels. Solen Software Group is a performance-oriented organisation that values career advancement, internal development, and transparent practices. We are an equal opportunity employer and are committed to creating an inclusive, welcoming environment for all team members. We do not discriminate based on race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of these characteristics. Solen-isms: Pioneering Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. Mutual Elevation Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. Learn-It-Alls Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. Figure-It-Out-iveness Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. Completionists We exhibit stick-to-it-iveness. We are Completionists. We adapt. We think long-term. No plan B. We are all in. We burn the boats. Ownership Mindset We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. Dialectical We learn through conversation. We ask, listen, question, and evolve - valuing disagreement as a tool for alignment and deeper understanding. Benchmark to Best We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. Will to win Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. Candor We communicate with integrity, transparency, and respect in all conversations. Band of beavers We are relentlessly resourceful, industrious semi-aquatic rodents. Our teeth are self-sharpening. As multi-faceted generalists, we terraform Frugality Achieving more with less, focusing on quality, long-term value, and company-wide responsibility.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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.

Lease End is revolutionizing the auto leasing industry and is rapidly growing across the nation! Our Vision is to be the only loved end of lease experience in the nation! Weve created a way for someone who has leased a vehicle to finalize that lease from the comfort of their home, instead of dealing with the headache of the car dealership! Last year we were on the Inc 5000 list for fastest growing companies in the nation! Our standards are simple: stay customer focused, get 1% better daily, keep it lean, have fun, and get the job done! Job Description: If youre a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call the customer, review their approval, sell them additional products (VSC & GAP Insurance), and get all documentation signed! Benefits: Consistent schedule Competitive pay structure with uncapped commissions Exciting incentives to recognize your hard work Ongoing training and opportunities for career advancement Joining a reputable brand with a success focused team Responsibilities: Take approved credit applications and convert them into Lease End Customers Follow guidelines within our software to get the correct documents signed Be detail oriented so all paperwork is completed properly Ensure the customer has a 5-star sales experience using our services Requirements: Work in office at our Lehi location 5 days a week Ability to properly help the customer understand the benefits of purchasing VSC and Gap insurance with the purchase of their vehicle Ability to adapt to the customers needs Demonstrated professionalism and strong interpersonal skills. Proven ability to be metrics and results driven! Why Join Us?At Lease End, we foster an environment that values growth, excellence, and team satisfaction. If youre ready to improve your life and work hard, join Lease End. We value employee growth and excellence in all we do.To apply, please submit your application below, and well be in touch soon. Job Type:Full-time Pay: Commission averaging $6,000 - $15,000 ++ per month

As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO * Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. * Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. * Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. * Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. * Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. * Lead initiatives to identify opportunities for financial and operational improvements. * Enhance business insights and reporting by leveraging PowerBI. * Gathering, combining, and analyzing data from a variety of sources and systems * Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED * Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. * 3-5+ years of similar work experience. * Assurance or advisory experience with Big Four accounting firms is strongly preferred. * Attainment or pursuit of CPA, CFA, or other relevant certifications. * Experience working for a publicly traded company or private equity-backed business. * Strong understanding of financial metrics, accounting concepts, and US GAAP. * Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. * Attention to detail and the ability to communicate financial information clearly to senior stakeholders. * Self-motivated with the ability to manage multiple ongoing tasks and assignments. * A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. * Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. * Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. * Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS * Competitive total rewards (base salary + bonus, if applicable) * Customizable benefits package (3 medical plans with Health Saving Account company match) * We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays * Paid parental leave (including maternity + paternity leave) * Education assistance opportunities and free LinkedIn Learning access * Free mental health and family planning programs, including adoption assistance and fertility support * 401(K) program with company match * Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Working at Breeze Airways is an exciting endeavor and a serious commitment to bring “The World's Nicest Airline” to life. We work cross-functionally with truly awesome Team Members to deliver on our mission: “To make the world of travel simple, affordable, and convenient. Improving our guests travel experience using technology, ingenuity and kindness.” Breeze is hiring- join us! The Financial Analyst Intern within FP&A supports a team tasked with delivering monthly financial results, developing analytics to compare performance vs. competitors, deep diving into financial trends, reporting on capital expenditures and supporting special projects as required by the team. As part of the FP&A team, this position will be part of a fast-paced team that partners with operational and commercial leaders to ensure we are positioning Breeze for a strong position within the Aviation industry. Here's what you'll do Create ad-hoc analyses for operational, commercial, and administrative projects Assist with strategic projects that will position the airline for success Develop dashboards and metrics for daily, weekly, and monthly reporting Bring new thinking and ways of approaching old problems, including documenting current processes and identifying solutions outside of the travel industry Generate standard monthly reports Other duties and responsibilities as determined by FP&A leadership Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity, and Excellence Here's what you'll need to be successful Minimum Qualifications 0-2 years working experience in FP&A, Accounting, or Finance Working towards a degree in Accounting, Finance, or other related field from an accredited university Strong attention to detail, organization, and time management skills Self-starter must have a positive attitude and strong desire for success Skills/Talents Collaborates across the organization to ensure alignment of stakeholder needs Demonstrated ability to manage multiple projects simultaneously Perks of the Job Travel on Breeze! Breeze Airways provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Breeze Airways will never request your Social Security Number, Driver's License or Date of Birth on our job postings. Job Postings requesting any or all of this information should be regarded as a scam. To ensure you are applying to an actual Breeze Airways posting, please apply online at ***************** then click “Careers” at the bottom of the page.

Our Finance Interns play a meaningful role in supporting the financial operations that help Nelson Labs make informed, data-driven decisions. This 12-week program runs from May 18th to August 7th, offering hands-on experience in several key areas of corporate finance. Interns engage in real project work under the guidance of an assigned Finance Leader and are paired with a dedicated Mentor for ongoing development and support. Education & Experience Requirements: College student majoring in a finance-centric degree: Finance, Accounting, Economics, Business Administration, or related fields. Schedule Monday through Friday, 8-hour workdays on Day Shift. 40 hours per week Essential Job Functions & Project Work Financial Data Analysis & Reporting • Assist in preparing recurring financial reports, including variance analyses and monthly close activities. • Collect, organize, and analyze financial data to support decision-making. • Help maintain accuracy of financial dashboards and performance metrics. Budgeting & Forecasting Support • Contribute to the preparation of annual budgets and quarterly forecasts. • Compile relevant departmental inputs and validate data accuracy. • Run scenario analyses and identify key assumptions or risks. Cost & Profitability Analysis • Support cost-tracking efforts and assist in identifying cost-saving opportunities. • Analyze trends related to operating expenses, project spending, and resource utilization. • Assist in basic margin and profitability reviews across service areas. Finance Business Partner Assistance • Prepare materials for financial reviews with business leaders. • Help respond to financial inquiries from internal stakeholders with timely data and insights. • Coordinate documentation, follow-up items, and action tracking from finance meetings. Project Work Aligned with Core Financial Functions • Participate in finance projects such as system enhancements, process improvements, or workflow standardization. • Assist in creating tools, templates, or models that improve reporting efficiency. • Collaborate with cross-functional teams to ensure project deliverables are met. Work Environment This role operates in a professional office environment. Finance Interns regularly use standard office equipment including computers, phones, keyboards, digital filing systems, and productivity software. Occasional interactions with operational areas may occur for data collection or process-mapping activities, with appropriate PPE provided as needed. Physical Requirements • Approximately 85% of the day spent sitting, typing, or working at a computer. • Ability to lift up to 25 pounds for occasional meeting or event setup. • Frequent walking between office and meeting spaces. • Must be able to work with standard office PPE when required (e.g., safety glasses for limited site-area visits).

Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace (specifically, the Davis County area). At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers Investment Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Additionally, the ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Skilled in a client-centric consulting process, starting with discovery and financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively. Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 4 years of directly related experience, 10+ years preferred. A combination of education and experience may meet the requirements. Required licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance. A CFP certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skills. Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. Process a keen understanding of financial planning.

Job DescriptionDescription: Together, We're More Arete Collective is a real estate development firm based in Holladay, UT with expertise spanning land acquisition, planning, architecture, and construction. We focus on creating high-quality, sustainable communities that deliver both long-term value and exceptional design. Our integrated approach allows us to oversee every stage of development with a commitment to financial integrity and project success. Position Summary: The Investment Analyst supports the investment and capital markets function by conducting investment analysis, preparing financial models, and assisting with capital raising initiatives. This role provides analytical support for project financing, debt and equity structuring, and investor reporting, and will be critical to the firm's growth. Key Responsibilities: Support capital raising efforts, including debt and equity transactions, by preparing institutional-quality pitch decks. Build and maintain sophisticated, ground-up financial models (DCF) for large Master Planned Communities, utilizing granular assumptions to project cash flows, IRR, Equity Multiples, and Cash-on-Cash returns. Conduct investment analysis, ROI assessments, and scenario modeling to support executive decision-making. Assist in managing due diligence processes with lenders, coordinate with legal, appraisal, and title teams, and work with the onsite development teams to ensure proper funding needs are met Update draw schedules and cash flow forecasts to ensure optimal capitalization throughout the project lifecycle. Requirements: Bachelor's degree in Finance, Economics, Business, or related quantitative field. 0-3 years of experience in finance, investment banking, capital markets, or real estate finance. Proficiency with Excel and financial modeling tools Excellent analytical, communication, and problem-solving skills. Ability to manage multiple projects and deadlines simultaneously. Strong attention to detail and accuracy in financial analysis and reporting. Collaborative mindset and ability to work effectively across teams. This position works onsite in the Salt Lake City office 5 days per week. Occasional travel may be required. About Us Areté Collective is a luxury real estate development firm based in Salt Lake City, Utah, specializing in the creation of high-end, sustainable residential and resort communities. With a fully integrated approach-from land planning and architectural design to marketing, sales, and hospitality operations-we craft distinctive, nature-connected living experiences. Founded in 2021, our team is made up of industry leaders with decades of expertise in design, development, and community building. At Areté, we are driven by a commitment to excellence, environmental stewardship, and thoughtful design that enhances both people's lives and the landscapes they inhabit. Follow us on Instagram, LinkedIn, and Facebook ********************** We are actively seeking to create a diverse work environment because teams are stronger with different perspectives and experiences. Areté Collective provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

**_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 (***************************************************************************************************************************

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.

** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. **WHAT YOU'LL DO** + Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. + Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. + Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. + Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. + Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. + Lead initiatives to identify opportunities for financial and operational improvements. + Enhance business insights and reporting by leveraging PowerBI. + Gathering, combining, and analyzing data from a variety of sources and systems + Proactively and independently identify opportunities for improvement and communicate to management. **WHAT YOU'LL NEED** + Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. + 3-5+ years of similar work experience. + Assurance or advisory experience with Big Four accounting firms is strongly preferred. + Attainment or pursuit of CPA, CFA, or other relevant certifications. + Experience working for a publicly traded company or private equity-backed business. + Strong understanding of financial metrics, accounting concepts, and US GAAP. + Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. + Attention to detail and the ability to communicate financial information clearly to senior stakeholders. + Self-motivated with the ability to manage multiple ongoing tasks and assignments. + A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. + Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. + Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. + Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. **ABOUT WAYSTAR** Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter. **WAYSTAR PERKS** + Competitive total rewards (base salary + bonus, if applicable) + Customizable benefits package (3 medical plans with Health Saving Account company match) + We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays + Paid parental leave (including maternity + paternity leave) + Education assistance opportunities and free LinkedIn Learning access + Free mental health and family planning programs, including adoption assistance and fertility support + 401(K) program with company match + Pet insurance + Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **Job Category:** Accounting/Finance **Job Type:** Full time **Req ID:** R2751

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Financial Analyst as part of our Finance Incentive Compensation department. Finance Incentive Compensation is integrated within the large Corporate Finance division at Zions Bancorporation. Corporate Finance is undergoing rapid growth and we are focused on creating a relevant program that will enable our organization's long-term success. What's great about our department is that we work with the brightest minds in the organization who foster a culture of continuous learning and growth, have Executive and Board level visibility and support for our work and direct engagement with a diverse range of executives, and our efforts translate directly into highly visible, enterprise-wide initiatives. We are focused on creating business value and are seeking like-minded professionals to join our team! The Financial Analyst will join our Finance Incentive Compensation team responsible for administration of incentive compensation plans for nearly 7,000 employees across 11 states. Our team assists business leaders to design, implement, and manage optimized and equitable incentive programs through standard financial metrics, incentive reporting, and plan administration. If you want to work on a team that truly drives company strategic objectives through alignment of individual goals, works closely with business and executive leadership, protects the company from operational, legal, and financial risk, constantly nurtures talent and personal and professional growth, fosters an atmosphere of efficiency, continuous progress, and excellence, and serves as experts on a financial metrics for a wide array of financial instruments, then you will be in excellent company. As an Incentive Compensation Financial Analyst , you will play a key role in motivating and rewarding employees for exceptional performance through administration of our Incentive Compensation plans. The work you do has an impact for employees across the organization and drives enterprise performance - we directly impact Zions Bancorporation's success. The Incentive Compensation Financial Analyst will: Collaborate with cross-functional teams, including Human Resources, Sales, Finance, and Business Intelligence, to ensure the alignment of compensation strategies and financial metrics with business objectives. Function as subject matter expert of the financial metrics calculated by the team and provide insight into compensation plan outcomes. Conduct in-depth analysis of incentive compensation plans, ensuring compliance with company policies and alignment to strategic objectives. Develop ideas, conduct research on complex concepts and processes, and recommend viable solutions. Create financial modeling to analyze and forecast financial impacts to aide management in decision making process. Prepare financial planning reports of key performance indicators, ad hoc analysis reports, and financial forecasts. Drive business process improvement to optimize current processes and implement new solutions that improve the efficiency of the Finance and Compensation reporting function. Develop resolutions to complex problems that require the frequent use of creativity, networking, and financial best practices. Investigate data issues, perform analyses with strong attention to detail; propose and execute solutions. Collaborate with stakeholders at all levels of organization, including senior and executive management, to assess and prioritize compensation related needs. Perform other administrative duties as assigned. Requirements: Bachelor's degree in accounting, finance, statistics, mathematics, or another related field. 2-4+ years of experience in financial analysis, financial modeling, financial statements, management reporting, budgeting, and forecasting or other directly related experience. A combination of education and experience may meet the requirements, previous experience in Financial Services a plus. Excellent written and verbal communication and interpersonal skills that translate into effective consulting, facilitation, and presentation skills. Ability to prepare oral and written reports. Ability to work in a deadline-oriented environment. Ability to work on their own and as part of a team; works effectively with cross-functional co-workers and internal customers. Ability to communicate effectively to a large variety of audiences, from front-line bankers to data engineers to executives. Ability to identify, research, coordinate, and resolve issues with attention to detail. A desire and an ability to find ways to continually improve processes and drive efficiency Excellent computer skills including Microsoft Office (Excel, Word, PowerPoint) required. Ability to comprehend and develop complex financial models. Incentive Compensation experience a plus. Experience with SQL and Power BI a plus. Mid-Large size financial institution experience a plus Visa Sponsorship: This Delivery Product Owner position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. Lead initiatives to identify opportunities for financial and operational improvements. Enhance business insights and reporting by leveraging PowerBI. Gathering, combining, and analyzing data from a variety of sources and systems Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. 3-5+ years of similar work experience. Assurance or advisory experience with Big Four accounting firms is strongly preferred. Attainment or pursuit of CPA, CFA, or other relevant certifications. Experience working for a publicly traded company or private equity-backed business. Strong understanding of financial metrics, accounting concepts, and US GAAP. Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. Attention to detail and the ability to communicate financial information clearly to senior stakeholders. Self-motivated with the ability to manage multiple ongoing tasks and assignments. A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS Competitive total rewards (base salary + bonus, if applicable) Customizable benefits package (3 medical plans with Health Saving Account company match) We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays Paid parental leave (including maternity + paternity leave) Education assistance opportunities and free LinkedIn Learning access Free mental health and family planning programs, including adoption assistance and fertility support 401(K) program with company match Pet insurance Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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