Finance planner jobs in Yakima, WA - 748 jobs

Title: Accounting & Finance Analyst Compensation: $80-110K base salary Employer paid healthcare benefits 401k match Paid holidays & PTO Free onsite parking Hours/Schedule: Typical business hours M-F. 45-50 hours during initial transition expected Team Description: Finance & Accounting group of ~30 across GL, AP, AR, and Payroll. This role reports to the Financial Operations Manager and partners closely with the CFO, Controller, and project‑focused financial team. This job in a nutshell: We're supporting a long‑established construction services organization undergoing modernization and process changes following a recent ownership transition. This role plays a key part in helping the company understand project performance, strengthen forecasting accuracy, and improve financial visibility across operations. You'll analyze project financials, partner with cross‑functional leaders, and contribute to ongoing improvements in reporting, budgeting, and cost management.\ What You'll Do: Review financial performance across a portfolio of active construction projects, including budgets, actual costs, burn rates, and forecast updates. Build, maintain, and monitor budgets at both the project level and the broader organizational level. Identify and explain cost variances for project managers and operational leaders. Assist with modeling scenarios, supporting planning activities, and contributing to monthly P&L analysis and projections. Recommend and support improvements to financial workflows, reporting tools, and data accuracy. Partner with project managers, estimators, accounting teams, and operations staff to translate financial data into clear insights. We're Looking For: 3-5+ years of finance or accounting experience; exposure to project-based work a plus Construction industry experience strongly preferred Comfortable presenting financial information to non-finance stakeholders Excel proficiency (pivot tables, VLOOKUPs, and advanced formulas) ERP Experience with Sage 300 is a plus Background Screenings: This role requires a pre-employment background screening including drug test (cannabis included). Role is subject to ongoing random drug screenings. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************

A prominent cruise line company is seeking an experienced Analyst in Revenue Management. The position requires strong analytical, communication, and organizational skills. Responsibilities include leading pricing meetings and monitoring competitive trends. Candidates should have at least 2 years of relevant experience, advanced knowledge of Excel, and the ability to work legally in the United States. The salary for this role is between $59,200 to $79,900, and several benefits are offered, including travel privileges and health benefits. #J-18808-Ljbffr

WHO WE ARE Founded in 2011, Timberlane Partners is a Seattle-based real estate investment, development, and asset management company specializing in multifamily real estate. Led by an experienced team, Timberlane has successfully acquired and developed over $1 billion of real estate assets throughout the West Coast and Mountain West. We pride ourselves on our disciplined, entrepreneurial approach, fostering long-term partnerships, and consistently delivering outstanding risk-adjusted returns. ABOUT THIS POSITION We are seeking a Junior Acquisitions Analyst to join our Investments team and support multifamily acquisitions across Timberlane's investable markets. This entry-level role is focused on research, data gathering, and preliminary analysis to assist senior team members in sourcing, underwriting, and evaluating opportunities. The Junior Acquisitions Analyst will work closely with the Acquisitions team, Portfolio Management, and Asset Management, providing support rather than leading deals. Job Title: Junior Acquisitions Analyst Job Type: Full-Time Location: Seattle, WA (Hybrid - minimum 4 days/week in office) Reports to: Managing Director, Acquisitions Company: Timberlane Partners PRIMARY RESPONSIBILITIES Gather market and submarket data, including rent trends, supply pipelines, and competitor information. Support acquisition pipeline management by updating trackers and maintaining records of brokers and opportunities. Assist in preliminary underwriting using Timberlane templates (basic IRR, CoC, and sensitivity analysis under guidance). Compile and organize financial documents (rent rolls, T-12s, CapEx reports) for senior team review. Prepare draft summaries and reports for internal discussions and investment committee review. Attend property tours to document observations for senior team members. Support due diligence efforts (collecting reports, audits, and relevant documentation). Coordinate with cross-functional teams to help ensure timelines and requirements are met. Assist Asset and Construction Management teams by providing data and research support. QUALIFICATIONS Bachelor's degree in finance, real estate, economics, or a related field. 1-2 years of experience in real estate, investments, or finance; multifamily experience preferred but not required. Strong organizational and analytical skills; proficiency in Excel. Detail-oriented and able to manage multiple support tasks simultaneously. Excellent written and verbal communication skills. Collaborative, proactive, and eager to learn in a fast-paced environment. COMPENSATION Full-time, salaried position, $75,000-$90,000 annually plus merit based annual discretionary bonus Employer-paid premiums for medical, dental, and vision coverage Health Care and Dependent Care Flexible Spending Accounts Employer-paid life insurance Long-term disability insurance Employee Assistance Program 401(k) plan with employer-matched of up to 4%: 100% of the first 3% contributed, 50% of the next 2% 20 days of paid time off (PTO) 10 paid holidays Professional development opportunities APPLICATION PROCESS Please visit timberlanepartners.com/open-positions and click ‘Apply' - this will redirect you to the LinkedIn job posting to submit your resume. Timberlane is committed to a diverse and inclusive staff. We are interested in hearing from people who can work with diverse communities. Candidates of all backgrounds are strongly encouraged to apply.

Who you'll work with We are seeking a Finance Analyst who will partner with the Product Merchandising organization to drive sustainable and profitable growth for a segment of the business through the product creation lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance) and cross-functional partners (Product Management, Development, and Merchandising). Who we are looking for We need a self-starter who can deliver results in ambiguous situations using strategic and financial insights, both written and visual, to help influence cross-functional partners. The candidate needs to have strong attention to detail and the ability to translate financial metrics across a wide range of cross-functional audiences. We are also seeking a team player who is curious to learn and driven to develop their skillset. Requirements for the role include: Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA a plus. Advanced level proficiency in Microsoft Excel and PowerPoint. Demonstrated ability to complete quantitative and qualitative analysis and to run financial models. Proven experience in effectively supporting and working with senior leadership. 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or budgeting preferred. What you'll work on First and foremost, you will be the main finance partner for the Product Creation teams and have a seat at the table with leadership for a segment of the business. In addition: You will partner with our Product Teams to translate strategic margin targets into seasonal margin plans while ensuring alignment with leadership. You will proactively identify the financial implications of product decisions and articulate solutions that meet the needs of business partners. You will work across the broader Margin Planning team to help drive projects that improve overall margins. You will track margin attainment each season and work with the product teams on scenario plans to improve margin. You will provide ad hoc margin analysis to the team and be a strategic business partner to influence price, cost and demand. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Ensures effective and efficient operations through conducting operations analyses (i.e. operational effectiveness and capacity utilization), and recommends improvements. Details Job ID-25-55472

Title: Finance Analyst 2 Duration: 8+ months contract Payrate: $42/hr on w2 Who You will work with We are seeking a Finance Analyst who will partner with the Product Merchandising organization to drive sustainable and profitable growth for a segment of the business through the product creation lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance) and cross-functional partners (Product Management, Development, and Merchandising). WHO WE ARE LOOKING FOR We need a self-starter who can deliver results in ambiguous situations using strategic and financial insights, both written and visual, to help influence cross-functional partners. The candidate needs to have strong attention to detail and the ability to translate financial metrics across a wide range of cross-functional audiences. We are also seeking a team player who is curious to learn and driven to develop their skillset. Requirements for the role include: ● Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA a plus. ● Advanced level proficiency in Microsoft Excel and PowerPoint. ● Demonstrated ability to complete quantitative and qualitative analysis and to run financial models. ● Proven experience in effectively supporting and working with senior leadership. ● 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or budgeting preferred. What will you work on: First and foremost, you will be the main finance partner for the Product Creation teams and have a seat at the table with leadership for a segment of the business. In addition: ● You will partner with our Product Teams to translate strategic margin targets into seasonal margin plans while ensuring alignment with leadership. ● You will proactively identify the financial implications of product decisions and articulate solutions that meet the needs of business partners. ● You will work across the broader Margin Planning team to help drive projects that improve overall margins. ● You will track margin attainment each season and work with the product teams on scenario plans to improve margin. ● You will provide ad hoc margin analysis to the team and be a strategic business partner to influence price, cost and demand.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Investor Relations Associate | Bellevue, WA Founded in Bellevue, Washington in 1987, American Capital Group stands proud as a leader in real estate development. With over three decades of dedicated service, our expertise shines in the realm of multifamily community development. To date, we have crafted over 100 multifamily properties across twelve states, managing 25+ of these properties in four Western states. Our success stems from our comprehensive approach. We handle every aspect of real estate development in-house, encompassing Acquisitions, Development, Architectural Design and Engineering, Construction Management, Property Management, and Asset Management. This integrated strategy has solidified our position as an industry trailblazer. At ACG, our teams leverage modern technology and AI tools to automate routine work, surface insights faster, and free up time for high‑impact, human problem‑solving. Through AI and other technology, we have been able to reduce the times our teams spend in tracking and reporting, coordination, management of documentation, and internal process support. We don't replace people with technology - we use AI as a smart assistant so our teams can collaborate better, make data‑informed decisions, and focus on the work that matters most. We are looking for people who are curious and innovative, excited to experiment with new tools, and passionate about using technology to drive our company forward. For a deeper insight into our journey and achievements, we invite you to explore our website. ******************* About PCM Kinect As a proud subsidiary of American Capital Group, PCM Kinect is an emerging investment management company specializing in real estate private equity. As we launch and scale our funds, we are seeking an experienced investor relations and fundraising professional to play a pivotal role in raising capital, cultivating investor relationships, and establishing the systems that will drive our long-term success. This position will be primarily supporting ACG, however it will also support PCM Kinect as needed. Position Overview Schedule: The schedule for this position is Monday through Friday, 7am to 4pm PST - Flexibility to work additional hours may be required to meet company/project needs. Location Requirement: This position is fully onsite at our corporate office. Travel may be required for this position. Compensation Package- $90,000 - $120,000 / Year Other Compensation: Annual Bonus Competitive medical, dental, and vision benefits. Employer pays 85% of employee's premium. 401k contribution opportunity with an annual company match. Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year). Paid vacation starting at three weeks and increasing with tenure. 14 paid holidays, including 2 personal holidays of your choice. * The above compensation is a range. Offers are made based on a candidate's experience and the geographical location of this position. What We Offer Competitive starting wages (listed above). A company-wide commitment to diversity and inclusion. A positive work environment where employee's contributions are valued. A fun culture with team building activities and events. Competitive medical, dental, and vision benefits. Employer pays 85% of employee's premium. 401k contribution opportunity with an annual company match. Paid sick leave accrual equivalent to 1.33 hours for every 30 hours worked (~11 days per year). Paid vacation starting at three weeks and increasing with tenure. 14 paid holidays, including 2 personal holidays of your choice. Comprehensive training programs and development opportunities. What We're Looking For Bachelor's degree in Finance, Business, Economics, Real Estate, or related field. 2-5+ years of experience as a paralegal, in investment management, real estate private equity, capital markets, or related field. Strong financial acumen and understanding of investment structures, performance metrics, and fund operations. Excellent written and verbal communication skills; ability to craft clear, compelling investor messaging. Highly organized, detail-oriented, and comfortable managing multiple workstreams. Entrepreneurial mindset with a willingness to take on a wide range of tasks in a lean startup environment. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); CRM or investor portal experience a plus. Demonstrates exceptional attention to detail and organizational abilities. Proficient in effective communication and teamwork. Maintains a positive outlook and embraces a collaborative team approach. Shows responsibility and takes pride in their work. Fluent in English, with strong reading, speaking, and writing skills. Your Role Investor Relations Support investor outreach, presentations, CRM tracking, and reporting. Coordinate investor meetings, communications, and due diligence requests. Prepare and distribute investor updates, deal announcements, and materials. Operational Support Assist with operational infrastructure, compliance processes, and internal reporting. Support accounting, legal, and fund administration activities, including closings, capital calls, and distributions. Maintain firm policies, templates, and SOPs; support research and partner priorities. Financial Reporting & Systems Design and manage financial reporting systems and investor reporting tools. Prepare compliance, debt, and investor reports and present performance insights to management. Department Support Implement operational policies, standards, and security practices. Stay current on financial reporting technologies and support finance initiatives as needed. The responsibilities above are not all-inclusive. Our Mission & Culture At American Capital Group, “Our mission is to be an innovator and leader in multifamily housing solutions.” To fulfill this mission, we prioritize respect, collaboration, integrity, and transparency. These core principles guide our interactions and decisions, creating a work environment where every voice is heard and valued. We understand that our employees are the cornerstone of our success, and we foster a culture that encourages teamwork and open communication. Our commitment to integrity and transparency not only shapes the way we do business but also how we support and appreciate our dedicated team members. By nurturing these values and striving to innovate in multifamily housing, we create a stronger, more successful company where everyone has the opportunity to thrive. Candidate Screening & Interview Process We encourage all qualified applicants to apply for this position. Candidates should be prepared to complete an online assessment test. After submitting your application, you may be invited to take part in a preliminary virtual interview conducted by a member of our Human Resources team. Those who advance will participate in additional virtual and/or on-site interviews with the Hiring Manager(s). Background Checks and Screenings Candidates should be prepared to undergo a background check and complete a 4-panel drug screening. Depending on the position, the background check may involve professional reference checks, credit checks, county and nationwide criminal history reviews, social media screenings, as well as education, certification, and employment verifications. WE ARE AN EQUAL OPPORTUNITY EMPLOYER & AFFIRMATIVE ACTION EMPLOYER We are a proud Equal Opportunity Employer and are dedicated to fostering an inclusive workplace. We celebrate diversity and are committed to creating an environment where all employees are respected, treated fairly, and given equal opportunities to thrive. We encourage applicants of all races, colors, religions, genders, sexual orientations, gender identities or expressions, national origins, ages, disabilities, veteran status, and all other characteristics to apply. Our commitment to equality, respect, and inclusivity means we strive to reflect the communities we serve and welcome the unique contributions that come from diverse perspectives.

FIRM DESCRIPTION Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal. POSITION SUMMARY An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Meridian's structure gives team members the opportunity to work closely with senior bankers and interact directly with clients to develop key analytical, communication, and sales skills. The Analyst will participate in all aspects of the transaction process, including industry and company research, creating and analyzing financial models, due diligence, deal materials preparation, and deal marketing. Candidates should be top performers who are willing to work hard in a fast moving, unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. ESSENTIAL FUNCTIONS Conduct financial analysis, including building detailed financial models and performing valuation analyses Prepare presentation materials, pitch books, and transaction-related documents Manage due diligence processes and market research activities Support the execution of transactions by coordinating with clients, legal teams, and other stakeholders Monitor industry trends, regulatory developments, and market conditions Contribute to client meetings and presentations alongside senior bankers Develop a deep understanding of our clients' businesses and strategic objectives Identify, research, and analyze M&A and financing opportunities Perform in-depth company and industry research Support senior bankers and manage day-to-day execution of M&A and financing transactions Cultivate industry expertise to support long term business development initiatives Interview, train, and manage junior resources (Analysts and Interns) MINIMUM QUALIFICATIONS BA degree in Accounting, Business Administration, Economics, or Finance with a strong academic track record Prior internship or work experience in investment banking, corporate finance, or related areas Proficiency in financial modeling and valuation techniques Extensive knowledge of accounting, corporate finance, and financial modeling Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential Excellent listening, interpersonal, written, and verbal communication skills with the ability to distill complex information into clear and concise presentations Strong critical thinking, attention to detail, and proactive problem solving skills Highly proficient in SharePoint applications, Excel, and PowerPoint Ability to thrive in a fast-paced, team-oriented environment and manage multiple priorities effectively Enthusiasm for learning and a proactive attitude towards professional development PREFERRED QUALIFICATIONS FINRA Series 63 and 79 COMPENSATION AND BENEFITS Base salary range: $80,000 - $105,000 DOE; Total compensation (including individual and performance bonus): $80,000 to $180,000. Meridian Capital offers comprehensive benefits including but not limited to employee rewards, health care (medical/dental/vision), retirement benefits with employer match, paid time off, paid holidays, parental leave, transportation stipend, wellness stipend, and other fringe benefits. Meridian Capital is committed to a diverse and inclusive workplace. We are an equal opportunity employer (EEO) and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity or expression, genetic information, sexual orientation, protected veteran status, disability, age, caste, or other legally protected status. In addition to federal law requirements, Meridian Capital complies with applicable state and local laws governing nondiscrimination in employment at each location the firm has offices.

About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the state of Washington. We are trusted financial advisors, serving the Walla Walla valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services. What We Offer: Salary: Wealth and Trust Advisor - $91,000 - $135,000 annually, depending on experience, credentials, and qualifications. Great Benefits! Medical, Dental, Vision plans with additional: AD&D & Life Insurance Long Term Disability 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary. Paid Leave- 10 days* of Vacation time - The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20. 7 days* of Sick, Safe & More (SSMORE) leave- SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave. 3 Revive & Renew (R&R) days - We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they're hired). 11 Paid Federal Holidays annually* *Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays. Life Assistance Plan Free access to financial counselors Employee Wellness Program 8 hours of paid volunteer time annually About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, DS Baker Advisors work together to meet the personal, business, investment, planning, and legacy goals of the client. About the Wealth and Trust Advisor's Role: As a member of the DS Baker Advisors team, the primary role of the Wealth and Trust Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. The Advisor will participate in and may lead an extensive fact gathering process to understand all pertinent client information, financial goals, and their unique investment risk profile. This information will then be used to select, deliver, and manage appropriate products and solutions to meet the investment objectives of the client. The Advisor will retain all clients with a team approach to service. Act as the primary resource on the DS Baker Advisors team for the administration and management of trust and investment relationships. Provide leadership as Advisor for significant and profitable clients, as well as being an integral contributor to a client relationship team when appropriate. Demonstrate a high level of fiduciary and investment expertise - coupled with client service experience in areas of trust management, accounting or financial services involving a “book of business.” Maintain expertise on financial markets and investments, tax concepts and strategies, trust and other fiduciary rules and regulations, as well as knowledge of the other services offered by DS Baker Advisors. Actively initiate client retention calls to increase existing revenue, cement the relationship, build new revenue, and obtain appropriate referrals. Actively prospect new opportunities to increase revenue and provide financial services to new clients to assist them in building their legacy. Provide appropriate advice, counseling and solutions to client's inquiries and issues. Work with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines. May perform higher-level, complex client service functions including cash management and portfolio modeling options providing referrals to other relevant areas of the bank and problem resolution with professional-level solutions. Participate or become a voting member of one of the WMT Department review committees. Assume responsibility for the orderly and efficient administration of all assigned accounts maintaining standards as follows: Understand and comply with standard department practices of risk management, regulatory requirements, general trust policies and sufficiency of documentation. Analyze and interpret, with the aid of counsel when appropriate, legal instruments to determine the duties and responsibilities of the Bank and risks associated there within. Conferring, on a timely basis, with principals, wards, beneficiaries, and others regarding trust matters and determining necessary actions to ensure effective administration of those accounts. Development Responsibilities Maintain the required continuing education credits necessary on fiduciary, financial and estate planning, and investment topics. Demonstrate a high level of Bank product knowledge and client service skills based on completion of internal and approved external training programs. Develop and maintain close relationships with team members and other “Centers of Influence.” Participate in community activities and events for business development and to contribute to the greater community. Conduct financial reviews, listening intently to the client and team of advisors involved in the relationship, to shape and plan for the financial health of the client. Provide financial goal plans to clients as needed. Team Responsibilities Embrace the team advisory approach. Proactively build and maintain positive relationships internally and cross-departmentally. Attend pre-planning and strategy meetings with the DS Baker Advisors and their support staff to begin the process of identifying cross sale opportunities. Educate other team members by involving them in client meetings. Proactively seek out information, resources, and expertise of internal and external subject matter experts, based on client needs. Assure all team members are fully informed of all client interactions by documenting all client interactions and data using the customer relationship management software and processes available. Supervises the daily activities of assigned personnel by: Allocating and coordinating the workflow. Guiding and advising associates in the more complex phases of their work. Training new employees, as required Business development: Meet or exceed annual sales and retention goals as established by management. Other duties as assigned. Skills and Qualifications Demonstrated leadership proficiency and ability to motivate and work with a client-centered team. Strong computer literacy, including Microsoft Office. Demonstrated ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools. Demonstrated superior customer care and client retention skills. Proactive to build and maintain positive relationships internally and cross-departmentally. Ability to facilitate effective team decision making, relying on team members' expertise, knowledge, and relationship with the client. Ability to ensure all team resources are aligned with clients' overall needs. Demonstrated excellent time management and organizational skills. Able to lead by example, with approach to work and client interactions. Aptitude to exemplify professionalism both in appearance and attitude. Attributes/Expectations Prudent- Self-motivated to take a commonsense approach to doing what is right for relationships and long-term outcomes, not short-term gains. Authoritative- You are knowledgeable and trustworthy- others are eager to come to you with referrals or to ask for advice/counsel. Relatable- You care deeply about the client and our internal relationships and are present and accessible in the areas we serve (Walla Walla, Tri-Cities and Yakima). Empowering- Your approach to coaching and advise to both clients and peers is proactive, inclusive and transparent. You are open and motivated to build upon your skills and share your knowledge with others. Counselor approach- You take a professional, consultative approach with your clients and teams. You first seek to listen, understand and then act, always putting the client or team before the individual or ego. Education and Experience: Graduation from a four-year college or university, with a degree in finance, accounting, business, or related field. Candidates must hold or be actively pursuing a CTFA, CFA, CFP, CPA, or JD credential. Four to six years in a client-facing service and sales role, where a primary responsibility was client retention and growth of client relationship, in banking or finance environment. Experience and expertise to include knowledge in one or more areas of Wealth Management, or any equivalent combination of education, experience, and training that provides the required knowledge and abilities to do the job. Physical Demands/Conditions Requirements: The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications, and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company. Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Gesa Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Gesa's mission is to serve with understanding, earn trust through our integrity, inspire confidence by our knowledge, and work passionately for customer, community, and company success. This role will require the employee to work on-site at a local branch. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:68640 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Longeron is looking to acquire and operate one successful Pacific Northwest business Founder Lawrence Litchfield has a passion for small business and is looking for an owner who is seeking a way to responsibly transition out of their company and protect their legacy Longeron includes an advisory group with both capital and expertise to support the future success of the business Job Description Seeking 2-4 highly motivated analysts to assist in the sourcing and evaluation of potential acquisitions. This is ideal for students or graduates who want to pursue careers in private equity, investment banking or consulting. While this internship is unpaid, we will provide letters of recommendation, introductions and opportunities to learn key financial valuation tools. Responsibilities This job will be demanding and we ask that you only apply once you clearly understand the scope. Deal Sourcing (60%) The goal is to generate as many qualified potential acquisition targets as possible in a given industry. This will require hard work and creativity utilizing databases, research reports, cold calling local chambers of commerce, among other sources. Once identified, information will need to be collected on the given target and organized in our internal database. A target will be considered qualified if it meets our ‘good business' criteria. We will work together to determine what meets the Longeron threshold and strategize the best way to engage with the given company. Tasks include cold calling companies, drafting letters to business owners, managing our internal database, logging contact history, company and industry research and idea generation. Deal Evaluation (40%) Once a deal becomes active and owners are engaged in a potential sale process, we will work on a number of important tasks including; drafting offer letters, financial modeling and benchmarking, preparing deal summaries for investors, due diligence and coordinating with professional accounting and legal firms. Ideally candidates can work full-time but at a minimum we are looking for a 30 hour per week commitment. We work out of an office in downtown Kirkland accessible by the Kirkland Transit Center from 9am-6pm. Given the amount of time we will invest in the given candidate, we ask for at least a 4 month tenure. Qualifications Hard working individual that is willing to do everything from database management to financial modeling Motivated to work in finance Strong oral and written communication skills Detail oriented person with a high quality standard Comfortable working in a team and independently Comfortable with Microsoft Excel Additional Information All your information will be kept confidential according to EEO guidelines.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required 1-2 years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy Preferred Qualifications, Capabilities, Skills

Hours: 37.5 Line of Business: TD Wealth Pay Details: 70 000 $/$70,000 - 70 000 $/$70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored. Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will: * Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services * Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices * Contribute to team and department goals while strengthening customer service and dedication * Monitor service, productivity and assess efficiency and implement continuous improvements * Be knowledgeable of best practices and procedures and stay ahead of emerging trends * Acquire and apply expertise, provide mentorship, assistance and direction to others * Maintain a culture of risk management and control, supported by aligned risk appetite * Participate fully as a member of the team, support a positive and service-oriented work environment Required: * Financial planner diploma granted by the Institute of Financial Planning (IPF) required prior to start date * Canadian Securities Course (CSC) or CFA Level 1 (or higher) required prior to start date * 3 to 5 years of banking experience * Bilingualism (English and French) required to serve our clients in the community with English-speaking needs Nice to have: * CIRO license preferred (required within first 90 days in role) * Complete Conduct & Practices Handbook (CPH) within first 90 days in role * Complete Wealth Management Essentials (WME) within first 30 months in role * Deep understanding of the industry, competitive landscape and economic market issues * Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Skills you will require: * Passion for financial planning and driven to help clients reach their financial & life goals * Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development * Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment * You have excellent people and problem-solving skills that help you build and maintain client relationships * Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships #LI-Wealth Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Job Description: Corporate - Restructuring & Special Situations Finance Am Law 100 Firm is a leading international law firm with over 1,900 lawyers across 21 offices globally. Our teams are dedicated to crafting and deploying innovative legal strategies tailored to meet the complexities and high-stakes nature of each matter. We pride ourselves on establishing deep partnerships with clients that empower them to confront formidable challenges and thrive during unprecedented times. Job Responsibilities: Provide strategic legal advice and support related to restructuring and special situations finance. Analyze and assess complex financial transactions, including mergers, acquisitions, and bankruptcies. Assist in the development and implementation of restructuring strategies for clients facing financial distress. Draft and negotiate legal documents pertinent to corporate finance transactions. Conduct in-depth due diligence to identify potential risks and opportunities in restructuring scenarios. Collaborate with cross-functional teams and external stakeholders to drive successful outcomes for clients. Stay informed on industry trends, regulatory changes, and market conditions that affect corporate finance. Mentor and guide junior team members, fostering their professional growth in the field. Essential Qualifications: Jurisdictions admission and a strong academic background from an accredited law school. At least 5-9 years of experience in corporate restructuring and finance. Proven track record of handling complex financial transactions and restructuring cases. Exceptional analytical, negotiation, and communication skills. Strong organizational skills and the ability to manage multiple projects simultaneously. A commitment to maintaining the highest ethical standards and professional integrity. Desired Experience: Experience in a prestigious law firm or financial institution focusing on corporate finance. Familiarity with U.S. bankruptcy laws and relevant regulatory frameworks. Previous involvement in high-stakes negotiations and legal strategies in restructuring contexts. Understanding of the intricacies of special situations finance and related transactions. Salary & Benefits: The annual salary for this role ranges from $365,000 to $435,000, commensurate with experience.Firm is offers a competitive benefits package that includes health, dental, and vision insurance, retirement plans, generous paid time off, and opportunities for professional development and advancement. Location: Washington, D.C., United States If you are an experienced professional looking to make an impact in a dynamic and challenging environment, we encourage you to apply and join our exceptional team.

SUMMARY: The Financial Aid Specialist is responsible for assisting the College Success Foundation (CSF) Director in performing duties aligned with the YVC FASFA grant which includes support for the Yakima Region (ESD 105 footprint) including; but not limited to high school to college FASFA/WASFA completion. This includes support related to data collection and analysis of all appointments made for FASFA/WASFA support, scheduling appointing with students and counselors for in-person and 1:1 support, event planning for FASFA events, project and program coordination and delivering high level administrative support. PRIMARY DUTIES AND RESPONSIBILITIES: • Meet with students and/or counselors through video, face-to-face, or by phone to explain FASFA/WASFA in relations to the student's circumstances. • Provide counseling to counselors and/or students to encourage follow through in the complicated financial aid process. • Support FASFA/WASFA trainings for school staffs supported by the grant contract • Document each outreach and track the metric for end of year reporting • Assist College Bound Regional Officer (CBRO) with events happening in the defined region which could include event set-up, prepping presentations and being onsite to support the CBRO • Provide outstanding customer service to other team members and departments supporting this program • Keeps Director promptly and fully informed of all problems or unusual matter of significance and takes prompt corrective action where necessary or suggests alternative courses of action which may be taken. • Ensure proactive communication with team members in order to quickly resolve student or partner issues • Support data collection efforts as needed; manage data quality efforts • Provide input to evaluation plan, processes and tools • Ensure program paperwork and data is reported accurately and timely in accordance with grant • Support development of required proposals or reports. • Performs other student support and data collection duties as assigned

Hybrid **Summer 2026 Finance Internship** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow. **Internship Description** The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer. Past Examples of High-Value Intern Projects + Obtaining and consolidating external data to analyze and communicate target market share. + Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model. + Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity. + Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility. + All internship projects conclude with presentation of your work to the CFO and other senior leaders. **Qualifications** + Motivated and driven with a high degree of professionalism. + Works effectively within a team environment. + Strong analytical, presentation, and communication skills. + Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences. + Growth mindset with a drive for continuous improvement. + Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment. + Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding. + Proficiency in Excel (pivot tables, VLOOKUP) and Power BI. + Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas. **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. **About Tektronix** Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow! We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Pay Range** The salary range for this position (in local currency) is 20.53 - 41.11

Central Washington University is recruiting a Patient Financial Specialist to join our Student Health Services team in Ellensburg, Washington. This role is an important member of our team as they enhance the vision for the University. This position is an 8-month cyclic, campus-based position, which means you get to see the lives you are impacting. We're offering a salary, depending on experience, from $42,972 - $57,252 annually plus the awesome CWU benefits. Who we are: We are a team of individuals committed to Changing Students' Lives. No matter what job, each of us plays a part in supporting and empowering our students to fulfill their dreams. Working in higher education provides career growth and career choice. Think of a university campus like a mini city, operating across 380 acres. You'll find diverse academics, libraries, athletics and sporting events, full service and quick serve dining, conferences and events from small to large, recreation centers, housing, health services, police and public safety for the campus population of ~8,300 students. Central Washington University has been named a Fulbright U.S. Scholar Program Top Producing Institution for the 2022-2023 academic year. In addition, for seven out of eight years, CWU was a recipient of the prestigious Higher Education Excellence in Diversity (HEED) Award from INSIGHT Into Diversity magazine. RentCafe has also named CWU #13 of the Top 20 Best College Towns in the U.S. in 2025. Come join us on our journey to encourage, inspire, and create spaces where all identities thrive on campus. Tour our campus in Ellensburg here. *********************************** What we offer: Our investment in you begins the day you join our team, a healthy and successful future for you is important to us. We offer medical, dental, life and disability insurance, retirement and optional savings plans, tuition assistance for you and your dependents, discounts across town, an employee assistance program for individualized counseling, and a wellness incentive program. Learn more: Benefits, Perks, and Leave and Total Rewards Calculator. The Role: This position is responsible for the medical insurance billing and coding in the Student Medical Clinic. Position ensures that all billing requests are correct and in compliance with federal requirements. They adjudicate complex claims, reconcile denials, process payments, and complete assigned billing reports. They are responsible for addressing student/staff/faculty/parent questions regarding the billing processes. They work in conjunction with another coder/biller. Ensures the confidentiality of health information by following the policies and procedures regarding the use and storage of Private Health Information (PHI). All employees are expected to uphold and contribute to CWU's vision, mission, and values, fostering a culture of student success and institutional excellence. Job Duties Coding/Billing duties: * Reviews patient medical records to assign/ensure accurate ICD10, CPT and/or HCPCS codes to medical diagnoses and procedures. Reviews any discrepancies with lab personnel and providers as appropriate. Codes in compliance with latest federal requirements. * Compiles encounter forms and bills appropriate insurance companies. This position completes the billing process by taking the completed transactions and submitting them for processing, reconciliation and payment through a billing intermediary service. * Follows up to see if the insurance claim is accepted or denied, investigates the reason for such, and resubmits to insurance companies or bills the student when necessary. * Reviews, processes and enters patient insurance information into the system and determines initial and/or ongoing medical eligibility. Uses multiple insurance websites to verify eligibility. * Addresses student/staff/faculty questions regarding billing questions/processes and maintains confidentiality of such. * Reviews insurance denials in Waystar system (billing processing entity) and reprocesses accordingly. * Reviews aging report and performs investigation into claims that have not been processed. Contacts insurance companies as needed to request EOBs and other pertinent information, verifies student insurance information is accurate, speaks with patients as needed regarding their insurance information, and resubmits claims. Front Desk Duties: * Checks in patients for appointments using two separate scheduling systems. Updates patient's information as appropriate, verifies insurance information, prints out encounter forms and forwards to appropriate personnel. * Performs all aspects of appointment scheduling including triage of patient calls to determine appropriate level of appointment, how urgently the patient/client needs to be seen, and when to refer the patient/client on to appropriate personnel in a timely manner. * Answers multi-line phones and directs callers to appropriate personnel or agency. * Operates fax, photocopier and other office related equipment. * Performs additional tasks as requested. * Perform other duties as assigned. Minimum Qualifications * Certificate of Completion of a medical coding course OR applicable combination of education and/or experience which demonstrates the ability to perform the essential functions of the position. * Excellent customer service skills, including patience, attentiveness, clear communication skills, ability to use positive language and time management skills. * Experience and/or training that demonstrates the ability to use Word, Excel, e-mail and/or similar software applications to produce written correspondence, create and maintain spreadsheets, receive and respond to e-mail inquiries, tasks, etc. * Demonstrated ability and/or experience working collaboratively with students and/or colleagues to foster a supportive and effective learning and work environment. * OR applicable combination of education and/or experience which demonstrates the ability to perform the essential functions of the position. Preferred Qualifications * Certificate of Completion of a medical coding and billing course. * Two plus years of experience working as medical coder/biller in a medical office setting. * Experience or interest in mentoring students from a variety of backgrounds. * Ability to incorporate a variety of perspectives and relevant societal issues into everyday conversations. Competencies * Accountability/Dependability: Accepts responsibility for quality of own work; acknowledges and corrects mistakes. Shows up on time, meets standards, deadlines, and work schedules. * Judgement: Makes timely, informed decisions. Analyzes options and determines appropriate course of action. * Teamwork: Promotes cooperation and mutual support to achieve goals. Encourages participation and mutual support. * Adaptability/Flexibility: Responds positively to changing business needs and responsibilities. Adapts approach and methods to achieve results; recovers quickly from setbacks and finds alternatives. * Commitment to Belonging: Values the uniqueness of every individual and fosters an environment where everyone feels respected and empowered to thrive. Don't meet every single requirement? At CWU, we're committed to creating a welcoming and genuine workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification, we still encourage you to apply. This could be the opportunity you're looking for! Pay, Benefits, & Work Schedule Salary: This position is based on the range 40 of the Washington State Classification Listing, which has a minimum annual salary of $42,972 and maximum annual salary of $57,252. In accordance with RCW 49.58.110, the above salary reflects the full salary range for this position. Individual placement within the range is based on the candidate's current experience, education, skills, and abilities related to the position. Schedule/Appointment: Monday - Friday, 8:00am-5:00pm (1 hour lunch) / PSE Bargaining Unit 3 / 8-month cyclic Working Conditions: Work is performed in an indoor office setting with frequent in-person interactions. It is essential to be able to remain at a desk/computer workstation for prolonged periods of time, perform extensive data entry and other computer-related tasks and create/maintain filing systems for departmental records. Some evening or weekend work and/or occasional travel may be required. Benefits: CWU offers a comprehensive benefits package including medical and dental insurance, retirement and optional savings plans, life and disability insurance, along with vacation and sick leave plans depending on employment classification. For additional information please visit Benefits, Perks, and Leave and Total Rewards Calculator. An employee of CWU may be eligible for the Public Service Loan Forgiveness Program if the employee has student loans. To learn more, visit: ********************************************************************************* How To Apply To apply for this position, you must complete the on-line application and attach: * A detailed cover letter clearly demonstrating how your education and experience: (a) meet the required (and, as applicable, preferred) qualifications, and (b) demonstrate the ability to perform the responsibilities as described by the posting; * Resume including work history, education, training; and * Contact information for three professional references. Screening Begins: January 30, 2026 Priority will be given to applications received by the screening date. Incomplete applications may not be considered. Contact Information Name: Stefanie Parker Title: Student Health Services Director Email: *********************** Phone: ************ Website: *************************************************************************** Please contact Human Resources at ********** or ************ if you require technical assistance with the on-line application process. Conditions of Employment Background Check/Reference Check Process: Prior to employment, final candidate(s) will be required to sign a Sexual Misconduct disclosure in pursuant to RCW 28B.112.080 and submit to a background check. All information obtained through background investigations will be strictly confidential and revealed only to those required to have access. This position is part of a Public School Employees of Washington (PSE) bargaining unit. The seniority date for the selected applicant shall be set in accordance with Article 43.2 of the Public School Employees (PSE) collective bargaining agreement. Notice to Prospective Employees: Affirmative Action/Equal Opportunity Statement Central Washington University is an EEO/AA/Title IX Institution. Central Washington University's policies and practices affirm and actively promote the rights of all individuals to equal opportunity in education and employment. Discrimination on the basis of race, color, creed, religion, national origin, sex, sexual orientation, gender identity and gender expression, age, marital status, disability, or status as a protected veteran is prohibited. The university provides an internal procedure for reporting discrimination and affords protection against retaliation for participating in the complaint process. Central Washington University complies with all applicable federal, state, and local laws, regulations, and executive orders including when soliciting bids and in the fulfillment of all contracts with governmental agencies. Direct related inquiries to Civil Rights Compliance, 202 Barge Hall, Ellensburg, WA 98926-7501; Telephone ************; or email ***********. Reasonable Accommodations Central Washington University provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact Human Resources at ********** or call ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability. Annual Security and Fire Safety Report (Clery Act) For the Central Washington University Annual Security and Fire Safety Report (i.e. Clery Report) which includes statistics about reported crimes and information about campus security policies, available online here or call CWU Police and Parking Services at ************ for a paper copy.