**Who We Are**Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries ofscience and engineering to make possiblethe next generations of technology, join us to Make Possible a Better Future.**What We Offer**Salary:$154,000.00 - $212,000.00Location:Santa Clara,CAAt Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our .You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers.We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied.**JOB DESCRIPTION** The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration. The team is located at our corporate headquarters in Santa Clara and is **full time onsite.****Summary*** **Financial Analysis:** Conduct comprehensive financial analysis of target companies, including historical financial performance, accounting policies, operational metrics, and capital structure.* **Due Diligence:** Lead and coordinate financial due diligence efforts, including reviewing financial statements, accounting policies, and other relevant documentation.* **Transaction Execution:** Lead the financial aspects of M&A transactions, including structuring, negotiating deal terms such as working capital/net debt, and managing deal timelines.* **Post-Merger Integration:** Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied practices.* **Accounting and Reporting:** Ensure accurate and timely financial reporting for M&A activities, including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards.**RESPONSIBILITIES*** Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Corporate Development and Applied Ventures* Provides insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments)* Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP* Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists with negotiating key terms* Prepares technical accounting memos on purchase price accounting, VIE, goodwill impairment, and other relevant accounting standards.* Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness / net debt, net working capital, final/estimated closing statements)* Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration* Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously* Coordinate and execute post-acquisition accounting review, compare to Applied Accounting policies, and develop Finance integration plan* Project manage Finance integration including defining scope, workstreams, tracking progress with various accounting functions, and resolve challenges as they come up**What We Need To See*** Education: Bachelor's degree or equivalent experience. CPA or equivalent.* Experience: 7+ years of experience in M&A DD function of Big 4 or other major accounting firms. Worked on or led 10+ closed acquisitions.* Leadership: 2+ years of manager and above level.* Valuation: Understanding of valuation methodologies, including cost to rebuild, discounted cash flow, comparable company analysis, and precedent transaction analysis.* Technical Skills: Strong analytical and problem-solving skills. Deep understanding of purchase price accounting.* Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to diverse audiences, including executive leadership.* Teamwork: Ability to work effectively in a cross-functional team environment.**Additional Information****Time Type:**Full time**Employee Type:**Assignee / Regular**Travel:**Yes, 25% of the Time**Relocation Eligible:**NoThe salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.In addition, Applied endeavors to make our accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations\_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
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$154k-212k yearly 3d ago
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Senior Finance Manager, OpEx/CapEx - Hybrid
Advanced Micro Devices 4.9
Remote job
A leading semiconductor company in California is seeking a Senior Finance Manager to join their Adaptive and Embedded Computing Group. This role involves key financial partnership with senior leadership, focusing on budgeting, planning, and analysis. Candidates should have progressive experience in financial analysis and a strong background in OpEx and CapEx management. This is a hybrid position with significant opportunities for coaching and leadership development within a dynamic team environment.
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$134k-182k yearly est. 5d ago
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
Remote job
A non-profit organization is seeking a Corporate Senior FinancialAnalyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
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A leading beverage company in San Francisco seeks a FinancialAnalyst to manage trade promotions and analyze retail spending. This hybrid position entails supporting sales teams, validating invoices, and improving trade management processes. Preferred candidates have experience in the beverage industry and strong analytical skills using tools like Siebel and SAP. Benefits include a competitive salary range of $55,700 - $65,000, comprehensive health benefits, and a bonus program based on performance.
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$55.7k-65k yearly 3d ago
AI Finance Senior Manager - Gen AI, FP&A, Hybrid
Ernst & Young Oman 4.7
Remote job
A global consulting firm is seeking a Senior Manager in AI Finance responsible for managing finance application data and leading data management strategies. The ideal candidate will have at least 7 years of experience in FinancialPlanning & Analysis and expertise in Machine Learning and Generative AI. This role offers competitive compensation and encourages growth in a flexible, hybrid work environment.
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A leading data and AI company is seeking a Senior Manager, Finance to lead financial analysis and drive key metrics. This role requires 8+ years of experience in FP&A or related fields, strong analytical skills, and the ability to present data effectively. Successful candidates will build partnerships across teams and solve complex problems in a fast-paced environment. Comprehensive benefits and remote work options available.
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$147k-198k yearly est. 6d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote job
Principal, FinancialPlanning & Analysis page is loaded## Principal, FinancialPlanning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, FinancialPlanning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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$124k-165k yearly est. 2d ago
Head of Wealth - Mergers and Acquisitions (HYBRID)
AXA Equitable Holdings, Inc.
Remote job
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.
Equitable is seeking a strategic and results-driven leader to serve as Head of Wealth Mergers & Acquisitions within our Corporate Development team. This role is central to advancing Equitable's growth strategy by leading all aspects of M&A activity in the Wealth Management segment-from market analysis and deal origination to negotiation and execution.
Reporting directly to the Head of Corporate Development, you will define acquisition priorities, build and maintain relationships with key industry stakeholders, and manage complex transactions that align with the company's long-term objectives. The ideal candidate brings deep financial expertise, exceptional leadership skills, and a proven ability to influence senior executives while driving transformative growth initiatives.
What You'll Be Doing
M&A strategy: Development and implementation of WM M&A strategy; support of broader enterprise M&A strategy (beyond wealth).
Strategic Planning: Collaborate with executive leadership to define and refine the firm's M&A goals in alignment with long-term growth objectives.
Market Mapping: Develop a view of the target market (across the broker-dealer and RIA landscape), including segment priorities, geographic opportunities, and acquisition themes.
Competitive Intelligence: Monitor industry trends and competitor activity to proactively inform target selection and deal timing.
Strategy Communication & Updates: Prepare supporting materials and updates on sourcing activity, deal stages, and conversion rates for investor reporting, team presentations, and partner discussions related to M&A strategy and pipeline status.
Deal Origination: Proactively sourcing opportunities across the WM landscape
Target Identification / Pipeline Maintenance: Build and refine a pipeline of potential acquisition targets that align with wealth management M&A strategy
Relationship Development: Establish and cultivate relationships with wealth management business owners/leaders, investment bankers, consultants, lawyers and other market influencers.
Outbound Outreach/Inbound Screening: Execute structured outreach campaigns tailored to priority firms and evaluate inbound interest from potential sources
Deal Execution: Leading all projects and all aspects of transaction process
Process Management: Coordinate and manage the transaction process with both internal and external stakeholders
Financial Modeling & Valuation: Support the development of financial models to assess transaction viability, deal structure options, and pro forma impact (i.e., returns and accretion / dilution)
Diligence Coordination: Lead diligence efforts across organization, engaging with internal partners such as business, finance, legal, tax and accounting.
Deal Negotiations: Assist in drafting and reviewing LOIs/IOIs, term sheets, and transaction documents in partnership with legal and executive leadership.
Deal Tracking: Assist in monitoring and updating senior leadership on deal performance over time, measured against select KPIs.
The total targeted compensation range for this position is $440K - $447K. Total compensation varies based on skills, experience, geographical location and other factors. Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You'll Bring
Bachelor's degree required; MBA preferred.
7 years of transaction-related experience (buy-side and sell-side), ideally in investment banking or corporate development.
Minimum 2 years of Wealth Management transaction experience required.
Advanced financial modeling, valuation, and presentation skills; proficiency in Excel, PowerPoint, and S&P Market Intelligence.
Strong understanding of economics, finance, accounting, and Wealth Management trends; experience in Retirement and Asset Management preferred.
Skills
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
$93k-170k yearly est. 2d ago
Remote Cost Analyst
Actalent
Remote job
Join our team as a Cost Analyst, where you will support large capital projects in renewable energy, including wind, solar, and new generation plants. Your expertise will contribute to the successful financial management of these projects.
Responsibilities
+ Verify project invoicing information for accuracy.
+ Perform necessary journal entries for project closing.
+ Conduct financial systems reconciliation.
+ Monitor material and subcontract commitments, analyze trends, and prepare forecast variances.
+ Prepare project assumptions.
+ Process monthly and quarterly accruals.
+ Maintain project cash flow.
+ Assemble estimates, create detailed schedules, and monitor cost and progress for all major projects.
+ Responsible for estimating, quantity tracking, and forecasting of approved contract scope on an annual basis.
+ Generate detailed Earned Value reports for all major projects to identify hard spots early and adapt the work plan.
Essential Skills
+ 3+ years of cost analyst experience specifically for large EPC type construction projects.
+ Experience supporting large utility projects, preferably working for the utility directly or EPC.
+ Proficient in utility accounting.
+ Familiarity with cost models (earned value, accruals).
+ Experience working in Unifier and reading a schedule in P6.
+ 75% focus on cost management and 25% on scheduling/document controls.
Additional Skills & Qualifications
+ Experience in EPC, cost analysis, document control.
+ Knowledge of construction, RFI, submittal, cost control, project controls, and change orders.
Work Environment
This role offers a remote work environment, supporting multiple generation projects. Standard working hours are from 8-4 or 9-5. You will interact with a mature team using established processes and systems, including Unifier with built-in automation. IT hardware will be provided. The team is composed mostly of long-term contractors, with a culture that values independence and strategic project involvement. Benefits include PTO and holiday allowances.
Job Type & Location
This is a Contract position based out of Madison, WI.
Pay and Benefits
The pay range for this position is $50.00 - $60.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully remote position.
Application Deadline
This position is anticipated to close on Feb 6, 2026.
About Actalent
Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to specialized experts who drive scale, innovation and speed to market. With a network of almost 30,000 consultants and more than 4,500 clients across the U.S., Canada, Asia and Europe, Actalent serves many of the Fortune 500.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing due to a disability, please email actalentaccommodation@actalentservices.com (%20actalentaccommodation@actalentservices.com) for other accommodation options.
$50-60 hourly 3d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financialplanning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
A leading healthcare organization in Seattle is seeking a Patient Estimate Analyst to support price transparency in a fully remote role. This position requires a Bachelor's degree in a relevant field, 4-8 years of experience in revenue cycle operations, and proficiency in Epic systems. Primary responsibilities include analyzing and validating pricing, maintaining compliance with regulations, and partnering across departments to meet operational needs. Competitive pay and benefits offered, with a focus on improving patient financial experiences.
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$77k-116k yearly est. 4d ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financialplan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
$40k-74k yearly est. 16d ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Remote job
Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the FinancialPlanning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of FinancialAnalyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.
A DAY IN THE LIFE
In this role, you will…
Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
Provide analytics necessary to help business leaders manager their business units efficiently.
Provide detailed comparisons and variance analytics Vs baseline financials.
WHO YOU ARE
You possess …
BS/BA degree in Finance/Accounting required.
1 to 3 years of experience in FinancialPlanning and Analysis.
Strong organizational and decision-making skills.
Exceptional interpersonal/communication and business partnering skills.
Responsibilities
Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
Participate in monthly, quarterly, and yearly budget and forecast development.
Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
Produce ad hoc analysis and reports for executive management team.
Analyze business opportunities, research industry, market and company trends.
Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
Participate in the monthly quarterly and quarterly financial close process.
Perform all other duties assigned.
Qualifications
BS/BA degree in Finance/Accounting
1-3 Years of experience in a FinancialPlanning & Analysis or related role.
Experience in Financial Services preferred.
MS Office Suite; advanced understanding of Excel and modeling (required).
Experience working with large datasets is a plus.
Oracle GL or similar accounting GL understanding.
Experience with a financial reporting tool.
BI experience is a plus (Power BI, SQL, etc.)
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$62k-90k yearly est. Auto-Apply 51d ago
FP&A, Corporate and Strategic Finance
Asana 4.6
Remote job
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
$164k-186k yearly Auto-Apply 60d+ ago
Senior Corporate Finance Analyst
Legalzoom 4.8
Remote job
Description About LegalZoomLegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 20 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you're ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can't wait to meet you.
This hybrid position will work remotely as well as onsite in our Sherman Oaks, CA or Mountain View, CA office.
OverviewLegalZoom.com is seeking a Senior Corporate FinanceAnalyst to join our Corporate Finance team. The highly visible position will be responsible for supporting business leaders, building financial models, identifying revenue and expense opportunities, and concisely reporting results to senior management. The optimal candidate will possess excellent interpersonal skills and critical thinking abilities to collaborate with teams across our organization and foster data-driven decision-making. The Senior Corporate FinanceAnalyst will report to the Sr. Manager of Corporate Finance. You will
Support the monthly forecasting process, streamlining the company operating model
Collaborate on the board of directors presentations and earnings call process by developing insightful presentations and supporting materials that summarize quarterly and annual performance
Provide thought leadership, helping foster new business lines, simplify existing processes, drive standardization, and build scalable solutions
Collect, analyze, and manage quantitative data, build thoughtful excel models, and create meaningful reports to lead business improvement and cost reductions
Evolve the budgeting and planning process, assisting with cross-functional projects to improve the integration of key decisions makers with FP&A
Work in tandem within the Finance organization to deliver information for planning, actuals, and analysis to drive business performance and identify opportunities and risks
You have
Bachelor's degree in Finance, Economics, Mathematics, or related field with at least 2-4 years of experience in Consulting, Investment Banking, or Corporate Finance
Understand performance metrics used to evaluate internet businesses including subscription products
Solid communicator with collaboration skills that focus on teamwork. Comfortable with large volumes of complex data and presenting their findings to senior management
Strong worth ethic with ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing, and often ambiguous environment
Must have excellent analytical and organizational skills; demonstrate exceptional attention to detail, accuracy, and follow-through
Ability to thrive in a fast-paced, entrepreneurial environment with highly motivated team members
Advanced Excel and PowerPoint skills required and other data visualization software skills are a plus
LegalZoom is a remote-friendly company and the national range for this role is $77,600 - $124,200. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below.● Medical, Dental, Vision Insurance● 401k, With Matching Contributions● Paid Time Off● Health Savings Account (HSA)● Flexible Spending Account (FSA)● Short-Term/Long-Term Disability Insurance● Plus other wellness benefits to include: Fertility Mental Health One Medical Fringe lifestyle benefits up to $250 Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom 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. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.
Lending | Leveraged & Structured Corporate Finance Portfolio Management| Analyst |New York In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients.
When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer.
We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area.
Sound like the kind of place you'd feel at home? We'd love to hear from you.
About the position:
This position offers the opportunity to help manage a dynamic multi-billion dollar corporate and leveraged finance portfolio across various verticals. You will work closely with our sponsor coverage teams and industry specific sector teams, risk management and our portfolio analytics team. The position requires a self-starter who is able to independently analyze credit, contribute to deal processes and projects, while operating at various levels of seniority in different situations.
About the department:
L&SC PM is part of a global portfolio management platform and a pillar of Lending's capital strategy. The team is considered experts on the individual borrowers and relevant industry subject matter
Responsibilities :
You will support the senior bankers with all aspects of managing a large portfolio of pro rata and senior secured loans primarily to sub-investment grade clients.
* Assist deal team in preparation of borrower analytics including financial updates, financial modeling, credit approval packages, market comparables and quarterly reporting statements.
* Ongoing portfolio management responsibility for a group of selected accounts - monitoring and tracking credit performance, executing amendment requests, maintaining collateral files, etc. Identify new business opportunities with existing clients.
* Assume key role in handling internal system processing and KYC/CDD data gathering and processing as needed.
* Review legal documentation and assist deal team in the timely closing and funding of waivers, amendments and upsized commitments.
* Collaborate with Origination, Risk Management, Compliance and Loan Operations teams
Qualifications and Competencies
* Bachelor's Degree in Economics / Finance / Accounting / Mathematics with excellent results. An advanced degree and/or a CFA is a plus.
* Experience working for a US regulated bank and are familiar with all aspects of Fed / OCC requirements
* Formal credit training in addition to a solid understanding of cash flow financing transactions
* 1+ years of corporate and/or leverage lending, or loan portfolio management experience
* Excellent understanding of accounting statements & principles
* Corporate finance background - financial market experience is necessary
* Understand debt structuring and able to make recommendations when appropriate
* Basic understanding of legal documentation
* Excel spreadsheets: three statement financial modeling skills are a must
Salary Range $105,000-$115,000
In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are.
ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.
$105k-115k yearly 16d ago
Financial Contract Manager / Financial Analyst II
MSU Careers Details 3.8
Remote job
Coordinates and assists in the operational activities of MSU Health Care, Inc.'s contract administration. The Financial Contract Manager supports the finance and Risk Team with preparation, negotiation, and execution of a variety of financial contracts across MSU Health Care lines of business, and in conformance with Michigan State University policies and practices. This role requires close collaboration with finance, supply chain, and leadership teams to ensure the seamless execution of contracts. This person will have extensive knowledge of key components found in commercial contracts, including, among other things, indemnity, insurance, limitations of liability, consequential damages, warranty, risk of loss, delivery and acceptance, and payment provisions.
Key Responsibilities:
Performs work directly related to the financial viability of contracts as well as drafting, reviewing, negotiating, and processing contracts via the University's contract management system.
Serve as the primary point of contact for contract-related matters.
Prepares or reviews financial analyses including return on investment and fair market value to be used for planning and budgeting purposes.
Tracks and monitors the progress of contract reviews to ensure contracts are completed in a timely manner.
Analyze final contracts to ensure complete execution and optimal spending. Communicate any relevant details to all parties (executive staff, program leaders).
Monitor expenses against budgets in real-time, generating monthly variance reports and provide {monthly reports} on budget status to program directors. Communicate any variances of the budgeted amount to program directors/board.
Maintains the contract management system with up-to-date data for each contract.
Assists with the preparation of the agenda and minutes for the MSU HCI contract committee.
Collaborate in budgets to ensure contact information is capture and oversee contract financial operations, ensuring resources are utilized effectively and aligned with expectations.
Minimum Requirements
Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Accounting or Finance with relevant course work in Computer Science; three to five years of related and progressively more responsible or expansive work experience in professional financial statement preparation including cost accounting or auditing or registration as a Certified Public Accountant; requires experience in word processing, office management, spreadsheet, and accounting software; or an equivalent combination of education and experience.
Desired Qualifications
Understand financial and legal language and principles, and other relevant matters
Ability to research and apply contract language
Strong interpersonal, research, and negotiation skills
Proficiency in using technology for contract management
Exceptional interpersonal skills with the ability to communicate effectively across all levels of the organization
Strong analytical and problem-solving skills, with a forward-thinking mindset.
Ability to think outside the box and approach tasks with creativity and innovation.
Ability to understand general business operations, concepts, issues, and dynamics beyond the scope of basic contract/legal issues.
Driven and self-motivated with a strong desire for learning.
Excellent time management skills with a proven ability to meet deadlines.
Ability to maintain confidentiality, and to exercise discretion and good judgment.
Proficient with Microsoft Office Suite or related software.
Equal Employment Opportunity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status.
Required Application Materials
Cover letter
Resume
Work Hours
STANDARD 8-5
Website
https://healthcare.msu.edu/
Remote Work Statement
MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon.
The Bidding and Eligibility ends on 01/20/2026 at 11:55 PM
$52k-68k yearly est. 13d ago
Corporate Strategic Finance Analyst
Infios Us
Remote job
If you are looking for a meaningful career where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to relentlessly make supply chains better.
We are a leader in supply chain software solutions, helping organizations streamline operations, reduce costs, and improve efficiency.
What a day in the life looks like
Build and maintain dynamic Excel models to support forecasting, scenario planning, and strategic decision-making.
Develop executive-level presentations that communicate financial insights, business performance, and strategic recommendations.
Partner cross-functionally with business leaders to understand key drivers and translate them into actionable financialplans.
Support quarterly and annual planning cycles, including budgeting, forecasting, and long-range planning.
Conduct ad hoc financial analysis to evaluate business initiatives, investments, and operational performance.
Drive continuous improvement in reporting, modeling, and presentation standards across the FP&A team.
What you bring to the team
5+ years of experience in corporate finance, investment banking, management consulting or FP&A.
Advanced proficiency in Excel (modeling, scenario analysis, sensitivity testing).
Strong experience with PowerPoint and executive storytelling.
Proven ability to work with large datasets and synthesize insights.
Excellent communication skills with a strong executive presence.
Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus.
Preferred Experience
Prior experience at a top-tier consulting firm (e.g., McKinsey, BCG, EYP, Deloitte, etc.) preferred but not required.
Familiarity with financial systems (e.g., Netsuite ERP, Netsuite Planning and Budgeting, Power BI, Salesforce, etc).
Experience supporting C-suite / private equity level reporting and board materials.
#LI-REMOTE
#LI-SK1
Why join us?
At Infios, we're not just looking for employees; we're looking for partners in innovation, growth, and purpose. Meeting you where you are to create the future you need is at the core of who we are and what we do. Whether you're at the beginning of your career or a seasoned expert, we meet you on your journey, equipping you with the tools and opportunities to build the future you envision. Together, we will relentlessly work toward one common goal - making supply chains better.
We believe the future is better when supply chains work better.
We are an equal-opportunity employer and committed to inclusion in the workplace.
At Infios, we believe that inclusion is a fundamental cornerstone of our success. We are committed to creating a safe and welcoming environment where every individual's unique experiences and perspectives are valued-whether they look, think, move, believe, or love differently.
All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, religion, age, disability, veteran status, genetic information, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. If you require assistance or accommodation due to a disability during the recruiting process, please let us know at ***************
Disclaimer: This job advertisement is not designed to cover a comprehensive listing of all duties or responsibilities that are required for this job. Please note that any salary information is a general guideline only. Individual compensation will be determined by various factors such as the scope and responsibilities of the position, experience, education, skills, location, and market and business considerations. Applications must be submitted via our career site.
$62k-92k yearly est. Auto-Apply 9d ago
Financial Analyst - Corporate Forecast (Hybrid)
Globe Life Inc. 4.6
Remote job
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next FinancialAnalyst - Corporate Forecast? Globe Life is looking for a FinancialAnalyst - Corporate Forecast to join the team!
In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.
Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.
This is a hybrid position located in McKinney, Texas.
What You Will Do:
* Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
* Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
* Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
* Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
* Support the development of corporate strategic business analysis and insights for executive talking points.
* Develop capital planning models, reports, and templates.
* Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
* Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
* Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
* Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
* Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
* Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
* Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
* Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
* Develop the financial business cases for presentation to senior leadership.
* Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
* Mentor and train other members of the Corporate FinancialPlanning & Analysis team.
* Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
What You Can Bring:
* Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
* 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
* Holding or actively working towards a CPA, CFA, or MBA is a plus.
* Demonstrated knowledge of corporate financialplanning, reporting, and analysis.
* Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
* Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow.
* Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
* Balances data and information, making decisions based on both a sense of what is correct and logical.
* Ability to clearly communicate compelling messages to senior leaders and partners.
* Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
* Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
* Balances a high sense of urgency with presenting detailed and accurate financial information.
* Takes initiative and is not satisfied with the status quo.
* Leads and actively participates in team meetings and is involved in developing individual and team project plans.
* Demonstrates a willingness to persist when faced with obstacles or adversity.
* Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
* Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
* Experience with corporate performance management software solutions Anaplan is a plus.
* Experience with data visualization software (Power BI or Tableau) is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$76k-96k yearly est. 17d ago
1099 Contractor - Financial Analyst / Accountant
Livermore Playschool Inc.
Remote job
Job DescriptionJob Scope / Functions & Responsibilities: A. Primary Function: 1. Maintain the LPS Accounting Books (Bookkeeping, Accounts Receivable, Accounts Payable, General Ledger, etc) 2. Bank, Credit Card, Merchant Account Reconciliation
3. Cash Flow Management
4. Monitor Loans (Mortgage & EIDL) status and payment
5. Month End, Quarter End, Year End Closing Requirements
6. Financial Reporting & Analysis
7. License, Taxes & Permit Renewal & payment
8. Insurance audit & renewal (Liability, Health & Accident, Workers Compensation)
9. Student & Family Account Administration
10. Employer Quarterly Federal & State Tax Return
11. Annual Tax Return (prepare documents & oversee Tax filing by CPA)
12. W-2 & 1099 filing
B. Other Functions:
1. Act as Plan administrator for LPS Employees 401K Plan (ADP Retirement Services)- Keeping track and coordinating with ADP RS on participants enrollment and contribution - Perform yearly compliance testing, annual filing of form 5500 and recommend any upgrade on the 401K adoption agreement like YE discretionary matching
2. Handling and maintaining of Hively accounts (billing, collection & receivable)
3. Coordinate with HR on any requirements related to Employee benefits -Employee Attendance, Payroll & Benefits Administration (Life & Health Insurance, PTO), etc
4. Systems Administration (Set up, update & maintenance)
a. Procare System: Student & Family Account; Employee Data
b. Tuition Express (ACH, Credit Card autopay/ online payment)
c. PayPal Account
d. Quickbooks Online
e. ADP Payroll
f. ADP Ease Benefit Administrator
g. California Choice
h. Microsoft Office
i. Norton Security System
Deliverables:
Accurate and up to date records
On time monthly, quarterly and year end closing and filing of tax returns
Monthly Financial Reports
Other management reports
Other Work Experience:
5-7 Years experience with Accounting/Senior Accountant or Controller level preferred
Business operation knowledge: Pre school / Child care center
Non-profit Software knowledge & experience: Procare (+) Quickbooks online (req) ADP Payroll (req) proficient in Excel (req)
Flexible work from home options available.