Financial Services Representative
Foreign exchange trader job in Columbus, OH
Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-93606
Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.
Key Responsibilities:
Hours: 8 hrs. per day || 40 hrs. in a week
Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process
Start date is flexible.
Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
Requests additional information when necessary.
Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications.
Maintains appropriate records.
Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Researches and corrects errors.
Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
Performs other duties as requested.
Key Requirements and Technology Experience:
Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving
Four years of work experience.
Work experience with undergraduate studies preferred.
Knowledge: General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics and problem-solving techniques.
Excel skills preferred.
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Decision making skills necessary for problem identification and correction.
Proven ability to operate a CRT and PC.
Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Remote Equity Trader Position
Remote foreign exchange trader job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyStrategic Finance Associate
Remote foreign exchange trader job
Role Description
As a Strategic Finance professional supporting the Dropbox organization, you will help shape the company's financial strategy and guide critical business decisions.
Your work will span planning and forecasting, evaluating major strategic choices, building financial models, driving pricing and packaging analysis, and supporting new product and revenue initiatives from early concept through scalable operation.
You will gain significant senior leadership exposure, working in real time on Dropbox's highest-priority business issues and partnering with teams across Product, Finance, Business Development, Corporate Development, and other cross-functional groups.
Dropbox's Strategic Finance team is composed of professionals from top-tier investment banking and consulting backgrounds, and is responsible for the data-driven insights and strategic recommendations that guide the company's direction.
Example Projects:
You may build bottoms-up financial models for specific business segments to support investment decisions and scenario planning; develop business cases and pricing recommendations for new product launches or evaluate changes to pricing and packaging for existing products; support Business Development in structuring and negotiating partnerships with companies such as Adobe, Zoom, and Slack; partner with Corporate Development to analyze adjacent markets, identify acquisition targets, and evaluate potential synergies; and help establish finance processes, reporting, and forecasting capabilities for new products and revenue streams as they scale from 0 to 1.
Responsibilities
Build driver-based, bottoms-up financial models to support scenario planning and strategic decision-making
Evaluate the financial impact of strategic decisions across the company and translate insights into actionable recommendations
Lead analytical workstreams for strategic initiatives related to revenue growth, product expansion, or operational efficiency
Synthesize complex information and present clear, compelling insights to senior leadership, including C-suite executives
Support M&A execution activities, including product and growth strategy assessment, synergy analysis, and integration planning
Partner cross-functionally with FP&A and other Finance teams to support Outlook and Budget processes for relevant products and revenue streams
Requirements
4+ years of experience in investment banking, equity research, private equity, venture capital, consulting, or strategic finance/bizops
Strong financial modeling skills, with the ability to build detailed models from scratch
Strong analytical and technical skills
Ability to distill complex problems into structured frameworks and actionable insights
Proactive and comfortable working independently in a virtual-first environment
Degree in Economics, Finance, or a quantitative field is preferred
Experience conducting data analysis for a technology company and proficiency in SQL (SQL required)
Experience in SaaS/subscription-based businesses is a plus
Preferred Qualifications
SaaS/subscription modeling experience
Advanced SQL experience
Experience supporting pricing strategy, market analysis, or business case development
Familiarity with financial systems and analytics tools
Compensation
US Zone 1
This role is not available in Zone 1
US Zone 2$130,500-$176,500 USDUS Zone 3$115,900-$156,900 USD
Auto-ApplyEnergy Storage Real -Time Energy Trader / Power Trader - REMOTE
Remote foreign exchange trader job
Real\-Time Energy Trader \/ Power Trader \- Renewables & Battery Storage
Locations: HYBRID (Houston, TX Area) \- Relocation Assistance Available
This is an opportunity to join an industry leading renewable energy venture with strong private equity backing that is focused on the development, execution, and operations of dynamic utility\-scale energy storage projects. They are at the forefront of the industry, have accumulated over 9GW+ nationwide portfolio of projects that include a utility\-scale fleet of grid\-connected operating standalone battery storage assets
This is a business critical role that will be join a team of Energy Traders on a growing Asset Management Division. The initial focus will be on the ERCOT Market leading renewable energy and battery storage real\-time trading transactions but the scope will expand to evaluation of the company's portfolio of utility\-scale renewable energy assets across all ISO \/ RTO markets in the United States.
It will be part of a creative team focused on energy storage \/ battery storage trading strategies and real\-time energy pricing. The incumbent will also help pioneer the continued build\-out and utilization of a proprietary battery storage \/ energy storage management platform for utility\-scale renewable projects.
They are committed to creating more renewable infrastructure solutions for the grid and are offering industry competitive compensation packages to their employees leading the drive to meet company goals. Other perks included a competitive base salary, open PTO policy, flex work hours, 401K match, solid health benefits, the opportunity to work with a transparent Executive Leadership Team..and more.
RESPONSIBILITIES:
The Renewables Power Trader \/ Real\-Time Energy Trader \- Execute real\-time power market strategies focused on optimizing the company's utility\-scale battery storage assets across ISO\/RTOs nationwide.
The Renewables Power Trader \/ Real\-Time Energy Trader \- drives virtual, PTP, hedging, and co\-optimization energy storage real\-time trading strategies for assets in the portfolio
The Renewables Power Trader \/ Real\-Time Energy Trader \- supports the analysis and development of back\-testing models, renewable energy product valuations, project finance, and risk analysis.
The Renewables Power Trader \/ Real\-Time Energy Trader \- Advising the Scheduling Coordinator on real\-time market changes that could impact the performance of energy storage assets to ensure optimal BESS availability. This includes Day Ahead \/ Real Time operations such as outage coordination, dispatch, and capacity replacement transactions.
The Renewables Power Trader \/ Real\-Time Energy Trader \- Executes real\-time, day\-ahead, and ancillary bids including virtual\/physical power market transactions that override the energy storage trading algorithm where relevant.
The Renewables Power Trader \/ Real\-Time Energy Trader \- Acts as the SME on trends across all US Power Market activities and maintains the company's market registrations for multiple ISO\/RTO markets.
QUALIFICATIONS:
Utility\-scale renewables or power market experience evaluating market conditions to identify sales\/purchase\/arbitrage opportunities
Proven track record of success in power trading including experience with portfolio optimization and physical\/virtual power trading dynamics dealing with various energy platforms (renewables, solar, wind, BESS, energy storage, natural gas, O&G, Hydro...etc)
Must have experience with scheduling\/trading applications \- NERC Tagging \/ E\-tags, ISO Scheduling Portals, and SCADA Management platforms
Well versed in in real\-time energy trading, derivatives, power marketing, and transmission market operations including any relevant NERC, FERC, or transmission tariff\/compliance initiatives
Solid analytical background focused on power market pricing, hedging strategies, transaction structuring, and risk assessments
Must have an understanding of national energy markets and renewable energy portfolios (PJM, ERCOT, SPP, MISO, NYISO, ISO\-NE, and CAISO)
"}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638970462","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Industry","uitype":2,"value":"Energy and Utilities"},{"field Label":"City","uitype":1,"value":"Houston"},{"field Label":"State\/Province","uitype":1,"value":"Texas"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"77002"}],"header Name":"Energy Storage Real\-Time Energy Trader \/ Power Trader \- REMOTE","widget Id":"**********00223019","is JobBoard":"false","user Id":"**********00131003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********38111191","FontSize":"15","google IndexUrl":"https:\/\/thinkbac.zohorecruit.com\/recruit\/ViewJob.na?digest=tvisl KDeyfDTxUWo1VQZIzkcn38uRhXrFnMyUlBCRCE\-&embedsource=Google","location":"Houston","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"17k26dc14151ca4874d40943f17d9cf8f7675"}
Future Role at Catio
Remote foreign exchange trader job
Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide.
Join Our Talent Community for Future Roles at Catio
Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply.
Why Consider a Future at Catio?
Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business.
Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team.
Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance.
Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how.
Who We're Looking For:
We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship!
How to Express Interest:
If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available.
Catio: Where Your Future Is Built Today
Shape the Future with Catio
Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform.
At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities.
Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
Auto-ApplyStrategic Finance Associate - Corporate Finance & Systems
Remote foreign exchange trader job
In 1976, the British statistician George Box wrote that “all models are wrong, but some are useful,” which remains a fundamental principle for anyone attempting to model the complexities of reality. Just as a map would need to be the size of a city to capture every last detail, a financial model that captures every nuance of a business would rival that business in scale. The challenge of a model builder is thus to find the balance between detail and brevity that allows a model to represent the most important dynamics that drive a business, while making the right simplifying assumptions to ensure the model is a useful tool for decision making.
At Mercury, we're revolutionizing banking* for the modern age and building the finance stack that empowers startups to thrive. As we expand our horizons with new business lines and reach more customers, we need financial reporting, models, and infrastructure that evolve at the pace of our business.
We're looking for a Strategic Finance team member to build and own the financial models and processes that power our decision making. In this role, you'll not only own Pigment, our FP&A tool, but also build the models and dashboards that enable us to make the most critical decisions.
Your Impact
You'll be a key player in Mercury's financial evolution, working directly with the Corporate Finance Lead to:
Own the next generation of our operating model and reporting, enabling the company to make strategic financial decisions faster and more accurately
Manage and improve our FP&A processes and tools, with a focus on Pigment, to maximize the impact and efficiency of our Strategic Finance team
Design and build automations in our reporting to accelerate the time from information to insight to action
Build and maintain sophisticated, scalable financial models to help the company chart a clear path between investing in new products and building a profitable, scalable business
Play a critical role in reporting for executives, our board, and investors to enable deep insight into our business
Partner with teams across Mercury to improve our internal processes and uncover opportunities for value creation
Build the foundation for Mercury's strategic initiatives, from annual planning to fundraising and M&A activities
What You Bring
3-5 years of experience in finance, investment banking, or consulting, with experience managing FP&A tools (Pigment, Anaplan, Adaptive, etc) strongly preferred
Exceptional financial modeling abilities and experience building in Pigment or similar tools; SQL skills are a plus
Advanced Excel and Google Sheets skills, both in analyzing data and translating it into insights
Strong written and verbal communication skills with the ability to concisely explain complex problems and systems to varied audiences
A zeal for improving processes and driving efficiencies, cutting through ambiguity to find simplicity
Ownership mindset and ability to excel in a fast-paced, remote-first culture
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900 - $160,700
US employees outside of the New York City, Los Angeles, Seattle or the San Francisco Bay Area: $128,600 - $144,600
Canadian employees (any location): CAD 135,000 - 151,900
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.
[Please see the independent bias audit report covering our use of Covey for more information.]
#LI-SN1
Auto-ApplyFinancial Planning Associate (Entry Level)
Remote foreign exchange trader job
Job Description
Are you looking for your Forever Agency?
The Foster Klima agency is in MN, ND, and SD.
We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD.
As a Financial Planning Associate (Entry Level) for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.
No territory restrictions - serve clients nationwide!!
Compensation: Great Potential, High Earning potential with 4-year enhanced commissions to help start your business, Draw, Training Allowance, and Bonuses. The 2024 Financial Professionals top 100 average income, with draw, incentives, commissions, and renewals, exceeds a seven-figure income
Work From Home Opportunity after training and licensing, in combination with in-person training and client meetings.
Launch Your Sales Career with Purpose and Support
Are you ready to build a meaningful career in sales where you can help people, grow your skills, and achieve professional success? Our client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial Services Representative.
No prior sales experience is required - only a strong work ethic, willingness to learn, and a passion for connecting with people. Our client provides comprehensive training, mentorship, and resources to set you up for success.
Training & Development
Our client invests in your growth by providing:
Paid training and onboarding support
Ongoing coaching and mentorship from experienced leaders
Access to proven sales tools and technology
Professional development opportunities and career pathing
Benefits & Rewards
Competitive compensation structure with bonuses and incentives
Full benefits package including retirement savings, health, dental, and vision coverage
Personalized coaching and leadership development opportunities
Pathways for advancement and long-term career growth
Supportive, collaborative team environment
Compensation:
$85,000 - $125,000 at plan commission
Responsibilities:
Your Role
Deepen relationships with existing clients and expand your reach through strategic growth
Deliver comprehensive financial planning tailored to each client's unique goals
Leverage Foster Klima's platform to streamline operations and enhance client outcomes
Collaborate with a network of high-performing advisors and mentors
Maintain long-term relationships and guide clients through life's financial transitions
Qualifications:
Who We're Looking For
Minimum 2-3 years of experience as a financial advisor or representative
Proven success in client acquisition, retention, and relationship management
Go-getter mindset with a commitment to client-first service
Strong communication skills and a collaborative spirit
Licensed (Life & Health, SIE, Series 6/63 or Series 7, Series 65/66)
About Company
Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we're committed to helping clients - and our advisors - build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures.
Let's Talk!
If you're ready to start a career that offers purpose, flexibility, and growth, we'd love to hear from you. No sales territory restrictions - you can work with clients across the U.S. once licensed.
Strategic Finance Associate
Remote foreign exchange trader job
Runwise is looking to hire a Strategic Finance Associate and add to one of the largest and fastest-growing prop-tech companies in the US.
Runwise (**************** is a fast-paced, customer-focused climate-tech startup that controls and runs the key energy systems (heating, cooling, water, etc…) in 8,500+ buildings throughout the US. Runwise's unique hardware and software service significantly reduces energy usage, substantially lowering costs and carbon output. As of today, Runwise's technology takes the equivalent of 100,000 cars worth of carbon emissions off the road each year.
In this highly visible role, you'll join a small, agile finance team with significant runway to develop, implement, and execute on Runwise's financial strategy. Reporting to the Strategic Finance Manager, you'll join a high-growth start-up as the second strategic finance hire, and leverage your analytical skills to solve complex financial challenges that do not have well-defined solutions.
Responsibilities will include, but are not limited to:
Collaborate on and independently build sophisticated financial models and synthesize outputs into actionable insights to support immediate, medium, and long-term decision-making
Monitor financial performance metrics, cash flow dynamics, and other KPIs to identify areas for improvement and implement corrective actions whenever necessary
Strategically partner cross-functionally with other business units (e.g., sales, marketing, field service) to conduct deep-dive analysis, creatively solve ad-hoc analytical problems, monitor results, and iterate on alternative solutions
Work closely with the finance team and executive leadership to define and constantly improve the Company's short and long-term financial strategy
Assist in evaluating potential M&A opportunities and strategic partnerships
Manage recurring and ad-hoc financial operations requirements such as financial reporting, investor data requests, quarterly sales incentive plan payouts, strategic partnership operations, etc.
Here's what we're looking for:
Experience. You have 1-2+ years of relevant experience in investment banking, private equity, corporate development, and/or FP&A roles. Operational SaaS and/or strategic finance experience is a plus. You have a long track record of academic and professional success.
Technical Skills. You're an expert in Excel and are comfortable across the GSuite (Google Sheets, Slides, Docs, etc.). You have experience building complex financial models from scratch. You can synthesize large datasets into actionable outputs and combine financial modeling, other quantitative analysis, and sound business judgment to recommend solutions.
Strategic Thinking. You're a data-driven thinker and you approach complex problems with an open mind. You are intellectually curious, and you naturally seek to understand the ‘why' behind data. You can synthesize complex information into creative recommendations.
Precision. You value precision and accuracy, you have a sharp attention to detail and you take pride in all of your work. You have a natural feel for numbers and data, and you can produce a high-quality work product in a fast-paced and dynamic environment.
Attitude. You're a self-starter and you're comfortable operating in ambiguous and uncertain situations. You desire to take ownership of projects and drive them to completion with limited guidance. You're energized by joining a high-growth company and making an immediate impact. You're flexible and amenable to the constantly changing requirements of our business. You're willing to voice your opinions and challenge decisions strongly, but ready to disagree and commit when required.
Salary range: $105,000-$125,0000 based on experience level.
What you believe:
No job is too small.
Sincerity builds trust.
Setbacks fuel progress.
Efficiency is vital.
Benefits:
Medical, dental, and vision insurance
HSA & FSA options
Paid Parental Leave
Access to Talkspace & Health Advocate
Flexible PTO
Commuter Benefits
401K
Company paid life insurance
Voluntary supplemental life insurance
Remote or hybrid work environment in our New York office
Summer Fridays
Monthly L&D Series
Employee Resource Groups (e.g. DEIB Committee, Run Club)
This role can sit remote but if you are in NYC this role can be Hybrid.
This is an excellent opportunity to join a fast-growing tech company in a high-impact role with significant ownership and visibility.
You will be surrounded by talented people where you will learn about real estate and software/managed services sales, whilst having a tangible impact on reducing carbon emissions across the country.
Auto-ApplyEntry Level Financial Solutions Associate (Remote)
Remote foreign exchange trader job
Job DescriptionBenefits:
Employee discounts
Flexible schedule
Opportunity for advancement
Training & development
Tuition assistance
About Us We are a rapidly expanding consulting and planning organization focused on helping
individuals and families build strong, secure futures. Our mission is to simplify the planning process
through education, organization, and personalized service. We are looking for motivated,
people-focused individuals to join our growing support team.
Position Overview
As a Client Services Associate, youll help clients create clear and actionable
financial game plans that align with their personal goals. Youll be trained to educate clients on
essential financial concepts from budgeting and protection to saving and long-term planning. This is
a great entry-level opportunity for someone who enjoys helping others and wants to grow in a
leadership or advisory path.
Responsibilities
Educate clients on foundational financial concepts such as budgeting, saving, and
debt management
Assist clients in building personalized financial game plans tailored to their needs
Guide families and individuals in setting short- and long-term goals
Conduct virtual sessions and follow up with clients to ensure understanding and progress
Support senior associates with client strategy meetings and record updates
Participate in ongoing professional and leadership development training
What We Provide
Full training and mentorship no experience required
Guidance toward obtaining professional licenses (optional career path)
Opportunities for leadership and long-term advancement
Flexible remote work environment with a supportive team
Professional growth and continuous education programs
Qualifications
Excellent communication and people skills
Organized, coachable, and dependable
Passionate about helping others improve their financial awareness
Reliable internet connection and ability to work independently
Must be 18+ and legally authorized to work in the U.S.
Benefits
Flexible remote schedule
Mentorship and leadership training
Career advancement opportunities
This is a remote position.
Finance Associate
Remote foreign exchange trader job
Who We Are: Banza reimagines your favorite comfort foods, like pasta, pizza, mac & cheese, and waffles, using chickpeas. Why? Because we know chickpeas aren't just delicious, they're also one of the most nutritious and sustainable foods. Yet 80% of the country isn't eating enough of them. Our mission is to inspire people to eat more chickpeas and other beans, making a positive impact on human health and the environment. We've been named one of TIME Magazine's Best Inventions of the Year, Adweek's Best Food Brand, and are proud to have fans at Good Morning America, The New York Times, Food & Wine, Bon Appétit, and more.
Your Mission: Banza is looking for an enthusiastic, detail-oriented, proactive and motivated professional to be a key member of Banza's growing finance team. You will report to the Senior Director of the department and collaborate with executive management and key stakeholders across the business. You will help shape Banza's financial planning & analysis function and help develop and maintain core management & financial reporting. You will assist with process improvements across the organization. You are an analytical and organized problem solver who thrives on chasing down issues and finding solutions in a constantly evolving and dynamic business environment. You also must be an effective communicator, delivering routine presentations and financial updates to the rest of the organization.
What You'll Do:
Maintain, analyze, and help develop weekly, monthly, and quarterly reporting for key business leaders
Coordinate budget and forecast process cross-functionally to gather inputs and updates
Own live P&L flash process
Create and implement financial analyses and reporting based on short-term and long-term department and business needs
Develop a strong understanding of the company's P&L, balance sheet, and cash flow dynamics, and use this knowledge to provide holistic financial analysis and recommendations
Constantly innovate on processes to enable scalability, efficiency, and best practices
Own Banza's core operating and financial models
Own & maintain Banza's financial presentations and internal and external board deck materials
Assist in the development of ROI framework for Banza initiatives and investments, and report out progress to stakeholders and management
Provide analytical support for monthly and quarterly board meetings and assist in the assembly of all board and internal financial reporting
Partner with management of internal manufacturing to own and maintain reporting of manufacturing data and KPIs
Ensure system & financial data accuracy & integrity
Help build an expanding and awesome food business!
Who You Are:
A diligent and responsible finance professional with 3-5 years of experience in FP&A, Corporate or Strategic Finance (ideally within a high-growth CPG company), Private Equity, or Investment Banking
Detail-oriented and solutions-driven, with a strong analytical mindset
Skilled at managing, analyzing, and summarizing large, complex datasets
An Excel whiz with advanced modeling and analytical capabilities
Systems and tech-savvy, with familiarity in NetSuite or similar ERP systems (Tableau or SQL experience not required, but a plus)
A champion of process automation and AI-enabled efficiency
Possesses a strong command of financial statements and the ability to connect commercial activity to its full financial impact: from revenue recognition through gross margin, working capital, and cash generation
A creative problem solver and thoughtful report and model builder
Experienced in creating and managing integrated financial models in Excel or other planning applications
Emotionally intelligent and highly adaptable, able to manage competing priorities and tight deadlines
An effective and confident communicator and presenter
A very effective communicator and presenter
Holds a BA or BS in Finance, Accounting, Economics, or a related field
Passionate about what Banza's doing!
To Apply: Write a cover letter describing why you want to join Banza and why you would be an excellent fit for this role (yes, we actually read every cover letter!) and then apply directly to this posting.
We're aware of the research showing that historically underrepresented groups are less likely to apply for a job if they don't believe that they meet all of the criteria. Do you hesitate to submit an application because you believe you need to check every box? Please apply anyway with a thoughtful cover letter! We would love to hear from you to discuss how you can help us build a great team at Banza.
Compensation
The salary range for this role is $75,000 - $110,000. The range is for the expectations as laid out in the job description; however, we are often open to a wide variety of profiles and locations. Any updates to the salary range or considerations based on your experience and location will be communicated to you as a candidate.
Our salary ranges are based on verified market data and our philosophy of paying competitively for our size and industry. Individual pay rate decisions are based on several factors, including qualifications for the role, experience level, skillset, geographical location, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall within the range based on these factors.
Perks and Benefits
Equity in Banza
Annual Bonus
Medical, Dental, and Vision Insurance starting day 1: Banza pays 80% of the monthly premiums for employees and 70% for dependents
One Medical Membership
Short-Term Disability and Life Insurance
Flexible Spending Account
Commuter Benefits
401(k)
Paid Time Off: 20 vacation days, 10 holidays, 6 sick days, 2 personal days, and a birthday day off
Extended Leave: Short-Term Disability, Parental Leave, and other Paid Family Leave. Support provided by our end-to-end leave management partner, Sparrow
New Parents: 12 weeks of paid parental leave plus additional optional leave time to add, and 4 weeks of flexible return to work arrangements.
Breast milk shipping service for traveling team members provided by Milk Stork
Monthly fitness, internet and phone stipends
Monthly lunch stipend to encourage team member connection
Annual education stipend
Home office set-up stipend
Unlimited Pasta, Rice & Mac
$500 annual stipend to purchase our pizza and waffles, wherever they're sold
Quarterly snack box for remote employees
Lively NYC office stocked with snacks and beverages
Quarterly in-person and remote events
Our Commitment: Banza is committed to a diverse and inclusive workforce. To achieve our mission of inspiring people to eat more chickpeas and other beans, we greatly benefit from a range of perspectives, which comes from diversity of all types, at all levels of the organization. Facilitating diversity and inclusion is the smart thing for our business. So we strongly encourage women, veterans, people with all abilities, people of color, and gender nonconforming candidates to apply.
Banza is an Equal Opportunity Employer and does not discriminate on the basis of an individual's sex, age, race, color, creed, national origin, alienage, religion, marital status, pregnancy, sexual orientation or affectional preference, gender identity and expression, disability, genetic trait or predisposition, carrier status, citizenship, veteran or military status and other personal characteristics protected by law. All applications will receive consideration for employment without regard to legally protected characteristics. Banza will consider qualified applicants, including those with criminal histories consistent with legal requirements.
Banza participates in E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. As a participating employer, we provide the federal government with Form I-9 information to verify work authorization. For more information about E-Verify, please visit *****************
If you have any questions, please email *****************.
Auto-ApplyFinancial Clearance Associate, Business Support, FT, 9A-5:30P
Remote foreign exchange trader job
Financial Clearance Associate, Business Support, FT, 9A-5:30P-154428Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors.What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in. Description
The incumbent will be responsible for obtaining and verifying necessary demographic and insurance information, including authorization/referrals/notifications (diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments). Responsible for scheduling patients' appointments/procedures (initial, follow-up, and/or add-on), as applicable. This position requires the incumbent to be in a call center type environment and responsible for meeting individual quality metrics (e.g., productivity, accuracy, customer service QA, etc.). Responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance requirements, Baptist Health South Florida (BHSF) pricing, financial assistance options, and overall BHSF Revenue Cycle operations. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications Degrees:
High School,Cert,GED,Trn,Exper.
Additional Qualifications:
Complete and successfully pass the Patient Access training course. Ability to work in a high volume, fast-paced work environment. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Desired: Basic knowledge of medical and insurance terminology. Experience with computer applications (e.g., Microsoft Office, knowledge of EMR applications, etc.) and accurate typing skills. Knowledge of regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, and Medicare coverage structure, including medical necessity compliance guidelines. Bilingual English, Spanish/Creole.
Minimum Required Experience:
Less than 1 year Job CorporatePrimary Location RemoteOrganization CorporateSchedule Full-time Job Posting Oct 30, 2025, 4:00:00 AMUnposting Date OngoingEOE, including disability/vets
Auto-ApplyEntry Level Financial Associate
Remote foreign exchange trader job
Exciting Commission-Based Opportunity in Financial Services! Join Us and Secure Your Future Success!
Are you a dynamic and motivated individual with a passion for helping others secure their financial future? We are seeking talented individuals as well as entry level opportunities to join our team as a Financial professional in a commission-based role that offers not only financial rewards but the satisfaction of making a real difference in people's lives!
Position: Financial Professional
Location: Nationwide, Remote Opportunities Available
About Us:
We work with leading providers of life insurance and Financial solutions, committed to empowering individuals and families with financial security. As we continue to grow, we are looking for ambitious individuals to join our team and play a crucial role in protecting and enhancing the lives of our clients.
Responsibilities:
As a Financial Professional, you will:
Educate clients on the importance of life insurance , annuities, Mutual funds, long term care and other investment opportunities; and help them identify their specific needs.
Develop and maintain strong relationships with clients, providing personalized Financial solutions.
Present and explain Financial products, ensuring clients understand their coverage and benefits.
Generate leads through networking, referrals, and other effective prospecting methods.
Achieve and exceed sales targets through a consultative and customer-focused approach.
What We Offer:
Lucrative Commission Structure: Unlimited earning potential with competitive commission rates and bonuses. In this career you get out what you put in!
Comprehensive Training: Receive thorough training and ongoing support to enhance your skills and knowledge.
Flexibility: Enjoy the freedom of a remote work environment with a schedule that suits your lifestyle.
Rewarding Career: Make a positive impact on the lives of others while building a successful and fulfilling career.
Recognition and Incentives: Be celebrated for your achievements with recognition, awards, and exciting incentives.
Qualifications:
Sales experience preferred but not required, preferably in the insurance or financial services industry.
Excellent communication and interpersonal skills.
Life and Health Insurance License (or willingness to obtain one).
Self-motivated and results-driven with a commitment to continuous learning.
How to Apply:
Ready to embark on an exciting journey in Financial Services? Let us know why you are the ideal candidate to help individuals secure their financial futures!
Join us and be a part of a team that values your success and the positive impact you can make in the lives of others. Your career in Financial Services starts here!
Strategic Finance Associate
Remote foreign exchange trader job
Strategic Finance Associate (Full-Time)
Remote, Anywhere in the US
At AnswersNow, we are trailblazing the future of autism therapy, making it more immediate, accessible, and effective for families everywhere. Our innovative virtual ABA therapy platform is thoughtfully designed by clinicians to recreate the focused, supportive environment of in-person therapy, complete with distraction-free features and interactive activities that enhance engagement and progress.
Our team operates fully remotely-meaning you'll have the flexibility to work from home, and will never have to report on-site to provide client support. If you're ready to make a meaningful impact and join a team that's reshaping autism therapy, we'd love to hear from you!
About the Role
As a Strategic Finance Associate at AnswersNow, you will be a key contributor to our operational, financial and growth strategy, working directly with the Chief of Staff and partnering with Executive Leadership and the Board of Directors. You will lead and support critical work streams spanning key strategic initiatives, corporate development, new market entry, financial reporting, board operations, and capital raising.
At AnswersNow, the Strategic Finance team blends cross-functional leadership and operational rigor to drive Company-wide priorities, improve organizational effectiveness, and help scale a high-growth business. The ideal candidate combines strong business and financial acumen with the ability to operate seamlessly across executive-level strategy, internal execution, and external stakeholder management.
Job Details
W2 Employee
Full-Time (Remote)
Job Requirements
2-6 years of experience in strategic finance, investment banking, management consulting, or a business operations role
Strong financial modeling and business analysis skills; comfort with both qualitative and quantitative problem solving
Excellent communication and executive presence; capable of working with senior leadership, board members, and external stakeholders
Highly organized and adaptable, with the ability to manage multiple workstreams in a fast-paced environment
Prior experience supporting fundraising processes or board/investor communications preferred
Bachelor's degree (MBA, advanced degree, or undergraduate degree in finance, business, or economics a plus, but not required)
What You'll Do
Drive cross-functional initiatives and special projects that are critical to the Company's short- and long-term success
Lead high-priority initiatives that cut across teams and do not fall neatly into existing org structures
Drive operational improvements by identifying bottlenecks and implementing systems that improve decision velocity and execution discipline
Partner with the CEO and Finance team to support capital raises, including financial materials, investor Q&A prep, and data room management
Collaborate with FP&A to develop the annual operating plan, monitor budget vs. actuals, and provide actionable performance insights
Support the finance team in financial modeling, unit economics, scenario planning, and business case development
What we Offer
Stock options and meaningful ownership in company growth.
Full medical, dental, and vision coverage.
Remote-first team with flexible work environment.
Flexible hours with an async-friendly team culture
More About AnswersNow
At AnswersNow, we believe that innovation should be inclusive. We welcome team members from all backgrounds, experiences, and identities. Our fully-remote team operates with trust, autonomy, and respect. Learn more about us at getanswersnow.com.
Auto-ApplyGeneral Interest - Experienced Investment Banker - Columbus or Cleveland
Foreign exchange trader job in Columbus, OH
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.
Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.
QUALIFICATIONS
Experience in investment banking, commercial banking, corporate finance, or similar fields
A track record of:
Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
Ability to have fun
FINRA Series 79, 7, and 63 a plus but not mandatory to start
EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
Auto-ApplyFinancial Clearance Associate, Business Support, FT, 9A-5:30P
Remote foreign exchange trader job
Financial Clearance Associate, Business Support, FT, 9A-5:30P-155112 Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in.Description
The incumbent will be responsible for obtaining and verifying necessary demographic and insurance information, including authorization/referrals/notifications (diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments). Responsible for scheduling patients' appointments/procedures (initial, follow-up, and/or add-on), as applicable. This position requires the incumbent to be in a call center type environment and responsible for meeting individual quality metrics (e.g., productivity, accuracy, customer service QA, etc.). Responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance requirements, Baptist Health South Florida (BHSF) pricing, financial assistance options, and overall BHSF Revenue Cycle operations. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications Degrees:
High School,Cert,GED,Trn,Exper.
Additional Qualifications:
Complete and successfully pass the Patient Access training course. Ability to work in a high volume, fast-paced work environment. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Desired: Basic knowledge of medical and insurance terminology. Experience with computer applications (e.g., Microsoft Office, knowledge of EMR applications, etc.) and accurate typing skills. Knowledge of regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, and Medicare coverage structure, including medical necessity compliance guidelines. Bilingual English, Spanish/Creole.
Minimum Required Experience:
Less than 1 year Job CorporatePrimary Location RemoteOrganization CorporateSchedule Full-time Job Posting Dec 9, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets
Auto-ApplyFinancial Associate
Remote foreign exchange trader job
, flexible
Financial Associate
We specialize in providing personalized financial planning and investment management services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future.
Position Overview:
We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate. This is a flexible position that offers the opportunity to gain valuable experience in the financial industry while working with a dynamic and growing company.
Key Responsibilities:
- Assist financial advisors with client meetings, including preparation of materials and note-taking
- Conduct research and analysis on financial products and services
- Prepare financial reports and presentations for clients
- Maintain client records and ensure accuracy of data
- Collaborate with team members to develop and implement financial plans for clients
- Stay up-to-date on industry trends and regulations
- Provide excellent customer service and support to clients
Qualifications:
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office and financial software
- Ability to work independently and in a team environment
- Detail-oriented and organized
- Must be able to maintain confidentiality and handle sensitive information
Location:
This is a 100% remote opportunity
This is a non base 1099 opportunity
Required Skills:
Analysis Offers Financial Planning Confidentiality Interpersonal Skills Presentations Regulations Records Materials Preparation Research Software Planning Customer Service Microsoft Office Communication Management
Global Private Bank (GPB) - Finance Analysis Associate
Foreign exchange trader job in Columbus, OH
J.P. Morgan Asset & Wealth Management, a global leader with $4.3 trillion in client assets, offers comprehensive investment management and services to institutions, high-net-worth team members, and retail investors. Our Global Finance & Business Management team strategically manages capital, promotes growth, and ensures resilience in all market conditions. With over 200 years of history, JPMorgan Chase & Co. delivers innovative financial solutions, valuing diversity and inclusion by offering equal opportunities and accommodations for all.
As a Finance Analysis Associate within the Global Private Bank (GPB), you will collaborate with Product CFOs, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. You will coordinate changes to the GPB organization and custom hierarchies, assist the MIS Controller with reporting changes, and be a point of reference for revenue, flows, and balance reporting matters. You will also coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis.
Job responsibilities
Collaborate with Product CFO's, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows.
Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.
Assist the MIS Controller with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.
Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.
Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.
Required qualifications, capabilities, and skills
3+ years financial analysis experience
Project management experience
Desire to learn the technical aspects of revenue, flows and balance reporting
Strong financial and analytical skills, as well as creative problem solving skills
Ability to identify, trouble shoot and investigate reporting anomalies
Exhibits the ability to consistently execute responsibilities independently
Identify priority items and manage multiple deliverables effectively.
Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.
Strong Microsoft Access skills
Bachelors degree in Finance or related discipline
Preferred qualifications, capabilities, and skills
Preferred experience in the financial services industry
Experience with VBA/macros and essbase is a plus
Auto-ApplyFinancial Clearance Associate, Surgery Center, FT, 8:30A-5P
Remote foreign exchange trader job
Financial Clearance Associate, Surgery Center, FT, 8:30A-5P-155339 Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in.Description
The incumbent will be responsible for obtaining and verifying necessary demographic and insurance information, including authorization/referrals/notifications (diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments). Responsible for scheduling patients' appointments/procedures (initial, follow-up, and/or add-on), as applicable. This position requires the incumbent to be in a call center type environment and responsible for meeting individual quality metrics (e.g., productivity, accuracy, customer service QA, etc.). Responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance requirements, Baptist Health South Florida (BHSF) pricing, financial assistance options, and overall BHSF Revenue Cycle operations. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications Degrees:High School,Cert,GED,Trn,Exper.Additional Qualifications:Complete and successfully pass the Patient Access training course.Ability to work in a high volume, fast-paced work environment.Ability to perform basic mathematical calculations.Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills .Desired: Basic knowledge of medical and insurance terminology.Experience with computer applications (e.g., Microsoft Office, knowledge of EMR applications, etc.) and accurate typing skills.Knowledge of regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, and Medicare coverage structure, including medical necessity compliance guidelines.Bilingual English, Spanish/Creole.Minimum Required Experience: Less than 1 year Job Customer ServicePrimary Location RemoteOrganization Baptist Outpatient ServicesSchedule Full-time Job Posting Dec 18, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets
Auto-ApplyCPQ Consultant - Financial Services
Foreign exchange trader job in Columbus, OH
We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line.
You are:
You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team.
The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities:
+ Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies
+ Lead delivery teams that help clients build and manage customer relationships and maximize sales
+ Advise clients on ways to measure and improve their customer satisfaction and other business metrics
+ Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice
+ Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position
+ Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation.
+ Resolve integration and interfacing issues between various back-end systems.
+ Optimize application performance and scalability.
Here's what you'll need:
+ 4+ years of experience architecting CPQ solutions including capabilities such as:
+ Product modeling, configuration, and rules (CTO and ETO)
+ Guided configuration and selling
+ Pricing and discounting
+ Workflow and approvals
+ Quoting, document generation, and e-signature
+ Contracts, subscriptions, and renewals
+ Quote to order conversion
+ 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick).
+ A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts.
+ 1+ years of experience in the CPQ space within the Financial Services industry.
Bonus points if:
+ You have certifications in any of the following:
+ Oracle CPQ Cloud Certified Implementation Specialist
+ Salesforce CPQ Specialist
+ Salesforce Admin
+ Salesforce Developer
+ Conga CPQ Product Certification
+ Experience with cloud application architectures, data models, configuration, and customization
+ Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load
+ Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce
+ Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design
+ Expertise in working with other relevant CPQ packaged solutions
+ Firm understanding of web application design and analysis, design patterns, and object-oriented design
+ Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback
+ Experience with web application design and analysis, design patterns, and object-oriented design
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $63,800 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York/New Jersey $59,100 to $205,800
Washington $68,000 to $189,300
#LI-NA-FY25
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (********************************************************************************************************************************************
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
Senior Finance Associate
Remote foreign exchange trader job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Specialist Senior within PNC's Retail Banking Finance organization, you will be based in Pittsburgh, PA.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Job Responsibilities:
Reporting packages for monthly results, Flash reports for preliminary results, forecast, quarterly business reviews, Budget, Strategic Plan and Ad Hoc as needed. Also, Monthly journal entries, Hierarchy and CAT table maintenance, CIP reviews, certification, and updates. Continuous financial analysis, and planning for business-as-usual activities as well as project funding / benefit oversight.
* This role has exposure to a full Business Banking P&L and Balance Sheet which reflect many facets of Business Banking including Sales, Lending, concentration on Business expenses which includes monitoring salaries, headcount, discretionary expenses, non-credit losses, etc. It offers a unique opportunity to obtain an advanced understanding of Business Banking and collaboration with business partners that value our input.
* Candidate should be proficient using Excel, Hyperion/SmartView and Peoplesoft as well as possess the drive and ability to learn new systems and processes. A successful candidate will be highly analytical and possess the desire and ability to dig into details and ask tough probing questions as well communicate effectively.
* Advanced Excel and PowerPoint skills a plus
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Designs and prepares timely, transparent, and succinct financial reports to enable informed decision-making by stakeholders. Collaborates with business unit leaders to produce timely and precise revenue, expense, and staffing forecasts. Develops strategic insights from data to enhance budget and forecast accuracy.
* Collaborates with managers on, and may lead, annual budget cycle and continuous monthly forecasting. Contributes to and may lead development of long term strategic plans. Provides and presents business leaders and executives with key financial forecasts, metric-driven performance dashboards, and strategic business insights.
* Performs on-demand analysis and generates custom reports to address specific business needs. Collaborates independently with the business on implementation and compliance of new accounting and regulatory standards.
* Facilitates audit, regulatory, and investor requests by providing timely and accurate information. Promptly identifies and addresses control matters; maintains sound control processes. May also contribute to risk review and challenge for assigned business.
* Cultivates partnerships with colleagues across departments to ensure alignment and shared success.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Account Analysis, Accounting Research, Decision Making, Finance Strategy, Financial Accounting, Financial Reporting and Analysis, People Management, Results-Oriented
Competencies
Accuracy and Attention to Detail, Budgeting, Business Analytics, Decision Making and Critical Thinking, Effective Communications, Finance and Accounting, Financial Analysis, Institutional Finance, Managing Expenses And Finances
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.