Finance Advisor jobs at Strategic Financial Solutions - 167 jobs

Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm. Please email your profile to Chris.Willhite@RobertHalf.com. Here is more on the opportunity: Conduct market analyses to evaluate market potential for development of proposed projects Evaluate financial feasibility of proposed projects Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments Communicate with key decision-makers Present key findings of feasibility analyses to executive management Assist executive management with development of business and strategic plans, proposals and presentations Participate with project and task-oriented initiatives Handle other responsibilities as assigned Education and Experience Required Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university Master's degree preferred Minimum of two years' business experience including financial analysis, accounting and operations Client service experience is preferred Knowledge, Skills, and Abilities Required Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy Analytical and problem-solving skills Basic financial modeling skills Interpersonal, oral and written communication skills Strong organization skills and ability to manage complex tasks and issues concurrently Demonstrate flexibility and positive client- service attitude Self-starter capable of working independently Please email your profile to Chris.Willhite@RobertHalf.com.

The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin. Senior Financial Relationship Consultant Duration: 6-month contract to hire Interview Process: 2 rounds of virtual interviews Location: Austin 78701 (near W Cesar Chavez and Brazos Street) Qualifications 5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling Series 65 License or willingness to study / take exam once a full-time employee Knowledge of banking products and services including deposits, lending and other financial services Ability to multitask and solve problems in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proficient knowledge of Salesforce preferred Bilingual in Spanish is a plus Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high-touch / engagement model Proactive phone calls to both existing and prospect customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations Assist in community awareness events to increase bank outreach and foster new business opportunities Assist management with various operational duties and responsibilities Abide by company policies, procedures, and regulatory compliance guidelines

The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Plano 75024 (near SH 121 and Dallas North Tollway) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support

FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.

Drivetrain is on a mission to empower businesses to make better decisions. Our financial planning & decision-making platform helps companies scale and achieve their targets predictably. Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 by a couple of ex-Googlers, Drivetrain is a fast-growing company on a trajectory for success with backing from leading venture capital firms. Drivetrain provides a great culture for its employees to thrive in and be happy. 💜 Remote-friendly: Drivetrain brings together the best and the brightest, no matter where they are and provides them a great degree of autonomy. We trust our people.🗣️ Open & transparent: We know that when our creators have access to all the information they need, their best work will emerge.👏 Idea-friendly: We provide an environment to explore new ideas, to take risks, to make mistakes, and to learn, so you can succeed. Anyone in the company can come up with great ideas and become a catalyst for positive change. We let the best ideas win.👥 Customer-centric: We follow a product-led growth strategy, continuously learning from our customers and collaborating to build the amazing software that Drivetrain is. About the role Drivetrain is looking for a Financial Planning and Analysis (FP&A) high caliber professional to join our team. In this role you'll lead all of Drivetrain's customer enablement activities and help our customers derive high value from Drivetrain. You won't be going it alone, though. You'll be collaborating on a regular basis with our sales & product implementation teams to ensure customer success delivery. In this role, you will become Drivetrain's FP&A subject matter expert-the “go-to” for our business customers, advising founders, business and finance leaders on all their planning and forecasting needs that Drivetrain addresses. What you'll be doing You will be the subject matter expert providing the bridge between our product team and our customers. In this role, you will help define product strategy and identify key features that will delight our customers and meet their needs. You'll assist our customers in developing templates and models for their unique business within Drivetrain so they can derive the greatest value possible from the platform. You will work closely with sales and marketing teams to design and implement customer success strategies. Facilitated by daily interactions with our customers, you'll also help to identify new use cases that Drivetrain can solve. As our leading subject matter expert, you'll provide technical guidance to our customers on financial reporting, defining business metrics, conducting financial analyses within Drivetrain. You'll also assist sales on calls when appropriate to provide deeper dives into the functional use cases of the product. You'll get to collaborate with industry leaders, investors and & CFO's, to build an expert-level understanding of tech trends impacting the CFO's office. Within the larger community of strategic finance professionals, you'll serve as a champion of Drivetrain, evangelising its applications within the larger community of strategic finance professionals. You will build a small team of customer success specialists and interns, establishing individual and team metrics and reporting on their success. What you'll bring to the role We're looking for someone who is aspirational, self-driven, and proactive by nature and who possesses the following essential skills and attributes: 2-5 years of relevant experience in corporate FP&A setups Top-notch written and verbal communication skills Strong analytical skills with a creative mindA collaborative mindset A desire to help others, whether they be colleagues or customers Sounds exciting? Apply at *********************. It may just be the next best decision you've ever made!

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Pentagon Federal Credit Union in San Antonio, TX would allow you to join Pentagon Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Pentagon Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Pentagon Federal Credit Union for financial solutions. This position will offer: * The ability to service an existing book of business upon hire * The ability to build a strong client base with the credit union's exceptional referral system * Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals * The opportunity to find new clients via the credit union's member base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pentagon Federal Credit Union. Tracking # 1-05026674 Pay Range:$45,000 - $75,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

LegalZoom 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. Overview LegalZoom.com is seeking a Senior Corporate Finance Analyst 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 Finance Analyst 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.

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Dallas, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Simmons Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Simmons Bank for financial solutions. This position will offer: * The ability to build a strong client base with the Bank's exceptional referral system * Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Simmons Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simmons Bank. Tracking # 1-05026674 Pay Range:45000 - 45000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Austin Bank in Spring, TX would allow you to join the Investment Program at Austin Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Austin Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Austin Bank for financial solutions. This position will offer: * The ability to build a strong client base with the Bank's exceptional referral system * Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Austin Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Austin Bank. Tracking # 1-05026674 Pay Range:50000 - 100000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NASA Federal Credit Union in Falls Church, VA would allow you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at NASA Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to NASA Federal Credit Union for financial solutions. This position will offer: * The ability to take over an existing book of business. * The ability to build a strong client base with the Bank's exceptional referral system * Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with NASA Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NASA Federal Credit Union. Tracking # 1-05026674 Pay Range:45000 - 50000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First State Bank Athens in Athens, TX would allow you to join the Investment Program at First State Bank Athens as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at First State Bank Athens supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank Athens for financial solutions. This position will offer: * The ability to take over an existing book of business. * The ability to build a strong client base with the Bank's exceptional referral system * Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals * The opportunity to find new clients via the bank's client base * The opportunity to create client solutions without proprietary products * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial institutions grow and maximize their investment programs * The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: * Access to our proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across the firm to help you create client solutions * The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: * Series 7 and 66 (63/65) required * Insurance license required * Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank Athens, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. * REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank Athens. Tracking # 1-05026674 Pay Range:60000 - 90000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Hours: 40 Line of Business: TD Securities Pay Detail: $175,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. : TD Securities' Energy & Power Investment Banking group is searching for an Associate to join its growing team in Houston. We meet our clients' needs every day by providing them with sophisticated knowledge of capital markets and precise execution capabilities. At TD Securities, we believe that diversity is critical to our success in the competitive global marketplaces and we embrace people with a wide range of unique experiences and abilities. Job Description Work within a deal team under the overall direction of a senior banker; Develop a general understanding of TD's product offerings; Develop and maintain a strong understanding of the energy industry as well as the overall financial markets; Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities; Conduct the valuation of assets and companies (both private and public); Perform complex financial and M&A modeling; Prepare external client proposals and internal memos; Prepare client presentations and marketing materials; Assist with the training and mentorship of more junior team members; Maintain confidentiality of client information; Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank. Job Requirements Applicants should have completed an undergraduate degree; Prior experience within investment banking (or equivalent) is preferred; Well-organized, detail oriented and able to work under pressure and adhere to tight deadlines; Establish priorities and work independently with minimal supervision; Superior financial and analytical skills; Strong verbal and written communication abilities; Proactive and highly motivated. Able to work independently as well as in a team environment. Depth & Scope: Works within a deal team under the overall direction of a senior officer Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities Values private and public companies Performs complex financial and M&A modeling Prepares external client proposals and internal underwriting memos Prepares client presentations based upon the above Assists with client negotiations and documentation Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility Develops and maintain contacts with market participants Provides updates regarding institutional/retail demand and remaining TD liability for equity deals Works closely with/oversees junior colleagues to ensure accuracy Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank Maintains confidentiality of client information Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices. Education & Experience: 3+ years of related experience Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics Series 7, 79 and 63 Who We Are TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Fair Trade Real Estate is a brokerage that specializes in the acquisition of distressed properties. Our properties are off market and we sell them exclusively to our network of investors. Our buyers purchase with cash or hard money which allows our transactions to close within 10 days or less. Fair Trade Real Estate is looking for a Sales Agent who is interested in enhancing their sales skills with the opportunity to sell off market, exclusive properties to investors. At Fair Trade Real Estate, we pride ourselves on being a dynamic and collaborative environment where our agents can grow and thrive. We offer comprehensive training, cutting-edge technology, and a supportive team that is always there to help. WHAT YOU WILL LOVE ABOUT THE WORKING WITH US:- Do you love to work in a competitive team environment?- You can grow your business with inventory that isn't available anywhere else- Would you enjoy learning from experts in the investment side of real estate?- Do you thrive in an environment where you are provided access to unlimited tools and training?- Do you want to maximize your income? HERE'S WHAT YOU'LL BE DOING:- Representing Fair Trade Real Estate (FTRE) by selling our exclusive inventory of properties to investors.- Utilizing sales and communication skills to close the sale.- Networking and growing your book of business in a commission only environment- Collaborate with the team to stay up to date with all available properties.- Attending training and meetings to stay up to date with investors' needs. HERE'S WHAT YOU'LL BRING TO THE ROLE: [Required experience, education, skills, etc.]- Active California Real Estate License- Full time commitment to discuss, sell or show property.- Utilize your tech-savviness to proactively seek out new business opportunities through market research, lead generation, and leveraging digital tools and platforms.- Ability to communicate professionally, work in a team environment and support any needs related to the investors.- The ability to thrive in a fast paced environment. WHAT PERKS YOU CAN EXPECT AT FAIR TRADE REAL ESTATE:- Access to industry leading coaching, training, and tools to fast track your success- Growing with an organization that is rapidly expanding- No desk fees or brokerage fees- Fair Trade covers E&O insurance- Access to multiple offices in the greater Southern California area Fair Trade Real Estate is more than just a name to us - it's our mission. We empower our customers with choices and fair solutions, create win-win outcomes for investors and homeowners, and improve our local communities. If this sounds like you, come check us out! This is the perfect opportunity to work with some of the best leaders in the industry while you gain the experience to add to your professional toolbox.$100,000 - $500,000 a year COMMISION ONLY We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Business Unit: Corporate Finance Industry: Oil & Gas Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Energy (Oil & Gas) Houlihan Lokey's Oil & Gas Group operates within the firm's energy industry coverage, which has earned a reputation for providing superior service and achieving outstanding results in M&A and A&D advisory, capital raising, and financial recapitalization/restructuring as well as financial and board advisory services. The Oil & Gas Group is a cross-product, global, industry-dedicated team of 45+ highly experienced professionals with a diverse set of backgrounds, including E&P companies, midstream companies, other investment banks, investment funds, and research/brokerage shops. Our A&D/technical team is led by a group of technically focused professionals from the industry, with an average of 25+ years of industry experience. Summer Financial Analysts in the Oil & Gas Group will have the opportunity to work on a variety of transactions, including M&A, A&D, private capital raising, and restructuring. The environment at Houlihan Lokey is fast-paced and entrepreneurial and, as such, rewards Summer Financial Analysts with a substantial amount of responsibility. * *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Business Unit: Corporate Finance Industry: Consumer Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Houlihan Lokey's Consumer Group is the No. 1 Consumer M&A team in the U.S. (according to data from LSEG, formerly Refinitiv), guiding companies on their M&A, restructuring, and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's global Consumer team completed 62 deals. The group has built a reputation as a trusted advisor to companies in the consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Business Unit: Corporate Finance Industry: Healthcare Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare Houlihan Lokey's Healthcare Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Healthcare Group was once again ranked as the No. 1 M&A advisor for global healthcare transactions under $1 billion by LSEG (formerly Refinitiv).** * * Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Are you a motivated professional with a passion for real estate development seeking a fulfilling career opportunity? Our client based in Downtown Dallas is currently in search of a dedicated Capital Investment Specialist to join their team on a permanent basis. This is a chance to be part of a company that prioritizes excellence and provides a platform for growth within the dynamic capital-intensive industry. Company Profile: An established firm specializing in land acquisition for residential, commercial, and mixed-use development projects. We play a pivotal role in constructing sustainable and vibrant communities in rapidly growing markets. Capital Investment Specialist Role: Develop and implement comprehensive capital-raising strategies in alignment with organizational financial goals and expansion objectives. Utilize Follow Up Boss CRM system to manage the investor pipeline and monitor conversion metrics. Establish and nurture partnerships with investors by presenting attractive project investment opportunities. Build and maintain strong relationships with various funding sources including venture capital firms, angel investor networks, and institutional investment groups. Act as the primary point of contact managing all communication between the organization and existing/prospective investor base. Create and deliver compelling presentations showcasing company value propositions, financial performance metrics, and growth projections to potential investors. Conduct detailed market analyses to identify suitable investors and emerging funding prospects. Monitor industry trends and investment market conditions to strategically position the company within the market. Facilitate due diligence processes by providing investors with comprehensive project information and documentation. Ensure compliance with all regulatory requirements and legal standards throughout fundraising activities. Document fundraising initiatives, investor communications, and relationship management efforts. Generate detailed progress reports and performance metrics for the executive leadership team. Participate in industry conferences, networking events, and competitive pitch opportunities to expand the investor network. Utilize personal and professional connections to identify and engage potential funding sources. Capital Investment Specialist Background Profile: Bachelor's degree in a relevant field. Minimum of 4 years of proven experience in capital raising, venture capital, or similar investment roles. Demonstrated success in capital acquisition and investment portfolio management. Advanced skills in financial modeling and analysis. Exceptional communication, negotiation, and presentation abilities. Ability to thrive both independently and collaboratively in fast-paced environments. Expertise in developing and executing successful fundraising strategies. Strong commitment to professional integrity and ethical business practices. Natural talent for articulating compelling investment visions and engaging investors. Features and Benefits of Client: - Comprehensive health insurance coverage - Generous PTO policy - Performance-based bonuses tied to successful capital raising achievements - Opportunities for professional development and career advancement

Financial Analyst At DATAMARK, Inc., you will experience a dynamic and inclusive company culture that emphasizes collaboration, innovation and professional development. Our team is supportive, engaged and enjoys working together to achieve shared goals. We offer exceptional benefits and are committed to promoting your well-being both in and out of the workplace. Join DATAMARK as a Financial Analyst and contribute your expertise in a role where your impact truly matters! The Financial Analyst - FP&A (Financial Planning & Analysis) will play a crucial role in strategic planning and decision-making processes by providing insightful financial analysis and projections. The individual in this position will collaborate closely with various departments, analyze financial performance, and help prepare actionable reports that guide management in their decision-making. This role will enhance the organization's financial planning efforts through accurate forecasting and budget management. Primary Responsibilities: Lead the company's rolling forecast and budget process while guiding and coordinating efforts for designated business lines/country. Help prepare for the monthly close, quarterly forecasts, and annual budget cycle by producing a variety of reports and analyses, sharing results with your supervisor and fellow team members. Assist in the preparation, maintenance, and operational aspects of financial planning and forecasting, including trend analysis using financial ratios and metrics to assess performance. Create and manage cash flow projection reports and models. Share insights on financial performance with the respective business owners, highlighting any areas of concern and identifying potential opportunities. Support the business owners by diving into analysis, answering questions, investigating significant variances in financial statements, and preparing relevant commentary. Generate budget files for upload to the budgeting system (Adaptive), which includes researching industry trends and offering recommendations to enhance financial performance, pending VP approval. Provide support to the Financial Analyst - Pricing in preparing profitability analyses, variance analyses, pricing models, and other tasks as necessary. Requirements Bachelor's degree in finance 5+ years of experience in financial analysis: new graduates will be considered with appropriate skill set and proven internships. Thorough understanding of financial statements, and experience or coursework in variance analysis. Advanced Microsoft Excel (modeling) and PowerPoint skills required. Knowledge of BI tools a plus. Highest standards of accuracy and precision. Highly organized, strong time management and coordination skills. Articulate, with excellent verbal and written communication skills. Self-motivated, with the ability to work independently with limited oversight. **Applicants must be authorized to work in the U.S. for any employer as we are unable to sponsor or take over sponsorship of an employment Visa at this time** Benefits What We Offer: Comprehensive Health Care: Medical, dental, and vision plans Retirement Savings: 401k and IRA plans Life Insurance: Basic, voluntary, and AD&D coverage Paid Time Off: PTO, paid volunteer hours, and holidays Disability Coverage: Short-term and long-term disability plans Professional Growth: Training and development to advance your career Wellness Resources: Support for your overall well-being Salary: $70,000- $75,000 annually Relocation Assistance: Yes

Job DescriptionFinancial Analyst At DATAMARK, Inc., you will experience a dynamic and inclusive company culture that emphasizes collaboration, innovation and professional development. Our team is supportive, engaged and enjoys working together to achieve shared goals. We offer exceptional benefits and are committed to promoting your well-being both in and out of the workplace. Join DATAMARK as a Financial Analyst and contribute your expertise in a role where your impact truly matters! The Financial Analyst - FP&A (Financial Planning & Analysis) will play a crucial role in strategic planning and decision-making processes by providing insightful financial analysis and projections. The individual in this position will collaborate closely with various departments, analyze financial performance, and help prepare actionable reports that guide management in their decision-making. This role will enhance the organization's financial planning efforts through accurate forecasting and budget management. Primary Responsibilities: Lead the company's rolling forecast and budget process while guiding and coordinating efforts for designated business lines/country. Help prepare for the monthly close, quarterly forecasts, and annual budget cycle by producing a variety of reports and analyses, sharing results with your supervisor and fellow team members. Assist in the preparation, maintenance, and operational aspects of financial planning and forecasting, including trend analysis using financial ratios and metrics to assess performance. Create and manage cash flow projection reports and models. Share insights on financial performance with the respective business owners, highlighting any areas of concern and identifying potential opportunities. Support the business owners by diving into analysis, answering questions, investigating significant variances in financial statements, and preparing relevant commentary. Generate budget files for upload to the budgeting system (Adaptive), which includes researching industry trends and offering recommendations to enhance financial performance, pending VP approval. Provide support to the Financial Analyst - Pricing in preparing profitability analyses, variance analyses, pricing models, and other tasks as necessary. Requirements Bachelor's degree in finance 5+ years of experience in financial analysis: new graduates will be considered with appropriate skill set and proven internships. Thorough understanding of financial statements, and experience or coursework in variance analysis. Advanced Microsoft Excel (modeling) and PowerPoint skills required. Knowledge of BI tools a plus. Highest standards of accuracy and precision. Highly organized, strong time management and coordination skills. Articulate, with excellent verbal and written communication skills. Self-motivated, with the ability to work independently with limited oversight. **Applicants must be authorized to work in the U.S. for any employer as we are unable to sponsor or take over sponsorship of an employment Visa at this time** Benefits What We Offer: Comprehensive Health Care: Medical, dental, and vision plans Retirement Savings: 401k and IRA plans Life Insurance: Basic, voluntary, and AD&D coverage Paid Time Off: PTO, paid volunteer hours, and holidays Disability Coverage: Short-term and long-term disability plans Professional Growth: Training and development to advance your career Wellness Resources: Support for your overall well-being Salary: $70,000- $75,000 annually Relocation Assistance: Yes