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A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage. #J-18808-Ljbffr

Financial Operations Support - Columbus, OH (Hybrid) 📍 Hybrid - Columbus, OH 💰 $19.50 to 22.00/hr 🎓 Bachelor's degree required | Internship experience accepted 🕒 Full-time, Contract (6-12 months with potential extension) We're seeking a motivated Financial Operations Associate to join one of our top financial services clients. This is an excellent opportunity for recent graduates to gain hands-on experience in a professional finance environment and grow within the industry. What You'll Do: Support daily financial operations and client account activities Provide customer service support as needed, assisting with client inquiries and account-related requests Review, verify, and maintain account documentation and transactions Collaborate with internal teams to resolve escalations and ensure accuracy Maintain compliance with firm policies and regulatory requirements Contribute to process improvements and operational efficiency What We're Looking For: Bachelor's degree required (Finance, Business, or related field preferred) Strong attention to detail and organizational skills Proficient in Microsoft Excel and other office applications Excellent communication and teamwork abilities This position is open to local candidates only - applicants must be located in Ohio Why You'll Love It Gain exposure to private banking and wealth management operations. Build your career foundation with a top financial client known for professional growth. Work in a structured, team-oriented environment with strong mentorship and support. Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. 💡 Interested? Apply today to connect with Russell Tobin's Financial Services recruiting team and take your next step in financial operations!

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.

Job Description About Our Organization DASA DEC manages the Army's Security Assistance and Armaments Cooperation programs that engage allies and partners across the full spectrum of Army acquisition to achieve force dominance. We lead the U.S. Army Security Assistance Enterprise (ASAE), providing leadership, resource management and policy oversight. We build the capabilities of allies and partners, strengthen relationships with our foreign partners, and strengthen the U.S. industrial base. We are recruiting an experienced and strategically minded Senior Budget Analyst to serve as a subject matter expert and lead financial advisor within the Office of the Deputy Assistant Secretary of the Army for Defense Exports and Cooperation's (DASA DE&C's) Enterprise Resources and Policy Directorate. This senior-level position merges deep expertise in DoW financial management, budget formulation, and funds control to drive the financial integrity and strategic resourcing of the Army Security Assistance Enterprise (ASAE). The Senior Budget Analyst will be responsible for providing critical financial guidance to Army leadership and ensuring the fiscal health of complex Foreign Military Sales (FMS) and Security Assistance programs. Position Overview We are seeking an experienced and strategically minded Senior Budget Analyst to provide expert financial management support to the Office of the Deputy Assistant Secretary of the Army for Defense Exports and Cooperation's (DASA DE&C's) Enterprise Resources and Policy Directorate. This role is critical to the financial health and strategic planning of the Army Security Assistance Enterprise (ASAE). As a Senior Budget Analyst, you will serve as a key subject matter expert, applying expert knowledge of Department of War (DoW) financial management, budget formulation, and funds control to ensure the financial integrity of the ASAE. You will be responsible for delivering critical analysis and actionable recommendations to DASA DE&C leadership to support the fiscal health of complex Foreign Military Sales (FMS) and Security Assistance programs. Core Duties and Responsibilities Strategic Budget Formulation & Planning (POM) Budget Execution & Funds Control Financial Systems Management & Reporting Leadership & Advisory Oversee the end-to-end development and consolidation of FMS Program Objective Memorandum (POM) budget submissions. Serve as the primary SME to assist Army claimants with the successful development and submission of the yearly POM. Analyze the financial impact of programmatic decisions and provide strategic recommendations to Army HQ on POM submissions and long-range planning. Manage budget formulation across diverse and complex fund types, including OMA, RDT&E, FMS Administrative, FMS Case, FMF, and BPC funds. Provide expert recommendations to Army HQ on the release and tracking of funds to ensure all funding levels are accurate and compliant with policy. Monitor the execution of multiple fund types, managing the tracking of obligations and expenditures against established plans. Develop and manage detailed obligation plans for each funding type to ensure fiscal targets are met. Act as the lead SME on funds control policies and procedures, providing expert guidance to stakeholders across the ASAE. Maintain SME-level proficiency in the General Fund Enterprise Business System (GFEBS), Command-centric (CcaR), and Enterprise Program Management (EPM) to manage submissions and reporting. Generate and deliver comprehensive monthly reports on obligations and expenditures to senior leadership. Conduct in-depth trend analysis, variance reporting, and data-driven forecasting using GFEBS, CcaR, and other financial systems. Ensure data integrity across all financial reports and systems, resolving complex discrepancies as they arise. Advise senior leadership (military and civilian) on the financial status of the ASAE by presenting clear, data-driven budget recommendations. Prepare and present executive-level briefings, decision papers, and financial summaries to DASA DE&C leadership. Mentor and serve as a technical resource for other financial personnel on FMS financial processes and DoW systems. Essential Requirements Security Clearance: Must possess an active Secret security clearance. Education: Bachelor's degree in finance, Accounting, Business Administration, Economics, or a related field. Experience: A minimum of 7-10 years of progressive experience in budget analysis and financial management within the DoW or a related Federal Government agency. Deep expertise in Foreign Military Sales (FMS) financial management. Proven experience providing direct financial advisory support to senior leadership. Technical Skills: Expert-level knowledge of DoW financial systems, including GFEBS, CcaR, and EPM. Expert knowledge of Army/DoW budget formulation (POM) and execution principles, particularly as applied to FMS. Communication: Exceptional critical thinking and briefing skills, with a proven ability to present complex financial data to senior leaders. Preferred Qualifications At least 5 years of direct experience in GFEBS performing funds control and budget execution. At least 5 years of experience with Foreign Military Sales Security Assistance Program and Budget Review (SAPBR) submissions. Master's degree (MBA, MPA, or master's degree in finance). Certified Defense Financial Manager (CDFM) or Certified Government Financial Manager (CGFM) certification. Work Environment Location: Arlington, VA Travel: May be required up to 25% of the time to CONUS locations for temporary duty (TDY). Schedule: Standard business hours, with occasional evening or weekend work as required by mission needs. Remote Work: Remote work may be authorized. If authorized, the candidate must actively participate in virtual team meetings via MS Teams.

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

Work hours: 8am-5pm (sometimes we need to work extra hours i.e. month-end close or projections so we need to make sure this person is flexible in this regard) Primarily onsite (flexibility to work remotely in the future 1-2 days/week once training is complete) 3 Must haves on the resume: Cost accounting/financial experience, SAP experience, Experience with financial forecasting/budgeting and analyzing manufacturing variances. Strong Possibility of being converted HM will also consider candidates with the following experience: Setting up Work Orders and performing variance analysis when completed General accounting in a manufacturing (preferably medical device) plant Responsibilities. Support larger business functions within Corporate Functions finance. Collaborate with cost center managers, functional leaders & Finance Business Partners in developing annual budgets/quarterly projections; including clear documentation of assumptions & posting in SAP/Hyperion. Record month-end journal entries (accruals, reclasses, charge in/outs, & prepaid amortization) for all cost centers supported; ensure accurate reporting of financial results in SAP/Hyperion. Analyze financial variances for cost center actuals, projections, and budget. Compile Month-End Balance Sheet account reconciliations. Support audit requests from internal/external audit. Coordinate reporting/compilation of capital for the Corporate Functions. Ad-hoc analytical support for cost center managers on an as-needed basis. Provide project support for continuous improvement for the group as a whole. Bachelor's degree in Finance or Accounting. 2+ years of experience - Financial analysis / Accounting. 1+ years of experience - SAP & Hyperion. Strong interpersonal, communication, and organizational skills. Ability to work in a face-paced, challenging environment; strong attention to detail. Self-driven, proactive, and seeks continuous improvement.

If you're excited about this role but don't meet every qualification, we still encourage you to apply! At Grange, we value growth and are committed to supporting continuous learning and skill development as you advance in your career with us. Summary: This role is responsible for providing insights and recommendations to leadership through financial analysis, consultation, planning for a major business operations (State, product, business unit, etc.). Coordinating the development and analysis of operational forecasts and budgets. Reporting on financial income, loss and expense measures. Serving as key member of the leadership team. Role-Specific Information: This role supports the Operations organization, including our Claims team, Customer Care Center (CCC), and Business Office. Prior experience supporting similar organizations is desired, but not necessary. Beyond the general requirements outlined below, success in this role requires comfort operating in a changing environment, coordinating across Finance, Operations, and Claims, and contributing to evolving data and system initiatives. A proactive, detail-oriented mindset and strong communication skills are essential. What You'll Be Doing: Prepares and presents financial forecasts(annual and quarterly), including the analysis of trends and the evaluation of resulting recommendations. Works with senior management to assist in implementing chosen recommendation(s). Prepares and presents operational budgets based on actual performance, previous budget figures, estimated revenues, losses, expense forecasts and other factors. Analyzes actual operational results in relationship to plan, allowable, past experience and long-range objectives. Analyzes actual operating budgets to estimated budget. Reports performance provides insights and advises management on recommended options. Prepares and presents complex financial data for internal stakeholders as well as external regulatory agencies and other entities. This includes a variety of reports detailing the status of revenue, loss and expenses including unit and activity costs. Identifies trends, highlights variances and recommends adjustments in programs and processes to management as they relate to financial targets. Recommends ideas for continuous improvement of financial process and tools, leads the development of the revised process/tool as well as develops plan to implement the ideas and gain alignment across all stakeholders. Recommends and takes ownership of new financial analysis techniques and measurements for internal reporting purposes. Leads the development of efficient analytical and planning models that capture key financial data. Prepares a variety of reports analyzing and detailing premiums, losses, and expenses. Performs in-depth financial analysis including reviews of the impact of variances from plan. Assesses the need to develop corrective action plans. Leads the process of defining and building financial planning routines that efficiently leverage data from multiple sources. Serves as liaison between assigned business unit leadership and staff financial function. Supports and works with as well as independently of senior finance officer. Serves as a lead to update the business partner scorecards and proactively provides insights into variances and helps escalate issues. What You'll Bring To The Company: Bachelor's degree in finance, accounting, economics or Graduate degree strongly preferred (CPA, MBA, CPCU etc.). 5-10 years of related experience in finance, accounting, insurance, or similar field. Skills required for success in this role are: Time Management Excellent Communication Skills Detail Orientation Self-Motivated Able to work on multiple competing priorities Strong analytical skills with strategic mindset Problem solving orientation Excellent Excel skills Strong PowerPoint knowledge Hyperion knowledge is a plus Solid understanding and working experience with databases Strong knowledge of P & C industry is required About Us: Grange Insurance Company, with $3.2 billion in assets and more than $1.5 billion in annual revenue, is an insurance provider founded in 1935 and based in Columbus, Ohio. Through its network of independent agents, Grange offers auto, home and business insurance protection. Grange Insurance Company and its affiliates serve policyholders in Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Wisconsin and holds an A.M. Best rating of "A" (Excellent). Grange understands that life requires flexibility. We promote geographical diversity, allowing hybrid and remote options and flexibility in work hours (role dependent). In addition to competitive traditional benefits, Grange has also created unique benefits based on employee feedback, including a cultural appreciation holiday, family formation benefits, compassionate care leave, and expanded categories of bereavement leave. Who We Are: We are committed to an inclusive work environment that welcomes and values diversity, equity and inclusion. We hire great talent from various backgrounds, and our associates are our biggest strength. We seek individuals that represent the diversity of our communities, including those of all abilities. A diverse workforce's collective ideas, opinions and creativity are necessary to deliver the innovative solutions and service our agency partners and customers need. Our core values: Be One Team, Deliver Excellence, Communicate Openly, Do the Right Thing, and Solve Creatively for Tomorrow. Our Associate Resource Groups help us create a more diverse and inclusive mindset and workplace. They also offer professional and personal growth opportunities. These voluntary groups are open to all associates and have formed to celebrate similarities of ethnicity/race, nationality, generation, gender identity, and sexual orientation and include Multicultural Professional Network, Pride Partnership & Allies, Women's Group, and Young Professionals. Our Inclusive Culture Council, created in 2016, is focused on professional development, networking, business value and community outreach, all of which encourage and facilitate an environment that fosters learning, innovation, and growth. Together, we use our individual experiences to learn from one another and grow as professionals and as people.  We are committed to maintaining a discrimination-free workplace in all aspects, terms and conditions of employment and welcome the unique contributions that you bring from education, opinions, culture, beliefs, race, color, religion, age, sex, national origin, handicap, disability, sexual orientation, gender identity or expression, ancestry, pregnancy, veteran status, and citizenship.

At Pro Talent HR, we specialize in empowering businesses with comprehensive HR solutions tailored to drive growth and success. From talent acquisition and employee development to payroll management and compliance, our expert team partners with organizations to streamline their HR processes and enhance their workforce strategies. We're dedicated to helping companies of all sizes optimize their human capital, ensuring that they not only meet but exceed their business objectives. Role Description This is a full-time remote role for a Financial Planning Analyst at Pro Talent HR. The Financial Planning Analyst will be responsible for financial planning, budgeting and forecasting, financial modeling, and utilizing analytical skills to support business decisions and strategies. Qualifications Financial Planning and Finance skills Analytical Skills for data analysis and interpretation Budgeting & Forecasting expertise Financial Modeling capabilities Strong attention to detail and problem-solving abilities Excellent communication and presentation skills Bachelor's degree in Finance, Accounting, Economics, or related field Relevant certifications such as CFA or CPA are a plus

Launch Your Career with a Flexible, Remote Financial Consulting Role About Us: We are a cutting-edge financial services company dedicated to helping individuals and families build wealth and achieve financial security. Licensed across the U.S., Canada, Mexico, and beyond, we provide personalized financial strategies that make a difference. Why This Role is Perfect for You: You've just graduated, and the world is full of opportunities. Imagine starting your career in a role that not only offers flexibility and remote work but also allows you to make a real impact on people's lives. This isn't just another entry-level job; it's a chance to build a rewarding career in the financial services industry. The Role: As a Financial Consultant, you'll have the opportunity to learn, grow, and apply your fresh perspective to help clients achieve their financial goals. Your role is to understand their needs, offer tailored solutions, and guide them to make confident decisions that secure their future. Key Responsibilities: Educate and Inspire: Use your enthusiasm and fresh knowledge to educate clients about financial strategies that align with their goals. You'll be the go-to advisor who helps them make smart decisions. Sell with Passion: Present clear, compelling financial solutions that resonate with clients. Your energy and confidence will make them excited to take action. Stay Updated: Keep up with industry trends and regulations to ensure your advice is always current and compliant. What You Bring: Eagerness to Learn: Whether you're already licensed or ready to get licensed through our training program, your desire to grow is key. Integrity and Trust: Passing a background check is essential, and your honesty will build strong, lasting relationships with clients. Fresh Perspective: Your recent education gives you the latest knowledge and a new outlook that's valuable in today's financial landscape. Availability: Commit 5-10 hours a week to this part-time role, giving you the flexibility to balance work with your other pursuits. What's in It for You? Work from Anywhere: Start your career with the freedom to work remotely, giving you the flexibility to live where you want and manage your own time. Career Growth: This isn't just a job; it's the start of a career with limitless potential. The more you put in, the more you get out. Meaningful Work: Help clients achieve financial security and independence-knowing you're making a difference will give you purpose in your work. Take Action Now: Don't settle for just any job. Start your career with a role that offers flexibility, growth, and the chance to make a real impact. Apply today and take the first step toward a bright future in financial consulting.

We're looking for bold, entrepreneurial talent ready to help build something extraordinary - and reshape the future of building products distribution. QXO is a publicly traded company founded by Brad Jacobs with the goal of building the market-leading company in the building products distribution industry. On April 30, 2025, QXO completed its first acquisition: Beacon Building Products, a leading distributor in the sector. We are building a customer-focused, tech-enabled, and innovation-driven business that will scale rapidly through accretive M&A, organic growth, and greenfield expansion. Our strategy is rooted in delivering exceptional customer experiences, improving operational efficiency, and leveraging data, digital tools, and AI to modernize a historically under-digitized industry. What you'll do: * Support the monthly close, forecasting, and annual budgeting processes. * Build and maintain financial models to analyze performance and key business metrics. * Partner with regional business leaders to deliver variance analyses, identify trends, and propose actionable insights. * Prepare management reporting decks and performance reviews for senior leadership. * Assist in the development and improvement of reporting tools, dashboards, and KPIs. * Ensure data accuracy, consistency, and alignment across systems and teams. * Contribute to ad hoc financial analyses to support strategic initiatives and business cases. What you'll bring: * Bachelor's degree in Finance, Accounting, Economics, or related field. * 2-5 years of relevant experience in FP&A, corporate finance, or accounting. * Strong understanding of financial statements and accounting principles. * Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau, or Looker) is a plus. * Excellent analytical, communication, and presentation skills. * Ability to thrive in a fast-paced, collaborative environment and manage multiple priorities Preferred Qualifications: * Experience in a regional or multi-entity corporate structure. * Familiarity with ERP systems (e.g., SAP, Oracle, etc). * CPA, CFA, or MBA is a plus but not required. What you'll earn * 401(k) with employer match * Medical, dental, and vision insurance * PTO, company holidays, and parental leave * Paid training and certifications * Legal assistance and identity protection * Pet insurance * Employee assistance program (EAP) QXO is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. Salary Range: USD $68,000.00 - USD $107,000.00 /Yr.

Job Posting End Date 01-19-2026 Please note the job posting will close on the day before the posting end date. Regulatory professional who possesses developed technical knowledge regarding rate design theory and practice in AEP's state jurisdictions or external This position is responsible for managing activities and conducting analyses in support of AEP's utility operating companies and their state retail regulatory filings. The role includes supporting the Case Management team with a variety of regulatory and project management functions, such as developing and managing filing timelines, ensuring compliance with filing requirements, administering case litigation processes, and researching and reporting on regulatory activities and outcomes within the utility industry. Job Description What You'll Do: Provides support to regulatory tasks such as development, review and filing of subject matter expert testimony, management of the discovery process, coordination of witness preparation and responding to requests associated with internal and external audits. Develops working knowledge of state or federal regulations and standards, codes, concepts, docket research and business processes relevant to work assignments. Performs regulatory research of peer utilities in AEP's jurisdictions that may be utilized for benchmarking analyses using PUC docket searches (or other information gathering tools). Coordinates work across multiple organizations to address complex problems or perform regulatory analysis to accomplish goals established by operating companies and corporate business units for innovative rate solutions for rate cases, tracker or rider filings, audits, compliance filings, policy matters, and/or other proceedings. Proficiently utilizes analytical tools and data management skills to provide actionable recommendations during regulatory strategy and filing processes. Educates witnesses and support personnel on the Regulatory process and on the interrelationships between cost drivers and revenue. Provides support, as requested, for recommended negotiation strategies. The Successful Candidate: Self-driven, task-oriented, deadline focused, organized, adaptable, and able to manage multiple projects at once. Team player who develops and maintains a strong understanding of and working relationships with other departments within the Company and Regulatory organization. Strong communicator who anticipates, identifies, clarifies, resolves and initiates solutions to problems that sometimes involve analysis of inadequate or conflicting data. Works independently, with guidance in complex matters, to prepare and present complex regulatory subjects and strategies in a clear, concise and effective manner to management and/or regulatory bodies. MINIMUM REQUIREMENTS: Regulatory Consultant: Bachelor's degree from an accredited college or university in Accounting, Business, Economics, Engineering, Finance, Geoscience, Mathematics or similar quantitative degree AND 2 years relative field, operations or analytical experience (Or) Associate's degree from an accredited college or university in Accounting, Business, Economics, Engineering, Finance, Geoscience, Mathematics or similar quantitative degree AND 6 years relative field, operations or analytical experience (Or) High School diploma or GED AND 8 years relative field, operations or analytical experience. Regulatory Consultant Senior: Bachelor's degree from an accredited college or university in Accounting, Business, Economics, Engineering, Finance, Geoscience, Mathematics or similar quantitative degree AND 4 years relative field, operations or analytical experience (Or) Associate's degree from an accredited college or university in Accounting, Business, Economics, Engineering, Finance, Geoscience, Mathematics or similar quantitative degree AND 8 years relative field, operations or analytical experience (Or) High School diploma or GED AND 10 years relative field, operations or analytical experience. Regulatory Consultant Principal: Bachelor's degree from an accredited college or university in Accounting, Business, Economics, Engineering, Finance, Geoscience, Mathematics or similar quantitative degree AND 6 years relative field, operations or analytical experience (Or) Associate's degree from an accredited college or university in Accounting, Business, Economics, Engineering, Finance, Geoscience, Mathematics or similar quantitative degree AND 10 years relative field, operations or analytical experience. (Or) High School diploma or GED AND 12 years relative field, operations or analytical experience. OTHER REQUIREMENTS: Proficient oral and written communication skills, including the ability to articulate strategy and provide guidance to management and witnesses. Proficiency with Microsoft Office, specifically Microsoft Word and Excel. Depending on filing requirements and deadlines, requirements may result in working weekends, holidays, vacations, etc. as necessary. Occasional travel may be required, such as to attend witness preparation and hearings. COMPENSATION: Regulatory Consultant (Grade 6): $73,828 - $92,284 Regulatory Consultant Senior (Grade 7): $86,783 - $108,481 Regulatory Consultant Principal (Grade 8): $98,032 - $127,439 Where Putting the Customer First Powers Everything We Do At AEP, we're more than just an energy company - we're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you! #LI-ONSITE #AEPCareers Compensation Data Compensation Grade: SP20-006 Compensation Range: $74,551.00 - $128,688.00 The Physical Demand Level for this job is: S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Hear about it first! Get job alerts by email. Log in to your Candidate Home Account today! If you don't have an account, you can create one. It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.

We are changing FINANCE to finance CHANGE! At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them. Join the Movement We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do. If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place. Now Hiring: FP&A Analyst We're looking for a remote Financial Planning & Analysis (FP&A) Analyst who will play a key role in supporting the bank's financial strategy and decision-making processes. This position is responsible for budgeting, forecasting, financial modeling, and performance analysis to drive informed business decisions and ensure financial health. The FP&A Analyst collaborates with cross-functional teams to deliver actionable insights and recommendations to senior management. This is more than a job - it's your opportunity to make a difference! Thrive at Climate First Bank At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance. Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors. Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine. Financial Wellness & Wealth Building - we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options. Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product. Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering. Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services. What You'll be driving as an FP&A Analyst Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning. Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs). Support the budgeting and forecasting processes by gathering data, coordinating with business units, and ensuring accuracy and timeliness. Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects. Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed. Monitor and report on the bank's financial performance against targets, proactively identifying areas for improvement. Assist with regulatory reporting and ensure compliance with internal controls and policies. Participate in the development and implementation of financial systems and process improvements. What You'll Leverage in this Role Bachelor's degree in Finance, Accounting, or a related field. 2+ years of experience in FP&A, financial analysis, or related roles, ideally within the banking or financial services sector. Strong proficiency in Microsoft Excel, financial modeling, and data analysis; experience with financial software and ERP systems a plus. Solid understanding of banking industry financial statements, products, and regulations. Excellent analytical, problem-solving, and quantitative skills. Effective communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders. Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment. High level of integrity and commitment to confidentiality. What to expect from your physical environment: Full-time, remote work as per company policy. Standard banking hours, with occasional overtime during peak reporting periods. Frequent communication (speaking and listening) in person, via email, text, phone or video chat. Frequent use of PC, including typing or sustained attention to monitor. Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty. We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process. You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue! We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time. As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat. What to expect from the hiring process: HOW TO APPLY: You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all. All applicants will receive confirmation that their application has been received. We can't wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience! We will email or text you with updates on your application and will be alongside you every step of the way! Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Work Schedule: In-Office About the Role: Lifetime Quality Roofing is seeking a talented FP&A Senior Analyst to play a key role in driving financial performance across our residential and commercial roofing projects. In this role, you will partner closely with leadership and operations to provide actionable insights, influence strategic decisions, and support the growth and profitability of the business. Key Responsibilities: Financial Planning & Forecasting Develop and maintain budgets, rolling forecasts, and financial models Analyze revenue, margins, labor, material costs, and cash flow Financial Analysis & Reporting Prepare monthly reporting and variance analysis Identify trends and create KPIs related to job costing and profitability Business Partnering Work closely with operations, sales, and project teams to improve financial outcomes Support pricing decisions, bids, and margin improvement initiatives Process Improvement Improve financial reporting accuracy, timeliness, and automation Support enhancements to job costing systems and financial tools Compliance & Controls Ensure financial data accuracy and consistency with accounting policies Assist with audits and internal control requirements Ideal Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field 2-4 years of experience in FP&A, corporate finance, or financial analysis Strong proficiency in Excel (financial modeling, pivot tables, formulas) Experience analyzing P&L statements and financial drivers Strong analytical, problem-solving, and communication skills Familiarity with job costing and project margin analysis Experience with ERP or accounting systems (e.g., QuickBooks, Sage, NetSuite, or similar) Experience with BI or reporting tools (Power BI, Tableau, etc.) About Us: Lifetime Quality is a trusted provider of premium roofing services, serving homeowners across the US. With over 30 years of industry experience and HAAG certification, our award-winning team is dedicated to delivering flawless workmanship and high-performance products. We prioritize customer satisfaction by providing compassionate and efficient restoration solutions to restore homes to their pre-storm conditions. Our team offers prompt emergency services to address damage to siding, roofing, and gutters, ensuring long-term peace of mind for our clients.

*INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

We are looking to rapidly expand providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time). Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and deliver our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is a position for individuals who are Hard-working Good with communication skills Excellent customer service skills Loves to help people Willing to start a training program as an entry-level financial professional Potentially develop into management and leadership positions. There is no experience needed for this position . Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide. Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers: Flexible schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home Key Responsibilities: Study, Learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days entrepreneurial spirit. Potential Compensation (Non Base-1099 role): Part-time average $2,000-$4,500 a month. Full-time average $5,000+ a month. Uncapped earning potential with unlimited consumer base. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa. Job Types: Full-time, Part-time, Contract Pay: $75,000 - $150,000 per year Expected hours: 4 40 per week Benefits: Financial planning services Flexible schedule Work Location: Remote

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists • Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens • Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans • Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens • Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of work experience in a field relevant to the position required • 4-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Complete and maintain internal Financial Planning Specialist designation requirements • Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills • Knowledge of financial planning • Excellent listening skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Consultant - Retirement Plan Advisory Team (RPAT), you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers' retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific metric-related goals set by Empower. What you will do: Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals Focus on deepening customer's relationship with Empower What you will bring: Bachelor's degree or an equivalent combination of education and professional work experience Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire Motivated, self-starter with the ability to learn new information quickly and independently Demonstrated relationship management and customer service skills Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions What will set you apart: Previous experience with inbound and/or phone-based consultation Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) Ability to quickly learn new systems and prior experience with SalesForce a plus Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment A growth mindset to meet company and team goals This position can be done remotely. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $52,000.00 - $64,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 02-01-2026 Want the latest money news and views shaping how we live, work and play? 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It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Are you looking to join a dynamic company that truly values their employees, offers great benefits, and has a “people first” culture? At ERPA, we encourage our employees to be innovative and welcome new ideas. Empathy, responsibility, passion, and agility are the values that ERPA emulates in the workplace and seeks in our employees. ERPA is a client-centered technology services firm, modernizing and maximizing customers' investment in Workday. Our team delivers holistic solutions for higher education customers looking to implement Workday Student. Additionally, we maximize their Workday investment and elevate the user experience by offering on-going application management services, Phase X and follow-on solutions, analytics, and overall optimization. Position Summary: As a Workday Student Consultant, you will be responsible for ensuring the successful delivery of Workday Student implementations for our higher education customers. In addition, this role will contribute to the development of ERPA's Workday Student practice and should showcase innovation, strategic thinking and have the drive to make ERPA a Workday Student partner of choice. We're building a candidate bench for an anticipated upcoming hiring need. Key Responsibilities: Act as a lead consultant on multiple Workday Student implementations with limited direction Execute the day-to-day implementation activities for clients including process design, demonstrate configurations through the development of prototype systems, package implementation lifecycle support, conversion, testing, and project reviews with customer(s) Work with customers to help convert legacy data into Workday Assist the integration consulting team in configuring and testing integrations between the system and other third-party or custom solutions Collaborate effectively with extended team members which include functional and technical resources Ensure customers understand and adopt best practices Partner with project managers to ensure alignment across project plans and allocated budgets Strive to suggest new approaches and tools to deploy the program efficiently and effectively to ERPA as we build our team to become an exceptional leader in the industry Experience and Education Requirements: Workday Student Financial Aid certification is required and must remain in Active status throughout employment with ERPA Workday Student Financial Aid functional consulting experience on end-to-end Workday Student implementations is required. Experience leading Workday Student implementations is preferred. Strong organizational skills are required. Must be able to manage multiple priorities and meet deadlines. Excellent verbal and written communication skills are required, along with a proactive approach and detailed understanding of Workday Student Financial Aid processes and best practices, to make appropriate implementation recommendations. Demonstrated ability to work independently as well as in a team environment, coupled with a desire to have fun while building something new (required) Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job. Applicants are considered for all positions in accordance with statutes and regulations concerning non-discrimination on the basis of race, ancestry, age, color, religion, sex, national origin, sexual orientation, gender identity, non-disqualifying disability, veteran status, or other protected classification. ERPA is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation which may include reference checks, criminal background investigation, and when applicable licensing verification. Applicants must be legally authorized to work in the United States on a full-time basis. We will not consider any applicants that require sponsorship for employment visa status either now or in the future. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!