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We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

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.

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: In this role you will be a key member of the FP&A team responsible for providing insight into operational and financial business performance for company leadership through analysis of results versus budget, forecast and historical performance. This individual will be a thought leader to continuously improve the finance function and its value to the organization. What You'll Be Doing: Develop and drive the planning and forecasting process including coordination between the business and finance, and presentation and analysis of product and company profit and loss statements. Proactively work to improve/translate data from accounting, actuarial, and investment functions into financial forecasts and planning applications. Prepares, analyzes, and presents operational budgets relative to actual performance, historical results, and forecasted revenues, losses, expense estimates and other factors. Works with senior management to assist in implementing chosen recommendation(s). Lead initiatives to design and continuously improve our forecast models and Finance's ability to answer questions to improve business decision-making. Provide analysis to support the development of the company's strategic plan (annual and long-term). Assist testing, validation and project planning during implementation of Oracle EPM modules Participate in requirements gathering sessions with business stakeholders for EPM enhancements Drive system testing and user acceptance testing (UAT) Collaborate with functional and technical team members on implementation projects What You'll Bring To The Company: Individual should have 5+ years' experience in full-time financial or analytical position with strong knowledge of how finance and accounting interact in a corporate environment. Preferably with an undergraduate degree in finance, accounting, economics, or related field. Must be a self-starter with demonstrated problem solving skills, highly analytical critical thinker, intellectually curious, with decision-making skills. Has enthusiasm for collaboration and building strong, trusting relationships with colleagues across all levels and areas of the company. Illustrates strong management skills with ability to drive project from inception to delivery and be a catalyst for change. Must have high level of proficiency with Microsoft Office suite (Excel and Power Point required). Hands-on experience with Oracle EPM is preferred. Experience with Oracle EPM Cloud suite and EPM SmartView preferred P&C experience preferred Financial and Accounting knowledge Passion for learning new skills, and ability to adapt in a fast-paced environment Demonstrated ability to lead project workstreams and deliver results Strong analytical, problem-solving, and critical thinking skills Excellent communication skills with ability to interact with stakeholders at all levels Ability to execute outside of set routine About Us: Grange Insurance Company, with $3.2 billion in assets and more than $1.6 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.

Decile Group (************************ is transforming venture capital into a force for good in the world. We are working to launch 10,000 next-generation venture capital firms by 2030, fundamentally changing the face of venture capital. We operate an integrated platform for modern venture capital, spanning education, software, and fund operations. VC Lab trains the next generation of fund managers. Decile Hub provides AI-enabled tools for fund operations. Start Fund enables managers to launch institutional-grade funds in under 24 hours. Decile Capital deploys capital into emerging managers. Together, these offerings make venture capital more accessible to anyone with world-class ideas and execution. Role OverviewWe are hiring a Head of Finance to manage and optimize the finance function. You will be responsible for day to day operational finance, working collaboratively with venture capital fund accounting and finance, and laying the foundation for scaling of the business. The ideal candidate will have experience within a high-growth fintech startup and interest or experience in the venture capital industry. Decile Group provides a fast-paced startup environment, where everyone has the opportunity to help with everything. You will have an opportunity to experience every facet of venture capital and build the future of venture investing. This is a unique opportunity to ramp up your experience in the field of venture capital. Remote candidates will be considered. Applicants for this role need to be based in the U.S., preferably in the Bay Area. Scam WarningVC Lab and Decile Group never conduct hiring interviews via chat, and we will never ask candidates to send money, purchase equipment, or share financial information. Scammers may impersonate real employee names. If you are contacted about a role outside our official channels, do not engage.What You'll Own Manage financial operations of a fast growing startup Forecasting and budgeting Oversee accounts payable, accounts receivable, collections and payroll Assist with hiring, benefits and human resources Working closely with fund accounting and finance team Provide financial reports to the leadership team and Board Manage State and Federal compliance and reporting Implement accounting and other finance software systems Manage the Cap Table What You Have 10+ years finance experience including accounting, FP&A and systems Experience in a rapidly scaling fintech environment Exceptional written and verbal communication skills Track record of success working with cross functional teams Background in financial modeling and projections Pro user of Excel and Google Sheets and experience with modern finance stack Understanding of the nuances of accounting with startup investing Proactive attitude to tackle any opportunity or challenge Skills to create and leverage logical solutions to complex problems Detail-oriented and analytical nature Able to prioritize and balance multiple tasks; strong organizational and time management skills are required Nice to have: interest and experience in venture capital industry What We Offer Tangible impact on the future of humanity Opportunity for career growth and role expansion Competitive compensation package commensurate with experience. Vibrant and flexible work environment, among like-minded people with an entrepreneurial mindset Working schedule for adults: flexible times, remote work, unlimited PTO $130,000 - $175,000 a year How to Apply:If you don't tick every box above, we'd still encourage you to apply. We're building a diverse team whose skills balance and complement one another. Please describe why you are uniquely qualified for this position as a Head of Finance and Operations in the competitive field of Venture Capital to apply, as well as submitting your resume. Salary and benefits are commensurate with experience. 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.

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.

Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position. Coordinates operating budgeting and management reporting activities for WVUH and UHA budget formulation and variance analysis review. This position will design reports using innovative techniques and to analyze data from various sources and systems in order to present reports as required to assist in budget planning, budget completion, monthly analysis and decision making. Technical skills are employed to access various systems, requiring ongoing education regarding data extraction and various computer systems. This position will require both an Accounting knowledge base in addition to the technical system skills of database and system management expertise. MINIMUM QUALIFICATIONS: EDUCATION, CERTIFICATION, AND/OR LICENSURE: 1. Bachelor's degree in Business Administration, Accounting, Industrial Engineering, Business Management, Hospital Administration, or related field. EXPERIENCE: 1. Four (4) years' experience in data analysis, financial statement preparation, financial systems administration and/or health care planning background PREFERRED QUALIFICATIONS: EDUCATION, CERTIFICATION, AND/OR LICENSURE: 1. Certified Public Accountant (CPA). EXPERIENCE: 1. Two (2) years professional capacity experience, preferably in healthcare. CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned. 1. Administrator of WVUH's and UHA's budget and management reporting software. This includes, but is not limited to, ongoing system maintenance, reporting, and training of directors and staff. Independently monitors and submits issues to Senior System Analyst or the appropriate IT contact for System errors and corrections. 2. Collaboratively interacts with Information Technology, Accounting, Finance & Reimbursement, and Patient Financial Services. Works with various system administrators to design solutions to various technical problems. 3. Remains current with how information is collected, maintained and reported in all key systems in order to identify efficiencies in data uses and develop analysis opportunities that are currently not used. Uses innovation to extract data from various sources. 4. Assists with the coordination of hospital's annual budget process and becomes budgetary decision makers during peak budget periods based on guidelines and knowledge of the organization. Manages all input into the budget workbooks from internal staff as well as pushes all top down information into the system as appropriate. 5. Provides formal and informal presentations and overviews to all levels of staff and management of WVUH and UHA. 6. Provides thorough financial and statistical analysis of data, as needed, to produce reports and support decision making. Writes and develops reports independently resulting in efficient business analysis. 7. Maintains and continually improves on technical skills needed to manipulate data. 8. Maintains and designs data base structures as needed to produce and analyze reports. 9. Maintains expert level report writing for budgetary and management reporting system is addition to being an expert in Microsoft Excel. 10. Identifies data sources and the appropriate data fields to use for reporting and analytic needs. 11. Maintains ability to manipulate and analyze complex data to assist in decision making. 12. Provides leadership and support in performance improvement activities. Participates on performance improvement initiatives as team leader or in a leadership role in areas of technical expertise. 13. Maintains current knowledge of performance improvement processes as it applies to health care. Attends courses in PI activities, system design, technical training, statistical analysis and other appropriate health care related educational courses. 14. Meets with departments and accounting staff to understand business needs for reporting requests and help identify opportunities for report writing or modifications. Provides monthly, annual and ad hoc financial reports to all levels of staff, management, and external agencies as needed. 15. Manages the agenda and tracking for all FTE requests and budget neutral discussion items. Tracks changes outside of the budget process. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Employee may need to sit during extended periods of time. WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Office environment. SKILLS AND ABILITIES: 1. Good communication skills are necessary to interact effectively with management, staff and external customers. 2. Extensive knowledge of personal computers and Excel software. 3. Good organization and time management skills in order to maintain project timelines and meet deadlines. 4. Ability to work well under high stress conditions. 5. Must have independent decision-making ability. 6. Demonstrate ability to work with staff to resolve problems and correct deficiencies in processes. 7. Maintains current knowledge of Generally Accepted Accounting Principles (GAAP). Additional Job Description: Scheduled Weekly Hours: 40 Shift: Exempt/Non-Exempt: United States of America (Exempt) Company: SYSTEM West Virginia University Health System Cost Center: 541 SYSTEM Accounting

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

Job Description If freedom, flexibility, and growth sound better than clocking in, keep reading. We're expanding our remote financial team in Austin to meet increased demand. You'll learn a client-focused system that helps families protect income and pay off debt - while building your own business along the way. What You'll Do: Work from home or anywhere with Wi-Fi. Use digital tools to meet clients and design simple financial solutions. Learn from mentors who've already built successful agencies. Grow into leadership and build a team if desired. You'll Get: Structured, one-on-one mentorship. Proven systems with built-in accountability. Commissions, bonuses, and trips - no cap. Flexible schedule - full-time, part-time, or side income. We don't care what your résumé says - we care about your mindset. If you're teachable and hungry to grow, we'll show you how to win. What You'll Do You'll meet with families (virtually or over the phone) who have requested help protecting their income or paying off debt faster. Using our proven client system, you'll: Review coverage needs and customize simple financial protection plans. Submit applications through our digital platform - no cold calling or door knocking. Follow up with clients and maintain long-term relationships. Learn to train and mentor others as you grow. Every step is outlined, documented, and supported. You'll never have to “wing it.” What Makes This Different Freedom: You decide when and how you work. No clock-in, no office politics. Proven Playbook: The same system that's helped thousands of new agents earn $60K-$150K+ in their first year. Mentorship: Work directly with top leaders who've already built six- and seven-figure agencies. Culture: Collaborative, transparent, and genuinely fun. We celebrate wins together. Compensation & Benefits Uncapped commissions: You control your income - effort = reward. Bonuses & incentive trips: Company-paid travel to destinations like Cabo, Hawaii, and Costa Rica. Health, dental, and vision options: Available once licensed and producing. Leadership path: Training, support, and recognition for those who want to grow beyond sales. Flexible schedule: Full-time, part-time, or supplemental income model available. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. We are currently searching in all territories in the US. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events Work with the advisory team to implement investment plans and coordinate adjustments Monitor client investment portfolios and performance Communicate insights for clients regarding essential contributors and detractors Advise high net worth clients as needed and consult mid-market institutional clients Coordinate the creation of detailed wealth management plans for individuals Organize the creation consulting reports for institutions Help present plans to clients effectively and clearly Actively seek new business opportunities Develop essential knowledge of our financial planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce) Participate in regular internal meetings Work on a schedule that best suits client needs Qualifications Bachelor's degree or higher 5+ years' relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record of achieving new business a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.

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.

About the team The Post Closing team at Zillow Home Loans is a collaborative, high-performing group dedicated to delivering outstanding service and operational excellence throughout the mortgage lending process. Team members work closely together, sharing knowledge and supporting one another to achieve shared goals. We cultivate a respectful, inclusive, and solution-focused environment, making our workplace both productive and rewarding. As part of this team, your contributions are recognized and celebrated, and you'll help uphold our reputation as a leader in post-closing operations.About the role As a Senior Investor Suspense Analyst at Zillow Home Loans, you'll be a seasoned mortgage professional responsible for resolving complex and often ambiguous post-closing suspense issues and audit findings to ensure timely, compliant loan purchases. You will work across a broad range of products and investors, applying deep mortgage underwriting knowledge and sound judgment to protect revenue, reduce defects, and maintain strong investor relationships. You will independently own and prioritize your work, frequently handling the most challenging files within the suspense pipeline. You'll collaborate with cross-functional partners to address recurring issues, contribute to process improvements, and serve as a go-to resource and mentor for Investor Suspense Analysts on the team. In this fully remote position, you'll gather documentation, address deficiencies, and uphold high service standards as part of a supportive, high-performing team committed to integrity and operational excellence. Research and resolve suspense issues and audit findings from external sources (MI companies, investors, agencies) and internal Post Closing reviews, in accordance with investor-specific timeframes, focusing on the more complex or high-risk scenarios, in accordance with investor-specific timeframes, up to and including re-underwriting the loan. Independently diagnose and resolve a wide range of complex suspense issues, including those with ambiguous or partially defined root causes, using established guidelines, investor overlays, and professional judgment. Gather all documentation necessary to cure issues, including contacting internal employees, borrowers, and outside vendors. Exercise judgment in prioritizing work based on severity, financial impact, and aging, escalating only when necessary or when policy interpretation is unclear. Partner with Capital Markets, Loan Delivery, Insuring, Fulfillment, Compliance, and other teams to gather documentation, clarify requirements, and resolve issues that span multiple steps of the mortgage lifecycle. Input and maintain information within the Loan Origination System (Encompass) and/or AirTable from initial notification to loan funding. Identify recurring trends and defects that originate upstream and share clear, actionable insights with partners to prevent future suspense issues. Build and maintain relationships with investors and internal employees to ensure efficient issue resolution. Collaborate with other Post Closing roles to ensure timely completion of daily duties. Ensure loans are purchased within the time frame set by Capital Markets. Maintain company service level and turn-time standards, including return-call times, return-email times, and task completion times, even when handling a high volume of complex loans. Uphold high standards for data quality, documentation completeness, and compliance in all suspense resolution activities. This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $32.60 - $52.00 hourly. This base pay range is specific to these locations and may not be applicable to other locations. In Colorado, Hawaii, Illinois, Minnesota, Nevada, Ohio, Rhode Island, and Vermont the standard base pay range for this role is $31.00 - $49.40 hourly. The base pay range is specific to these locations and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.Who you are Minimum of 7 years of experience in mortgage underwriting, processing, post-closing, investor delivery, or other directly related roles (or equivalent combination of education and experience), with a strong track record handling complex loan scenarios. Proven expertise in lending requirements for Jumbo, Conventional, FHA, and VA loans. Detailed knowledge of the origination/underwriting process and loan decisioning. Detailed knowledge of origination loan documents, closing and legal documents, credit and income documents, and insurance documents. Demonstrated expertise reviewing and completing income calculations, ordering and reviewing appraisal reports, credit reports, and other loan documentation to cure loan deficiencies. Experience communicating documentation requests to borrowers, overcoming objections, and creating urgency. Strong understanding of compliance with respect to Disclosure documents (LEs and CDs) and related timing, as well as MDIA and APR rules (TILA, RESPA, etc.). Demonstrated ability to work on a broad range of issues where the problem is somewhat defined but often includes areas of ambiguity that require deeper investigation and interpretation and offer creative, innovative solutions to a wide range of issues. Proven ability to use professional concepts, policies, and prior experience to offer solutions within an established framework, but with intermittent supervision. This role requires some decision making authority. Ability to collaborate effectively across teams and functions, building productive relationships with internal partners and external contacts (e.g., investors, MI companies, vendors). Excellent written and verbal communication skills, including the ability to explain complex situations clearly and professionally to varied audiences. Exceptional attention to detail and time management skills. Ability to produce and maintain reports outlining trends and key findings from investors. Ability to thrive in a fast-paced environment, handle pressure, and meet deadlines. Proficiency in Microsoft Office suite. Willingness to work overtime as required. You are a detail-oriented, seasoned mortgage professional with deep experience in underwriting, processing, or post-closing, and you are comfortable taking on the more complex, nuanced suspense issues on the team. You excel at problem-solving and are energized by digging into ambiguous files, collaborating with cross-functional partners, and finding practical, compliant solutions that keep loans moving to purchase. You communicate clearly with diverse stakeholders, bring a collaborative mindset, and are committed to continuous improvement-for yourself, your teammates, and our processes. You thrive in fast-paced environments and are recognized for your ability to deliver high-quality work and support others in doing the same. Get to know us At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality. Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow. No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity. SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment. Position Summary & Responsibilities As a Banner Financial Aid Consultant, you will utilize your expertise in working directly with the Ellucian Banner Financial Aid module to provide implementation support, training, consulting, and technical assistance at client sites. Your responsibilities will also include analyzing current business processes, making recommendations for process improvement through the use of technological tools, assisting clients with the Financial Aid year roll, and ensuring compliance with Department of Education requirements. This is a remote position, and we welcome applicants from people looking for either full or part-time work with experience in California Financial Aid. Provide implementation support, including training, functional consulting, and technical assistance at client sites. Analyze current business processes and recommend the utilization of technological tools for process improvement. Assist clients with the Financial Aid year roll within Banner. Ensure clients comply with the Department of Education requirements. Required Qualifications 5 or more years working within the Higher Education Industry. 5 or more years of experience working with Ellucian Banner, demonstrating advanced user proficiency. CalGrant expertise needed Candidates with California specific financial aid experience, including California Dream Act Application (CADAA, or Cal ISIR), Banner ETHOS /Experience CalGrant processes, and CALBFA add-on to Banner for California College Promise Grant (CCPG) Demonstrated expertise in using Banner to improve and automate business processes within the Financial Aid office at a college or university. Solid understanding of FAFSA and the ability to implement changes within Banner. Experience in developing reports utilizing Banner to support various Financial Aid areas. Experience in a consulting capacity, focusing on enhancing business process and creating efficiency. Ability to troubleshoot technical and functional issues within Banner. Exceptional oral and written communication skills and a proven customer service approach The ability to travel up to 25% Preferred Qualifications Experience managing project based work. Experience in reading and writing SQL queries is useful for this role. Knowledge of how Banner is used in different institutional types. Experience working with SQL Understanding of algorithmic packaging Knowledge of period-based budgeting Familiarity with TDClient Exposure to scheduling tools (e.g., UC4, Automic or ISE) Pay and Benefits The salary range for full-time is $90,000 -$120,000 + bonus. The hourly rate for part-time is $45-63/hr (please note, the benefits are only for full time) Health, Vision, Dental & Life Insurance Short & Long Term Disability Paid Parental Leave 3 Weeks Vacation, Sick Leave & Paid Holidays 401(K) with a 5% Employer Contribution Pet Insurance The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG. SIG is an Equal Employment Opportunity employer California Consumer Privacy Act Notice

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

About US: We are a company that provides innovative, transformative IT services and solutions. We are passionate about helping our clients achieve their goals and exceed their expectations. We strive to provide the best possible experience for our clients and employees. We are committed to continuous improvement and innovation, and we are always looking for ways to improve our services and solutions. We believe in working collaboratively with our clients and employees to achieve success. DS Technologies Inc is looking for Package Consultant - Oracle Finance Cloud role for one of our premier clients. Job Title: Package Consultant - Oracle Finance Cloud Location: Washington DC (Remote with potential client travel) Position Type: Contract Only W2 Job Summary: We are seeking a Package Consultant - Oracle Finance Cloud to help streamline financial operations through the implementation of Oracle Finance Cloud solutions. This role involves designing, configuring, and optimizing Oracle finance applications to improve data accuracy, reporting, and operational efficiency. The consultant will ensure alignment with business goals and regulatory standards. Key Responsibilities: Implement and configure Oracle Finance Cloud modules, including General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets, Cash Management, Expenses, Collections, Tax, and Oracle Cloud Reporting. Design and optimize finance processes to enhance efficiency and reporting accuracy. Ensure Oracle Finance Cloud architecture aligns with client business objectives and compliance requirements. Collaborate with business stakeholders to gather requirements and provide system solutions. Follow Oracle Finance Cloud best practices for implementation, testing, and deployment. Required Skills & Experience: Strong experience in Oracle Finance Cloud implementation. Expertise in PPM (Project Portfolio Management) within Oracle Cloud. In-depth knowledge of GL, AP, AR, Fixed Assets, Cash Management, Expenses, Collections, Tax, and Reporting. Proven ability to configure and deploy Oracle Finance solutions. Excellent analytical, problem-solving, and communication skills. Willingness to work remotely with occasional client travel. Preferred Qualifications: Experience with IBM clients or internal IBM teams. Knowledge of financial operations and accounting best practices. Familiarity with Oracle Cloud Reporting tools. If You are Interested In This Position You Need to Attend The First Round Of AI Assessment: **************************************************************************************************** Please note, after this assessment, there will be only one final interview round with the client.Kindly share your updated resume at **************************** at your earliest convenience.Looking forward to hearing from you. This is a remote position. 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 status, protected veteran status, or any other characteristic protected by law.

*ABOUT US* RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. *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 Rochdale 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 Rochdale. * 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

Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.

We are looking for a talented and experienced US Cloud ERP Finance Consultant to join our ERP department. As a key member of our team, you will play a vital role in driving the successful implementation of Oracle Cloud ERP Financials solutions for our clients. Your expertise and leadership will be instrumental in delivering exceptional financial management systems and driving business growth. At least 5-7 years of hands-on experience in ERP delivery, with at least 3 cloud implementations In-depth knowledge and expertise in Oracle Cloud Financials modules, including core functionalities and advanced features. Proficiency in reporting tools such as FRS, OTBI, and Smartview, with the ability to design and build complex financial reports. Excellent communication and presentation skills, enabling effective collaboration and client engagement. Ability to work independently and manage multiple projects simultaneously, ensuring timely delivery. A proactive and solution-oriented approach to problem-solving, with a focus on delivering exceptional client experiences. A passion for staying updated with industry trends and a commitment to continuous professional development. A degree in accounting, finance, or a related field is preferred, along with relevant certifications in Oracle Cloud Financials. Lead full lifecycle implementations of Oracle Cloud ERP Financials, ensuring timely and successful delivery. Design and develop robust financial reporting solutions, utilizing tools like FRS, OTBI, and Smartview. Conduct demonstrations and provide pre-sales support, showcasing the capabilities of our Oracle Cloud ERP Financials offerings. Serve as a senior advisor, offering expert guidance on solution architecture and best practices to both clients and internal teams. Collaborate closely with cross-functional teams, including developers, business analysts, and project managers, to ensure seamless integration and alignment with business objectives. Provide post-implementation support, addressing client queries and ensuring smooth system operations. Stay updated with the latest industry trends and advancements in Oracle Cloud Financials, sharing knowledge and insights with the team. Mentor and guide junior team members, fostering a culture of continuous learning and improvement. Maintain strong relationships with clients, understanding their unique financial needs and providing tailored solutions.

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.*** #LI- Remote #PJFC 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: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours About DocGo: DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Visit our New York headquarters as needed Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. Must be able to visit our New York headquarters as needed EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.