Finance Advisor Jobs in Arvada, CO

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Denver-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best - taking care of clients and growing assets. You would be our first hire in Colorado and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain accurate and detailed records of client interactions and financial plans. Why Join SteelPeak? You get to be part of a firm that values your growth and development We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities

Experienced Financial Advisor - Growth-Focused Wealth Management Firm Full-Time | In-Person Are you a seasoned finance expert seeking a dynamic partnership to propel your professional success? Do you have a solid book of business but feel limited by your current resources? If you're seeking to expand your client reach while gaining access to robust marketing, operations, and support, this opportunity is for you! Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management. They are committed to making a meaningful impact on the financial well-being of working professionals, retirees, and business owners. Through their well-established infrastructure, innovative marketing strategies, and comprehensive back-office support, they provide advisors with everything they need to thrive. Why Join Us? ✔ Qualified, Prescreened Leads - No more chasing prospects; focus on closing and serving clients. ✔ Robust Operational Support - Business processors handle paperwork and administrative tasks. ✔ Top-Tier Compensation - Competitive guaranteed income ($150K+), plus strong commission structure. ✔ Cutting-Edge Marketing - Multi-channel marketing approach driving high-quality lead generation. ✔ Full Benefits Package - Medical, dental, vision, 401(k) with automatic contributions. ✔ Comprehensive Transition Support - Dedicated team ensures a smooth transition for you and your clients. ✔ No Proprietary Products - Full independence in planning without internal sales pressure. Your Role & Impact: As a key member of the advisory team, you will: Provide holistic financial planning solutions tailored to individual client needs. Manage and grow your book of business while leveraging the firm's infrastructure and support. Maximize firm-provided leads to expand your client base and increase revenue. Implement a variety of wealth management strategies, including AUM, annuities, and insurance. Build and maintain long-term client relationships through trust, integrity, and personalized service. Stay compliant with all federal and state licensing requirements. Who We're Looking For: Experienced Financial Advisors (7+ years preferred) with a strong track record. Existing Book of Business ($30M+ AUM preferred, flexible down to $10M in select regions). Growth-Oriented Mindset - Those eager to scale their practice with firm-provided resources. Clean FINRA Background - No compliance issues or major regulatory disclosures. Client-Centric Approach - Passion for comprehensive financial planning and client success. deal Candidates: We welcome advisors in various career stages: Sell & Stay Advisors - Mid-career advisors who want to focus on clients without administrative burdens. Merger Teams - Established practices ($100M+ AUM) looking for a strategic transition. Retiring Advisors - Advisors nearing exit, seeking succession planning with strong client care continuity. If you're looking to elevate your career, grow your practice, and provide best-in-class financial services without the operational headaches, we want to connect with you! About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Denver, CO is seeking to add Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise!If you don't like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 2+ years of financial service experience required Series 66 or 65 and Life and Health required Experience selling AUM, Annuities and Life required Ability to bring a small book of business Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Meet individual and team goals Salary: Annually Forgivable Base Draw Variable Compensation Overrides for performance Benefits: 401k with generous matching 100% employer paid insurance (health, vision, dental) Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more Paid holidays PTO Hours: Monday-Friday, 8am-5pm In office: Denver, CO Note: Only people who are currently living in Colorado will be considered for this role Presented by Advisor Employee Services Thank you for your interest in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills

Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. If you'd be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you. ********************************************************************* - Monday Session ********************************************************************* - Thursday Session The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: relationships with clients (both existing and prospective) client information and using that information to build robust financial plans clients prepare for their retirement and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: a self-starter. an entrepreneurial mindset. a customer service champion. an engaging and compelling communicator and negotiator. a problem solver. a Life-long student seeking continued education and professional development. a critical thinker. prior sales experience and/or enjoy networking and seeking new clients. a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: a framework to help you attain all licensing and education needed to progress through the career. your learning through joint work and a team environment. competitive compensation and benefits that are unique in our industry. a roadmap for your success with our experienced team of leaders. The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Job: Investment Banking Associate - Denver, CO Compensation: $140,000 + Bonus Company Overview: We our currently partnered with a leading management Consulting and Investment Banking firm with several years of experience in the construction, infrastructure, and building environment sectors. Our client is looking to add an Investment Banking Associate to join their team in Denver, CO. This role offers the opportunity to work within the industrial space, contributing to impactful projects and collaborating with industry experts. Key Responsibilities: Assist in the execution of transactions within the construction, infrastructure, and building environment sectors. Conduct financial analysis, modeling, and valuation. Prepare presentations and reports for clients and senior management. Support the team in business development activities and client relationship management. Qualifications: Minimum of 3 years of investment banking experience. Background in the industrial sector is a plus but not required. Strong analytical and financial modeling skills. Excellent communication and interpersonal skills. Must be located in the Denver, CO area.

A fast-growing investor-developer platform in the digital infrastructure space is seeking an Associate to join their investment and strategy group in Denver, CO. They are a start-up with a leadership team that comes with an excellent track record of success in the space, so there is a great balance between experience and entrepreneurial spirit. This is a great opportunity to leverage experience leading transactions from start to finish to contribute to building a business from the ground up. The position is for an Associate in their Investment and Strategy which is a hybrid investing and operating role in a lean team, where you will get a great opportunity to be mentored by experienced sourcers and negotiators. Experience: 3+ years of experience at an investment bank, management / strategy / real estate consulting firm, corporate development, or private equity / venture capital Prior experience in transaction execution Proficiency in Microsoft Excel / Word / PowerPoint

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Denver, CO is a well-established 900MM AUM independent practice in need of an experienced Certified Financial Planner to join their team. This is a unique opportunity as the role will focus on financial planning while maintaining current relationships and offers a high-end salary plus payout from total assets managed, full benefits, profit share, 401k w/ match, and PTO. Essential Duties and Responsibilities: The following duties generally represent the nature and level of work assigned: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets Manage workflow and prioritize projects The CFP will immediately begin work in the following areas: Investment strategies Financial modeling Asset allocation Cash flow strategies Tax planning Retirement planning Insurance Strategies Estate planning Charitable giving Financial and portfolio reporting Qualifications: Bachelor's degree or higher FINRA series 65 preferred Certified Financial Planner preferred Experience with goals-based planning software (e.g. eMoney, MoneGuidePro) Excellent interpersonal, communication, presentation, and listening skills Ability to understand and explain sophisticated financial concepts and issues Strong problem-solving skills Detail-oriented, accurate, organized, able to set priorities, self-starter Financial planning/wealth management acumen, judgment, and experience Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Proficiency with Word, Excel, and PowerPoint

LHH is working with a prominent national wealth management firm on an investment analyst/associate search. The company's goal is to transform retirement savings and financial well-being around the world. You will grow your knowledge of the business by supporting a team of Advisors, ultimately advancing into an Investment Advisor position yourself, and managing your own portfolio of clients. The company consistently provides very competitive salaries, benefits, and an employee-centric culture. Job Responsibilities: Coordinate preparation of all financial plans for new and existing clients Keep current with financial planning issues and subsequent effects on clients Build investment planning recommendation presentations Stay current with new investment products and market trends Support business development and the attraction of new clients to the Firm Minimum Qualifications: 0-2 years of experience in the Financial Services industry Bachelor's degree in related business field such as Finance, Marketing, or Economics Preferably licensed with one or a combination of: Series 7, 63, 65, 66 Committed to obtaining the Series 65 within four months of joining, if not already licensed Committed to working toward a CFP after joining, if not already certified

What's Awesome About Our Client? High-performing, world-class team & environment Gain exposure to diverse industries and investments worldwide Leadership that provides mentorship and truly wants to see every member of the team succeed Entrepreneurial mindset - Management encourages employees to think out of the box and gain a deeper understanding Why this job - INVESTMENT ASSOCIATE: A robust and well-established investment management firm seeks a highly motivated and talented individual to join their team. As an Investment Analyst, you will play a critical role in supporting the credit team by conducting comprehensive research and analyzing and identifying undervalued debt opportunities across the entire capital structure, focusing on achieving superior risk/reward outcomes. What You'll Actually Do: Research and assess potential investment opportunities to identify promising investment ideas Perform thorough fundamental credit analysis on companies within the relevant space, analyzing their capital structure comprehensively. Conduct evaluations on targeted firms, assessing their competitive position within their respective industries and the long-term health and sustainability of the industries themselves Continuously monitor the performance and development of assets within the existing portfolio Cultivate and nurture relationships with external stakeholders, including company management and sell-side analysts, to gather valuable insights and maintain a strong network Actively participate in team calls and meetings, demonstrating a clear understanding of and support for the investment philosophy, process, and objectives To Be Successful in This Role, You Will Need: Bachelor's and/or Master's Degree in Accounting 2-5 years of Big 4 Experience (open to Audit, Tax, Advisory, etc) Extreme attention to detail and desire to dig into the details Advanced Excel Skills - Financial modeling experience a huge plus CPA or in progress preferred Proficient in Word and PowerPoint Self-starter, inquisitive, and collaborative Where and How Much: Target Compensation $120-150k DOE + lucrative quarterly bonus structure 100% In office - Cherry Creek area 100% Employer paid Health benefits - Employee and Family | 401K w/ 100% match up to IRS Limits | 20 Vacation Days + additional sick days | Free Parking or Monthly Commuting Allowance | Education reimbursement | Relocation assistance

Anticipated Hiring Range: $70,000- $90,000 annually Classification: Full Time Exempt with Benefits Office Hours: 8:00am - 5:00 pm Monday - Friday, in Person Is your current work in accounting leaving you overworked and feeling underappreciated? This role is for you. Join a fast-growing team dedicated to upholding excellence and always putting our clients' best interests first. Perspective Wealth Advisors in an (untraditional) financial planning firm specializing in clients with complex situations: entrepreneurs and executives with equity. Perspective Wealth Advisors is seeking a Tax and Financial Analyst to build and analyze financial modeling, analyze tax returns, provide client meeting support, assist in financial planning, conduct service requests and provide client support. The ideal candidate for this role will have tax, audit finance or FP&A experience. Experience, Knowledge and Skills Minimum Requirements · Minimum 2+ years experience in finance or accounting · Bachelor's Degree · In-office - must live in Colorado · CPA Licensure Preferred Skills · Passion for finance · Experience and knowledge of basic financial planning, Qualified Plans, and tax (e.g., tax loss harvesting) · Experience building financial models in excel · Series 65 certification or acquire within 6 months of employment. · Obtained or willing to work towards obtaining CFP Essential Functions and Job Duties Client meeting and support o Attend financial planning meetings as a second chair, taking detailed notes and tracking action items. o Assist in preparing meeting agendas, reports, and client documents. o Follow up on assigned tasks from meetings to ensure timely execution. Financial Planning and Execution o Assist in gathering, analyzing, and organizing client data for financial planning. o Build initial financial plans, ensuring accuracy and completeness before advisor review. o Support advisors in modeling financial scenarios and identifying key planning opportunities. o Maintain and update financial plans based on client needs and changes. Service Requests & Client Support o Handle client service requests, including account changes, document processing, and general inquiries. o Ensure timely and accurate completion of service-related tasks, coordinating with custodians and other financial institutions as needed. o Maintain client records and documentation in CRM and planning software. Account opening and Onboarding o Act as a liaison for account opening and onboarding, ensuring a smooth client experience. o Coordinate and submit new account paperwork, tracking progress and resolving issues. o Communicate with custodians and internal teams to ensure accounts are set up correctly. o Guide clients through onboarding steps and address any questions related to account setup. Operational and Administrative Support o Manage follow-ups and workflow tasks to ensure nothing falls through the cracks. o Assist in compliance documentation and record-keeping. o Support process improvements to enhance efficiency in financial planning operations. Additional Disclosures The above statements reflect the principal functions of the occupation described. They shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. Perspective Wealth Advisors reserves the right to alter, amend, change, or terminate any responsibilities or other information provided in this job description at any time, with or without notice. Benefits Include : Health (medical, dental, and vison), generous paid time off, sick leave, bereavement, and 9 federal holidays. Additionally, after 6 months of employment PWA offers a 4% 401(k) as well as bonus and incentive compensation Physical Requirements: The physical requirements for this in-person office job include the ability to sit for extended periods, use hands for tasks such as typing, handling documents, and operating office equipment, as well as reach with arms and hands. Clear communication through talking and hearing is essential, and close visual acuity is required for tasks like analyzing data, transcribing, using a computer, reading printed materials. The role also demands the ability to adjust focus for both close and distance vision, color vision, and peripheral vision. EOE Statement: Perspective Wealth Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Conditions of Employment: Candidates must successfully complete all pre-employment screenings and employment eligibility verification. Pre-employment screenings include a background and national sex offender search.

Analyst - Trade Management Denver, CO Rate: $47/hr W2 23 Month assignment Candidate Success Factors: Candidates will be measured on the following four performance drivers which will dictate how individual impact is considered on the Americas platform: Results and Impact Impacts division and influences peers and team Demonstrates good judgement when making decisions of high complexity and impact Relies on limited guidance for most complex decision making Is responsible for driving outcomes which have meaningful effect on team or department Leadership and Collaboration Creates trust with department leaders Acts in leadership capacity for large projects, processes, or programs for a team Client, Customer and Stakeholder Focus Able to build relationships with a mix of intermediate and senior colleagues or clients Interacts regularly with management and department leaders Demonstrates the ability to persuade and influence stakeholders at the team level Compliance Culture and Conduct Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts Perceived as a person of high moral character; upholds corporate values and displays high ethical standards” Responsibilities: Trade Management handles trade matching, trade settlement, and trade reporting for its investment manager clients. Securities in scope include equities, fixed income, listed derivatives, foreign exchange, and TBAs. The team is also responsible for ensuring timely integration of client trades through the Trade Management platform and into the ABOR/IBOR platform. A Trade Management Analyst will primarily be responsible for supporting daily trade activity including post trade confirmation, settlement and client reporting responsibilities including: Ensure timely and accurate settlement of trades across multiple security types, global markets, brokers, and custodians Ensure end of day reporting provided to relevant Oversight teams accurately reflects trade status and provides sufficient commentary Work closely with multiple external and internal parties to resolve trade discrepancies, including unmatched and failed security trades, foreign exchange contracts, overdrafts, and wires. Act as the primary escalation contact within BNP to ensure settlement related issues are resolved in a timely manner Create and maintain accurate broker and custodian settlement instructions across multiple databases Ensure accuracy of new account profiles within all internal systems Ongoing review of existing processes to identify potential improvements to create new efficiencies and increase quality and controls Minimum Required Qualifications One year of related financial industry experience in back and middle office operations with an emphasis on trade settlement. Bachelor's Degree in Accounting/Finance or equivalent Preferred Qualifications: Experience with SWIFT and/or BBH Infomediary Expertise associated with equity and fixed income securities settlement, both US and international, including knowledge of FX, buy-ins, 144A and restricted securities, and physical securities Proven ability to maintain a customer service focused attitude in a high pressure securities environment Ability to work independently within established guidelines and strict operational controls

Victrola, who we are. Victrola employees are music-lovers, team players, and innovators with competitive spirits. We take pride in creating products that bring lifelong music memories into people's homes. We value relationships as much as our products. We are proud to continue to build upon our history while providing best-in-class products with current technology. We thrive in a fast-paced, hard-working environment, yet know when to relax and spin an album. We are what makes Victrola a great place to work. Victrola offers; A lean and transparent organization where everyone has an impact and creative input. Competitive pay with generous benefits package A unique and inclusive culture that encourages growth, allows for work-life balance, and provides support. Volunteer time-off to give back to your community. The Role: As an FP&A Analyst, you will be responsible for supporting financial planning, forecasting, budgeting, pricing, and analysis activities. This position is ideal for someone with 3-5 years of experience in financial analysis who is looking to take the next step in their career. You will work closely with business leaders to provide actionable insights that support decision-making and drive business growth. Duties/Responsibilities: Develop and maintain financial models, forecasts, and budgets to support company-wide financial planning. Perform variance analysis and provide insights into key financial metrics and operational performance. Collaborate with cross-functional teams to gather data, understand business trends, and provide recommendations for improvement. Assist in the preparation of monthly, quarterly, and annual financial reports for senior leadership. Prepare ad-hoc financial analyses to support strategic decision-making and business initiatives. Identify and evaluate key financial and operational KPIs to drive performance improvement. Partner with Sales, Product, and Operations to develop and implement accurate pricing models and profitability reporting. Support the annual budget process and assist with periodic financial updates to management. Assist in month-end and year-end closing processes, ensuring the accuracy of financial results. Assist with financial reporting and accounting duties, such as reconciliations, journal entries, and compliance with accounting standards. Assist with basic level accounting type work, which includes accruals, prepaids, commission, and other common accounting deliverables. Support the development and implementation of financial planning systems and processes. Assist in internal and external audits by providing necessary financial data and reports. Skills/Abilities: Strong proficiency in financial modeling, budgeting, forecasting, and analysis. Advanced Excel skills (pivot tables, VLOOKUP, financial modeling) required. Experience with ERP and FP&A software. Experience with SAP ECC and SAP S4 HANA is strongly preferred. Knowledge of accounting principles (GAAP) and experience with general accounting functions. Strong analytical and problem-solving skills, with the ability to distill complex data into clear insights. Ability to work independently and collaboratively in a fast-paced environment. Excellent communication and presentation skills, with the ability to interact with senior management and cross-functional teams. High level of attention to detail and accuracy. Education/Experience: Bachelor's degree in Finance, Accounting, or related field. 3-5 years of experience in financial planning and analysis, financial reporting, or corporate finance, with some accounting experience (e.g., reconciliations, journal entries, month-end close processes). Disclaimer: The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. The employer retains the right to change or assign other duties to this position.

Education / Experience Requirements: Bachelor's Degree, preferably in finance, financial planning, accounting, economics, or tax Preferred designations: MBA, CFA, CFP, or CHFC Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment Knowledge and Skills Requirements: Desire to establish new relationships and build business Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits Ability to maintain confidentiality Ability to quickly grasp changing situations and react appropriately Demonstrated social presence and social awareness Willing and able to learn and adapt to new situations and responsibilities Exceptional oral and written communication skills Demonstrated desire to reach out to people, understand their needs and maintain frequent contact Desire to continually learn and work hard Superior organizational skills, attention to detail, follow-through and accuracy Ability to travel about 40% of the time Responsibilities: Provide financial counseling and investment management services to AMG clients that meet AMG's standards and practices Maintain highly respected and confidential relationships with AMG clients Maintain the highest level of client satisfaction with AMG's services Take initiative, provide valued advice and be proactive with clients Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately Fully understand and help market the full array of AMG's services Help build AMG's image in the community Understand and be able to explain AMG's methodologies, economic scenarios and recommendations Contribute to effective and efficient firmwide financial counseling practices, as requested Maintain highly effective and respectful working relationships with AMG staff of all levels Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs Maintain up-to-date knowledge of all investment and financial counseling-related subject areas Effectively set and communicate priorities Regularly attend and participate in conference calls and staff meetings Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail Exercise effective judgment Adapt to changes and new responsibilities Other duties as assigned Job applications will be accepted through March 31, 2025 AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

Minimum Requirements Bachelor's degree in accounting, finance, business or related field required or equivalent experience. . Expert knowledge of MS Excel software, including Vlookups and pivot tables. Working knowledge and understanding of Generally Accepted Accounting Principles (GAAP) with the ability to apply to business transactions. Analytical ability. Attention to detail. Responsibilities Summary Responsible for supporting the finance department analyzing, managing, reporting, and providing insights and recommendations regarding the organization's cost of goods sold. Works closely with manufacturing and supply chain departments ensuring we maximize profitability while optimizing operational efficiency. Cross functional collaboration and ability show how the numbers tell a story to non-finance partners is instrumental. Primary Duties and Responsibilities Lead the budget and guidance process for establishing and maintaining the Cost of Goods Sold, COGS, sections of the income statement. Collaborate with Manufacturing, Cost Accounting, Sales, and Supply Chain teams to gather the required information to update all COGS related accounts in both the budget and guidance on an annual and quarterly basis. Generate analytics to highlight the difference between new build product cost and service repair product cost by product line. Establish standardized reporting package to highlight and explain monthly and quarterly variance with detailed commentary at the account level for all COGS related accounts impacting Gross Margin. Prepare detailed COGS reports that break down costs by material, labor, and overhead by product line, as well as absorption percentage for each respective classification. Provide insight to fluctuations in absorption with supporting details to substantiate account level variances. Establish an Other Cost of Goods Sold, OCOGS, analysis for reporting on expenses such as Tariffs, PPV, Freight, E&O, etc. with detailed commentary explaining variance from budget and guidance. Produce product line gross margin trend analysis month over month and quarter over quarter with detailed account level explanations of variances. Develop and maintain a total company and product line level dashboard that tracks gross margin performance and key performance indicators, splitting out cost variability from Standard COGS to OCOGS related accounts. Identify opportunities for cost reduction and process improvement, within the manufacturing and supply chain arena i.e. leakage, PPV, Incoterms, scrap, shrinkage, etc. Conduct regular reviews of inventory levels, production efficiency, and waste management to optimize the impacts to COGS related accounts. Performs other ad hoc reporting and analysis as requested.

Job Title: Analyst Duration: 15 Months Responsibilities: Prepare mutual fund shareholder annual and semi-annual reports. Prepares, edits, and maintains all financial reporting schedules such as Fund Financial Statement, Schedule of Investment and Tailored Shareholding Reporting. Help prepare other financial reporting deliverables Including Form N-MFP3, Form PF, Form CPO-PQR, 24f-2 SEC regulatory filings, Prospectus and SAI information. Researches and resolves moderately complex problems Support team in all aspects of the above deliverables. Develop and maintain procedures for all team deliverables. Minimum Required Qualifications Bachelor's degree in Accounting or Finance required. Comprehensive accounting knowledge. Must be detail orientated and highly analytical. Preferred Qualifications: Experience in mutual fund accounting or reporting preferred. Ability to comprehend and utilize complex procedures with minimal guidance. Strong organizational and coordination skills. Ability to prioritize and manage multiple projects simultaneously Advanced Excel and Word knowledge, Outlook a plus. Excellent written and oral communication skills.

**_About Us_** The Incentive Controls, Strategy, and Optimization (ICSO) team is a vital part of our organization, committed to driving efficiency and strategic impact in incentive processes. Our focus includes enhancing incentive strategies, standardizing processes across segments, fostering skill development, and ensuring that our operations are both efficient and compliant. **_Position Summary_** As an Advisor within ICSO, you will play a key role in managing rebate and GPO administrative fee contracts with the $12 billion Cardinal Health Medical segment. This includes interpreting complex contract language, designing calculation queries in SAP HANA or SAP Vistex, and enabling downstream teams to autonomously calculate incentives with precision. You will also support the development of contract language and monitor adherence to incentive guidelines, ensuring compliance and consistency across the organization. This role is ideal for a detail-oriented professional with strong analytical skills and SAP expertise who values both operational impact and continuous learning. **_Responsibilities_** + **Contract Interpretation and Query Development:** Analyze complex rebate and GPO admin fee contracts, translating terms into accurate, autonomous calculation queries in SAP HANA or SAP Vistex to support downstream execution teams. + **Contract Management and Compliance:** Support the creation of rebate contract language, monitor customer compliance, and ensure adherence to incentive guidelines, contributing to ICSO's commitment to operational integrity. + **Process Standardization:** Collaborate with cross-functional teams to enhance and standardize end-to-end incentive processes, promoting consistency and compliance in calculations. + **Efficiency and Accuracy Improvement:** Continuously improve calculation processes by optimizing SAP configurations to reduce errors and streamline operations. + **Skill and Business Development:** Engage in continuous learning to develop your skills and business acumen, enhancing your understanding of how incentive controls impact broader segment strategy. **_Qualifications_** + Bachelor's degree in Business, Finance, Information Systems preferred, or a related field preferred + 5+ years of experience in incentive or rebate management, contract interpretation, or a similar role within a commercial, finance, or healthcare environment preferred. + Proficiency in SAP HANA and SAP Vistex preferred, with experience in designing and implementing calculation queries preferred. + Strong analytical and problem-solving abilities, with attention to detail. + Excellent communication skills, capable of interpreting complex contract language and translating it into system-based calculations. + Proven ability to collaborate across functions and contribute to process improvements. **_Why Join Us?_** At ICSO, we value efficiency, partnership, skill development, and integrity. This role provides an opportunity to directly impact our Medical incentive processes, ensuring compliant and autonomous calculations that support business growth. If you're an SAP expert who thrives in a collaborative, learning-focused environment, we encourage you to apply. **Anticipated salary range:** $66,500 - $94,900 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 4/14/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

The Stellarix Group, a MassMutual firm located in Denver, CO, serves the needs of individuals, families, and businesses by providing financial planning and investment advice. The firm is committed to honesty, transparency, and actively listening to understand clients' goals and aspirations. Role Description This is a full-time hybrid role for a Financial Advisor at The Stellarix Group. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services. The role is based in Denver, CO, with flexibility for remote work. Qualifications Financial Planning, Retirement Planning, and Financial Advisory skills Experience in Finance and Investments Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Ability to build and maintain client relationships Knowledge of financial products and services Relevant certifications (e.g., CFP, CFA) are a plus Bachelor's degree in Finance, Economics, or related field

Title: Investment Banking Analyst Company Summary: We are working with a top tier Investment Banking team in the Denver, CO area looking to add an Investment Banking Analyst to their growing Healthcare M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing experience with a lean deal team. The Investment Banking Analyst will be responsible for: Preparing and delivering presentations throughout the deal execution period. Assist in the coordination of internal and external resources in the due diligence process for M&A transactions. Assisting in the execution of M&A transactions, mostly on buy-side M&A. Conducting extensive industry, market, and company-specific research. Building and maintaining client relations with established and prospective clients. The Investment Banking Analyst should have the following qualifications: 1+ years within Investment Banking. Bachelors in Finance, Economics, Business or related fields. Strong closed M&A deal experience. If you are interested in the Investment Banking Analyst role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.