Finance Consultant Jobs in Cheektowaga, NY

At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful. 3What we offer.. .Wide ranges of products to address clients' needs .With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients .Flexibility to operate your practice .With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice .Support and development opportunities to grow your practice .New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents .How we will compensate you .You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2023 was $117,359.7 In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* .About New York Life.. .As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients .Awards & Accolades.. .We're proud of our financial strength 2• A++ Superior (A.M. Best )• AAA Exceptionally Strong (Fitch )• Aaa Exceptional (Moody's )• AA+ Very Strong (Standard & Poor's ) We're proud of the help we've provided and continue to provide our clients1 0• 5.3 million lives protected (includes all owners of individual life insurance and annuity policies )• $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. )• $937 million lifetime annuity income paid (includes all payouts on individual income annuity products )• Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)1 1New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identit y* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology, please see ********************************************************************* .2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023) 3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023. 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history ,production standards, and required training. Requirements are subject to change. 6. If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 7. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active a sof December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied .8. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason .9. Dividends are not guaranteed. 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. AR10511_052024 SMRU5029909 (Exp.06.30.2025 )

Our plant-based food and beverage company is seeking a dynamic and experienced Finance Director to oversee financial aspects of the organization. As the Finance Director, you will be responsible for providing strategic financial leadership and guidance to support the company's growth and sustainability. Responsibilities: Financial Planning and Analysis: Develop and maintain financial models for forecasting, budgeting, and long-term strategic planning. Analyze financial performance and key metrics to provide insights and recommendations to the executive team. Accounting and Financial Reporting: Oversee the company's accounting functions, including the preparation of financial statements, tax compliance, and regulatory reporting. Ensure compliance with accounting standards and regulations. Budget Management: Lead the annual budgeting process and monitor budget performance throughout the year. Provide financial guidance to department heads to ensure budget adherence and profitability. Treasury Management: Manage the company's cash flow, investments, and banking relationships. Implement strategies to optimize working capital and mitigate financial risks. Financial Compliance: Ensure compliance with all financial regulations and reporting requirements. Work closely with external auditors and regulatory agencies as needed. Team Leadership: Supervise and mentor a team of finance professionals, providing guidance and support for their professional development. Foster a culture of accountability, collaboration, and continuous improvement within the finance department. Education/Prerequisite Requirements: Bachelor's degree in finance, Accounting, or related field; MBA or CPA preferred. 8+ years of progressive finance and accounting experience, with at least 3 years in a leadership role. Strong analytical and problem-solving skills, with a track record of driving business results. Equipment/Training Knowledge: Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments. Proficiency in financial software and systems, including ERP systems and financial modeling tools. Experience in the food and beverage industry or related fields is a plus.

Industry/Sector Not Applicable Specialism SAP Management Level Manager At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. Those in SAP finance at PwC will specialise in providing consulting services for SAP finance applications. You will analyse client requirements, implement software solutions, and offer training and support for seamless integration and utilisation of SAP finance applications. Working in this area, you will enable clients to optimise financial processes, improve financial reporting, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Analyse and identify the linkages and interactions between the component parts of an entire system. * Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. * Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. * Develop skills outside your comfort zone, and encourage others to do the same. * Effectively mentor others. * Use the review of work as an opportunity to deepen the expertise of team members. * Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Minimum Degree Required Bachelor's Degree Minimum Year(s) of Experience 6 year(s) Preferred Knowledge/Skills Demonstrates extensive knowledge and/or proven record of success in consulting, designing, implementing and leading consulting engagements within the SAP Central Finance suite including: * Demonstrates extensive-level experience in implementing SAP Finance, S/4HANA and Central Finance; * Demonstrates extensive-level experience and a proven record of success leading a team in configuration and implementation of Financial Accounting, Managerial Accounting,Êand Central Finance;Ê * Demonstrates a proven record of success in designing and redesigning Enterprise Data Model especially in the context of preparing for a SAP Central Finance implementation; * Demonstrates extensive abilities and a proven record of success as a team leader of Corporate Finance Processes supported by Central Finance such as central payments, open item management, credit management, and shared services; * Demonstrates a proven record of success as a team leader driving work to establish business requirements are met; * Demonstrates proven thorough abilities to utilize effectively written, verbal, and presentation business communication skills when interacting with clients and firm staff and/or management in a professional services business environment, including articulating technical concepts to business stakeholders and driving development efforts with clients; * Demonstrates proven thorough abilities and success as a team leader by creating a positive environment, monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, providing candid, meaningful feedback in a timely manner, and keeping leadership informed of progress and issues; * Demonstrates extensive-level experience in SAP Central Finance and S/4HANA with specific focus on SAP Finance/Controlling/Accounting; * Demonstrates a proven record of experience on how SLT works in multi ERPs source system, mapping through SLT and MDG and defining Central finance future architecture; * Demonstrates extensive-level experience in SAP S/4HANA with reference to Central Finance; * Demonstrates a proven record of success and eagerness to prototype, value case, and grow the practice in the latest S/4HANA Central Finance use cases; * Demonstrates proven success as a team leader as the point of contact with customers for troubleshooting, investigating, analyzing, solving software problems, mapping client business requirements, processes and objectives, and developing necessary product modifications to satisfy customerÕs needs; * Demonstrates proven ability to conduct complex and interactive solutioning workshops; and, * Demonstrates proven experience utilizing technical and industry knowledge to identify complex client issues and build long-term business relationships with key executives through engagement delivery, as well as networking in professional organizations. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: ***********************************

Sandhill Investment Management is a well-established wealth management firm with approximately $2 Billion in AUM/AUA. We have been GIPS compliant since our inception of 2004 and are proud to have over 95% client retention rate. Our current client base is HNW relationships as well as 401(K) plans in 42 states across the U.S. This opportunity seeks a highly motivated Investment Advisor to grow our Retail Business segment. Our retail business focuses on HNW/UHNW, Endowments and Foundations. Our Competitive Advantage Sandhill's edge is our ability to offer proprietary investment products all backed by a cohesive and experienced internal research team. Sandhill's research process is defined and repeatable, producing impactful results to our clients over time. Our flagship product has earned national recognition including multiple in Forma PSN Top Gun Awards. Support System We are built to help advisors focus on the needs of their relationships without worrying about the day-to-day responsibilities; Our research & operations team handle the portfolio management while our client service team oversees administrative client requests and work closely with you to ensure clients are handled with the utmost care. This provides our advisors with the freedom to do what they love: build on existing relationships and cultivate new ones. Benefits · Medical & Dental benefits with Healthcare-coverage allowance ($10K Family / $5,500 Individuals) · 401(K) matching up to 4% · Access to our proprietary investment products at employee rates · Marketing & sponsorship budget allowance · Professional development opportunities Compensation

Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 650 professionals across Europe, the US, Latin America, and Asia. Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions, having advised on more than 650 deals for a total value of c.€88.5bn in the last four years. Alantra's senior bankers and execution teams offer a global understanding of industry sectors combined with strong local relationships with the companies, investors, entrepreneurs, and financing institutions in each of its markets. In Alternative Asset Management, Alantra offers its client unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 30 June 2023, assets under management from consolidated businesses stood at €2.2bn, while assets under management from Strategic Partnerships, in which Alantra holds a significant stake, were at more than €13.7bn. For more information, please visit *************** Job Description: Overview ALANTRA is seeking to hire an Investment Banking Associate to help support its M&A and capital raising advisory business. The position will be located in Boston, MA or New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners. Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Responsibilities Develop and author pitch materials Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations Conduct extensive financial and valuation analyses Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables Produce comprehensive industry and company-specific research Develop marketing strategies, conduct buyer outreach and target approach Manage due diligence and provide transaction support Support transaction negotiations Participate in the recruitment, development, training, and mentoring of Analysts and junior resources Why Alantra Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices. Team-oriented and collaborative culture Unique career development opportunities with focus on long-term growth and success Global training programs 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance Fitness reimbursement 401k with match Employee assistance program Competitive salary and bonus plans Competitive vacation and holiday plans Pre-tax commuter benefits Company events and international offsites Team-wide community service initiatives Access to global network Base compensation band: $150,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Requirements: Qualifications / Requirements 3 to 5 years of relevant experience in investment banking required Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred. Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs Solid finance/accounting knowledge; ability to analyze and value businesses Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively Exceptional interpersonal and presentation skills Outstanding written and oral communication skills Excellent analytical, creative, and strategic thinking skills Team player mentality combined with the ability to work independently Strong organization skills with ability to multi-task and prioritize deliverables Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability. Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind Follow a well-defined career path that integrates education with mentorship and teaming opportunities Transparency, honesty, and clarity as the fundamental ingredients of partnership A culture of innovation that embraces growth and the changes that come with it Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… Establish networks and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? A strong relationship-builder who takes a client-first approach A proven networker and marketer (alt: “connector of people”) A dedicated worker: independent, self-motivated and goal oriented

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. 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 Planner or comparable professional designation preferred; CPA, CTFA, MBA or a comparable designation · Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred · A proven record of achieving new business a plus

Experience: 2 to 6 years in commercial finance transactions. Responsibilities: Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions. Advise on and handle term loans, letters of credit, acquisition financing. Manage documentation and negotiations for equipment leasing and finance agreements. Facilitate cross-border transactions involving secured and unsecured credit facilities. Requirements: Juris Doctor (J.D.) from an accredited law school. Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients. Excellent written and verbal communication skills. Strong academic credentials. Salary: $124,000 to $158,000 A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.

If you believe healthcare is a right, that everyone deserves access to high quality care so they can enjoy their highest level of health and wellbeing, and you value teamwork and each person's individual story - consider joining us at Neighborhood! We are seeking a highly responsible strategic leader who is passionate about aligning the work of the finance department with the organization's mission, inspiring a team, and ensuring long-term financial sustainability for Neighborhood. About the Role: As the leader of the finance, payroll, and billing teams you'll oversee functions such as financial planning, budgeting, financial reporting, forecasting, cash flow management, and risk management. You'll use your strategic thinking, good judgment, and interpersonal skills as you solve problems and drive change. You'll report directly to the CEO and be a key strategic advisor. Essential duties include: * Lead and carry out finance management strategic planning * Maintain all organizational accounting and financial record keeping * Oversee all aspects of revenue cycle and billing through staff training and development and metrics * Evaluate and recommend financial strategies for all lines of business and facilities within the organization * Serve as a key advisor for the president/CEO as part of the strategic leadership team You will be primarily based at our Northwest location, 155 Lawn Avenue in Buffalo, and will also travel to other Neighborhood sites on occasion. What it's Like to Work at Neighborhood: The top three words employees say describe the work environment are: teamwork, supportive, kind. These are from an anonymous survey of Neighborhood employees for Buffalo Business First's Best Places to Work. Neighborhood has earned "finalist" distinction in the competition the last four years. We are a group of flexible and kind individuals who are open to each other's ideas, and see opportunities to innovate and find solutions when challenges arise. Education and Experience to be VP of finance: * Bachelor's degree required. CPA preferred. * FQHC or similar finance and revenue cycle experience is strongly preferred. * At least three years of senior leadership with strong prior supervisory experience. * Excellent written and verbal communications skills. * Able to read, write and speak the English language. A second language of Spanish preferred. What We Offer: Compensation: $158,000 - $170,000 based on a full time, 40 hour work week Benefits: You'll have options for medical, dental, life, and supplemental insurance. We also offer a 403b match, health savings accounts with employer contribution, wellbeing programs, generous paid time off and twice yearly bonus potential. Neighborhood Health Center is an equal opportunity employer. About Neighborhood: Neighborhood Health Center is the largest and longest serving Federally Qualified Health Center in Western New York, and is the highest ranked health center for quality in the region. We provide access to primary and integrated healthcare services all under one roof, regardless of a person's ability to pay. Services include internal/family medicine, pediatrics, OB-GYN, dentistry, podiatry, psychiatry, vision care, nutrition and behavioral health counseling, and pharmacy services. We're working toward an equitable Western New York where all enjoy their highest level of health and wellbeing.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate as a well-coordinated team to stay sharp and deliver on the highest level of customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing outstanding service to existing clients while representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships. Responsibilities: Manage and develop important client relationships with guidance from senior colleagues. Clients are likely to include business owners, executives, retirees, and families. Develop a personal network and represent the organization at community events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services. Support the branch's growth of the overall business Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Enter trades as requested. Participate in continuing education and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and daily news. Ensure all paperwork is completed correctly and in adherence with regulatory requirements Schedule appointments, meeting preparation and follow-up **Knowledge of** + Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. + Company's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Microsoft Office, particularly Word, Excel, PowerPoint & Outlook + Verbal and written communication with a high level of professionalism + Organization with meticulous attention to detail + LinkedIn, Facebook & Twitter; + Interpersonal communication and customer service + Problem solving + Preparing and delivering clear, effective, and professional presentations. **Ability to** + Prioritize, multitask, work within time constraints and follow-up + Work within deadlines in a high-volume, pressure-oriented environment + Manage multiple deadlines and tasks + Work independently with minimal direction + Work in a team environment and demonstrate a professional and friendly manner + Display flexibility and willingness to assist others as required. _Scheff Liddell Wealth Group and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._ **Education** **Work Experience** General Experience - 3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Salary Range** $60,405.80-$70,000.00 **Travel** Less than 25% **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. \#LI-LS1

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity We are looking for Insurance focused Big 4 Auditors looking for a job shift into Consulting. Join our specialized team utilizing your insurance accounting background to learn and deliver Finance Transformation / ERP programs. Looking for Senior Associate and Manager candidates. Responsibilities range from project to project but may include supporting the overall Finance/program strategy, supporting the proposal process, leading the ERP program execution, or leading a workstream (e.g. GL, AP, Fixed Assets, FP&A, Procurement, Sub-ledger, etc). We will leverage your experience from client walkthroughs of their current state finance processes and help you learn how to adapt that into the world of consulting. You will work collaboratively with colleagues across Finance and Technology to deliver for our clients and enhance their Finance function. Your key responsibilities Advise clients on leading practices and considerations with ERP / Finance Transformation programs. Use business process, organizational and technology capabilities and knowledge across several of the following focus areas: General ledger / Chart of accounts design Financial close, consolidation and controllership activities Allocations design and execution A/R, A/P, Fixed Assets, Project Accounting, AP&A processes / implementation Accounting sub-ledgers & Finance data architecture / delivery Reporting strategies, tools & processes (potentially SEC, regulatory reporting, GAAP vs Stat, management reporting) Cash management / Bank reconciliations Balance sheet reconciliations related to the financial close and controllership activities Intercompany elimination processes FX revaluation and FX management Serve in an execution role to deliver on one or more of the above areas, driving delivery on the end-to-end lifecycle of ERP programs Testing coordination and/or involvement on ERP programs Program/Project Management of ERP programs and/or workstreams on those programs Qualifications and requirements Insurance accounting / auditing experience and financial process understanding SOX walkthroughs of key financial processes, understanding the process and flow of data across those processes and the related accounting considerations Record to Report processes / data flow, understanding: The process and data flow from source systems (e.g. Policy Admin/Claims) into the General Ledger The process and data flow to close the books on a monthly/quarterly basis, including consolidations, intercompany eliminations, Fx translation Financial and Regulatory Reporting, including analysis of financials, reconciliations processes, and providing insights to management Allocation processes, drivers of allocations, flow of data, and impact to financials Procure to Pay processes / data flow, understanding: Procurement processes to acquire goods/services, including use of POs, approval processes, and related accounting considerations Accounts Payable (AP) processes, including vendor master data, payments processing, and accounting / reconciliation considerations Acquire to Retire processes / data flow, understanding: Setting up Fixed Assets, depreciation schedules, and related reporting Any experience with the ERP packages, notably with either: SAP, Oracle, or Workday 3+ years of Big 4 Insurance audit experience Ability to manage large teams, including project management skills Independent working, ability to self-manage and ambitious nature. Demonstrated ability to solve complex problems with a general understanding of the data and technology across the financial processes University degree required; master's degree optional. CPA required Willingness to travel and work onsite at client locations What we offer We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,300 to $176,500. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,500 to $200,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Are you a detail-oriented professional with a knack for managing data-heavy projects in fast-paced environments? Offering a competitive salary of $80,000-$115,000 per year, this role is perfect for someone eager to take ownership of complex workflows and lead initiatives across teams. The Finance Project Manager will manage large-scale projects involving extensive datasets, ensuring accurate organization, analysis, and reporting. You'll work closely with leadership and team members to streamline processes, provide clear communication, and foster collaboration. Regular reporting and updates are critical, as is maintaining confidentiality while managing sensitive information. In this role, you'll mentor and guide team members, delegate tasks effectively, and help shape a positive, growth-oriented culture. Candidates with experience in data management, financial operations, or project coordination are highly encouraged to apply. We're looking for professionals from finance, math, or accounting fields (e.g., financial services, corporate operations, or data analysis) who can quickly learn new systems and thrive in dynamic environments. This is an in-person position in the WNY area. Responsibilities: Manage data-heavy projects with precision, ensuring all workflows are completed on time and accurately. Analyze, organize, and report on large datasets. Serve as the primary point of contact for clients, delivering clear and timely communication. Provide leadership by mentoring and supporting team members while maintaining accountability. Collaborate with stakeholders to drive initiatives, ensure accuracy, and adapt quickly to changing priorities. Qualifications: Proven success managing complex, high-pressure projects with a strong focus on accuracy and results. 5+ years of experience in project management, data management, or a related field. Excellent organizational, analytical, and communication skills. Ability to adapt quickly to changes and thrive under tight deadlines. A client-focused approach with a commitment to delivering excellent service. Education: Bachelor's degree in Business, Project Management, or a related field. The advertised pay range represents what we believe at the time of this job posting, that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range. First time working with a Recruiter ? No problem! We make the process as smooth and straightforward as possible. Communication is key - to get started, all we need from you is an updated resume and some time to chat. Our team will get to know and your future career goals. Throughout the process, we will provide resume feedback, schedule and prepare you for interviews, provide client feedback, and coach you through the offer stage. StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service.

What you'll do: The Financial Analyst assists in daily Oracle projects maintenance, record updating and transaction-level analysis. Month- end responsibilities will include processing journal entries and routine financial reporting. This position will support audits and control documentation. In this function you will: * Heavy participation in the month end close process of Oracle projects and inventory modules; * Month end reporting, and analysis; * Prepare reports for management and Integrated Product Teams (IPTs); * Complete Project invoicing from Oracle and maintain internal invoicing control documents; * Support the business unit in audits, assessments, review of corrective actions and risk mitigation; * This description reflects management's assignment of essential functions; it does not proscribe or restrict the tasks that may be assigned. Qualifications: Basic Requirements: * A minimum of a Bachelors Degree in Finance, Accounting, or Business from an accredited institution * A minimum of 1 year of experience working with general ledger and journal entries * A minimum of 1 year of demonstrated experience using Excel to create templates, use formulas such as vlookup, index, match, etc * Relocation is not provided. All candidates must currently within 75 miles of Eaton's facility in Orchard Park, NY * All candidates must be legally authorized to work in the United States without company sponsorship now or in the future * This position requires use of information or access to hardware which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. "Green Card Holder"), Political Asylee or Refugee. Preferred Qualifications: * Excellent interpersonal and communication skills must be able to function in a multi-cultural environment. * Intermediate/Advanced Excel user * Detail Orientated * Oracle or SAP experience preferred * Cost-plus or cost type contract experience Skills: * Basic knowledge of internal financial control structure; * Strong interpersonal skills (communication, motivation, team working); * Excellent time management skills, with the ability to manage multiple tasks and priorities; * Methodical and organized; * Analytical and highly numerate; * Ability to work as part of a virtual team and under own initiative; * Commercially aware; * Delivery focused mind-set.