Wealth Advisor
Finance Consultant Job 16 miles from Detroit
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm.
Position Overview:
The Wealth Advisor will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving. The Wealth Advisor will continuously manage client portfolios, review financial plans, and maintain strong, long-lasting relationships with clients. Most importantly, they will be responsible for driving the growth of assets under management (AUM).
Key Responsibilities:
Understand Clients' Financial Needs:
Engage with clients to gather and analyze financial data, such as income, expenses, insurance, tax status, and risk tolerance, to develop personalized financial plans.
Provide tailored financial advice to help clients meet their financial goals, whether it be retirement planning, investment growth, or estate planning.
Provide Financial Advice & Ongoing Support:
Address client questions and concerns about their financial status, offering professional advice to help them improve their financial outcomes.
Develop strategies for investment planning, insurance coverage, and cash flow management that align with the clients' objectives.
Manage & Review Financial Plans:
Regularly monitor client accounts and portfolios to ensure alignment with life changes, market conditions, and financial goals.
Adjust strategies as needed to respond to changes in the economic environment, client circumstances, or financial performance.
Prepare & Present Financial Documents:
Prepare and interpret financial documents, such as income projections, investment performance reports, and summaries, ensuring clients fully understand their financial situation.
Conduct periodic reviews with clients to discuss their portfolio performance and make any necessary adjustments to their strategy.
Client Relationship Management:
Maintain continuous communication with clients to stay informed about their financial and personal circumstances, providing proactive and responsive advice as needed.
Build and manage a strong client base, focusing on long-term relationships and business development through referrals and new clients.
Team Collaboration:
Collaborate with fellow Wealth Advisors and Associate Advisors and other team members to provide clients with comprehensive financial planning services.
Contribute to the firm's overall service delivery by offering insights and subject matter expertise.
Stay Informed on Industry Trends:
Stay updated on changes in legislation, financial products, and industry trends that may impact client financial planning strategies.
Utilize financial planning tools (e.g., eMoney) to support accurate plan development and client presentations.
Qualifications:
3+ years of industry experience as a Financial Advisor.
Proven ability to manage assets under management (AUM) of $1+ million per client.
CFP designation.
Bachelor's Degree in Business, Finance, or a related field from an accredited college or university.
Strong knowledge of investment business and financial planning principles.
Experience with financial planning software such as eMoney.
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
Excellent time-management, organizational, and communication skills.
Benefits:
Competitive salary with performance-based incentives.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Opportunities for professional development and career advancement within a dynamic and growing organization.
Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.
Application Instructions:
Application Instructions:
To apply for the Wealth Advisor position, please submit your resume and cover letter detailing your qualifications and relevant experience to ************************ or on our website planningalt.com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.
Financial Services Professional
Finance Consultant Job 18 miles from Detroit
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
FINANCIAL PROFESSIONAL
Finance Consultant Job 17 miles from Detroit
About the Company
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Troy 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.
About the Role
The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Responsibilities
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.
Are a self-starter
Have an entrepreneurial mindset
Are a customer service champion
Are an engaging and compelling communicator and negotiator
Are a problem solver
Are a Life-long student seeking continued education and professional development
Are a critical thinker
Have prior sales experience and/or enjoy networking and seeking new clients
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
Required Skills
The path to becoming a Financial Professional 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.
Preferred Skills
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.
Pay range and compensation package
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.
Associate Financial Advisor
Finance Consultant Job 16 miles from Detroit
Michigan Financial Companies is an independent financial services firm based in Southfield, Michigan, with approximately 100 independent advisors across 30+ branch offices. We are looking for registered individuals who desire to be part of a team. We currently have a specific role with immediate availability on an advisory team based in Sterling Heights, MI. As an Associate Financial Advisor joining a team with an established advisor, you will take over part of a book of business and service clients with the same level of care and attention they have grown to expect from this team. Join our firm for access to first-class resources including training, marketing support, mentorship, financial planning support, technology and more! Our firm conducts business in an open architecture environment, allowing you to provide recommendations based on what is best for your client. This full-time position will be housed in our Sterling Heights, MI office.
Objectives of this Role:
Be an integral member of our firm, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth.
Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.
Work closely with your paired advisor and administrative team to provide advice to clients in a manner consistent with the team's approach.
Monitor market performance to develop and deliver investment advice and strategies accordingly.
Utilize our seven step Platinum Advisory Process to analyze options creating a financial roadmap and ensuring they are on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments.
Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly.
Skills and Qualifications:
Bachelor's Degree in finance, economics or related field
5 years or more of experience in financial services
Series 7 & 66 registered
Personal integrity; ability to keep client and company confidences
Self-motivated and driven to exceed expectations
Enthusiasm to connect with your community and evolve connections into clients
Desire to be part of a team
Preferred Qualifications:
CFP designation
Experience with financial planning software
Experience with a CRM
Compensation: Base salary (based on experience) + commissions. Benefits including health, vision, dental, short-term disability, long-term disability, term life insurance and 401(k).
Financial Advisor
Finance Consultant Job 15 miles from Detroit
Cruise planners are specialized services or tools designed to assist travelers in planning and booking every aspect of their cruise vacation. These planners can be either digital platforms or personalized services provided by travel agencies or cruise lines
Role Description
This is a full-time remote role for a Financial Advisor at Cruise Planners. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, providing financial advice, and analyzing financial data.
Qualifications
Financial Planning and Finance skills
Retirement Planning expertise
Experience in Investments and Financial Advisory
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and remotely
Certifications such as CFP, CFA, or ChFC are a plus
Bachelor's degree in Finance, Economics, or related field
Financial Advisor
Finance Consultant Job 17 miles from Detroit
Description: Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue1:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
About Northwestern Mutual
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Top 5 US Independent Broker-Dealers4
Unsurpassed financial strength with total company assets of $366 billion5
Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Fortune 500 company (June 2024)
Forbes' Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source:
InvestmentNews
, April 2024. Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com.
Financial Analyst
Finance Consultant Job 17 miles from Detroit
Financial Analyst supporting the OEM business segment. This position will support the OEM business segment, providing financial modeling, reporting, analysis and proactive guidance for new and current business pricing and improvements, market intelligence, capital planning and business strategy.
KEY TASKS
Provide financial modeling and insight for the OEM business across new business quoting, market intelligence, product line profitability and business strategy and long-term business planning
Will interact and serve as a nexus between Corporate Finance, OEM Sales and Engineering, and Program Management
Centrally involved in quoting and pricing process from development and prototype phase through post-launch profitability reviews, including maintaining and improvement of the company OE quoting model/cost estimating model
Assisting the Commercial team in translating quoted costs into Customer cost breakdowns
Provide guidance and approval for all new business quote pricing
Proactively address product line profitability improvement opportunities
Data analytics management across multiple databases including S&P vehicle production & forecasts and company SKU-level profitability
Product line cost and price change tracking and analysis to inform pricing decisions and ensure profitability targets
Program and tooling capital investment oversight, approval and tracking
Ensuring compliance with accounting and finance policies and procedures
Establish and manage Sales & Engineering functional budgets/forecasts
Lead financial analysis for actual, forecast and budget results, interacting across functions and reporting lines
Special projects as required, especially market intelligence, business planning and strategy
REQUIREMENTS
Education:
Bachelor's degree and relevant business experience required
Years of Experience:
3-5 years Financial / Accounting / Business experience, preferably in an Automotive Tier 1 or OEM
Superior candidates will have experience at an Automotive OEM or Tier-1 supplier in roles related to pricing analysis, strategy development, business planning, portfolio planning, procurement/supply chain, financial modeling, data analytics and insights, and/or cost estimating
Other Requirements:
Must have excellent interpersonal skills and ability to work within a team-oriented environment
Advanced knowledge of Microsoft Office (i.e. Word, Excel, Access, PowerPoint)
Financial modeling within Excel
Travel to US manufacturing locations to develop intimate knowledge of production to actively assist in quoting process
Excellent communications skills both written and verbal with ability to interface with all levels of management
Ability to be proactive, work independently with direction
Excellent organizational & analytical skills and ability to multi-task in a changing environment
Timeliness in completing assignments with deadlines and due dates
Senior Financial Analyst
Finance Consultant Job 24 miles from Detroit
We are seeking a Senior Financial Analyst to join our finance team and support strategic decision-making through in-depth financial analysis, forecasting, and budgeting. The ideal candidate will have a strong background in financial planning & analysis (FP&A), forecasting, and financial modeling, with the ability to translate complex financial data into actionable insights.
Key Responsibilities:
Develop and maintain financial models, forecasts, and reports to support business planning and decision-making.
Analyze financial statements and operational metrics to identify trends, risks, and opportunities.
Lead budgeting, forecasting, and variance analysis processes in collaboration with cross-functional teams.
Provide financial insights to support project costing, profitability analysis, and capital investments.
Assist in preparing financial presentations and reports for senior management and stakeholders.
Monitor key performance indicators (KPIs) and recommend strategies for performance improvement.
Support ad hoc financial analysis and special projects as needed.
Qualifications:
4+ years of experience in financial analysis, FP&A, and forecasting.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong analytical and problem-solving skills with the ability to interpret financial data.
Proficiency in financial modeling and working with large datasets.
Advanced Excel skills: experience with financial planning tools and ERP systems is a plus.
Strong communication and presentation skills, with the ability to collaborate across departments.
Experience in engineering, construction, or professional services industries is preferred but not required.
Equipment Consultant
Finance Consultant Job In Detroit, MI
About Us
At Brown Equiment Company (BEC), we take pride in providing top-tier equipment, parts, and service solutions to our customers. Our success is built on a strong foundation of BEC Blue Values, which guide our work every day:
💙 Make Service First - and when customers say jump, we say how high
🔥 Have Passion for Our Work - and seek a sense of accomplishment
✅ Hold Ourselves Accountable - meet our commitments to others
📈 Continuously Improve - and see only opportunities, never problems
🤝 Enjoy Working with Others - and cannot imagine it any other way
🎉 Celebrate the Wins - no matter how big or small
💖 Give Grace - and know we are not perfect and forgive others easily
💡 Find Solutions - and take quick and decisive action
What's in it for you
Year 1 Earnings $70k Base + $40k-$110k potential commissions
Company vehicle + Fuel Card
Medical, Dental, Short/Long Term Disability, Term Life
401(k) Retirement Plan + Company Match
PTO and paid holidays
Work-life balance
What you will be doing
The Equipment Consultant (EQ) is responsible for the conversion of prospect accounts and penetration of new and existing customers through business planning, technical marketing processes and execution of sales strategy. This position entails building and managing a book of business within the greater Detroit, Michigan area, while ensuring customer service, equipment logistics, technical expertise and product knowledge.
Responsibilities
Create business plan consisting of short and long-term initiatives based of market trends and customer-oriented market opportunities.
Ability to translate business plan into tactical execution roadmap to drive growth and meet sales objectives.
Support clients throughout transaction process from initial planning, budgeting and specification level to execution of contract and after-purchase support.
Present technical information, concepts and applications effectively to an audience including municipalities, private companies, educational organizations and contractors.
Ability to identify and influence decision-makers to support the use of BEC equipment by applying business expertise, leveraging BEC resources and employing effective selling skills.
Separates him/herself from competition by creating consultative value to the client while effectively communicating features and benefits.
Client account ownership - Own relationship with top tier clients and coordinate and leverage internal support network to deliver solution.
Draw out and clarify the client/customer needs and help them find solutions.
Consistently evaluate performance and measure pipeline success through utilization and assessment of KPIs, ride-along debriefs and asset management software.
Maintain an entrepreneurial spirit while excelling in a “team” environment.
Qualifications
4+ years of direct selling experience
Bachelor's degree or equivalent experience preferred
A valid driver's license and the ability to travel
Must reside in close proximity to the geography or be willing to relocate to it
Customer focused, business oriented, and technically competent
Adaptive and responsive to changing market conditions
Creative, communicative, and competitive attributes
Strong business analytics to analyze data as well as develop, execute and adjust business plans.
Treasury Director of Capital Planning & Corporate Finance
Finance Consultant Job 23 miles from Detroit
Tenneco is one of the world's leading designer, manufacturers and marketers of automotive products for original equipment and aftermarket customers, with approximately 78.000 team members working at more than 300 sites worldwide. Through our four business groups, Motorparts, Ride Performance, Clean Air and Powertrain, Tenneco is driving advancements in global mobility by delivering technology solutions for diversified global markets, including light vehicle, commercial truck, off-highway, industrial, motorsport and the aftermarket.
We are seeking a highly skilled and motivated finance and treasury professional to join the Tenneco Finance Team as Treasury Director of Capital Planning and Corporate Finance. This individual will be responsible for leading the company's capital planning and corporate finance efforts to optimize financial strategy, liquidity and resource planning. The ideal candidate will have a strong background in capital markets, financial analysis, treasury and risk management, along with a strategic mindset to help drive the company's long-term financial health. Position reports to the Tenneco Assistant Treasurer.
Key Responsibilities:
Collaborate with senior leadership to analyze and optimize the company's capital structure, balancing equity and debt to support long-term growth and financial stability.
Conduct comprehensive financial modeling, scenario analysis, and liquidity forecasting to guide strategic decision-making around capital allocation, debt management, and financing alternatives.
Manage balance sheet optimization, including working capital management, leveraging financial metrics to ensure efficient use of assets and liabilities.
Develop strategies to manage and maintain adequate liquidity levels, ensuring that the company can meet its operational and financial obligations while maximizing return on capital.
Provide recommendations for managing financial leverage, optimizing cash flow, and enhancing return on invested capital to strengthen the company's overall financial position.
Collaborate with cross-functional teams to integrate capital planning with the broader corporate financial strategy, including assessing the impact of capital decisions on financial performance and risk.
Prepare regular reports for the Treasurer, executive leadership, and the Board of Directors on capital markets activities, capital structure, and liquidity.
Provide insights and recommendations based on financial analysis to support decision-making.
Assist with the development and presentation of the company's capital markets strategy and performance.
Mentor and develop treasury team members to build technical expertise and leadership capabilities.
Qualifications:
5+ years of relevant experience in treasury leadership and capital markets in a corporate or banking environment. Corporate FP&A experience a plus.
Strong knowledge of financial modeling, and liquidity management. Capital markets and banking experience a plus.
Team player with excellent communication and interpersonal skills, with the ability to interact with senior executives, investors, and external partners.
Strong analytical, problem-solving, and decision-making skills.
Strong computer skills, including Microsoft Word, Excel, and PowerPoint.
Ability to thrive in a fast-paced, dynamic work environment.
Ability to work onsite 4 days per week, 1 day remote.
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, or protected veteran status and will not be discriminated against on the basis of disability.
Financial Analyst
Finance Consultant Job 32 miles from Detroit
About the Role: We are seeking an enthusiastic Financial Analyst to join one of our quickly growing divisions. You'll be assisting in financial modeling, budgeting, forecasting, and various other analytical projects. This is an excellent opportunity for recent graduates or early-career finance professionals looking to build their skills in a supportive, collaborative environment.
Key Responsibilities:
Assist in monthly financial reporting and analysis
Support budgeting and forecasting processes
Conduct variance analysis and identify trends
Help prepare financial presentations for senior management
Collaborate with cross-functional teams to gather data and insights
Qualifications:
Bachelor's degree in Finance, Accounting, or related field
Entry-level or up to 1+ years of relevant financial analysis experience
Strong proficiency in Excel
Excellent analytical and problem-solving skills
Effective communication and interpersonal abilities
Financial Director
Finance Consultant Job 15 miles from Detroit
About the Organization
The Village of Beverly Hills is a quiet suburban community in Oakland County, around 20 miles north of Detroit. Known for its residential neighborhoods, Beverly Hills offers a scenic, small-town feel within reach of the city. Residents enjoy access to several well-loved nature preserves and parks, including Beverly Park, a local favorite that offers hiking trails, sports fields, and picnic areas where families often gather.
The Village is served by the Birmingham Public School District, known for its academic quality, which attracts many families to the area. A variety of private schools and colleges are also nearby, giving residents a wealth of educational choices. Beverly Hills offers a nice blend of suburban charm and urban convenience. With just over 10,000 residents, the Village of Beverly Hills offers a variety of amenities that keep this small community feeling safe, supported, and engaged. This beautiful Village has been voted one of the best places to live in Michigan thanks to its quality of life, great schools, and well-maintained surroundings.
About the Role
The Finance Director is a direct report to the Village Manager and is responsible for the coordination of all financial information to the Village Manager, Village Council and the general public. The position is responsible for the preparation of the annual budgets, administration of all Village investments, maintenance of the general ledger and preparation of financial reports and annual audit.
Key Responsibilities:
Maintain all financial and accounting records and administer all the financial activities of the Village in accordance with fiscal practices, and state and local regulations.
Prepare the budget of roughly $30 million in association with the Village Manager and work with other departments in developing budget requests and revenue and expense projections. Provide guidance on reporting procedures, discrepancies, tax regulations, and fiscal policies.
Supervise employees responsible for handling accounts payable, payroll, utility, cash receipts and other functions. Direct reports are 1 payroll/HR FTE and ½ FTE who prepares Accounts Payable. The Public Services Clerk reports to the Finance Director and the DPW Director.
Prepare all required Municipal Local, State and Federal reports such as F65 Annual Local Unit Fiscal Report, Act 51 Street Financial Report and others.
Prepare all year-end financial information for the audit.
Prepare the year-end closing of financial records and prepare data for actuarial studies.
Manage the investment of municipal funds according to the Villages' established investment policy and coordinate information for labor negotiations.
Analyze technology and automation needs, recommend upgrades and implement new technology. Administer the Village BS&A software system.
Keep abreast of legislative developments, new GASB pronouncements, and current issues through continued education and professional growth. Network with peer agencies and governmental units. Must be able to work closely with the auditors to ensure accuracy of financial reporting.
About You
You have experience in professional accounting or financial management in a municipal setting. You are a highly motivated self-starter who is able to manage and complete the financial requirements of the Village throughout the year with minimal assistance. You are able to collaborate with municipal employees and communicate financial information. A Bachelor's degree in accounting, finance, public administration or related field is required with a master's degree preferred.
Key Competencies:
Knowledge of the principals, practices and legal regulations of municipal finance, budgeting, accounting, and investing.
Knowledge of techniques of accounting, internal controls and financial reporting.
Knowledge of public management techniques in operations management, personnel administration, and labor negotiations.
Diplomacy and professionalism in responding to public inquiries and internal requests.
Ability to evaluate a variety of municipal financial services, analyze operating issues and establish internal policy and procedural recommendations.
Financial Analyst
Finance Consultant Job In Detroit, MI
Job Title: Accountant/Financial Analyst
Duration: 12 months (03/31/2025 to 03/31/2026)
Top 3 Skills Required:
Experience analyzing financial data using systems like ERP and Asset Management, especially in relation to understanding financial performance in SAP.
Strong skills in using Microsoft Office (Excel, Word, Outlook, PowerPoint) and other financial software tools.
Experience with data manipulation, financial report creation, and performing in-depth financial analysis.
Education
Associate or bachelor's degree in business, Accounting, Finance, Economics, or a related field.
Responsibilities:
Students pursuing a degree in Accounting, Finance, or Business are welcome to apply.
Proven experience in the financial industry is a plus.
Strong proficiency in spreadsheets, databases, and financial software applications.
Excellent communication, presentation, and reporting skills.
Use Excel (intermediate to advanced) for data analysis and reporting.
Maintain a learning attitude, ask questions, and stay open to new challenges.
Collaborate with team members and communicate effectively regarding financial insights.
Acquisition Analyst
Finance Consultant Job 19 miles from Detroit
Headquartered in Farmington Hills, Michigan, RHP Properties (************ is the nation's largest private owner and operator of manufactured home communities. With over 370 communities throughout 30 states, we continue to expand our footprint to provide accessible and affordable housing across the country. All of this would not be possible without the energy and drive of our talented team members! We invest in our employees, with regular training, opportunities for advancement, and team events to bring everyone together.
We have an exciting opportunity available for an Acquisitions Analyst to join our team. This role is responsible for assisting the acquisitions department in the evaluation of real estate investments.
As an Acquisitions Analyst, you will:
Conduct comprehensive underwriting and due diligence procedures on prospective real estate acquisition opportunities.
Prepare accurate financial models, projections, and analyses on prospective property acquisitions, including property operational underwriting and return on investment modeling.
Present models of potential acquisitions to appropriate team members and partners in person or via conference call, effectively communicating all assumptions made and any changes to the model as the deal progresses.
Utilize or enhance existing Excel acquisition-underwriting templates and maintain other financial and analytical model templates for use in analyzing prospective properties, as well as track and communicate all model template updates to appropriate team members.
Review, analyze, and comprehend a variety of real estate documents, including rent rolls, budgets, operating statements, expense recovery reconciliations, loan agreements and other information used in the underwriting process.
Prepare and present results of all work in a clear and concise manner, both verbally and in writing.
Lead conference calls to discuss models, due diligence findings, and business plans.
Communicate with brokers, sellers, lenders, and third parties as appropriate and needed to effectively understand and underwrite transactions.
Manage the deal flow and ensure transaction deadlines are met.
Track and maintain a pipeline of deals whether they are on the market, off the market, or have sold to another buyer.
Maintain and organize the Acquisition team's property files in hard copy, on the network hard drive, and company Intranet.
Other financial and accounting duties or supervision of duties as assigned.
Job Requirements:
A minimum of 2 years of financial analyst experience required
Bachelors Degree in Finance, Accounting or Business required
Ability to analyze financial results, display initiative and exhibit strong organizational skills
Strong verbal and written communication skills
High proficiency with Microsoft Excel mandatory including utilization of multi-tab underwriting model and the ability to modify the model to fit special circumstances
Experience with financial modeling
Detail-oriented and the ability to multitask and be a team player in a fast-paced environment.
Must live in Michigan
Compensation:
This is a full-time opportunity with competitive compensation. Benefits include medical, dental and vision insurance; short-term and long-term disability; life insurance; paid time off and holidays; flexible spending; and 401k.
Insurance and Risk Analyst
Finance Consultant Job 24 miles from Detroit
As a key member of the Global Insurance and Risk team, the Insurance and Risk Analyst is responsible for supporting the day to day insurance and related risk management activities on behalf of the organization. This also involves assisting the Insurance and Risk management team with assessing insurance needs, analyzing risk exposure, and making recommendations to safeguard the company against potential financial losses.
Insurance Management:
Assist with renewal process for all the company's insurance policies (e.g., property, casualty, workers compensation, environmental, director and officers, financial lines, warehouse legal liability, etc.)
Manage and lead completion of insurance applications
Facilitate and own certificates of insurance
Lead and maintain an insurance database for all insurance documentation, including but not limited policies, invoices, and other relevant documents
Coordinate timely payment of insurance costs with Accounts Payable
Data Analysis and Reporting:
Collect and analyze data related to risk, claims history and insurance premiums
Own reporting process for insurance and claims
Monthly and Quarterly Interface with General Accounting to ensure all insurance related transactions, including allocations and accruals, are recorded correctly
Interface with Information Technology for ad hoc reporting
Vendor Management: Interact daily and weekly with Insurance Brokers and other key third-party stakeholders
M&A: Assist with due diligence and risk management for acquisitions
Claims Management: Assist with the submission, tracking, and resolution of insurance claims. Lead the claim reporting process
Risk Assessment: Support the Insurance and Risk management team with analyzing and managing total cost of risk
Compliance: Assist the Insurance and Risk Management team and other key stakeholders to ensure compliance with all relevant regulations, industry standards and best practices in risk management and insurance
Educational/Job Experience Requirements:
Bachelor's Degree, preferred Accounting, Finance, or Risk Management
One (1) to Three (3) years of experience in risk management
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint
Strong analytical (quantitative as well as qualitative) skills including building models and data mining
Excellent written and oral communication skills
Possess Insurance Designations such as CPCU, ARM, or other equivalent licenses or a desire to obtain within 1 year
General understanding of accounting and budgeting
Skills and Abilities:
Commitment to providing superior service to internal clients, quality work product and deliverables, and supporting an atmosphere of teamwork and continuous improvement
Strong organizational skills
Financial acumen
Self-Motivated, process oriented and committed to meeting deadlines
Ability to work with a wide range of people in a team setting
Willingness to learn and become adept at the Company's accounting and budgeting systems
Commitment to professional growth
Why Lineage?
This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers' requirements. Beyond that, you'll help us grow and learn on our journey to be the very best employer in our industry. We'll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.
Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation. Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law.
Benefits
Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance benefits, 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays throughout the calendar year.
Treasury Analyst
Finance Consultant Job 25 miles from Detroit
Our Opportunity
We are searching for a Treasury Analyst to join our team. This role will join our Treasury team that assists with daily treasury operations for Project. These operations include, but are not limited to: utilize online bank platforms to download account reports and enter global payments, update Excel spreadsheets to reconcile daily cash operations, ERP data entry for cash receipts, validate bank details as needed, and assist with special projects. The role works closely with the Cash Manager and Risk Manager to update daily banking, process payments, maintain Paymode-X portal, post cash, and assist the Accounting team weekly.
Essential Responsibilities:
Cash Management:
Work closely with Cash Manager and Risk Manager on daily tasks
Assist with monitoring daily cash management transactions
Assist with preparation of daily cash reporting
Assist with input of domestic and international wire/ACH payments
Assist Treasury with special projects as required
Risk Management:
Work closely with Risk Manager to manage global risk management projects
Assist with renewal data collection for various lines of insurance - data collection,
analysis, applications, etc.
Assist with insurance, premium analysis and payments
Assist various internal departments with certificate of insurance requests for
clients/events
Other:
Assist with validation of supplier bank details for electronic payment
Assist with maintaining ACH payment portal for supplier onboarding
Maintain existing Excel, Word, and Google Sheet documents
Requirements:
Bachelor's degree in business or finance preferred
2+ years of cash management experience in Treasury
Experience in cash management, treasury, or related field required
Strong attention to detail and organization
Excellent verbal and written communication skills
Strong analytical and problem solving skills
Strong computer skills required in Excel
Strong computer skills with emphasis in Google Sheets and Word preferred
We participate in the federal E-Verify program to verify the employment eligibility of all newly hired employees.
Financial Analyst
Finance Consultant Job 25 miles from Detroit
Senior Financial Analyst The Financial Analyst III role will be responsible for providing financial support, maintaining financial oversight, and making recommendations on financial issues to their assigned business unit(s) leaders. This role will act as the secondary/supporting financial partner for the assigned business unit(s) management team.
Position Responsibilities:
Review and Analysis of Monthly Results
Coordinate and execute the review of monthly reporting and results process with assigned business unit(s).
Provide analytical support and recommendations on key financial issue, which includes the research and explanation of variances to the plan in coordination with assigned business unit(s).
MIS Issue Resolution
Proactively resolve MIS issues impacting performance and review impact with business unit(s) and Divisional Financial Officers.
Monthly / Annual Forecast Process
Coordinate and execute the monthly / annual forecast analysis process with assigned business unit(s) including the development of targets and coordination with Division Finance Officers and management.
Financial Analysis Support
Provide financial support to business units.
Maintain financial oversight and make recommendations on financial issues to assigned business unit (s).
Act as primary financial partner for assigned business unit(s) and be an active participant at team meetings.
Project Management
Provide project financial support and analytics related to financial and other performance metrics to assigned business unit(s).
Communications and Presentations
Lead and/or present financial analysis and results to business unit(s).
Position Qualifications
Bachelor's degree from an accredited university
2 years of experience in financial analysis
2 years of experience using MIS OR financial reporting/systems tools such as Hyperion
2 years of experience in building financial models
2 years of experience with MS Office including intermediate proficiency in Excel (pivot tables, graphs, charts),Power BI
2 years of experience managing a small to medium projects
2 years of experience presenting data to management
Work Best Category:
Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours:
8:00am - 5:00pm Monday - Friday
Salary:
To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
Senior Investment Analyst
Finance Consultant Job In Detroit, MI
Primary responsibilities will include but are not limited to:
Support in New Model Assembly Program Investment Administration, Project Management and Procurement of Tooling Equipment, and Faciilities including Field/Order/ MCN, Labor WBS, and Purchase Requestions/Releases preparation, report generation and invoice coordination
Conduct analyst/reconcile supplier cost rollups, MEDDS, and PentaSAP data
Create WBS in PentaSAP
Generate Investment Status Iteam Progress and CWO status reports
Interface with diverse cross section of personnel including Program Administrators, VLM's, ME Project Managers and Engineers, Finance Analysts, Purchasing Buyers, Accounting Analysts, Value Analysts and suppliers
Work independently resolve financial issues, manage funds within level 4 WBS and conduct investment review on behalf of the Program Administrator
Preparation of project correspondence and transmittals.
Invoicing issue resolutions and maintain invoicing workflows
Downloading and storing reports and recording minutes for investment meetings
Special projects as assigned by Project Cost Specialist
Maintaining the professional appearance of meeting spaces.
Requirements
Bachelor's Degree in Finance, Accounting, ICT, Engineering (or equivalent)
3-5 Years Experience in business, Analytics and presentations
Experience in spreadsheets, databases or financial/accounting systems
Preferences: Fluent in English and Spanish.
Computer programming experience or aptitude (Excel VBA)
Yearend accrual letter process
Extreme attention to detail.
Excellent proofreading and grammar.
Ability to maintain confidentiality in all areas.
Ability to prioritize effectively.
Ability to accurately develop reports.
Ability to maintain effective working relationships with teammates, clients, and vendors.
Ability to listen and ascertain the needs of leaders, teammates, and clients, and proactively approach these needs to meet critical timelines.
Ability to find and communicate accurate information.
Highly motivated, with superb interpersonal and leadership skills
Must be able to work under pressure with tight deadlines and fluctuating schedules and extreme multitasking
Ability to work flexible hours as needed.
Ability to sit, stand or walk for long periods of time
Financial Advisor
Finance Consultant Job 35 miles from Detroit
Financial Representative (Career Changers Encouraged To Apply)
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.
Compensation & Benefits
You could be right for this opportunity if you have:
Are you ready to build your best life and enhance the lives of your clients? Apply now!
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes!
Seniority Level
Mid-Senior level
Industry
Financial Services
Employment Type
Full-time
Job Functions
Finance
Skills
Financial Planning
Financial Advisory
Annuities
Market Analysis
Retirement
Fostering inclusivity
Skill Development
Wealth Management Services
Compensation
English
Financial Services Professional
Finance Consultant Job 32 miles from Detroit
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************