Finance Consultant Jobs in Jollyville, TX

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Teamwork Financial, in Austin, TX, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred CFP preferred 5+ years of financial services experience with an emphasis on sales preferred Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Salary: $95,000-$140,000 BOE Benefits: Health insurance after 30 days 401(k) after 90 days 3 weeks PTO (sick or vacation time) Hours: M-TH 8:30am-5:00pm F 8:30am-4:00pm Some evenings required for client events Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

The general role of the Investment Analyst is to work within the Private Equity team to support real estate transactions with institutional capital partners, primarily comprised of (but not limited to) underwriting single-family rental (SFR) joint venture transactions. The Analyst's responsibilities will span from initial business pitch to joint venture formation and beyond, with a focus on modeling complex SFR JV transactions with existing and prospective Amherst institutional partners. Producing materials and presenting key findings of this underwriting is critical. This role will be designated as a full time in office role based in our Austin, TX location. Responsibilities: Perform and provide expertise on all aspects of financial modeling, focusing on unleveraged, leveraged and structured analysis of institutional real estate. Excel modeling expertise is a must Specific focus (but not limited to ) financial valuation analysis of potential joint ventures of Amherst's single family rental properties Manage the overall investment process by assisting with due diligence (including Amherst platform diligence and real estate-specific diligence), macro and micro market research, and relative valuation analyses, among other key workstreams, in addition to working across teams to gather, synthesize and present relevant information Research and evaluate economic, demographic, and real estate market data, especially single-family rental specific data Produce presentation materials related to underwriting and diligence Qualifications: Ideal candidates will have 1-2 years of experience in the underwriting of equity investments in commercial real estate, although candidates just graduating from undergraduate programs will also be considered Undergraduate degree is required, advanced degree or applicable experience a plus Single-family Rental and / or Multi-family experience a plus Strong analytical/quantitative and technical abilities, organizational skills, and attention to detail Strong leadership, initiative, and interpersonal skills Ability to manage multiple projects concurrently High energy with an ability to work in a fast-paced environment Proficiency in common Microsoft Applications (Office, Excel, Word, Powerpoint)

Financial Advisors at Northwestern Mutual San Marcos 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, mentors, 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 education, 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 help in 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 client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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. You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning · Legal authorization to work in the US without sponsorship

Supervises and directs the financial activities of the hotel, safeguards the assets, and prepares all financial reports in accordance with generally accepted accounting principles and HEI Hotels and Resorts Standards. Responsibilities Executive Committee Responsibilities Ability to perform special financial analysis as needed and /or requested by General Manager and Corporate Office. Practical solutions from a cost vs. benefits viewpoint. Provide accurate policy interpretations. Actively participate in Executive Committee and staff meetings. Assist other managers in analyzing statements, distributions, and other financial data. Support and comply with property standards and Corporate SOP's. Financial and Accounting Practices, Procedures, and Policies Skill in correcting deficiencies identified on Internal Audit report. Effective use of the Controller's Checklist. Maintain effective cash control system with audits and reports for each period. Review security over assets and auditing inventories. Understanding of all pertinent leases, contracts, agreements, covenants, and restrictions. Knowledge of City, County, State sales tax laws and laws dealing with innkeepers, liquor, and labor. Budget Preparation Schedule and coordinate the preparation and presentation of the annual operating budget. Coordinate all aspects of the capital expenditures budget according to SOP. Capital Expenditure Control Control the Capital Expenditure program and complete ROI Analysis. Financial Objectives Complete entries required for preparation of the financial statements. Review statements for inaccurate data and make corrections within the following period. Inform the General Manager and HEI Corporate management of current and potential financial problems. Keep management informed of sales and profit attainment throughout the period. Coordinate the property's labor management system. Accounts Receivable Maintain appropriate standards for 60-90 day accounts. Conform to standards regarding the average collection period. Documenting the local credit policy and auditing property compliances. Approve all major accounts for credit as defined by local policy. Conduct credit and write-off meetings as requested. Submit accurate and timely critiques and credit loss reports as required. Review all major banquet functions and group accounts for proper credit extensions prior to arrival. Maintain standard regarding level of bad debt expenses as related to credit sales. Aggressively fulfill the accounts receivable management responsibilities to maximize receivable realizations. Responses to Corporate Staff Complete financial required reports and requests from HEI Corporate offices. Establish other reports or documents, outside of SOP's as needed. Balances in Asset and Liability Accounts Reconcile account balances on a current basis. Establish balances in accruals, pre-paid, and other accounts using proper accrual methods and expense realization logic. Calculate various turn ratios and days available for major asset categories and compare to standards (linen, gift shop, food, beverages, guest supplies, and uniforms). Work with Department Managers to control inventory balances according to established realistic pars. Comply with company procedures on deferring payments. Management of Department Maintain and update job descriptions and standards for department. Ability to comply with corporate and local policies for wages paid (increases and timing). Establish an effective cross training program within the department. Identify, screen and attract management candidates from outside the company. Comply with attendance rules and be available to work on a regular basis. Perform any other job duties as assigned. Qualifications B.S. in Accounting or Hotel Management 3+ years experience in Hotel or Hospitality related Finance and Accounting. Analytical approach to problems, regard for detail and accuracy Assertive personality, professional demeanor Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc.

We are working with a consulting advisory firm that specializes in healthcare transitions, including M&A integration and doctor-to-doctor transitions. The Financial Analyst will work closely with the VP of FP&A, focusing on financial reporting, data analysis, and data visualization. The role will play a key part in tracking KPIs, analyzing financial data, and preparing insights for Private Equity firms and multi-group healthcare organizations. This is an expansion role, the company is growing. Key Responsibilities Financial Planning & Reporting: Assist in financial planning and strategic decision-making. Financial Statement Analysis: Provide insights on performance optimization. Financial Modeling & Data Visualization: Build models to track key business metrics & KPIs. M&A Integration & Practice Valuations: Support mergers, acquisitions, and funding procurement. Presentation & Stakeholder Collaboration: Work with leadership, private equity firms, and multi-group healthcare organizations. Additional Role Details Hybrid Schedule: 2-3 days in-office. Bachelor's degree in Finance, Accounting, Economics, or related field (CPA not required) and 2+ years of experience (Public Accounting is a plus).

Recurrent Energy is a wholly owned subsidiary of Canadian Solar Inc. and is one of the world's largest and most geographically diversified utility-scale solar and energy storage project development, ownership, and O&M platforms. Recurrent Energy is focused on bringing low-cost clean energy and meaningful economic development to communities across the globe. With a strong track record of originating, developing, financing, and building nearly 9 GWp of solar and 3 GWh of battery storage power plants across six continents, Recurrent Energy has established a leadership position in both solar and battery storage project development. With a total pipeline of 25 GWp in solar and 47 GWh in battery storage, of which 14 GW and 12 GWh respectively already have interconnections (as of January 31, 2023). In addition, Recurrent Energy's services business has 6 GW of projects under operations and maintenance contracts, either operational or contracted projects. Position Title: Director, Project Finance Department: Project Finance Reports To: Sr. Director, Project Finance Location: Austin, TX or New York, NY (Hybrid) Position Summary We are seeking a Director to join the Project Finance team at Recurrent Energy, a subsidiary of Canadian Solar. This team member will be responsible for leading the day-to-day execution of debt and tax equity transactions for Recurrent Energy's solar and battery storage projects as well as providing sophisticated and creative problem solving to meet profitability objectives. This role is highly visible within the organization and requires collaboration with many different groups. We are looking for someone with intellectual curiosity, high motivation, and excellent communication and process management skills that is interested in long-term career in project finance. Responsibilities Primary day-to-day lead for the execution of project financing capital raising and closing processes: Manage deal team analysts, associates, and managers during financing transaction executions and preparation periods; Responsible for realizing business goals of project financings (timing, profitability, structures, etc); Responsible for content of financial models, marketing materials, third party consultant reports, and transaction documents related to assigned projects; Primary contact with external counterparties during capital raise processes; Manage deadlines and maintain accountability from cross-functional deal teams; lead peers across the organization with confidence and dedication; Effectively communicate to senior executive leadership financing status and goal-oriented outcomes. Provide thought leadership to financial modeling and profitability analysis: Oversee deal team modeling activities and take responsibility over content and output of the model. Provide guidance and quality control to that the model adequately and accurately reflects the underlying transaction, current/forecasted market conditions, optimized business objectives, and best practices; Demonstrate a mastery of the causal relationships between inputs and outputs of a model and identify multi-dimensional layers of improvement to overall profitability of projects; Provide leadership and coaching to deal team members; Collaborate with Business Analytics team to ensure that development-stage project models adequately reflect debt and tax equity market terms/structures and identify improvement opportunities. Collaborate with business leadership to create project financings strategies and business objectives: Evaluate various tax equity (ITC yield flips, time flips, inverted leases, transfers, hybrids, PTC pay-gos, transfers, etc) and debt structures for optimized qualitative and quantitative outcomes and associated financing counterparties; Ensure that marketing materials adequately reflect strategic business objectives and execution strategies; Develop pre-launch timelines and information management strategies to meet timing objectives; Identify creative solutions to meeting business goals and effectively communicate to senior leadership as well as deal team members; Facilitate flow of information between finance, development, power marketing, legal and engineering teams when workshopping improvement/optimization ideas. Reporting relationships and interactions: Reports to Sr. Director of Project Finance and indirectly to Head of Project Finance; Interact and develop relationships with working teams of tax equity investors, lenders, and third party market consultants; Coordinate and collaborate with all internal stakeholders throughout the company that represent all stages of the projects' lifecycle. Requirements 8-10 years of relevant project finance and tax equity experience required. Bachelor's Degree and equivalent work experience. Long-term career interest in renewable project finance capital raising and investing. Must have strong financial modeling and analytical skills. Strong executive level verbal and written communication skills along with strong delegation skills. Expertise in modeling and structuring tax equity. Solid understanding of corporate finance and economic concepts. Expert understanding of power and financing markets. Highly proficient in MS Excel, MS Word, and MS PowerPoint. Solution and goal oriented. Growth mindset. Resourceful and comfortable working in an unstructured, entrepreneurial environment; this is a transaction-based environment where requirements and deadlines are dictated by deal flow. Strong quantitative aptitude with an extremely high level of attention to detail. Interested in working in a fast-growing industry that is making a tangible impact on climate change. Ability to translate complex quantitative analysis into written, deliverable insights. Highly driven, proactive, and hardworking. Self-starter that takes pride in optimizing financial models and overall work products. Travel required, 0-25%. Recurrent Energy is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.

Are you an experienced Senior Financial Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Senior Financial Analyst to work at their company in New York, NY. Position Summary: Ideally looking for someone with an accountant background, a plus if they are CPA certified and have prior experience working in a Media/Entertainment company. The Senior Financial Analyst (SFA) will be responsible for supporting the accounting and financial operations for the client's TV production. Working closely with the Finance Director and members of our Global Finance Organization (GFO) and outsourced accounting team Cap Gemini (CG) in meeting all client's corporate financial reporting requests and control guidelines. The SFA will apply financial accounting and reporting skills to the month-end process for the P&L, Balance Sheet, and Cashflow. The ideal candidate will have a strong background in accounting, preferably within the media or entertainment industry. Primary Responsibilities/Accountabilities: Provide support on Operational and Production Accounting related matters, such as development cost spending, overhead controls, real estate, responding to Tax Dept. requests, fixed asset accounting, banking, etc., Manage the month-end reporting tasks in partnership with GFO and CG as well as prepare journal entries and analytical reports. Oversee the accounting activities performed by the CG, such as accounts payable and bank reconciliations. Work with Embassy Row Production Accounting on ensuring the show production costs are reported in S4/Hana (SAP) in an IFRS-compliant manner. Act as liaison to GFO on implementing our accounting requirements, ensuring the accuracy of Embassy Row books and records, and responding to audit requests. Support preparation of quarterly forecasts, annual budget and mid-range plan. Perform ad-hoc analysis at management request. Develop and implement processes to leverage existing tools and streamline workflows. Complete special projects for operations and finance as necessary. Qualifications: BS/BA degree with accounting/finance focus required 4+ years public accounting or Entertainment industry finance/accounting experience Strong knowledge of accounting / IFRS Qualified Accountant preferred (CPA, ACA, CIMA or equivalent) Entertainment experience preferred SAP knowledge preferred, with experience in S/4 HANAH and BPC Strong MS Excel skills required (vlookups, pivot tables, macros) Ability to quickly grasp new concepts and problem solve Detail-oriented with strong organizational, analytical, and PC skills Proven ability to meet deadlines Ability to prioritise and be flexible in work content levels and volumes Must be able to work as part of a team Excellent oral and written communication skills with all levels of management and with non-finance individuals

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease 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 . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 500 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 . Fortune 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.

Job Title: Workday HCM Consultant Duration: 8 Months Pay Rate Range: $45.76 - $46/hr. Intelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT and Talent solutions. We specialize in delivering world-class Digital Product Engineering, Data Management and Analytics, and Staffing Solutions services to Fortune companies, SMBs, ISVs, and fast-growing startups. Job Description: System Configuration and Maintenance: Configure, test, and support Workday HCM, Support the implementation of new features Process Improvement and Optimization:Analyze current HR processes and workflows, identifying opportunities for system improvements and automation through Workday capabilities. Lead initiatives to enhance system usage and drive efficiency gains for HR operations. Analyze and fix defects Training and Documentation:Document configurations, processes, and issue resolutions for future reference and knowledge sharing. Collaboration and Stakeholder Management:Work closely with HR stakeholders to ensure HRIS solutions align with business needs and organizational goals. Must have skills Minimum of 5 years of hands-on experience with Workday HCM, including system configuration, implementation, and maintenance. Deep knowledge of Workday modules, including Core HCM, Strong analytical and problem-solving skills with the ability to troubleshoot complex issues. Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams. Workday HCM certification. Required Skills: Certified in Workday Pro HCM, Core HCM, HRIS, Jira Question to post - Are you Workday Pro certified in Workday HCM? Equal Employment Opportunity Statement Intelliswift celebrates a diverse and inclusive workforce. We offer equal employment opportunities to all applicants and employees. All qualified applicants will be considered regardless of race, color, sex, gender identity, gender expressions, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other protected basis under the law. Americans with Disabilities Act (ADA) If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact Intelliswift Human Resources Department Other Employment Statements Intelliswift participates in the E-Verify program. Learn More For information on Intelliswift Software, Inc., visit our website at *********************

Mark IV Capital is a privately held, growth-oriented real estate development and investment company headquartered in Newport Beach, CA focused on acquiring, developing, owning, and operating commercial real estate investments. The firm is seeking an ambitious Financial Analyst to join its Texas team, working at our Round Rock office. The role of Financial Analyst is to provide impactful decision-support across several of the company's business functions, including but not limited to leasing, operational activities, acquisitions, dispositions, and development. This role requires a high level of autonomy and the ability to make critical financial and operational decisions. Mark IV Capital values creativity and innovation and encourages its employees to develop solutions to the challenges we face. We respect and capitalize on our diverse attributes and abilities to maximize the effectiveness of the team. We support open communication and an informal, yet professional, work environment. We offer competitive compensation, benefits, and opportunities for professional growth and development within a supportive and inclusive work environment. Essential Duties and Responsibilities include the following. Other duties may be assigned. Conducting complex discounted cash flow analyses of properties using financial modeling techniques in Argus and Excel, providing strategic insights to senior management Preparing and presenting comprehensive financial reports and strategic recommendations to senior management, influencing key business decisions Independently analyzing lease proposals and assessing the creditworthiness of prospective tenants, making recommendations based on financial viability and risk assessment Lease preparation and administration Acquisitions due diligence, including credit analysis, lease abstracts and third-party report review Obtaining and analyzing market information relating to proposed or existing investments Tracking internal rates of return for existing properties Supporting property managers with tenant improvement projects Managing marketing efforts pertaining to the firm's real estate portfolio, driving engagement and market positioning efforts Regular travel to visit properties and develop market engagement Education / Experience Bachelor's degree with an emphasis in finance, real estate, economics, or accounting Real Estate industry experience preferred Proficiency in Microsoft Office applications, with excellent knowledge in Excel Working knowledge of Argus Certificates, Licenses, Registrations Certifications demonstrating specific industry and job knowledge such as Argus and REFM Other Skills / Abilities Good interpersonal and organizational skills Excellent written and verbal communication skills Ability to meet deadlines Self-motivated Exceptional analytical and strategic problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations Must be able to work both independently and in a team Must be detail-oriented, flexible, and multi-task oriented Keen attention to detail and ability to manage deadlines Self-motivated with a natural curiosity to dig for facts as issues/concerns arise Eager to learn about and gain exposure to numerous verticals within the commercial real estate sector Ability to follow directions from a supervisor Ability to understand and follow posted work rules and procedures Ability to accept constructive criticism and feedback

SUMMARY: Performs the financial reporting, planning & analysis responsibilities with a gradual integration of further responsibilities as a finance business partner, supporting various business analysis and decision making. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist with monthly closing cycle by performing various month-end review and analyses, ensuring financial information has been recorded appropriately and providing financial commentary. Support timely preparation of periodic and ad-hoc management reporting for various customers including business and division management, Corporate Finance and C-level executives. Analyze financial data and create financial models for decision making. Analyze past results, perform variance analysis, identify trends, and make recommendation for improvements. Recommend actions by analyzing and interpreting data and making comparative analysis; study proposed changes in methods and materials. Analyze and review profitability of our products, partnering with Product Managers, I.T. department, and Engineering to understand our product portfolio and return on investment. Develop good working relationship with the business and support the business by responding to various ad hoc requests for data, analyses, and presentations. Proactively drive creative destruction and continually look for ways to improve processes and create additional value for customers. Research and provide market insights (e.g. competitor analysis, market trends) to support strategic initiatives of the business. Provide continuous finance training (e.g., financial metrics, decision-making framework) to business partners. KNOWLEDGE, SKILLS, AND ABILITIES Completion of a bachelor's degree from a four year college or university; Four plus related experience or training; and/or equivalent combination of education and experience. Ability to work independently and as part of a team Organization skills to anticipate, plan, organize and self-monitor workload. Effective verbal and written communication skills demonstrating the ability to express ideas and exchange information clearly and concisely across functions and levels within organization. [Equal Opportunity Employer - Disability/Vet] This job may require applicant to conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State. Learn more about the ITAR here.

Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower Job Description Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower. Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals Focus on deepening customer's relationship with Empower What you will bring Bachelor's degree or an equivalent combination of education and professional work experience Minimum of 1 year experience in sales, preferably inside sales Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire Motivated, self-starter with the ability to learn new information quickly and independently Demonstrated sales, relationship management and customer service skills Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions What will set you apart Previous experience with inbound and/or phone-based sales Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) Ability to quickly learn new systems and prior experience with SalesForce a plus Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment A growth mindset to meet company and team sales goals This position can be done remotely. #LI- Remote #wealthmanagement #series7 #finance What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $52,000.00 - $64,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote

**Sr. Financial Risk & Compliance Advisor - Onsite** We're a global business - a multi-billion-dollar corporation. To stay strong and secure, it's vital to have a robust regulatory compliance program supporting our financial and operational practices. That's where our Risk and Compliance professionals come in. Preparing independent risk assessments, conducting internal reviews, monitoring the regulatory environment and working with business partners to ensure full compliance with regulatory requirements impacting our business. Auditing the activities of diverse departments, reporting the results to leadership, recommending controls if appropriate - this dedicated team makes sure that our organization is a fully compliant success. Join us to do the best work of your career and make a profound social impact as a **Sr. Risk & Compliance Advisor** on our **Global Risk & Compliance Team** in **Round Rock, Texas or Hopkinton, Massachusetts.** ( **_This role requires you to be onsite 5 days per week_** **).** **What you'll achieve** As a Sr. Compliance Advisor, you will be responsible for managing various key workstreams of the Dell Financial Services compliance program including but not limited to regulatory reviews of key business processes, serve as a subject matter expert on regulatory requirements, execute risk assessments and compliance training. You will work with various business partners, legal teams, and peers across the North Americas region on varying compliance matters and initiatives impacting the organization. **You will:** + Serve as a subject matter expert on regulatory requirements. + Execute risk assessments, compliance reviews and training. + Provide guidance and training to internal teams on compliance matters. + Collaborate with business partners, legal teams, and peers across the North Americas region on compliance matters and initiatives + Monitor and assess compliance with regulatory requirements, including Fair Lending, Regulation B/Equal Credit Opportunity Act (ECOA), and unfair or deceptive acts or practices (UDAP). + Stay updated on regulatory changes and ensure the company's compliance program adapts accordingly. **Take the first step towards your dream career** Every Dell Technologies team member brings something unique to the table. Here's what we are looking for with this role: **Essential Requirements** + Regulatory expertise in financial services with a focus on commercial lending. + General knowledge of foundational requirements of various regulatory requirements such as Fair Lending, ECOA, Reg B, UDAP, and industry best practices. + Experience in writing- reports, policies, recommendations, and presentation skills and strong analytical skills with the ability to make logical and reasoned decisions. + Solid organizational skills with the ability to manage through ambiguous problems, establish priorities and effectively work across multiple areas. + Strong interpersonal communication skills with capability to drive members and influence the business. **Desirable Requirements** + Certified Regulatory Compliance Manager (CRCM) or other regulatory certification preferred + Typically requires 12+ years of related experience in a professional role with a Bachelor's degree; or 8+ years with a Master's degree; or 5+ years with a PhD; or equivalent experience **Compensation** Dell is committed to fair and equitable compensation practices. The salary range for this position is $119,000 - $154,000 **Benefits and Perks of working at Dell Technologies** Your life. Your health. Supported by your benefits. You can explore the overall benefits experience that awaits you as a Dell Technologies team member - right now at MyWellatDell.com **Who we are** We believe that each of us has the power to make an impact. That's why we put our team members at the center of everything we do. If you're looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we're looking for you. Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us. Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here (******************************************************************** . \#LI-Onsite **Job ID:** R259434

Job Details Experienced NYLE MAXWELL SUPERCENTER - AUSTIN, TX N/A Full Time 4 Year Degree Undisclosed None Day FinanceDescription The key responsibilities for this position include selling new and used car buyers financing and insurance programs and working with financial lenders to give fair interest rates to buyers and programs. You must be driven, organized and willing to work hard. Requirements: - Experience with sub-prime a plus. - 3+ years of automotive sales experience and five years in a dealership position. - Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction. - Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations. - Strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership. Additional Requirements: Applicant must have excellent communication skills. All applicants must be authorized to work in the USA. All applicants must be able to demonstrate ability to pass pre-employment testing to include background check, drug screen, and have a valid driver's license. Benefits PROFIT SHARING & 401(K) Retirement Plan with MATCH! Health, dental, vision, prescription and life insurance Disability Coverage Paid Vacation & Paid Holidays Employee Discounts Continued PAID TRAINING Nyle Maxwell of Austin provides all employees the opportunity to earn a NO-COST, NO-DEBT COLLEGE DEGREE through Degrees@Work, a partnership between the dealership, FCA US and Strayer University. Attend college while working at our dealership! Individual college classes Associate, Bachelor's and Master's degrees Tuition, fees and textbooks included!

Job Details Experienced The Original Nyle Maxwell - Taylor, TX N/A Full Time 4 Year Degree Undisclosed None Day FinanceDescription The key responsibilities for a Finance Contractor include selling new and used car buyers financing and insurance programs and working with financial lenders to give fair interest rates to buyers and programs. You must be driven, organized and willing to work hard. Requirements: Experience with sub-prime a plus. 3+ years of automotive sales experience and five years in a dealership position. Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction. Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations. Strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership. Applicant must have excellent communication skills. All applicants must be authorized to work in the USA. All applicants must be able to demonstrate ability to pass pre-employment testing to include background check, drug screen, and have a valid driver's license. Benefits PROFIT SHARING & 401(K) Retirement Plan with MATCH! Health, dental, vision, prescription and life insurance Disability Coverage Paid Vacation & Paid Holidays Employee Discounts Continued PAID TRAINING Nyle Maxwell of Taylor provides all employees the opportunity to earn a NO-COST, NO-DEBT COLLEGE DEGREE through Degrees@Work, a partnership between the dealership, FCA US and Strayer University. Attend college while working at our dealership! Individual college classes Associate, Bachelor's and Master's degrees Tuition, fees and textbooks included!

This internship will be at our Austin, Texas hub. This role will begin June 2nd, 2025, and concludes August 13th, 2025. Come and join us! The world is changing, and Oracle is looking for individuals like you to be a part of that change. We believe transformation is led by individuals with diverse backgrounds, experiences, and ways of thinking. At Oracle, we continue to push forward and innovate, not in spite of challenges, but because of them. We're looking for motivated students who want to leave their mark at one of the world's largest B2B technology companies. So, if you're looking to pursue a career in Finance - and have fun along the way - you've come to the right place. The management of finance is an essential aspect, if not the most, of any company. Keeping in mind that, it comes as no surprise that it is considered by many as one of the most challenging fields of work a person can break into. Finance internships have a vital role in gaining an advantage in this industry. Our Finance Interns have broad responsibilities, which may vary from creating financial reports to help develop practices and policies for financial management, accounting, budget control, etc. While working under an experienced mentor, you will further expand your knowledge by working on day-to-day value-add tasks at the company This summer, we are looking for talented individuals who want to kick-start their finance careers and learn from the experts What You'll Bring Let's see what you can achieve when you dare to be yourself. What we are looking for: Working towards BA/BS in Finance/Accounting Minimum 3.5 GPA preferred Candidates entering their final year of studies (in the Fall academic year) Proactive self-starter capable of working both independently and in a team environment Exceptional professionalism and work ethic Strong written and verbal communication skills Proficient in Microsoft Office programs (i.e. PowerPoint, Word and Excel) Capacity to learn quickly, adapt to change and work in an objective driven environment Innovative problem solving, analytical and decision-making skills both Qualitative and Quantitative Ability to meet strict deadlines and work under pressure Ability to work cross-functionally and manage multiple assignments/projects simultaneously No visa sponsorship available for this position What You'll Experience Shadowing and training opportunities with our experienced team of finance professionals Hands-on application of finance principles in a fast-paced work environment Opportunity to attend weekly meetings and occasional virtual networking events Career Level - IC0 Responsibilities What You'll Do As a Financial Analyst Intern you will: Participate in immersive workshops to develop foundational finance skills Engage in interactive learning activities and discussions with Oracle executives Collect and analyze data for financial analysis Draw insights by visualizing, mining, and synthesizing data Compose and present data-driven recommendations to the finance team Prepare monthly/quarterly financial analysis packets for management Present to Management team at end of summer on your project and intern experience Qualifications Disclaimer: Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates. Range and benefit information provided in this posting are specific to the stated locations only US: Hiring Range: from $18.99 to $53.00 per hour; from $39,500 to $110,240 per annum. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

At Madhouse, our people are our greatest differentiator and competitive advantage. Together, we're committed to creating the best communities for our residents. As a Financial Analyst Intern, you'll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. You'll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future. PRIMARY RESPONSIBILITIES: Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by: Evaluating the economic performance of specific real estate projects and giving a detailed analysis. Maintaining a database by entering, verifying, and backing up data; updating real estate portfolio's expense database. Recommending actions by analyzing and interpreting data and making comparative analyses. Increasing productivity by developing automated accounting applications and coordinating information requirements. Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions. Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts. Analyzing quarterly operating reports. Analyzing cost efficiencies profit margins and measuring financial risks in investments. Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification. Assisting with the preparation of construction-related draws, cost certifications, and certified audits. Preparing and providing brief development status reports to be used in connection with staff meetings. Working with team members of the development department on due diligence activities and other project-related duties. Assisting with government relations, project acquisition, and development activities. Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation. Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties. Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes. KNOWLEDGE, SKILLS, AND ABILITIES: Proficiency in Microsoft Office with emphasis on Excel. Strong initiative, with the ability to manage multiple projects and follow-through effectively. Solid understanding of accounting principles (GAAP). Effective communication and interpersonal skills. Ability to complete projects accurately and on time. Detail oriented with excellent organizational and analytical skills. Ability to collaborate with others in a fast-paced, dynamic environment. Strong problem-solving skills and a calculative mindset. Attention to detail for uncovering obscure facts in your line of work. Confident presentation skills with the ability to convey insights clearly and persuasively. EDUCATION & EXPERIENCE REQUIREMENTS Pursuing a bachelor's degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required. WAGE & SCHEDULE: $13.50 per hour, paid bi-weekly. Commitment of 20-40 hours per week. We prefer a consistent work schedule. We are understanding and flexible with your class schedule. Internships are on-site, in Austin, TX. Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations. HOW TO STAND OUT Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success. SUMMARY Employment Type: Seasonal, Temporary Location: On-site in Austin, Texas; Corporate Office Work Hours/Week: 20-40 hours per week Compensation: $13.50/hour Required Travel: None Visit MadhouseDevelopment.net for more information. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

*We are currently hiring Finance Advisors located in all States EXCEPT we are not able to move forward with candidates that live in: CA, NY, NJ, PA, WA, DC, IL, OR and MUST BE LOCATED WITHIN THE UNITED STATES. This position is 100% remote. The hours range with multiple shifts from 7am-8pm Central and includes every Saturday 8am-5pm Central (one day off M-F for a total 5-day work week). We are a driven, creative, diverse, and analytical team, passionate about continuous learning around our customers. We value empathy for the customer experience, as well as a quantitative focus on driving business metrics. We hold ourselves accountable to our core values - the 5 C's of TRESL: Character, Customer-centricity, Compassion, Collaboration, & Courage. General Purpose The Finance Advisor is responsible for assisting customers with refinancing/purchasing leased or off-fleet vehicles and offering aftermarket products (vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investments. Warm leads provided; no cold calling. About The REWARDS Tresl promotes an empowered culture that encourages personal, professional, and business growth. We focus on the highest quality environment for people, products, and technology, and facilitates a cohesive community by actively encouraging communication between all. Some of the benefits we offer are: Base salary plus uncapped commission ($17,326.40 annual salary and 13% commission (uncapped) on revenue generated, as well as bonus, spiff, contest, etc.) Generous paid time off available to promote a great work life blend (very comparative) Competitive pay depending on relevant skills, education and experience: Up to 15 Paid Days Off Paid Holidays Robust Health, Dental, and Vision Insurance Offerings Employer paid Long and Short-term Disability and Life insurance Flexible Spending Accounts (FSA) Employer Contribution to Health Savings Accounts (HSA) Employer Matching 401(k) Retirement Savings Plan Casual Office Environment Essential Duties/Responsibilities Contact customers with refinancing/purchasing leased or off-fleet vehicles options Promote and offer aftermarket products to all clients (Vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investment Promote our lending services and offer financing/purchasing options to customers. Obtain leased vehicle payoff amounts, taxes, and lease payment details Assist customers with completing credit applications Submit credit applications to partner lending institutions who can best meet customer requirements Provide customers with pre-approved lender option(s) and rates and assist them with the selection process Review paperwork (loan details and aftermarket product selections) with customers Provide excellent customer service by providing prompt, informed, professional, and accurate service and support Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner Consistently meet department sales, service, and quality standards that promote customer satisfaction and company growth Ensure appropriate records are maintained and required reports are prepared Perform other job duties as assigned Job Qualifications Knowledge, Skill, and Ability: Proficient in MS Office suite (Word, Excel, Outlook) and/or G Suite (Docs, Sheets, Gmail) Excellent verbal and written English communication skills with the ability to effectively communicate and sell over the phone Excellent customer service and follow-up skills Results-driven, highly motivated, self-starter Strong organizational and time management skills Understanding of customer-sensitive information protection protocols Education or Formal Training: Bachelor's degree OR equivalent experience Experience: 2+ years sales. (Finance manager, Finance Director, and Auto dealership experience is a plus.) Working Environment/Physical Activities Virtual office environment. Must be able to work extended hours as the business dictates. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines. Other Duties Please note this is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The Tresl Team has the mission to empower customers to live independent, fulfilling lives by connecting them with beneficial financial resources. On a daily basis, we delight and help our customers engage with best-in-class auto loan solutions for refinancing and purchases. In this digital customer-facing role, your day-to-day work will directly impact customers' important financial decisions. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources