Finance Consultant Jobs in Lexington, KY

As a Senior Financial Analyst, you will play a critical role in driving financial performance and strategic planning for the organization. Your expertise will provide insights that influence major business decisions and propel our company's growth trajectory. You will be a key partner to senior leadership, collaborating across departments to ensure our financial strategies align with overall business objectives. Key Responsibilities: Conduct in-depth financial analysis to provide actionable insights on trends, variances, and forecasts. Develop and maintain financial models to support strategic initiatives, business case evaluations, and investment opportunities. Collaborate with cross-functional teams to gather data and assess the financial impact of various projects. Prepare comprehensive financial reports and presentations for senior management, translating complex data into compelling narratives. Monitor and analyze market trends, competitor performance, and economic factors to support strategic decision-making. Drive continuous improvement in financial processes, systems, and reporting methodologies to enhance efficiency and accuracy. Qualifications: Bachelor's degree in Finance, Accounting, MBA or relevant certification preferred (CFA, CPA). 5+ years of experience in financial analysis. Proficiency in financial modeling and forecasting, with advanced Excel skills. Strong analytical and problem-solving abilities, with a keen attention to detail. Excellent communication skills, capable of presenting financial information to non-financial audiences. Experience with financial software and reporting tools (e.g., SAP, Oracle, Tableau) is a plus. Why Join Us? Impactful Work: Play a vital role in shaping the financial future of an innovative company. Collaborative Culture: Work alongside a talented team that values collaboration, creativity, and diverse perspectives. Comprehensive Benefits: Competitive salary, performance bonuses, health benefits, retirement plans, and more!

IT Asset Audit Analyst Long-Term Contract On-Site (Frankfort, Kentucky) Brooksource is seeking a detail-oriented IT Asset Audit Analyst to support our IT Service Management (ITSM) operations. This role is responsible for auditing IT asset records, verifying equipment inventory, and ensuring data accuracy within ServiceNow. The ideal candidate will have strong analytical skills and experience working with spreadsheets and data analysis tools to track and validate IT assets, billing, and workflow compliance. Key Responsibilities: Conduct audits of IT asset workflows in ServiceNow to ensure accuracy and compliance. Analyze and validate equipment inventory locations, billing details, and asset movements. Investigate and reconcile discrepancies, including locating lost or misreported equipment. Utilize Excel and other data analysis tools to track, verify, and correct asset records. Collaborate with IT teams and stakeholders to improve asset tracking processes. Generate reports and provide insights to enhance IT asset management practices. Maintain documentation of audit findings and ensure adherence to IT asset policies. Qualifications: Experience in IT asset management, auditing, or a related field. Proficiency in IT Service Management tools, preferably ServiceNow. Strong analytical skills with expertise in Excel and other data analysis tools. Detail-oriented with the ability to identify discrepancies and resolve issues efficiently. Excellent organizational and communication skills. Knowledge of IT inventory management best practices is a plus. Preferred Qualifications: Prior experience working with IT equipment tracking and reporting. Familiarity with IT asset lifecycle management and procurement processe Why Brooksource? For over 16 years, Brooksource has been a trusted IT and Engineering staffing partner, connecting skilled professionals with industry-leading organizations. We specialize in matching top talent with high-impact opportunities, ensuring the best fit for both candidates and clients. When you work with us, we work with you-providing ongoing support and career growth opportunities. Equal Opportunity Employer Brooksource is an equal opportunity employer and does not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, sexual orientation, Brooksource is an equal opportunity employer and does not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, sexual orientation,

As an Investment Associate, your day will be filled with opportunities to learn the fundamentals of working with Wealth Management & Trust clients in a service-oriented role. Gain skills and experience needed to transition into an Investment Advisor role in 2-3 years. Responsibilities Daily responsibilities include, but are not limited to, the following: Respond to investment questions, leveraging working knowledge of trust and investment concepts Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed; interpreting trust documents. Provide trading assistance for Investment Advisors, as appropriate. Effectively communicate with internal and external clients, verbally and in writing Draft client communications using knowledge and experience with trust and investment concepts. Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues. Expertly maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues. Prepare presentations for existing clients Assist Advisors with required client annual reviews and clearing exceptions on accounts Maintain service standard activities, COI activities, and other required calling activities Perform various administrative client support tasks Serve as a resource to Client Specialists for onboarding, training, and routine questions. Establish a level of trust and confidence with the client, in order to be client's second point of contact in addition to the Advisor Serve as primary Advisor for client relationships, as appropriate. Job Requirements The successful candidate will have the following qualifications: Bachelor's Degree 5 years work experience in a Trust department or investment-related field Excellent client-facing demeanor and commitment to service Proficient computer application skills in word processing and spreadsheets (Word, Excel) Self-motivated and dependable Ability to quickly learn trust system and new technology Working knowledge of investment concepts Independent decision making ability within limits set by the Wealth Management & Trust Department Excellent communication skills, both written and verbal, with all levels of personnel and clients Excellent grammar, spelling and business writing skills Excellent problem solving skills Ability to prioritize and organize heavy volumes of work Ability to function independently in a multi-task environment, as well as part of a team Ability to maintain confidentiality Must be highly detail oriented Professional appearance and demeanor Desire to achieve CFP, CTFA, CFA or other professional certification Benefits 401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental insurance Vision insurance Cancer / Disease insurance Accident insurance Flexible Spending Accounts Health Savings Accounts Bank paid Life / AD& D insurance Voluntary Life / AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Employee Stock Purchase Plan Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

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. 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. Responsibilities 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 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 revenue 1 : A verage 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 support 2 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 #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati

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

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

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Details LBX Company - Lexington, KYDescription is not open to recruiters or staffing agencies. This is not a remote position. Position is located in Lexington, KY. Hybrid schedule available after training (3 days onsite/2 days remote) LBX Company LLC, maker of Link-Belt excavators, forestry, demolition, and scrap/material handling equipment, has an immediate opening for a Financial Analyst in our FP&A Department. Position Summary: Responsible for analysis of financial information and ensuring the financial records of the company are maintained in a complete and accurate manner. Primary responsibilities include reviewing, reporting and analysis of monthly financial results, year-end audit activities, J-Sox Compliance, and preparation of budgets, including board meeting review materials. In addition, this position partners with other functions outside of Accounting to identify opportunities and risks as well as develop plans to improve financial results and implement process improvements. This is a supporting position to the Financial Planning & Analysis Supervisor, Corporate Controller, and other departments. Essential Functions: 30% - Budgeting & Forecasting Manage the parts gross margin forecasting process. This includes setting deadlines, creating budget templates, ensuring templates are completed accurately & completely, and facilitating consensus between relevant departments. Support the Financial Planning & Analysis Supervisor in the development of the annual budget and forecast process. Including wholegoods forecasting, balance sheet forecasting, and consolidation of financials. Support the FP&A Specialist in the development of the SG&A budgets. Including attending meetings, summarizing results, and presenting summary information. Create content to be used for internal LBX review presentations. Coordinate the completion of the board meeting presentations and ensuring alignment with business review presentations. Ensure responsible areas of budgeting and forecasting are performed accurately and timely. Key assumptions and targets are clearly communicated and presented. Assist the Financial Planning & Analysis Supervisor in identifying LBX risk and opportunities. Escalate risk and opportunity concerns as needed to the Corporate Controller. 30% - Actual vs Budget Analysis Manage the analysis of product support profitability, including parts gross margin, warranty, policy & campaigns. Prepare and conduct comprehensive presentations at monthly Parts Operations Review meetings, effectively communicating financial insights and analysis to relevant cross-functional parties. Perform analysis of actual results to budget and forecast for other areas of the business as requested & understand and communicate key drivers and impacts. Collaborate with cross-functional departments in developing appropriate financial processes for measuring and evaluating key business metrics and actual performance. Support LBX management decision making by providing understanding of business drivers and key business metrics vs expectations. 30% - Other Financial Analysis Perform quarterly standard warranty reserve analysis and year-end extended warranty reserve analysis. Serves as a subject matter expert and provides support to the Financial Planning & Analysis Supervisor, Corporate Controller and the Chief Financial Officer as requested. Develop and maintain reporting tools and processes so that the reporting is accurate, efficient, and aligned with company goals & objectives. Complete financial audits as needed. Educate other departments within the company to understand the financial impacts of their activities in achieving company objectives. Challenge all areas of the organization for continuous improvement of financial results. 10% - Miscellaneous Tasks Perform special studies as requested. Perform other job-related duties and responsibilities as may be assigned. Assist FP&A Supervisor in keeping departmental policies & procedures updated and followed. Knowledge, Skills, and Abilities: Highly organized and able to complete simultaneous deadline-oriented projects. Strong written and verbal communication skills with the ability to communicate complex financial information effectively to non-financial audiences. Able to understand and interpret financial information. Ability to complete tasks independently or with limited supervision in an analytical capacity. Qualifications Minimum Qualifications: 4-year undergraduate degree in Business Administration, Accounting, Finance, Economics or related field. Must be knowledgeable in accounting principles. 4 years of work-related experience as Financial Analyst or equivalent position. Strong interpersonal skills; able to work effectively with both internal and external personnel. Strong analytical capabilities. Strong computer skills including spreadsheets, databases, accounting systems and Microsoft Office is required. Knowledge of SQL, Tableau, Jet Reporting, Power BI, or other reporting software is a plus. Supervisory Responsibilities: None, but leadership is required. Success Factors: Embody our company core values: Be Genuine, Be Agile, Bleed Link-Belt Red Ability to pinpoint pertinent data and provide varying levels of analysis and detail depending on the audience. Process focused and results oriented; able to adjust priorities in order to be in-line with company's initiatives. Change oriented; constantly looking to improve areas of responsibility and add to the overall effectiveness of the company. Self-motivated, able to identify potential problems, determine alternative courses of action and implement change. Travel Expectations: This role can expect minimal travel, including overnight and potentially weekend or international travel. Working Conditions: This position requires spending time in a seated position while working at a computer station for extended periods of time. Work also requires standing, walking, bending, reaching, hearing, talking and lifting (up to 20 pounds). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. General Disclaimer: This is based on the work being performed by the person in this role. Employee may be asked to perform other duties as assigned. This job description is subject to change at any time.

Baptist Health is looking for a Research Finance Analyst to join our team in Lexington, KY The Research Financial Analyst will assist in the financial management and administrative tasks associated with the office of research administration. Primary responsibilities include working with the Research Finance Manager, Research Business Specialist and clinical research team to help manage the overall financial life cycle of clinical trials, develop coverage analyses, as assigned, provide analysis on clinical trial budgets, and to invoice study sponsors for study activities performed. The Financial Analyst will reconcile received payments to the clinical trial management system (CTMS), will assist in ongoing reporting, and will prepare the proper closure of study related accounts. The ideal individual will have a background in business/finance with experience in clinical research, medical billing/coding, healthcare compliance/auditing, or equivalent experience in accounting/finance. Perform variety of duties and responsibilities as well as project assignments. Essential Duties: Develops detailed final budgets by identifying all activities, tests and procedures to be performed during the conduct of the study based on the study protocol, event calendar, and other study related documents. Works with Research Business Manager to create schedules in CTMS and develop any necessary work process resources and documents. Supports the clinical research team in the financial management of clinical trials by performing invoicing and accounts receivable functions, including tracking and monitoring. Generates reports to project study financials. Reconciles payments received to CTMS. Resolves any financial issues with sponsor as needed and supports the process of review of revenue received prior to study closure. Minimum Education, Experience, Training and Licensures Required Bachelor's degree required in the field of accounting, finance or health administration or two or more years of experience in clinical research, medical billing/coding, healthcare compliance/auditing, data management or equivalent experience Four plus years in accounting/finance in lieu of a bachelor's degree. If you would like to be part of a growing family focused on supporting clinical excellence, teamwork and innovation, we urge you to apply now! Baptist Health is an Equal Employment Opportunity employer.

Who We Are Essity is the leading global player in professional hygiene with the global TORK brand. We are a multibillion- dollar company that is paving the way towards being a digital shaper and transforming the business model for Professional Hygiene. This is a highly visible effort, with significant attention and investment over a multi-year period. It will require new thinking, capabilities and approaches to successfully "bridge" the activities that remain relevant today to the emerging ones required tomorrow. As part of this effort, Essity continues to build a best in class team that will support the identification, acquisition, and development of digital capabilities across the organization. We are also an award-winning company with a focus on and commitment to sustainability. In fact, Essity partners with the United Nations Foundation in support of Sustainable Development Goals to improve hygiene, health and well-being worldwide. About the Role Essity Professional Hygiene (PH) North America is seeking a Financial Analyst, FP&A; The Financial Analyst, FP&A will take a lead role with the financial processes for the PH North America (NA) business in terms of business partnering with the sales directors and managers of the sales section of the business. He/she will be responsible for supporting with business insights, strategy development and results follow up of the assigned sales teams. This role focuses on the financial performance of several sales teams within the PH NA business and works in close collaboration with other members of PH NA Finance teams to ensure that regional, distributor and customer performance results, as well as budgets, forecasts and outlooks are accurately and effectively presented and explained. This role can be based out of Philadelphia, PA or Neenah, WI or Harrodsburg, KY What You Will Do * Function as business partner to several sales directors with timely insights and strategy development to asses and monitor business performance * Support the controlling director in the development of presentations with respect to the sales performance, customer understanding and forecasting * Ensure timely, complete & accurate monthly financial sales reporting. * Prepare monthly & quarterly financial packages for sales senior management review and discussion * Monitoring and follow-up the PH NA regional sales performance and deviations/variances to plan including but not limited to volume/price/mix analysis * Ensure that the financial and business acumen level is on an adequate level among the sales team by leading regular financial training sessions * Insightful analysis of key financial performance trends and operating ratios * Support in the financial planning and analysis system, by providing insights of regional sales and customers performance Who You Are * Bachelor's Degree in Finance or relevant degree * 3-5 years experience in financial / business analysis. Experience in manufacturing environment a plus * Excellent analytical, issue & trend identification, and problem-solving skills * Strong Microsoft Excel, PowerPoint and PBI skills. SAP and database skills a plus * Good understanding of financial reporting, and basic concepts of accounting * Hands-on experience with budget / forecast preparation techniques * Capability to effectively lead and/or participate in business conversations / meetings, including financial results, forecasting discussions, etc. * Solid, effective communication skills (both written and verbal) * Ability to travel 10% of time to domestic locations About Our DEI Culture Guided by our Beliefs & Behavior, our culture is the foundation that connects our history with our future. At Essity, care, collaboration and inclusion are more than buzzwords, they are practiced on an everyday basis. And with a purpose of breaking barriers to wellbeing, promoting gender equality and enable customers and consumers to lead a fuller life at all stages of life, DEI is in our core. As we work in diverse teams across geographies, cultures and professional areas, inclusive leadership is something we expect from ourselves and each other. In our leadership platform, we express this as leveraging the power of differences. From experience we know that diverse and inclusive teams are key to innovate and profitably grow our business while simultaneously address our ambitious climate targets. What We Can Offer You At Essity, we believe every career is as unique as the individual and empower employees to reach their full potential in a winning culture motivated by a powerful purpose. Compensation and Benefits: Competitive annual salary + annual incentive bonus + benefits Pay offered may vary depending on multiple individualized factors such as knowledge, skills, and experience. Along with competitive pay you will be eligible for the following benefits: * United Healthcare PPO / EyeMed Vision Insurance / Delta Dental Insurance * Wellness program provided through Rally * Healthcare and Dependent Care Flexible Spending Accounts (FSA) * 401(k) with employer match and annual employer base contribution * Company paid Basic Life, AD&D, short-term and long-term disability insurance * Employee Assistance Program * PTO offering with Paid Holidays * Voluntary benefits to include: critical illness, hospital indemnity, and accident insurance * Employee discounts program * Scholarship program for children of Essity employees. Collaborative and Caring Culture | Empowerment & Engaged People | Work with Impact and A Powerful Purpose | Individual Learning & Career Growth | Health & Safety Priority | Sustainable Value Together| Innovation| Sustainable Working Life | Competitive Total Rewards Additional Information The Company is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process please contact ******************************* Together, we are improving lives, every day Working at Essity is not just a career; it is a chance to directly make the world a healthier, more hygienic and safer place. With impactful innovations coupled with sustainable solutions, we strive to reach more people every year with the necessary and essential solutions for well-being. Application End Date: Job Requisition ID: Essity251537

Job Details Corporate Office - Frankfort, KY Full Time Admin - ClericalDescription PROJECT FINANCIAL ANALYST Apply online at ************ AE proudly serves the Central Kentucky area with complete electrical solutions to industrial, commercial, residential, engineering & automation, technology, and excavating clients. Since 1971, our unique position, variety of services, and experience in the electrical industry have allowed us to provide our diverse client base with the most reliable and respected total electrical solutions possible, focusing on quality. AE is proud to be a 100% Employee-Owned Company and has been recognized as a Best Places to Work in Kentucky. We also offer competitive wages and a complete benefits package including supplemental benefit options. AE is seeking a Project Financial Analyst to be responsible for administering, analyzing and managing the financial aspects of construction projects to ensure that they remain within budget, meet financial goals, and are financially viable. This role will require collaboration with account managers, estimating teams, and construction managers to accurately track financial performance, forecast costs, and identify potential risks or opportunities for cost savings, while maintaining communication and providing timely communication and reporting to the Accounting Manager, Division Leads, and Executive Team. This position will primarily work out of the Frankfort Office, with occasional travel to the Richmond office or job sites as needed. Qualifications Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Experience: Minimum of 2-4 years of experience in project finance or construction accounting. Skills: Strong knowledge of financial analysis, budgeting, forecasting, and cost control within the context of construction projects. Proficiency with accounting software (Procore and/or Sage Intacct preferred) and advanced Excel skills (pivot tables, VLOOKUP, etc.). Strong analytical and problem-solving skills with the ability to interpret complex financial data. Excellent communication skills, both written and verbal, to interact effectively with project teams and senior management. Attention to detail and the ability to manage multiple projects simultaneously. Strong time management skills and the ability to meet deadlines in a fast-paced environment. All applicants must meet company hiring criteria for employment screening, including a drug test and background check. AE is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or other protected status.

Advertisement Closes 3/26/2025 (8:00 PM EDT) 25-01738 Benefits Financial Analyst Pay Grade 15 Salary $3,845.56 - $5,768.44 Monthly Employment Type EXECUTIVE BRANCH | FULL TIME | ELIGIBLE FOR OVERTIME PAY | 18A | 37.5 HR/WK Click here for more details on state employment. Hiring Agency Personnel Cabinet | Department of Employee Insurance Location 501 High Street, 4th Floor Frankfort, KY 40601 USA The agency may authorize the selected candidate to telecommute on a hybrid schedule. The agency may terminate or modify the telecommuting arrangement at any time. Description The Personnel Cabinet offers the great opportunity to work with and serve state agencies, employees, and citizens across the Commonwealth. The Personnel Cabinet's mission is to provide leadership and guidance to attract, develop, motivate, and retain a talented, diverse workforce; foster an understanding of and adherence to regulatory requirements; and create a positive, supportive work environment that values all employees. The Department of Employee Insurance (DEI) administers a $1.8 billion, self-funded, health insurance program along with optional life, dental and vision insurances, and flexible spending accounts for nearly 300,000 public employees and their dependents. The Division of Data and Financial Services' Financial Management Branch (FMB) is responsible for processing the financial activity for DEI utilizing the Enhanced Management Administrative Report System (eMARS). This includes processing accounts receivable or payable and deposits while maintaining internal financial controls including segregation of duties that meets the standards of the general accepted accounting principles (GAAP) as well as maintain the level of service needed to accurately reconcile financial activity and produce financial statements for health, FSA, life, dental and vision insurance funding accounts, and acts as lead for the DEI annual financial closing package and Auditor of Public Accounts (APA) Audit. FMB is looking for a Benefits Financial Analyst to join our team of highly skilled professionals. The Benefits Financial Analyst performs beginning level financial activities ensuring accuracy while processing payments and deposits while ensuring separation of duties as recommended by the Generally Accepted Accounting Principles (GAAP). Primary responsibilities may include, but are not limited to: * Performs financial analysis for accounts receivable, accounts payable, and contract billing compliance for all benefits offered by the DEI including reviewing all financial documents in eMARS. * Responds to inquiries and research special problems regarding financial issues and questions. This includes but is not limited to auditor requests, researching member eligibility for benefits invoiced, assisting in the Annual Financial Audit and Financial Closing Package for DEI. * Monitors receipts and funding balances, ensuring they are recorded in accordance with departmental policies and procedures. Records or posts check lots. * Trains to do specialized financial reconciliations and reporting. Preferred skills and abilities: * Excellent communication skills, both written and verbal * Advanced skills with standard reporting and analytic Microsoft Office products such as Excel and Access. * Experience with eMARS * Experience with health insurance, optional insurances, and FSA/HRA enrollment and financial administration. * Works as part of a team * Exceptional attention to detail and accuracy * Experience with accounting, banking, auditing, and reconciliation Reasons to work for us include: * A 37.5-hour work week (with occasional overtime required) * Paid time off (sick and vacation) plus paid holidays * Overtime and compensatory time * Affordable health insurance with optional Health Reimbursement Account * Life insurance * Retirement * Wellness incentives program * Training and career development opportunities; paid continuing education * Optional Deferred Compensation program (401K) * Employee discounts on electronics; health and wellness; retail; travel, events and entertainment; and services and education If you are interested in a challenging yet rewarding career where you can expand your accounting/financial skills, we would love to review your application for the Benefits Financial Analyst with the Department of Employee Insurance. Minimum Requirements EDUCATION: Graduate of a college or university with a bachelor's degree. EXPERIENCE, TRAINING, OR SKILLS: Three years of experience in human resource (HR) administration, the administration of employee benefit programs or similar employee assistance programs, life or health insurance administration or sales, the reconciliation of financial or benefit accounts or financial transactions, statistical analysis, accounting, auditing, planning, bookkeeping, banking, business administration, public administration or a related field. Substitute EDUCATION for EXPERIENCE: Master's degree will substitute for the required experience on a year-for-year basis. Substitute EXPERIENCE for EDUCATION: Additional experience in the above areas will substitute for the required education on a year-for-year basis. Current certification as a Certified Medical Office Manager (CMOM), Certified Accounts Payable Professional (CAPP). Certified Credit and Risk Analyst (CCRA), Accounts Receivable Specialist (ARS), or Accounts Receivable Manager (ARM) will substitute for up to two years of the required experience. SPECIAL REQUIREMENTS (AGE, LICENSURE, REGULATION, ETC.): NONE Working Conditions Work is typically performed in an office setting. Probationary Period This job has an initial and promotional probationary period of 6 months, except as provided in KRS 18A.111. If you have questions about this advertisement, please contact Judy Baker at *****************. An Equal Opportunity Employer M/F/D

Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service existing clients The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to forward my message to them. Thank you

As an Investment Associate, your day will be filled with opportunities to learn the fundamentals of working with Wealth Management & Trust clients in a service-oriented role. Gain skills and experience needed to transition into an Investment Advisor role in 2-3 years. Responsibilities Daily responsibilities include, but are not limited to, the following: * Respond to investment questions, leveraging working knowledge of trust and investment concepts * Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed; interpreting trust documents. * Provide trading assistance for Investment Advisors, as appropriate. * Effectively communicate with internal and external clients, verbally and in writing * Draft client communications using knowledge and experience with trust and investment concepts. * Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues. * Expertly maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues. * Prepare presentations for existing clients * Assist Advisors with required client annual reviews and clearing exceptions on accounts * Maintain service standard activities, COI activities, and other required calling activities * Perform various administrative client support tasks * Serve as a resource to Client Specialists for onboarding, training, and routine questions. * Establish a level of trust and confidence with the client, in order to be client's second point of contact in addition to the Advisor * Serve as primary Advisor for client relationships, as appropriate. Job Requirements The successful candidate will have the following qualifications: * Bachelor's Degree * 5 years work experience in a Trust department or investment-related field * Excellent client-facing demeanor and commitment to service * Proficient computer application skills in word processing and spreadsheets (Word, Excel) * Self-motivated and dependable * Ability to quickly learn trust system and new technology * Working knowledge of investment concepts * Independent decision making ability within limits set by the Wealth Management & Trust Department * Excellent communication skills, both written and verbal, with all levels of personnel and clients * Excellent grammar, spelling and business writing skills * Excellent problem solving skills * Ability to prioritize and organize heavy volumes of work * Ability to function independently in a multi-task environment, as well as part of a team * Ability to maintain confidentiality * Must be highly detail oriented * Professional appearance and demeanor * Desire to achieve CFP, CTFA, CFA or other professional certification Benefits * 401(k) with a company match of up to 6% * ESOP employer match * Medical insurance * Dental insurance * Vision insurance * Cancer / Disease insurance * Accident insurance * Flexible Spending Accounts * Health Savings Accounts * Bank paid Life / AD& D insurance * Voluntary Life / AD&D insurance * Bank paid Short-Term and Long-Term Disability insurance * Employee Stock Purchase Plan * Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

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

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Who We Are Essity is the leading global player in professional hygiene with the global TORK brand. We are a multibillion- dollar company that is paving the way towards being a digital shaper and transforming the business model for Professional Hygiene. This is a highly visible effort, with significant attention and investment over a multi-year period. It will require new thinking, capabilities and approaches to successfully "bridge" the activities that remain relevant today to the emerging ones required tomorrow. As part of this effort, Essity continues to build a best in class team that will support the identification, acquisition, and development of digital capabilities across the organization. We are also an award-winning company with a focus on and commitment to sustainability. In fact, Essity partners with the United Nations Foundation in support of Sustainable Development Goals to improve hygiene, health and well-being worldwide. About the Role Essity Professional Hygiene (PH) North America is seeking a Financial Analyst, FP&A; The Financial Analyst, FP&A will take a lead role with the financial processes for the PH North America (NA) business in terms of business partnering with the sales directors and managers of the sales section of the business. He/she will be responsible for supporting with business insights, strategy development and results follow up of the assigned sales teams. This role focuses on the financial performance of several sales teams within the PH NA business and works in close collaboration with other members of PH NA Finance teams to ensure that regional, distributor and customer performance results, as well as budgets, forecasts and outlooks are accurately and effectively presented and explained. This role can be based out of Philadelphia, PA or Neenah, WI or Harrodsburg, KY What You Will Do * Function as business partner to several sales directors with timely insights and strategy development to asses and monitor business performance * Support the controlling director in the development of presentations with respect to the sales performance, customer understanding and forecasting * Ensure timely, complete & accurate monthly financial sales reporting. * Prepare monthly & quarterly financial packages for sales senior management review and discussion * Monitoring and follow-up the PH NA regional sales performance and deviations/variances to plan including but not limited to volume/price/mix analysis * Ensure that the financial and business acumen level is on an adequate level among the sales team by leading regular financial training sessions * Insightful analysis of key financial performance trends and operating ratios * Support in the financial planning and analysis system, by providing insights of regional sales and customers performance Who You Are * Bachelor's Degree in Finance or relevant degree * 3-5 years experience in financial / business analysis. Experience in manufacturing environment a plus * Excellent analytical, issue & trend identification, and problem-solving skills * Strong Microsoft Excel, PowerPoint and PBI skills. SAP and database skills a plus * Good understanding of financial reporting, and basic concepts of accounting * Hands-on experience with budget / forecast preparation techniques * Capability to effectively lead and/or participate in business conversations / meetings, including financial results, forecasting discussions, etc. * Solid, effective communication skills (both written and verbal) * Ability to travel 10% of time to domestic locations About Our DEI Culture Guided by our Beliefs & Behavior, our culture is the foundation that connects our history with our future. At Essity, care, collaboration and inclusion are more than buzzwords, they are practiced on an everyday basis. And with a purpose of breaking barriers to wellbeing, promoting gender equality and enable customers and consumers to lead a fuller life at all stages of life, DEI is in our core. As we work in diverse teams across geographies, cultures and professional areas, inclusive leadership is something we expect from ourselves and each other. In our leadership platform, we express this as leveraging the power of differences. From experience we know that diverse and inclusive teams are key to innovate and profitably grow our business while simultaneously address our ambitious climate targets. What We Can Offer You At Essity, we believe every career is as unique as the individual and empower employees to reach their full potential in a winning culture motivated by a powerful purpose. Compensation and Benefits: Competitive annual salary + annual incentive bonus + benefits Pay offered may vary depending on multiple individualized factors such as knowledge, skills, and experience. Along with competitive pay you will be eligible for the following benefits: * United Healthcare PPO / EyeMed Vision Insurance / Delta Dental Insurance * Wellness program provided through Rally * Healthcare and Dependent Care Flexible Spending Accounts (FSA) * 401(k) with employer match and annual employer base contribution * Company paid Basic Life, AD&D, short-term and long-term disability insurance * Employee Assistance Program * PTO offering with Paid Holidays * Voluntary benefits to include: critical illness, hospital indemnity, and accident insurance * Employee discounts program * Scholarship program for children of Essity employees. Collaborative and Caring Culture | Empowerment & Engaged People | Work with Impact and A Powerful Purpose | Individual Learning & Career Growth | Health & Safety Priority | Sustainable Value Together| Innovation| Sustainable Working Life | Competitive Total Rewards Additional Information The Company is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process please contact ******************************* Together, we are improving lives, every day Working at Essity is not just a career; it is a chance to directly make the world a healthier, more hygienic and safer place. With impactful innovations coupled with sustainable solutions, we strive to reach more people every year with the necessary and essential solutions for well-being. Application End Date: Job Requisition ID: Essity251537

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us 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 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 and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 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 Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 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: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.