Finance Consultant Jobs in Madison, AL

- 91 Jobs
All
Finance Consultant
Finance Advisor
Finance Analyst
Finance Internship
Investment Analyst
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Consultant Job 7 miles from Madison

    We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial ProfessionalsPrudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension PlanMedical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients
    $40k-74k yearly est. 29d ago
  • Advanced Financial Analyst

    Evona

    Finance Consultant Job 7 miles from Madison

    Advanced Analyst - Defense & Aerospace Sector Salary: $135,000 - $150,000 Clearance: Active Secret Clearance required An opportunity has opened for an Advanced Analyst to support a high-profile Missile Defense Agency (MDA) program. This role is part of a critical Test Business Operations team, ensuring accurate financial tracking and analysis of missile defense test events. The selected candidate will be responsible for managing and enhancing MDA's Test Requirements and Events Actuals Database (TREAD) to integrate and report financial requirements and expenditures. Key Responsibilities: Maintain and operate TREAD, ensuring a central, traceable repository for flight test cost data. Collaborate with MDA business, cost, and contracting teams to gather and verify financial data. Utilize advanced data analytics tools to enhance database functionality and reporting. Assist in developing financial models to compare projected vs. actual costs for test planning. Generate reports and financial summaries for executive leadership and budget planning. Provide support for database development and integration with other test planning tools. Offer training and troubleshooting assistance for database users. Required Skills & Experience: Extensive experience in business and financial management of complex government programs. Strong background in handling large-scale databases and financial systems. Understanding of the DoD Planning, Programming, Budgeting, and Execution (PPBE) process. Ability to work across cross-functional teams to enhance financial databases and tracking systems. Proficiency in Microsoft Power BI (highly desired). Experience with Defense Agencies Initiative (DAI) System and Agile development methodology. Strong communication skills (written and verbal), with the ability to interface with multiple organizations. Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel). Education & Experience: Master's degree (MA/MS) in a relevant field with 10+ years of experience, OR Bachelor's degree (BA/BS) + 15 years of relevant experience. This is an excellent opportunity for an experienced analyst with a background in government financial management, database systems, and defense industry operations. Interested candidates must have an active Secret Clearance. Apply today to join a dynamic team shaping the future of missile defense operations.
    $45k-66k yearly est. 13d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance Consultant Job 7 miles from Madison

    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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, 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.
    $45k-100k yearly 9h ago
  • Investor Relations Analyst

    Indeed 4.4company rating

    Finance Consultant Job 7 miles from Madison

    **Our Mission** As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers. (*Comscore, Total Visits, March 2024) **Day to Day** The Investor Relations Analyst will assist the Investor Relations team in managing communications and relationships with investors, analysts, and other key internal and external partners. This role is integral to ensuring seamless communication between the company and the investment community. The Analyst will play a pivotal role in organizing meetings, conducting research, updating financial models, and helping the strategic initiatives of the Investor Relations team. The successful candidate should be highly organized, possess solid analytical skills, and have a keen interest in financial and competitive market dynamics. As a member of the Investor Relations team, the Analyst will be expected to occasionally work a few hours that overlap with Japan working hours, especially during earnings season. **Responsibilities** + Perform external competitor research, including tracking competitor financial performance + Conduct internal product research to provide updates on new products + Update investor targeting analysis to align outreach with internal priorities. + Update analyst consensus models and validate data for accuracy. + Summarize key points from investor meetings for internal distribution + Schedule and coordinate logistics for internal investor relations meetings and investor calls + Organize investor meetings and conferences, managing agendas and event logistics with external partners. **Skills/Competencies** + 1+ years of experience in investor relations, financial analysis, or a related field. + Proficiency in Google Sheets and Slides and/or Microsoft Excel and PowerPoint + Financial modeling, experience with financial databases and CRM systems is a plus. + Proven analytical skills and attention to detail. + Excellent written and verbal communication skills. + Ability to manage multiple projects and deadlines in a fast-paced environment. **Education Requirement** : Bachelor's degree in Finance, Economics, Business Administration, or a related field. **Salary Range Transparency** US Remote 85,000 - 125,000 USD per year Austin 85,000 - 125,000 USD per year NYC Metro Area 90,000 - 130,000 USD per year San Francisco Bay Area 95,000 - 135,000 USD per year **Salary Range Disclaimer** The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits. To learn more about your pay transparency rights, click here (*********************************************************************************************** **Benefits - Health, Work/Life Harmony, & Wellbeing** We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 12 paid holidays a year and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at **************************************** **Equal Opportunities and Accommodations Statement** Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an Equal Employment and Affirmative Action employer seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, religious creed, national origin, genetics, neuro-diversity, disability, age, status as a protected veteran, or any other non-merit based or legally protected grounds. Indeed is dedicated to providing reasonable accommodations to qualified individuals with known disabilities to participate in the employment application process. To request an accommodation, an applicant should contact Talent Attraction Accommodations at **************, or by email at accommodations@indeed.com. In the request for an accommodation, please inform us of the nature of your request and your contact information. If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview. **Inclusion & Belonging** Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the wellbeing of our employees and on a mission to make this the best place to work and thrive. We believe that fostering a diverse and inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity. We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment. Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome. **Indeed's Employee Recruiting Privacy Policy** Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at **************************** , we also want to make you aware of our recruitment specific privacy policy found at ****************************/indeed-jobs . **Agency Disclaimer** Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening. **_Reference ID:_** 44881 **The deadline to apply to this position is February 10, 2025. Job postings may be extended at the hiring team's discretion based on applicant volume.** Reference ID: 44881
    $59k-87k yearly est. 16d ago
  • Financial Advisor

    Pinnacle Bank 3.5company rating

    Finance Consultant Job 7 miles from Madison

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $59k-112k yearly est. 60d+ ago
  • Financial Advisor

    Pinnacle Financial 4.1company rating

    Finance Consultant Job 7 miles from Madison

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $51k-101k yearly est. 60d+ ago
  • Financial Sales Advisor

    Deutsch Financial Group

    Finance Consultant Job 7 miles from Madison

    A Financial Sales Advisor is an intermediary who connects our carriers and customers. Your duties will include providing customers with financial consulting services and helping them use their money efficiently. We expect you to be able to research the marketplace on available products and services, identify customers' needs, design financial strategies, and close sales. Financial Sales Advisor responsibilities are: Guide profitable and secure financial solutions to customers. Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on Explore clients' financial situations, investigate their needs, and suggest solid financial plans. Build client base and maintain win-win relationships. To meet sales goals, explore and generate leads, and research opportunities for mutual funds, stocks, bonds, etc. Stay informed about trends and updates of an industry niche. Review financial plans and optimize them to ensure profits. Ensure compliance with all industry rules and regulations. Interact with providers, solicitors, valuers, and other professionals. Financial Sales Adviser requirements are: Significant experience with PCs, particularly with database systems operating Excellent communication, negotiation, and presentation skills Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data This is a 1099 commission-only job plus residuals, bonuses, & overrides. Results will vary
    $44k-90k yearly est. 60d+ ago
  • Financial Analyst

    Georgia-Pacific 4.5company rating

    Finance Consultant Job 27 miles from Madison

    Georgia-Pacific is seeking an Analyst with a passion for delivering actionable insights, to join our Cellulose Operations FP&A team! This role is for a valued business partner, who will collaborate, learn, and advise; providing financial and analytical support to our Alabama River Cellulose facility. You will also create value by providing actionable manufacturing analysis, cost analysis, forecasting and planning, as well as initiative tracking for operations leaders. We are recruiting contribution motivated candidates with critical and entrepreneurial thinking skills who demonstrate initiative, natural curiosity, teamwork, and are driven to transform. If you are an early career Analyst or someone with experience at the Senior Financial Analyst level - we want to hear from you! Team: The Analyst will report to the onsite FP&A Leader. Our GP Financial Planning & Analysis teams and individuals provide support to 125+ operating locations across the US, as well as at our corporate HQ in Atlanta, GA. Location: This is an onsite role supporting the Alabama River Cellulose facility in Perdue Hill/Monroeville, AL. We are seeking local applicants, or candidates that are willing to relocate to the area. In this visible and collaborative role, a regular weekly onsite presence is required. (This is no t a remote position) Read here about our $80M investment at ARC ! Check us out! Georgia-Pacific Cellulose . Georgia-Pacific LLC is a subsidiary of Koch Industries, Inc. - the largest privately held company in the United States. What You Will Do Develop financial plans and forecasts including sensitivity analysis to support the site. Prepare comprehensive financial reporting, consolidation of reporting and analysis, results and trends, variance analysis, etc. to support decision-making on a monthly and ad-hoc basis. Perform manufacturing KPI analysis, cost analysis, investment analysis, benchmark reporting, initiative tracking, etc. Collaborate with a diverse team to identify opportunities, develop, and prioritize strategies that drive value creation and advance the current state. Learn, seek knowledge, share knowledge and partner across the business, operations, and multiple capability groups. Advance the Principle-Based Management (PBM ) culture by applying and reinforcing the company's Values Who You Are (Basic Qualifications) Solid understanding of key financial and accounting concepts, cost accounting principles and business performance measures Desire to work in a dynamic and fast-paced environment supporting multiple priorities with a high attention to detail and accuracy Strong problem-solving and analytical skills including the ability to interpret data, identify trends, and make data-driven recommendations Contribution mindset: Team-oriented and life-long learner who collaborates effectively across a diverse set of set stakeholders Systems and Tools savvy: You can source and work with large volumes of data from multiple systems and use MS Excel and other tools to perform analysis and develop a point of view Confident Communicator: Verbal and written skills that enable effective sharing of financial performance to non-financial stakeholders What Will Put You Ahead Bachelor's degree or higher in Accounting, Finance, Economics, or related Business field of study Experience with NPV, IRR, and other valuation metrics Previous roles with business partnering requirements Experience with data analysis/visualization tools beyond Microsoft Excel (i.e., Power BI, Alteryx, Tableau, VBA, Hyperion, SQL, etc.) Manufacturing industry and/or packaging experience a plus! At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here . Who We Are Georgia-Pacific is a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better.At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please visit the following website for additional information: ****************************************** #LI-SHIGH
    $49k-80k yearly est. 5d ago
  • Merrill Financial Solutions Advisor - Greater Alabama Market

    Bank of America 4.7company rating

    Finance Consultant Job 7 miles from Madison

    Birmingham, Alabama;Montgomery, Alabama; Anniston, Alabama; Huntsville, Alabama; Tuscaloosa, Alabama; Florence, Alabama; Gadsden, Alabama; Birmingham, Alabama **:** 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.
    $44k-73k yearly est. 60d+ ago
  • IFS ERP Financial Analyst

    Teledyne 4.0company rating

    Finance Consultant Job 7 miles from Madison

    **Be visionary** Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research. We are looking for individuals who thrive on making an impact and want the excitement of being on a team that wins. **Job Description** **Job Summary:** The IFS ERP Financial Analyst will be responsible for working with the finance and accounting teams in the Teledyne Marine Businesses to help optimize/automate their business processes and environment. This position will be a mixture of project initiatives and support. Responsibilities include analyzing business processes and driving improvements within the Teledyne Marine business unit through collaboration with the IFS Core Team and key business system users. Scope is focused on IFS functionality, testing modifications, testing system patches, implementing system changes, training users on IFS functionality, and troubleshooting issues within the IFS ERP system in a cross-functional team environment. Areas of concentration for this position are financial (AP, AR, GL, and Projects), but functional knowledge of other areas would be a plus. **Job Knowledge, Skills and Abilities:** + Knowledge of and experience in the manufacturing industry + Strong knowledge of the IFS financial modules + Knowledge of other IFS modules is a plus + Basic understanding of databases and experience working with SQL or similar query tools is preferred + Strong analytical capabilities + Knowledge and experience in the use of Query Builder is preferred + Any knowledge and experience in the use of IFS Report Designer is preferred + Ability to listen, gather and document business requirements and translate into functional processes + Proven ability to gain expertise in new applications + Able to clearly communicate with IT and Business (individuals and teams) + Customer service focused **Essential Duties and Responsibilities** may include the following. Other duties may be assigned. + Optimize and improve accounting/finance business processes. + Assist with new implementations, requirements gathering, analysis, and support. + Review, analyze, evaluate, and document business requirements. + Configure and troubleshoot posting controls. + Analyze workflows, business processes and applications to enhance, automate, and expedite process improvements. + Review, analyze, evaluate, and document business requirements. + Configure, test, support, and troubleshoot application systems to meet business process requirements + Consult with, support, and train users on the use of IFS application processes. + Analyze data reporting requirements within finance related business processes and coordinate/facilitate report development and validation. + Document application system configurations and procedures and create other necessary documentation. + Responds to emergencies as needed. + Daily availability to include evenings and weekends when necessary to reach goals and deadlines. + Lead projects, provide user training, assist with testing, etc... as required. + This position will require travel, both international and domestic. **Supervisory Responsibilities** This job has no supervisory responsibilities but provides technical leadership to lower-level employees. This includes, but is not limited to training employees, planning, assigning, directing work and resolving technically related work problems. It also includes interaction with other technical teams (e.g. server team, client team, applications team, support team, etc.). Additionally, the position will assist the director in managing vendor relationships. **Qualifications** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this document are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **Education and/or Experience:** + Bachelor's degree (B.S.) from four-year college or university in accounting, finance, a related field, or equivalent experience. + 5 years of work experience with IFS ERP Apps10 or IFS Cloud preferred. **Computer Skills** + Advanced knowledge and in-depth experience with IFS ERP systems. Other ERP experience is also a plus. + Proven ability to gain expertise in new applications. + Understanding of databases and experience working with SQL or similar query tools. + Microsoft Office Suite (i.e., Outlook, Word, Access, Excel, PowerPoint, Project, Visio, etc.) + IT security concepts and best practices (e.g. Microsoft, Cisco, etc.) Teledyne and all of our employees are committed to conducting business with the highest ethical standards. We require all employees to comply with all applicable laws, regulations, rules and regulatory orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions. Teledyne is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other characteristic or non-merit based factor made unlawful by federal, state, or local laws. You may not realize it, but Teledyne enables many of the products and services you use every day **.** Teledyne provides enabling technologies to sense, transmit and analyze information for industrial growth markets, including aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, energy, medical imaging and pharmaceutical research.
    $46k-73k yearly est. 29d ago
  • Financial Analyst

    Aviagen 4.7company rating

    Finance Consultant Job 7 miles from Madison

    . The Financial Analyst will play a critical role in supporting our financial decision-making processes, conducting in-depth financial analysis, and providing actionable insights to drive growth and profitability. This role will be responsible for gathering, analyzing, and interpreting financial data to provide meaningful insights to key stakeholders, including senior management and cross-functional teams. This role will play a vital role in assessing the financial health of the business unit they support, identifying risks and opportunities, and supporting strategic planning initiatives. Job Description: Financial Analysis and Reporting: Assess the financial performance, trends, and risks of a company by providing insights to guide decision-making and drive business growth. Prepare comprehensive information that communicates financial results. Conduct in-depth financial analysis, including financial statements, budgeting, forecasting, and variance analysis. Develop and maintain financial models to support budgeting, forecasting, and scenario planning. Prepare, submit and present comprehensive financial reports, including benchmarking , production costs and overheads , highlighting key findings, trends, and recommendations to stakeholders. Data Gathering and Interpretation: Collect relevant financial data from various sources, such as financial statements, databases, and market research, ensuring accuracy and completeness for further analysis. Analyze collected data, identify patterns, trends, and insights that can be used to guide the decision-making process and support strategic initiatives. Gather and consolidate financial data from various sources, ensuring accuracy and completeness. Analyze financial information to identify patterns, trends, and anomalies that may impact the company's financial performance. Interpret financial data and provide actionable insights to support decision-making processes. Risk Assessment and Mitigation: Identify and evaluate potential risks that could impact the company's performance and objectives, such as market volatility, regulatory changes, or credit risks. Identify and assess financial risks, such as market volatility, currency fluctuations, and regulatory changes. Collaborate with cross-functional teams to develop strategies to mitigate identified risks. Monitor and track the implementation of risk mitigation measures and provide regular updates to management. Work with the General Manager and Operational Leaders to construct internal audits and ensure proper controls regarding production costs, overheads, expense management. Strategic Planning Support: Provide analysis, insights, and recommendations to support the development and execution of the company's strategic plans. Evaluate the financial viability of potential opportunities, conduct financial modeling and forecasting, and collaborating with cross-functional teams to align financial strategies with broader strategic goals. Provide financial analysis and insights to support strategic planning initiatives, including new product launches, market expansions, and mergers and acquisitions. Assist in evaluating the financial viability and profitability of potential business opportunities. Collaborate with other teams to develop financial models and forecasts for capital management - including short- and long-term justifications for the expenditure. Process Improvement: Identify measures to enhance efficiency, effectiveness, and accuracy within financial operations and reporting processes. This includes streamlining workflows, automating manual tasks, and adopting best practices to optimize financial data integrity, reporting timeliness, and overall operational performance. Identify opportunities for process improvements within the finance function and contribute to the implementation of automation and efficiency initiatives. Streamline financial reporting processes and enhance data accuracy and integrity. Stay updated on industry best practices, emerging trends, and regulations related to financial analysis and reporting. Business Partner & Trusted Advisor: Partners to develop deep working relationships with business operation leaders and functional experts to identify opportunities to improve business performance through financial insights and aligning financial strategies to ensure desired outcomes. Collaborate closely with the General Manager and Operational Leaders to provide financial insights and analysis that contribute to the achievement of strategic goals. Understand the business dynamics, align financial operations, and provide valuable recommendations. Lead and assume accountability for the annual budgeting and forecasting process. Guide the overall process for the business ensuring healthy appreciation to timelines. Construct the presentation deck for the team and lead efforts to craft the appropriate narrative to senior business leaders. Serve as a coach and mentor to peers within the leadership team. Share expertise in financial analysis, interpretation, and reporting to strengthen the overall financial acumen of the team. Work with the General Manager and Operational Leaders to construct internal audits and ensure proper controls regarding production costs, overheads, expense management. Strategic Planning Support: Provide analysis, insights, and recommendations to support the development and execution of the company's strategic plans. Evaluate the financial viability of potential opportunities, conduct financial modeling and forecasting, and collaborating with cross-functional teams to align financial strategies with broader strategic goals. Provide financial analysis and insights to support strategic planning initiatives, including new product launches, market expansions, and mergers and acquisitions. Assist in evaluating the financial viability and profitability of potential business opportunities. Collaborate with other teams to develop financial models and forecasts for capital management - including short- and long-term justifications for the expenditure. Process Improvement: Identify measures to enhance efficiency, effectiveness, and accuracy within financial operations and reporting processes. This includes streamlining workflows, automating manual tasks, and adopting best practices to optimize financial data integrity, reporting timeliness, and overall operational performance. Identify opportunities for process improvements within the finance function and contribute to the implementation of automation and efficiency initiatives. Streamline financial reporting processes and enhance data accuracy and integrity. Stay updated on industry best practices, emerging trends, and regulations related to financial analysis and reporting. Business Partner & Trusted Advisor: Partners to develop deep working relationships with business operation leaders and functional experts to identify opportunities to improve business performance through financial insights and aligning financial strategies to ensure desired outcomes. Collaborate closely with the General Manager and Operational Leaders to provide financial insights and analysis that contribute to the achievement of strategic goals. Understand the business dynamics, align financial operations, and provide valuable recommendations. Lead and assume accountability for the annual budgeting and forecasting process. Guide the overall process for the business ensuring healthy appreciation to timelines. Construct the presentation deck for the team and lead efforts to craft the appropriate narrative to senior business leaders. Serve as a coach and mentor to peers within the leadership team. Share expertise in financial analysis, interpretation, and reporting to strengthen the overall financial acumen of the team. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $47k-69k yearly est. 33d ago
  • Financial Analyst Principal - 3613

    Range Generation Next

    Finance Consultant Job 7 miles from Madison

    Ready to launch your career? Be part of the next generation of access to space at one of the World's Premier Gateways to Space! RGNext employees open portals to space by providing operation and sustainment of mission-critical systems that launch and track Department of Defense, civil, commercial, and international space launch rockets! We also provide U. S. defense and space awareness through ballistic missile testing, guided weapon and aeronautical tests and experiments to defend the United States to ensure our nation's safety.
    $45k-66k yearly est. 11d ago
  • Financial Analyst

    Amentum

    Finance Consultant Job 7 miles from Madison

    The Financial Analyst is responsible for a full range of activities to collect, review and analyze information, and identify business trends and problems. Develop recommendations to solve problems and issues related to business solutions that enable assigned COE or program to control costs or improve efficiency to achieve business goals. Principal Accountabilities (Typical duties include the following, although specific duties vary by assignment or contract) * Work with the site management team to support the accounting and financial activities at the site level in support of the Program. * Support accounting and reporting activities (CDRLs), financial billing accuracy, and Performance Measurement Baseline (PMB) activities. * Establish, maintain, and report Earned Value Management System (EVMS) metrics on contract mission sets at the site level to program level management. * Ensure accuracy of business and financial information such as traceability of current expenditures to appropriate contract line item number (CLIN) / Sub-contract line item number (SLIN) level. * Maintain daily burn rate data analysis for cost control and tractability to approved Activity Cost Estimates Forms (ACEFs) and Independent Government Cost Estimates (IGCEs) to avoid or identify potential problem areas. * Ensure EVM data is entered into STAMIS tracking system for Financial Accounting, IAW PWS section 3.1.7. Business and Financial Accounting Information. * Perform trend and variance analysis of budgeted (funded) versus actual cost. * Process and submit ACEF data regarding site level requests to Program Management level for accuracy check. * Perform due diligence, research and documentation of transactions. * Provide timely response for CLIN/SLIN de-obligation data upon request. * Comply with federal, state and local employment laws, as well as applicable regulations and standards. Minimum Requirements * Bachelor's degree in business, finance, process improvement or other related area, or equivalent experience. * Three (3) years' experience in business analysis or process improvement. * Ability to obtain and maintain a US Government Security Clearance, NAC-I T1 Public Trust. US Citizenship is required to obtain a T1/CAC NACI Clearance. Knowledge & Skills * Exceptional oral and written communication skills. * Ability to problem-solve, and break down complex ideas into understandable and actionable messages. * Ability to work under pressure and meet aggressive deadlines. * Strong understanding of accounting principles, EVMS and governmental regulations. * Strong technical knowledge and analytical skills. * Ability to interpret business needs and translate them into operational requirements. * Strong problem solving and decision making skills. * Good interpersonal skills with ability to work well with all levels of the organization. * Additional knowledge/skills may be required by contract or assignment. Travel * Varies by assignment Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
    $45k-66k yearly est. 2d ago
  • Financial Advisor

    First Horizon 3.9company rating

    Finance Consultant Job 7 miles from Madison

    As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. • Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. • Engage your connectivity in the community to foster business development. Qualifications: • 4+ years experience in the Financial Services industry. • Bachelor's Degree required from accredited college or university. • Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record. • Strong written and oral communication skills. About Us First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $45k-63k yearly est. 32d ago
  • Finance, Planning & Analysis Intern

    Reliance Worldwide 4.7company rating

    Finance Consultant Job 42 miles from Madison

    RWC is a market leader and manufacturer of water solutions for residential, commercial, and industrial applications. RWC's portfolio of brands includes industry-leading brands: SharkBite Push-to-Connect plumbing solutions; HoldRite engineered plumbing and mechanical solutions; Cash Acme control valves; John Guest fittings and fluid dispense products and and EZ-FLO™ and Eastman™ appliance connectors, supply lines, stop valves and gas connectors. RWC is building a cohort of interns for the Summer of 2025. This will be a challenging opportunity to build skills in your field and create connections with RWC and peers from other Universities. Position Summary: This internship will include exposure to the Company's manufacturing operations and the Americas regional FP&A group through financial analysis and special projects on key activities impacting cost of goods sold and balance sheet accounts. Principal Responsibilities: Work with key business partners across functions to deliver insightful analysis and recommendations that enable improved operating efficiencies, cost savings and financial controls. Qualifications: Candidates must have strong working knowledge of finance and accounting fundamentals, excel modeling, discounted cash flow analysis, working understanding of financial statements (income statement, balance sheet, etc). Education & Experience : Undergraduate or graduate, majoring in Finance, Accounting, or Business Administration. Working Conditions & Physical Demands: This position will be located in Cullman, AL Internship will be Full time Internship will have travel involved including a kick-off in Atlanta and Operations immersion week in Cullman, AL
    $38k-49k yearly est. 3d ago
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Huntsville, AL Merrill Office

    Bank of America 4.7company rating

    Finance Consultant Job 7 miles from Madison

    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. As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. **The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** from Academy managers who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role. + **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to + Unlimited potential for financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. + Robust marketing support to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in responsible growth and has a proven dedication to supporting the communities we serve. + Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. + Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. + Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Applies relevant regulatory due diligence in daily activities and creating long-term client strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously 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. **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.
    $44k-73k yearly est. 60d+ ago
  • Financial Analyst Principal - 3613

    Range Generation Next LLC

    Finance Consultant Job 7 miles from Madison

    Ready to launch your career? Be part of the next generation of access to space at one of the World's Premier Gateways to Space! RGNext employees open portals to space by providing operation and sustainment of mission-critical systems that launch and track Department of Defense, civil, commercial, and international space launch rockets! We also provide U. S. defense and space awareness through ballistic missile testing, guided weapon and aeronautical tests and experiments to defend the United States to ensure our nation's safety.
    $45k-66k yearly est. 1d ago
  • Facilities EVM/Financial Analyst IRES - SSFB/HSV/FBEL

    Amentum

    Finance Consultant Job 9 miles from Madison

    Facilities EVM/Financial Analyst Location: Schriever Space Force Base, Colorado Springs, CO or Redstone Arsenal, Huntsville, AL and Fort Belvoir, VA Clearance Type: DoD Secret Shift: Day shift (Mon-Fri) Travel Required: Up to 10% of the time #cjpost Description of Duties: The Facilities EVM/Financial Analyst supports the Missile Defense Agency (MDA) on the Integrated Research and Development for Enterprise Solutions (IRES) contract. The candidate will: * Work with Task Order leadership, Control Account Managers (CAMs), the Task Order Scheduler and Project Managers to establish control account work scope, budget, and schedule to support development of the Performance Measurement Baseline (PMB) and Integrated Master Schedule (IMS). * Use MS Excel to run, analyze and review daily, weekly and monthly reports and/or other financial reports and documents and provide analysis of the data. * Perform a variety of administrative and analytical duties supporting the day-to-day financial operations of the task order. * Use MS Excel to analyze and reconcile cost accounting, charging and funding issues. * Prepare, review and present financial documentation and reports for the program as well as the Government customer. * Use MS Excel to maintain a variety of financial records and logs documenting all facets of task order financials. * Process financial actions and extract data supporting internal reviews, recommending corrective action plans and account reconciliation efforts. * Assist CAMs in the development of the monthly and annual Estimate at Completions (EACs). * Assist CAMs in the completion of monthly status, forecast and Estimate to Complete (ETC) responsibilities. * Maintain all program logs. * Prepare month-end Integrated Program Management Review (IPMR) artifacts in compliance with the Missile Defense Group (JMDG) Earned Value Management System (EVMS), support EVMS requirements resulting in effective technical, cost and schedule integration. * Support the development of the Integrated Baseline Review (IBR) and disposition action items. * Keep task order leadership appraised of the overall financial posture and funding authorizations throughout the period of performance. * Work closely with TO Project Managers to oversee and manage multiple control accounts and contribute to the development and timely delivery of task order proposals and modifications. * Collaborate with TO Project Managers in planning initial baseline artifacts to include Integrated Master Schedule (IMS), time-phased budgets, Bill of Materials (BOM) and Other Direct Cost (ODC) spend plans. * Perform basic scheduling functions with the expectation to cross-train and learn more advanced scheduling functions. * Contribute to the development and maintenance of individual project schedules and the overall Integrated Master. * Schedule (IMS) by working alongside the Technical Team and the IRES Scheduling Lead * Review and report schedule performance updates from the Task Order (TO) Control Account Managers (CAMs). The successful candidate will: * Be able to proactively solve problems in a timely manner. * Be proficient in the use of MS Excel in a complex and dynamic environment. Resumes, in month and year format, must be submitted with application in order to be considered for the position. The selected candidate may be assigned as an employee for one of our teammate companies. Basic Requirements: Must have one of the following combinations of education and experience: HS Diploma (or GED) and 8 years of general experience; Associate's degree and 6 years of general experience; Bachelor's degree and 4 years of general experience; Master's degree and 2 years of general experience * Must have 5 years of directly related experience in Financial Management or Earned Value Management * Must have experience with MS Excel that includes the use of pivot tables and formulas * Must be proficient with MS Office products and cost accounting systems * Must have, or obtain, an active DoD Secret Security Clearance Desired Requirements: * Have experience working within defined financial guidelines (DCAA and/or DCMA experience) * Have experience with cost analysis or business/data analytics * Have experience using Earned Value * Have experience using Microsoft Project and Excel This position is expected to pay $77,600 - $102,600 annually; depending on experience, education, and any certifications that are directly related to the position. This position will be posted for a minimum of 3 days. If a candidate has not been selected at that time, it will continue to be posted until a suitable candidate is selected or the position is closed. Our health and welfare benefits are designed to invest in you, and in the things that you care about. Your health. Your well-being. Your security. Your future. Typical benefits offered include flexible work schedules, educational reimbursement, retirement benefits (401K match), employee stock purchase plan, health benefits, tax saving options, disability benefits, life and accident insurance, voluntary benefits, paid time off and paid holidays, and parental leave.
    $77.6k-102.6k yearly 3d ago
  • Financial Advisor

    First Horizon Bank 3.9company rating

    Finance Consultant Job 7 miles from Madison

    As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. **Key Responsibilities** - Drive growth in your market and achieve revenue and profitability goals. - Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. - Develop client relationships through internal banker referral partners and external COIs. - Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. - Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. - Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. - Engage your connectivity in the community to foster business development. **Qualifications** : - 4+ years experience in the Financial Services industry. - Bachelor's Degree required from accredited college or university. - Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. - Excellent consultative sales skills, with demonstrated business development track record. - Strong written and oral communication skills. **About Us** **First Horizon Corp. (NYSE: FHN** ), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment** : We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $45k-63k yearly est. 35d ago
  • Finance, Planning & Analysis Intern

    Reliance Worldwide 4.7company rating

    Finance Consultant Job 42 miles from Madison

    RWC is a market leader and manufacturer of water solutions for residential, commercial, and industrial applications. RWC's portfolio of brands includes industry-leading brands: SharkBite Push-to-Connect plumbing solutions; HoldRite engineered plumbing and mechanical solutions; Cash Acme control valves; John Guest fittings and fluid dispense products and and EZ-FLO™ and Eastman™ appliance connectors, supply lines, stop valves and gas connectors. RWC is building a cohort of interns for the Summer of 2025. This will be a challenging opportunity to build skills in your field and create connections with RWC and peers from other Universities. Position Summary: This internship will include exposure to the Company's manufacturing operations and the Americas regional FP&A group through financial analysis and special projects on key activities impacting cost of goods sold and balance sheet accounts. Principal Responsibilities: Work with key business partners across functions to deliver insightful analysis and recommendations that enable improved operating efficiencies, cost savings and financial controls. Qualifications: Candidates must have strong working knowledge of finance and accounting fundamentals, excel modeling, discounted cash flow analysis, working understanding of financial statements (income statement, balance sheet, etc). Education & Experience: Undergraduate or graduate, majoring in Finance, Accounting, or Business Administration. Working Conditions & Physical Demands: This position will be located in Cullman, AL Internship will be Full time Internship will have travel involved including a kick-off in Atlanta and Operations immersion week in Cullman, AL
    $38k-49k yearly est. 28d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Madison, AL?

The average finance consultant in Madison, AL earns between $46,000 and $107,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Madison, AL

$70,000
Job type you want
Full Time
Part Time
Internship
Temporary