Finance Consultant Jobs in Mansfield, CT

In partnership with a prestigious boutique wealth management firm in Westborough, MA, we are seeking a talented Certified Financial Planner (CFP) to join their expanding team. With over $3 billion in assets under management, this well-established firm provides high-net-worth clients with a personalized approach to wealth management. Known for its strong team-oriented culture, they emphasize long-term career growth, flexibility, and community engagement. They're now looking to bring on a driven and dedicated CFP who shares their commitment to excellence. Position: Financial Planner Responsibilities: Collaborate with the financial planning team to organize and prepare customized, complex financial plans for high-net-worth clients. Engage with current and prospective clients to gather, organize, and analyze financial data, providing insightful recommendations. Monitor and adjust client plans regularly, identifying new service opportunities and enhancing client satisfaction Requirements: Experience: Minimum of 5-7 years in financial planning or advisory roles, ideally with experience working with affluent clients. Skills: Outstanding communication abilities, both verbal and written, and a high degree of professional integrity. Mindset: Driven, team-oriented, and willing to contribute to a supportive and collaborative culture. Compensation and Benefits: Salary: $80,000 - $140,000 based on experience, with opportunities for performance-based growth. Additional Benefits: Comprehensive healthcare (company covers 75%+ of premium), 401(k) with 3% profit sharing, 18 days of PTO, cell phone reimbursement, and more. Why Join This Firm? Boutique Atmosphere: Enjoy the close-knit environment of a small firm where every team member is valued and supported. Flexibility and Balance: This role allows for flexible scheduling after an initial period, with an office culture that respects work-life balance. Community Focus: Engage in meaningful community service with organizations like Worcester County Food Bank, March of Dimes, and American Cancer Society, supporting the local community alongside colleagues.

Livictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to see if this might be an attractive fit. Livictus Philosophy to Financial Planning Livictus Financial Services serves both individuals and small business owners. We believe strongly in comprehensive financial planning for clients - every client deserves a financial plan. From the plan, customized and collaborative strategies to help clients achieve their respective goals are implemented and monitored over time. Strategies include wealth management, retirement income planning, risk minimization through insurance (life, LTC, health and disability), estate planning and legacy planning. Along the way, establishing and maintaining strong relationships is critical. Office Culture Our office is high energy and always team focused. We are welcoming, respectful and inclusive. We are always committed to doing what is in the best interest of the client. Our advisors are collegial and collaborative, and our staff are closer to business partners than “task doers.” As the Owner of this firm, my door is always open to the staff and advisors. Livictus Financial Services Can Offer the Candidate: Freedom to run their own practice/book of business. Equity ownership in their book of business. Access to multiple sources of agency leads to supplement the growth initiatives of your own. Agency Leads include over 1,500 leads from the existing book of life insurance, cross-selling property & casualty clients, existing investment clients and access to the 403(b) market through Lincoln Investment. Access to a dedicated staff (2 members) to support you and your practice's growth. Potential for a long-range succession plan towards agency ownership. Access to leading industry software through Lincoln Investment. Leadership, guidance, and support from the Owner, as well as interaction with experienced financial advisors on the Livictus Advisory Team. The qualified individual will: Display the ability to be a self-starter/entrepreneur. Understand that our core value lies in developing meaningful professional client relationships based on honesty, trust and mutual respect. Continue to develop their own clientele through marketing and prospecting. Possess excellent communications skills to maintain strong relationships with clients, staff, and professional colleagues. Possess 5+ years of financial services experience, with a transferable book of business of at least $8M - $10M. Guide and service existing and new clients with all aspects of their financial needs Desired Skills and Experience 5+ years of financial services experience preferred Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field 5 years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business Ability to build and manage client relationships Excellent written, oral and presentation skills Series 6 or 7, and 65 or 66 registrations. State insurance license required. Series 24 and CFP certification preferred, but not required.

Never have to prospect again! Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Do you want to have the opportunity to meet one-on-one with prospects that are generated from our marketing activities, which include workshops, TV, podcast, and digital marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments on your calendar. We also have existing house accounts that you can develop a relationship with and get paid to do it. This position is based in our Wethersfield, CT office and the candidate must be able to travel some weekdays to our other Connecticut neighborhood offices to meet with clients for their convenience. Requirements · College degree preferred · Series 65 or Series 7 & 66 Required, CFP designation a plus · 2+ years of financial services experience with an emphasis on sales · Excellent communications skills; both verbal and written · Ability to work in a fast-paced, evolving environment Position Responsibilities · You will meet one on one with prospects and work with them through the onboarding process. • Prepare, present and implement customized financial plans involving • Assist clients with investments focused on retirement planning • Develop, manage and retain strong client relationships

******************************************* Join our growing team at Northwestern Mutual of Hartford. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism. Financial Advisors provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success. Financial Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Desired Skills and Experience 4-year College Degree Prior financial services experience not needed-- extensive training provided 2 years of Managerial or Executive experience preferred We want people with different backgrounds and work experience, including but not limited to: Financial management, insurance, and financial services Executive leadership Community influencers Former athletes Military background Candidate must be an accomplished communicator with strong verbal and written skills Prior sales and/or business experience preferred Additionally, Northwestern Mutual is committed to offering its Financial Advisors a comprehensive compensation and benefits program which includes: Exceptional Income Potential Leadership Opportunities Sponsorship of Licensing/Credentialing SIE Series6 or Series7 Life & Health Insurance License Development Stipends Expense Allowance Comprehensive Medical Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance As a financial representative, a typical day may include: Digging deep with clients and prospects to help formulate financial strategies Developing tailored solutions for each client Training and coaching from people who know their stuff, who are experts in management, and executives in the financial field Managerial team meetings to set goals Making calls to prospective clients Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies: · A.M. Best: A++ · Fitch Ratings: AAA · Moody's Investors Service: Aaa · Standard & Poor's: AA+ At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Additionally, the FORTUNE 500 ranking is among the most recognized measure of financial success. Being #90 in 2021 affirms that Northwestern Mutual is among America's premier companies. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Financial representatives are independent contractors.' ' Benefit Conditions: Only full-time employees eligible Commission: Yes Paid Training: Yes Management: Team Lead Typical end time: 5PM Typical start time: 8AM Work Remotely No This Job Is Ideal for Someone Who Is: Achievement-oriented -- enjoys taking on challenges, even if they might fail People-oriented -- enjoys interacting with people and working on group projects Autonomous/Independent -- enjoys working with little direction Job Type: Full-time Pay: $60,000.00 - $110,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Retirement plan Vision insurance Education: Bachelor's (Preferred) Work Location: Hartford, Connecticut

Financial Advisor - Centralized, West Hartford, CTWest Hartford, United States of America The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of leading client interaction virtually first, however, also has the ability to meet in person if directed by the client. Essential Functions/Responsibilities: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. Achieves and exceeds both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintains compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintains records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Creates strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintains required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Holds frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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. Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field (Required) Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field (Preferred) 5+ years of work experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: West Hartford, CT, West Hartford Other Locations: Connecticut-West Hartford Organization: Santander Bank N.A. Salary: $56,250 - $102,500/year

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Project Info: Day to day will help with budget, forecast, financial reporting and tax filing 5 years exp minimum in accounting/finance Lots of financial analysis, variance, trends, month end close Good attention to detail IT Finance a plus helps with their budgets Job Description The consultant role is for an experienced Senior Financial Analyst to support members of the Budget team with timely and accurate preparation of detailed budgets/forecasts and financial reporting for both internal and external audiences, including but not limited to senior management and board of directors. Assist in the preparation of the annual 990 tax filing requirements with the IRS and Massachusetts, and other ancillary functions within the department such as processing budget uploads, performing system queries, driving system reporting enhancements, automating manual processes, performing financial software testing.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.

Job Title: Financial Analyst HYBRID opportunity Position Type: Full Time/Permanent Position Recruiter Contact: Sal Fiorillo - Sal.Fiorillo@Roberthalf Reference: SF0013173782 WHY WE LIKE THIS ROLE / COMPANY: Excellent place to learn & grow for someone with an entrepreneurial spirit! They have a strong history along with an exciting future ahead Competitive base pay, strong annual bonuses and an 8% company contribution to retirement plan! Main Responsibilities: Implement sophisticated data mining strategies to perform quantitative analyses of financial and actuarial information, providing actionable insights to support business decisions. Oversee and enhance the functionality of financial databases within external platforms, ensuring seamless integration of varied data sources to elevate analytics. Create and improve financial forecasting frameworks Develop and deliver detailed financial reports and presentations tailored for senior executives, regulatory authorities, financial institutions, and credit rating agencies. Collaborate on the preparation of financial statements and management reports. Analyze potential mergers, acquisitions, and business growth opportunities, providing well-informed, data-backed recommendations. Execute specialized financial analyses as needed to aid senior leaders in making informed strategic decisions. Utilize a wide range of tools, including database management, automation and Power BI to streamline financial reporting and analysis processes Requirements: Bachelor's degree in Finance, Accounting, Actuarial Science, Economics, or a related field Pursuing or willing to pursue CFA, CPA, or advance degrees in business is highly preferred System savvy - Advanced experience with database management, automation and data visualization tools are required 3-5+ years of experience in finance within the insurance or financial service industry If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above. All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.

Mariner Advisor Network is recruiting for a Financial Advisor to join Gilbert and Timme, LLC in Chester, CT. Gilbert and Timme, LLC is an independent financial advisor firm that always puts clients first by helping them make smart financial decisions as they create the life and legacy they want. Mariner Advisor Network serves as a strategic partner to Gilbert and Timme, LLC. The Financial Advisor role is a full-time position and a great opportunity to join a team committed to creating an inclusive environment where everyone feels welcome and empowered to succeed. The ideal Financial Advisor will bring a minimum of four years of financial industry experience, hold a Series 7 license and be a trusted partner for clients, ensuring their needs are met with care, integrity, and professionalism. Position will be a hybrid role, but as a key part pf a small team, the successful applicant will be expected to come into the Chester, CT office most days of the week. Position Overview As a Financial Advisor, your focus will be on providing outstanding support to our clients, guiding them through solutions, and maintaining their trust in our services. It is an opportunity to connect with clients, understand their needs, and offer tailored solutions. Key Responsibilities Act as the primary point of contact for clients, ensuring they have a seamless and professional experience. Understand client needs and provide thoughtful, clear, and accurate solutions. Communicate effectively with internal teams to coordinate and fulfill client requests. Provide clients with accurate information on services, policies, and updates. Stay up to date with industry trends and regulations to better assist clients. Maintain accurate and organized client records and documentation. Proactively follow up with clients to resolve issues promptly. Qualifications A minimum of two (2) years of financial industry experience. This will include some financial planning experience. 4-year Degree and Series 7 License are required. Additional designations (e.g., CFP , or other relevant certifications) are a plus. A client-first mindset with a passion for providing excellent service. Strong communication and interpersonal skills, with the ability to build trust and rapport. Exceptional organizational skills and attention to detail. Ability to manage multiple tasks and adapt in a dynamic environment. Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important. Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. They also offer excellent career growth opportunities and a competitive compensation and benefit package. EOE M/F/D/V

Must be authorized to work in the U.S. The Financial Analyst will work closely with the FP&A Managers within a team of analysts to produce business analytics, financial reporting, budgets and long-term business plans. This position will play an active role in the design of key charts, reports, scorecards, dashboards, KPI and metrics and in the production of presentations to C-level executives and Regional Vice Presidents. Job Overview: The Financial Analyst will provide support and guidance for over 3500 operating locations during semi-annual forecast processes. This role offers an opportunity to provide critical business insights that drive executive decision-making and company profitability. Responsibilities: Business & Financial Analytics Produce board, partner, and regional VP meeting financial presentations Assist FP&A Managers in budgeting and business performance management Develop and maintain accurate and concise reports, dashboards, and budget data entry forms Collaborate with departments and implement new processes Respond to requests from business partners looking for insight and assistance including producing reports, reconciliations, presentations, charts, and graphs. Serve as a key data administrator by inputting and maintaining data, emphasizing accuracy to enable comprehensive analyses and report generation Input and maintain key location data for comprehensive analyses Serve as key data administrator, emphasizing data field accuracy Budgeting Responsibilities Build relationships with assigned regional teams Train and support users during semi-annual forecast and budgeting exercises Thoroughly review regional budgets, analyzing: Location P&L's Revenue reports OPEX and CAPEX Managed location revenue streams and costs Historical and forecasted ratios Comparison to long-term business plan Flag and investigate budget items deviating from historical expectations Lead preliminary review meetings with regions Develop budget review charts and presentations for CFO and executives Qualifications: Bachelor's degree in finance or accounting 3-5 years of financial reporting and analysis experience preferred Highly proficient in MS Office (including advanced Excel skills and PowerPoint) Familiarity with FP&A software Proficiency in SQL, Tagetik, Business Central, and/or Microsoft Power BI is a plus Skills: Collaborative team player willing to support colleagues Embodies LAZ values: trust, respect, honesty, integrity Trustworthy with confidential information Quick learner of new processes and applications Self-starter with strong problem-solving skills Excellent at prioritizing tasks in fast-paced environment Strong communication skills across all company levels Ability to articulate complex concepts succinctly Detail-oriented and analytically skilled Proactive, patient, and persevering Physical Demands: Ability to lift, push and pull at least 10lbs. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with qualified disabilities to perform the essential duties/functions. FLSA Status: Exempt LAZ Parking is an equal opportunity employer. In all our employment practices, including hiring, we are firmly committed to provide equal employment opportunity (EEO) to all persons, regardless of race, color, religion, sex, national origin, disability, age, genetics, Vietnam era, special disabled, recently separated and other protected veterans, or any other characteristic protected by federal, state or local law. No question in our application process is used for the process of limiting or excluding any applicant's consideration for employment on such grounds. This Employer participates in E-Verify.

Job Title: Financial Analyst Contract Duration: 10+ Months Pay range: $30 - 32/hr Our client is seeking a Financial Analyst to manage day-to-day accounting responsibilities and assist in higher-level budgeting and forecasting for our business. Principal Accountabilities: Prepare, review, and analyze financial forecasts and operating budgets under the supervision of the Controller. Provide in-depth analysis of financial performance and root cause variances to forecasts. Report the daily progress of the business toward the monthly established goals and the first line of reporting to trends. Perform detailed SG & A and R & D expenditure analysis to identify trends and areas in need of cost control focus. Provide value-added variance analysis to highlight issues or opportunities and promote understanding of necessary changes. Work in conjunction with Operations to identify, mitigate, and reduce operational variances. Ensure that intercompany issues are identified and resolved in a timely manner including analyzing and communicating differences and resolving issues. Prepare assigned monthly journal entries. Assist with month-end closing procedures. Ensure accurate and timely consolidation and reporting of financial results and position each month's end. Work collaboratively with the department to propose and implement process improvement ideas to enable more accurate and faster reporting. Prepare quarterly and annual reporting packages to ***orate Headquarters as well as other governmental reporting. Monitor fixed asset accounting and capital expenditure process. Prepare and analyze monthly account reconciliations. Basic Qualifications: Bachelor's degree in accounting or finance from an accredited institution 3 years of relevant work experience, preferably in a production manufacturing environment Must be authorized to work in the United States without Company sponsorship Position Criteria: Understanding of financial accounting, P&L, and the balance sheet Advanced Microsoft Excel skills and comfort using Microsoft PowerPoint Ability to identify and implement standard work procedures and best practices Strong analytical and problem-solving skills Preferred Qualifications: 5 years of relevant work experience, preferably in a production manufacturing environment Experience using SAP and Hyperion Financial Manager (HFM) Benefits: Medical, Vision, and Dental Insurance Plans 401k Retirement Fund About The Company Intelligent power management company focused on sustainability and improving quality of life. Offers solutions for efficient and reliable power management. Committed to innovation and making a positive impact on the world. Join our team and make a difference. 25-17327 #gttutility #gttjobs #LI-GTT #LI-Onsite

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Sr. Cybersecurity Consultant (Regulatory & Audit) to work in Fidelity's Enterprise Cybersecurity division in Smithfield, RI! The Team The Enterprise Cybersecurity (ECS) Regulatory & Audit team helps ECS and corporate partners manage firm-wide cybersecurity risk by providing key support services. As part of Cyber Regulatory & Audit, the ECS Internal Audit Engagement (IAE) team supports 25-30 internal audits annually. IAE seeks to reduce cyber risk through improved engagement and partnership with ECS Product Areas and Audit to ensure alignment, transparency, and efficiency throughout pre-audit, active audit, and post-audit efforts. The Role The ECS Internal Audit Engagement (IAE) team is seeking a hard-working and expert cybersecurity risk professional to support and partner with ECS Product Areas and Fidelity Corporate Audit. The role requires steadfast collaboration throughout the three phases of audit engagement: pre-audit (roadmap alignment, pre-audit control risk gap assessments, trend/theme analysis), active audit (risk quantification, drafting action plans, facilitating risk acceptances), and post-audit (action plan closure, reporting and metrics). The Expertise and Skills You Bring Proven Risk Management and Mitigation experience Strong Risk, Process, Cyber Threat Analysis, and Control Gap Assessment skill Broad knowledge of cybersecurity threats and tactics Understanding of NIST Cybersecurity Framework standards and practices, COBIT 5 Knowledge of Operations & Technology (identity & access management; physical/personnel security; security ops assessments), Information Risk Management (vendor risk management; cloud computer security; data management), Software Development Process and application security. Understanding of FAIR (Factor Analysis of Information Risk) cyber risk framework Familiarity with Archer GRC, Jira, and ServiceNow General Business Skills Experience working as corporate/internal auditor or working with corporate audit function Analyst mentality to deep dive into audit findings to understand and communicate risks and appropriate responses Highly motivated, self-directed, independent problem solver with attention to detail. Responsibilities Partner with internal teams to identify ECS control gaps Partner with Audit and ECS teams to confirm reported audit issues and perform FAIR quantitative risk assessments Drafting responses (Action Plans) to address valid audit observations Manage ECS Product Areas progress toward timely completion of action plans Find opportunities to improve team processes to better support ECS Product Areas Manage ECS Risk Acceptances Maintain and make use of metrics that support various reports and critical meetings Partner w/ ECS Product Areas to gain in-depth understanding of roadmaps, backlogs, etc. Education and Experience Bachelor's degree (or equivalent experience) in technology, computer science, or engineering strongly preferred 5+ years' experience in cybersecurity risk management, technology operations, system analysis, and/or project management Certification a plus: CISSP (Information Systems Security Professional), CEH (Certified Ethical Hacker), CISA (Certified Information Systems Auditor) Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. Company Overview Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at ***************. Information about Fidelity investments At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit FidelityCareers.com. Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Job Title: Teamcenter Consultant Engagement Type: Contract (C2C) Duration: 12 Months+ We are seeking an experienced Teamcenter Consultant to join our professional services team at our client. The selected candidate will be responsible for implementing, configuring, and customizing Siemens PLM Teamcenter solutions based on client requirements. This role demands expertise in PLM architecture, system configuration, and customization, with hands-on experience in software development languages such as C++, ITK, Java, React, SOA, and Declarative Configuration. The consultant will serve as an individual contributor, collaborating directly with clients, analysing business processes, and ensuring successful deployment of Teamcenter solutions. Key Responsibilities: Engage with customers to understand, document, and refine Teamcenter development and enhancement requirements in Agile platforms like JIRA. Perform system analysis to automate or enhance existing Teamcenter workflows, configurations, and customizations. Manage Teamcenter installation, administration, configuration, and integrations, particularly within Active Workspace Client (AWC). Develop and implement custom Teamcenter solutions using React, JavaScript, C++, ITK, and PLMXML. Maintain and modify Teamcenter Business Modeler (BMIDE), ensuring proper version control and compliance with business requirements. Facilitate data integration between PLM and ERP systems, ensuring seamless transactional workflows. Troubleshoot and resolve Teamcenter system issues, coordinating with software vendors and logging incidents with Siemens Support when necessary. Participate in User Acceptance Testing (UAT), generate test cases, document results, and ensure system validation. Support Solution Architects in feasibility studies, Proof of Concept (PoC) activities, and strategic project planning. Required Skills & Experience: Minimum 7 years of hands-on experience in Teamcenter configuration and customization. Expertise in Teamcenter Unified Architecture, including Access Manager, Workflow Designer, PLMXML Builder, Report Builder, TEM, and Deployment Center. Strong understanding of Active Workspace Client (AWC) architecture, including installation, schema configuration, indexing, and stylesheet modifications. Experience with Teamcenter upgrades and version migrations. Proficiency in React, JavaScript, C++, ITK, PLMXML, and scripting for Teamcenter customization. Strong experience in CAD integration (NX, IPEM, TCIC) and PLM-ERP integrations. Ability to work in Agile methodologies, managing tasks efficiently with minimal supervision. Experience troubleshooting and resolving PLM system issues. Preferred Qualifications: Prior experience in Aerospace, Defense, or Automotive industries. Familiarity with ECAD integration and enterprise application integrations. Hands-on experience with Teamcenter SOA architecture.

Help train AI models to become more accurate, relevant, and safe in Psychology! Earnings: Hourly rate: up to $40 per hour USD , depending on your level of expertise About the Opportunity: Cutting-Edge Projects: Work on challenging projects that push the boundaries of AI Flexibility: Set your own hours and work remotely from anywhere Weekly payouts: Get paid conveniently on a weekly basis Professional growth: Gain valuable experience in AI while honing your writing skills and deepening your domain expertise Collaborative environment: Join a team of talented professionals who share your passion for AI Duration: Variable depending on project length, flexible hours Responsibilities: Train AI models by creating and answering questions related to your field Evaluate and rank responses generated by AI Leverage your domain expertise to assess the factuality and relevance of text produced by AI models Qualifications: Minimum : A bachelor's or higher degree in Psychology or a related subject Preferred : Graduate student, Masters, PhD, or equivalent proficiency in Psychology or a related-field Excellent English verbal and written communication skills Attention to detail and ability to spot errors or inconsistencies in writing Nice to Have: Professional writing experience as a researcher, journalist, technical writer, editor, or similar roles Solid subject matter knowledge in other Psychology subfields Interest in AI and machine learning concepts Additional Note: This is a freelance position that is paid on a per-hour basis. We don't offer internships as this is a freelance role. You also must be authorized to work in your country of residence, and we will not be providing sponsorship since this is a 1099 contract opportunity. However, if you are an international student, you may be able to sign up if you are on a visa. You should contact your tax/immigration advisor with specific questions regarding your circumstances. We are unable to provide any documentation supporting employment at this time. Please be advised that compensation rates may differ for non-US locations.

Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies. Slalom Workday Consultants work in partnership with our clients to ensure maximum value out of their Workday investment. Workday consultants serve as subject matter experts in a variety of strategic and high-impact projects, guiding clients from strategic planning to implementation and sustainment. You will also support Workday customers at every stage of the lifecycle including early strategy and selection, implementation, and ensuring continued success after go-live. Our Workday Advisory capability partners with our clients to deliver Workday strategy and readiness, implementation support, and optimization and road mapping. What You'll Do * Work with clients to understand strategic objectives related to Workday Financials including requirements gathering, business process and functional design, data strategy tailored to our clients unique needs * Implement initiatives related to the client overall Finance Transformation objectives * Support client in all the phases of the implementation including phase 0 readiness activities, health check assessments, phase 1 and X deployments * Lead process re-design efforts by guiding clients to define outcomes and work backward to define the process and cross-functional touchpoints * Support clients in post-production assessment and enhancement opportunities * Support clients in delivering Workday Fins training to end users * Collaborate across Slalom practices and offices to deliver a holistic and coordinated solution * Act as a client advocate and trusted advisor * Regional travel opportunities * Location is flexible within the US What You'll Bring * 3+ years of hands-on Workday Financials functional implementation experience * Workday Financials certification in at least 1 area (Record to Report, Order to Cash, Purchase to Pay) * Strong understanding of Workday Methodology * Proven ability to influence a wide variety of audiences - technical and business clients, Finance functions, and all levels of employees * Proven ability to see around corners thinking about both the big picture and individual needs * Excellent written and oral communications skills Preferred Qualifications * Proficiency with multiple Finance Business Processes * Workday Financials Reporting experience a plus * Experience leading teams and managing resources About Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110,000 to $203,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications until May 31, 2025. #LI-AK1

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **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.

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

Our award-winning client is seeking a Strategic Corporate Financial Analyst to join their team. Our client is a purpose-driven leader in coated and laminated films and adhesives, with a global reach and a rich history of innovation. We offer a dynamic work environment where you'll gain exposure to three distinct businesses and have the chance to shape the future of the Holdings company. Responsibilities: Utilize your spreadsheet expertise to build complex financial models, conduct in-depth analyses, and support strategic decision-making. Collaborate with internal stakeholders, including family members, to ensure financial health and support business growth initiatives. Continuously learn and develop your expertise through ongoing training and access to industry resources. Required Qualifications: Bachelor's Degree in Accounting, Finance, or Business (required). 1 to 5 years of relevant work experience (prior experience in private equity or investment banking a plus). Strong analytical and problem-solving skills with a keen eye for detail. Excellent communication skills to present complex financial information clearly and concisely. Proficiency in financial modeling, including pro forma statements and advanced Excel functions. Experience with a General Ledger System and financial reporting software (preferred). Ability to work independently and as part of a team in a fast-paced environment. Commitment to a high standard of safety and adherence to company policies. The client offers a competitive compensation package, generous benefits, and the opportunity to make a lasting impact in a dynamic family-owned company.