Finance Consultant Jobs in Moss Bluff, LA

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  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Consultant Job In Lake Charles, LA

    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
    $47k-81k yearly est. 27d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Consultant Job In New Orleans, LA

    Northwestern Mutual of LOUISIANA & MISSISSIPPI- Financial Advisor - Fortune100 Company Louisiana - New Orleans, Mississippi - Gulfport, Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 3 Combined client assets of NMIS and NMWMC as of June 30, 2021 Northwestern Mutual Financial Advisors are Independent Contractors whose income is based solely on production.
    $67k-119k yearly est. 28d ago
  • Vice President Finance

    Churchill Downs Incorporated 4.6company rating

    Finance Consultant Job In New Orleans, LA

    About the Company - The VP of Finance leads all financial activity and analytical leadership to support the Racing, Casino Gaming and Off-Track Betting business units at the Fair Grounds Race Course and Slots/OTBs. About the Role - This includes accounting, financial analysis, cash operations, revenue audit, and purchasing. Manage the timely preparation and analysis of the financial results and establish and maintain the necessary internal controls required to safeguard the property's assets, to ensure integrity and compliance with gaming and other State and Federal regulations, and to ensure that the financial results reflect established accounting and financial standards. Responsible for working with the property leaders to manage maintenance and project capital and to obtain approvals as necessary. Responsible for providing financial analysis and decision support to the property leadership team and corporate financial planning and analysis, as needed, related to the property. Responsible for developing financial forecasts and actions to achieve the forecasts with the property leadership team. Responsibilities Oversee all financial operations for Fair Grounds Racecourse & Slots to include 15 Off-track Betting parlors Creates, implements and updates procedures, systems and internal controls necessary to maintain proper records, accountability, compliance and financial statements. Develops and implements standard accounting analysis and reporting procedures. Leads the development of operational and financial models used to forecast financial results over the long term. Responsible for the financial analysis and modeling support of capital management, pricing, sponsorships, and vendor related activities. Management of Purchasing Operations, Cage and Credit Operations, Revenue Audit, Cash Drop & Count Operations. Manage the timely preparation and analysis of financial results. Review and analyze monthly financial results and assist in the preparation of the consolidated internal reporting package for the Property. Create activity-based budgets that can be easily tracked and monitored against actual performance. Meet with each department head to review performance to budget. Challenge departments that are falling short of expected performance. Establish and maintain the necessary internal controls. Develop, implement, and maintain accounting policies and procedures for the financial operations including financial accounting and reporting. Develop, implement, and maintain strong internal controls over cash handling, revenue recognition, ordering and receipt of goods and other areas of the operation. Serve as the primary financial support for the Property, providing financial information to the department heads, assisting with the preparation of various financial analyses and reporting as the department heads participate in reviews during the year and coordinate preparation of their annual operating plans. Qualifications Bachelor's degree in accounting or finance required. Master's degree preferred. CPA a plus but not required. A minimum of 10 years of experience in accounting, financial reporting and analysis with management experience. Casino gaming experience preferred. Proven experience in a senior finance role, preferably as a Vice President or similar leadership position. Extensive experience in financial accounting, treasury management, budgeting, and cost accounting. A track record of successfully leading finance teams and driving organizational growth through strategic financial planning. General ledger experience required. Excellent analytical, financial, problem solving, and strategic thinking skills. Strong demonstrated management and leadership skills including ability to lead a diverse team. Ability to analyze, interpret, and summarize data. Willingness and ability to pass suitability requirements of a gaming licensing body, including submission of detailed background and financial data. Detail oriented, professional demeanor, strong organization and project management skills. Strong interpersonal skills, including the ability to interact effectively with senior / executive management. Excellent verbal and written communication / presentation skills. Strong work ethic and ability to cultivate working relationships throughout the organization. Must be willing to work weekends and nights as necessary Required Skills - If you are an accomplished finance professional looking for an opportunity to make a significant impact within our organization, we encourage you to apply. Pay range and compensation package - Job Type: Full-time Benefits Disability insurance Employee assistance program Professional development assistance Tuition reimbursement Schedule 8 hour shift Holidays Weekends as needed Ability to Commute - New Orleans, LA 70119 (Required)
    $81k-137k yearly est. 19d ago
  • Finance Manager

    Lee Hecht Harrison 4.3company rating

    Finance Consultant Job In Shreveport, LA

    LHH is seeking a Finance Manager for their client in Shreveport, LA that is an industry leader within the environmental services industry. (This role is 4 days on site weekly) The ideal candidate will be familiar with generating frequent financial reports for senior management. They should be comfortable generating budget and forecast as well as putting together a P&L. Must be a dynamic leader that enjoys managing a team. Compensation includes a base salary of $110K-$123K plus bonus up to 25%. Benefits include medical, dental, vision, 401K, vacation, and sick time. Responsibilities Generate financial reports for senior leadership Manages a large team of Billing personnel Ensures internal and external reporting deadlines are met Produces accurate financial statements Ensures compliance with US GAAP Helps to support the General Manager on sound and profitable business decisions Providing internal control compliance, financial statement review to employees outside of Accounting and Finance Aid senior management in forecasting business revenue Planning and participating in the annual financial budget process Qualifications Bachelor's degree in Finance, Accounting or related field preferred but not required 7+ years experience 2 years of experience managing a team Strong technical, analytical, communication and presentation skills Proficient in Microsoft Office suite Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records
    $110k-123k yearly 14d ago
  • Revenue Cycle Analyst Lead - Revenue Integrity - Full Time

    Christus Health 4.6company rating

    Finance Consultant Job In Alexandria, LA

    This Job is responsible for the management and analysis of revenue cycle initiatives including the extraction and analysis of data impacting the healthcare revenue cycle, but not limited to claim submission, revenue billing applications, accounts receivable, bad debt, denials, and payors analysis (Medicare, Medicaid, Managed Care, Commercial). The Revenue Cycle Analyst III will collaborate with other key functions including healthcare center financial and clinical departments, as well as regional and corporate services to ensure effective and efficient processes for optimal revenue cycle outcomes. This exciting position may have opportunities to work on emerging revenue cycle issues and special projects such as ICD-10 Implementation, Audit Analysis, Process Improvement, Metrics Development and Maintenance, Charge Description Master, Regulatory Compliance, and other revenue cycle initiatives. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Support existing capabilities related to the standardization and process improvement initiatives within the revenue cycle. Participates in special revenue cycle projects such as ICD-10 Implementation, Audits Analysis, Compliance Initiatives, Application Strategy, Process Standardization, Cost Benefits Analysis, and Six Sigma Improvement Initiatives. Accurately collect, synthesize, and communicate timely relevant information through the system to support strategies. Produce, deliver, and present collected data and information to any level of leadership in the organization. Assists and directs the development, automation, and maintenance of key indicators and metrics that link strategies to measure performance (financial and non-financial). Perform analysis required for financial opportunity assessments for hospitals to identify opportunities to improve revenue cycle performance. Researches a variety of complex and/or regulatory issues impacting the revenue cycle and recommends processes to enhance financial and quality performance while meeting compliance requirements. Understand and communicate the interrelationships between the measures and simulate the effects on business strategy. Performs research on best practices and national benchmarks in the revenue cycle for the healthcare industry to assist in the standardization of goal-setting performance monitoring. Provide support and guidance for the development and execution of plans to standardize policies, procedures, and systems throughout all revenue cycle departments and information systems. Provide support in creating and monitoring models that link strategies to measures of performance (financial and non-financial) that ensure successful implementation. Provide analytical support to and develop tools for hospital operations to enhance their skills in detecting both current and future performance issues. Develop and manipulate large data sets as well as analyze segments and data groups to assist in the development and implementation of strategies. Cultivate internal relationships at the corporate and facility level to gain support and participation in initiatives including Revenue Cycle Leadership, PFS Leadership, Managed Care, Decision Support, and other Corporate and Facility Departments. Cultivate external relationships to gain new knowledge and competencies. Conform with and abide by all regulations, policies, work procedures, and instructions. Utilize strong computing ability to balance multiple tasks. Function as a contributing and effective member of the team. Analyze and prepare special projects as needed. Performs other duties and special projects as assigned. Job Requirements: Education/Skills High School diploma or equivalent years of experience required. Experience 5 - 7 years of experience preferred. Licenses, Registrations, or Certifications None required. Work Schedule: TBD Work Type: Full Time EEO is the law - click below for more information: ******************************************************************************************** We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at **************.
    $49k-60k yearly est. 20h ago
  • Finance Analyst

    Outlier 4.2company rating

    Finance Consultant Job In Baton Rouge, LA

    Outlier helps the world's most innovative companies improve their AI models by providing human feedback. In this role, you will become an AI coach, crafting compelling questions on Finance-related topics and assessing the writing of other contributors doing the same. For now, here's our team member Ruut talking about her experience with Outlier: Finance Expertise Sought for AI Training About the Business Opportunity: Cutting-Edge Consulting Work: Lend your expertise to interesting projects that push the boundaries of AI Independence: Set your own hours and work remotely Flexibility: Duration based on project length and hours Services You Will Provide: You will use your domain expertise to assess the factuality and relevance of texts produced by AI models You will craft and answer questions related to your field of expertise in order to help train AI models You will use your expertise to evaluate and rank responses generated by AI models Required Expertise: PhD, Master's Degree or Bachelors degree with 5 or more years of work experience in Finance or related field English language fluency, both written and spoken Desirable Expertise: AI and machine learning expertise Professional writing experience as a researcher, journalist, technical writer, editor, or similar role Payment: Currently, pay rates for core project work by Finance experts range from $30 to $40 per hour USD. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with the Outlier Privacy Policy and our internal policies and programs designed to protect personal data. This is a 1099 contract opportunity on the Outlier. ai platform. Because this is a freelance opportunity, we do not offer internships, sponsorship, or employment. You must be authorized to work in your country of residence. If you are an international student, you may be able to sign up for Outlier if you are on a visa. You should contact your tax and/or immigration advisor with specific questions regarding your circumstances.
    $30-40 hourly 1d ago
  • Financial Advisor

    Gulf Coast Bank 4.1company rating

    Finance Consultant Job In Lafayette, LA

    Founded in Abbeville, LA in 1971, Gulf Coast Bank is known throughout Acadiana for getting to know our customers personally, and understanding their needs, as well as the needs of the community. Gulf Coast Bank has 9 locations across the Acadiana area and employs more than 120 people. As banking has changed through the years, Gulf Coast Bank has stayed on the cutting edge, while never losing sight of what makes our bank special: providing outstanding customer service and maintaining active involvement in the communities we serve. Position Summary Gulf Coast Bank is looking an experienced Financial Advisor based in the Acadiana Area area. The ideal candidate will be an established Financial Advisor who with a history of successfully acquiring, managing, and maintaining a book of business. This is a great opportunity for someone with an entrepreneurial spirit that wants to grow their business and take their career to the next level. Primary Responsibilities: New Business Development: Acquire new customers and continuously build on existing customers: Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events. Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities. Respond to prospective customer queries about financial planning and investments. The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives: Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals. Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes. Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary. Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan. Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients. Monitor market trends and research available investment opportunities to determine suitability or best interest for clients' financial plans. Compliance: Meet the fiduciary duty and regulatory aspects of the role. Keep detailed records of the services provided. Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services. What We Offer: Competitive Compensation Structure Full Medical, Dental, Vision Paid Vacation/Sick Leave/Holidays Support and overhead are paid by Gulf Coast Bank. The opportunity to find new clients through assigned branches' client base and referrals. Requirements: Bachelor's degree preferably in Business, Finance, Accounting, or related field. 5+ years of sales experience. 3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail. Must currently possess Life, Health and Accident Insurance Licenses - fixed annuity and variable annuity and be in good standing. Must currently possess FINRA Investment License(s) - Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $74k-111k yearly est. 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Lake Charles, Louisiana

    JPMC

    Finance Consultant Job In Lake Charles, LA

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $56k-123k yearly est. 22d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Lake Charles, Louisiana

    144780-Payments_Us

    Finance Consultant Job In Lake Charles, LA

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $56k-123k yearly est. 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance Consultant Job In Lake Charles, LA

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . 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 500¹ 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 (**************************************************************************************************** . ¹Fortune 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.
    $50k-125k yearly 60d+ ago
  • Financial Advisor

    Home Bank 4.3company rating

    Finance Consultant Job In Lafayette, LA

    PURPOSE OF THE JOB HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of HB Financial in order to pursue client goals and objectives. MAIN DUTIES OF THE JOB Interview and advise financial institution customers and prospects to obtain information including financial background and investment goals to develop a customer profile and define appropriate investment strategies. Use financial planning as a tool in uncovering customer needs. Engage in business development strategies through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling, and other prospecting methods. Open customer accounts, initiate and confirm customer orders, maintain customer files and records, and prepare all required reports. Maintain client relationships including but not limited to planning, education, coaching and implementing solutions as needed. Maintain all information related to customer accounts and affairs of the financial institution in strict confidence. Attend educational classes and participate in required continuing educational courses available through our broker-dealer or other appropriate channels. Keep up-to-date regarding changes in services, products, and policies of the bank's broker-dealer. Refer customers to the financial institution when other products and services of the financial institution may be appropriate. WHAT YOU WILL NEED TO SUCCEED A Bachelor's degree - from a four-year College or University; or equivalent experience required. 3+ years industry experience and direct sales experience required. Previous securities sales experience in a banking environment is a strong plus. Series 7 and appropriate state insurance and investment licenses. Ability to excel as a member of a wealth management team. Ability to build relationships with customers and branch personnel. HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
    $56k-97k yearly est. 60d+ ago
  • Asset Management Senior Analyst Job Details | Black & Veatch Family of Companies

    Black & Veatch 4.1company rating

    Finance Consultant Job In Westlake, LA

    **Asset Management Senior Analyst** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :** 108127 **Opportunity Type :** Staff **Relocation eligible :** No **Full time/Part time :** Full-Time **Project Only Hire :** No **Visa Sponsorship Available:** No **Why Black and Veatch** Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. **The Opportunity** _Black & Veatch's Asset Management business is growing and there is an exciting opportunity for an Asset Management Senior Analyst to_ _support_ _the Strategic Asset Management Team._ The ideal candidate will have previous experience in consulting and/or asset management, and will have a strong interest in risk assessment, data analytics, and developing asset management plans. The Strategic Asset Management Team provides services in asset risk assessment, capital project prioritization, asset management plan development, asset management gap assessment, strategy development and asset management program implementation. The Team also supports condition assessment, maintenance planning and information management services. Work is primarily in the water utilities market sector, but we also provide services to hydro, electric, and gas utilities. **Key Responsibilities** + Serve as an Asset Management Senior Analyst supporting Black & Veatch's industry leading Asset Management group + Local, national, and global project assignment opportunities + Perform data analysis and calculations using Excel, Power BI and other software tools + Develop reports and Technical Memorandums + Perform and manage technical work on asset management projects: + Risk assessments + Business case evaluations and capital project prioritization + Asset data analysis, evaluation, and reporting + Condition assessments + Maintenance plan development + Asset valuation and cost analysis + Asset management plan development **Management Responsibilities** Individual Contributor **Minimum Qualifications** + Bachelor's Degree + 2-4 years experience OR Master's degree + 2-4+ years experience in a business/consulting environment + All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Preferred Qualifications** + 2+ years professional experience in engineering and/or asset management + Capable in MS Word, MS Excel, PowerPoint + Experience and/or familiarity with business intelligence software such as Power BI **Certifications** Certifications related to area of expertise, where applicable preferred **Work Environment/Physical Demands** B&V Office or Client environment - travel up to 50% **Salary Plan** CST: Consulting **Job Grade** 002 Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** or via our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned. Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time, and dependent sick time. A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program. We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) affirmative action laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. If you'd like more information on your EEO rights under the law, please clickand. **Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. **Job Segment:** Engineer, Engineering
    $55k-74k yearly est. 1d ago
  • Financial Analyst, Corporate

    Procore Technologies 4.5company rating

    Finance Consultant Job In New Orleans, LA

    We're looking for a Financial Analyst, Corporate to join Procore's rapidly growing Financial Planning and Analysis team. In this highly critical and visible role, you'll build, analyze, and communicate complex financial analysis that empowers our business leaders and executives to make strategic decisions. As a Financial Analyst, Corporate you'll apply your strong analytical and interpersonal skills to develop partnerships with business leaders throughout the organization and executive-level financial reporting. Attention to detail, determined work ethic, and willingness to roll up your sleeves are must-haves to succeed in this role. This position reports to our Manager, Corporate Finance, and can be based in a remote U.S. location. We're looking for someone to join us immediately. What you'll do: Work on key corporate reporting materials, such as our Board of Directors presentations, Quarterly Financial Reviews, Executive Leadership updates, and monthly/quarterly financial consolidations Help to support the preparation of complex Balance Sheet, Cash Flow, and Equity Compensation models Support leadership and partner with the department-facing FP&A Business Partner Leads / Analysts on planning and forecasting on a monthly/quarterly/annual/long-range basis Synthesize complex models and analyses into outcome-oriented visual presentations Assess the key drivers, risks, and opportunities to assist decision-makers across our business Utilize company data to model, design, develop, and maintain ad-hoc and automated financial dashboards, reports, and metrics What we're looking for: Bachelor's in finance or other related areas 2+ years of experience in investment banking, private equity, corporate finance, accounting or FP&A experience Expert knowledge of Excel, PowerPoint, and other standard business software is required Experience with Financial Management systems, such as Anaplan, Zuora, Netsuite, Coupa, etc. Experience performing in-depth financial analysis and presenting findings to key stakeholders and business leaders Hungry, yet humble, and full of energy and passion for delivering results in a fast-paced, data-driven environment Ability and desire to take the initiative and work in the unknown, given we are a high growth SaaS organization Enjoys leading and participating in critical projects for department and company-wide decision making Experience in a SaaS environment is a plus Additional Information Base Pay Range $64,397 - $88,546. Eligible for Bonus Incentive Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate's job-related skills, experience, education or training, and location. Perks & Benefits At Procore, we invest in our employees and provide a full range of benefits and perks to help you grow and thrive. From generous paid time off and healthcare coverage to career enrichment and development programs, learn more details about what we offer and how we empower you to be your best. About Us Procore Technologies is building the software that builds the world. We provide cloud-based construction management software that helps clients more efficiently build skyscrapers, hospitals, retail centers, airports, housing complexes, and more. At Procore, we have worked hard to create and maintain a culture where you can own your work and are encouraged and given resources to try new ideas. Check us out on Glassdoor to see what others are saying about working at Procore. We are an equal-opportunity employer and welcome builders of all backgrounds. We thrive in a diverse, dynamic, and inclusive environment. We do not tolerate discrimination against candidates or employees on the basis of gender, sex, national origin, civil status, family status, sexual orientation, religion, age, disability, race, traveler community, status as a protected veteran or any other classification protected by law. If you'd like to stay in touch and be the first to hear about new roles at Procore, join our Talent Community. Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact our benefits team here to discuss reasonable accommodations. For Los Angeles County (unincorporated) Candidates: Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act. A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.
    $64.4k-88.5k yearly 29d ago
  • Financial Analyst

    Landry's

    Finance Consultant Job In Lake Charles, LA

    Overview Golden Nugget Lake Charles is a luxury casino-resort that opened in December 2014. The property contains nearly 1,100 well-appointed hotel rooms and suites with private balconies available. It sports an eighteen-hole championship golf course, a private beach and marina, and a luxurious pool complex with private cabanas, a waterslide and lazy river. Patrons enjoy a 2000-seat entertainment showroom, variety of meeting spaces, retail shopping from fine jewelry to resort wear, and a number of Landry's signature restaurants. The Golden Nugget also includes a world-class casino with more than 70 table games, a poker room, and 1600 of the newest slot machines. We offer an abundance of premier employment opportunities in hotel, restaurant, finance, marketing, entertainment, casino management and much more. If your skills and talents are a match for our needs, we can open the door to your next career opportunity! Fertitta Entertainment through its various subsidiaries and affiliate companies is a national, diversified gaming, restaurant, hospitality, entertainment and retail organization. We own and operate the Golden Nugget Hotels and Casinos located in Las Vegas and Laughlin, Nevada, Atlantic City, New Jersey and Biloxi, Mississippi. We are also one of the largest full-service restaurant operators in the United States with over 420 locations in over 35 states and 15 countries. We operate restaurants primarily under the names of Rainforest Cafe, Saltgrass Steakhouse, Landry's Seafood House, Chart House, The Oceanaire Seafood Room, Bubba Gump, Morton's - The Steakhouse, McCormick's & Schmick's and Claim Jumper and Mastros, plus our upscale signature group of restaurants which include Vic & Anthony's, Grotto and more. We are also engaged in the ownership and operation of select hospitality/entertainment businesses, which include hotels, such as the San Luis Resort, Spa and Convention Center in Galveston, Texas, aquarium complexes, the Kemah Boardwalk, a 40-acre amusement, entertainment and retail complex in Kemah, Texas and the Galveston Island Historic Pleasure Pier in Galveston, Texas. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Exhibit conduct in accordance with all Gaming Commission Regulations, Federal and State laws and regulations, and Golden Nugget and departmental policies and procedures. Consistently deliver positive, courteous and professional guest service in all interactions with guests, visitors, vendors and fellow employees. Coordinates and supports business and financial planning, including short and long term financial forecasting. Develop and maintain databases for financial, gaming, marketing, staffing and other statistical data Develop and generate necessary daily/weekly/monthly financial, gaming, marketing, staffing and other statistical reports and analyses. Assists in the development and monitoring of service level agreements. Supports the annual budget process. Develops historical, current and potential future trend analysis. Assists in assessing and communicating financial and operating results to managers. Develops appropriate financial and operating metrics for use by management in decision making. Ensures departmental goals and performance measures are understood and achieved by managers. Participates in the assessment of current systems and business processes for adequacy and consistency. Supports review meetings with managers to identify and implement process improvements. Stay abreast of current trends and practices within area of responsibility and communicate pertinent information to management, peers, direct reports and employees as appropriate. Promote positive public/employee relations at all times. Maintain a clean, safe, hazard-free work environment within area of responsibility. Safeguard the confidential information of all employee, department and company records. Demonstrate a commitment to ensuring responsible gaming and responsible alcohol service by discreetly notifying appropriate management of concerns and observations. Ensure prompt and discrete notification to senior management and/or the Ethics Hotline of any observation of illegal acts and/or internal ethics violations. Perform other duties as assigned. Qualifications QUALIFICATIONS: To perform this job successfully, an individual must be able to perform the duties and responsibilities satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Ability to work flexible schedules, including nights, weekends and holidays is required. Ability to deliver a service level which creates an atmosphere that makes our guests want to return, giving each guest a positive, memorable experience. Excellent computer skills, including a high level of proficiency in MS Office including Word, Excel, Outlook, Power Point, Access, and Database programs. Demonstrable experience in modeling and analysis required. Knowledgeable in the areas of planning and analytical methods including budgeting. Ability to prepare various business cases. This analysis that is done by the Financial Analyst will help senior management make business critical decisions. Strong strategic and problem solving skills. Commitment to routinely go above and beyond in the accomplishment of position responsibilities in an effort to play a role in the achievement of organizational goals. Must present an image of excitement and enthusiasm, while being able to project a professional appearance and demeanor. Excellent interpersonal, organizational and communication skills. Display strong work ethic and team work. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform the duties and responsibilities satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Ability to work flexible schedules, including nights, weekends and holidays is required. Ability to deliver a service level which creates an atmosphere that makes our guests want to return, giving each guest a positive, memorable experience. Excellent computer skills, including a high level of proficiency in MS Office including Word, Excel, Outlook, Power Point, Access, and Database programs. Demonstrable experience in modeling and analysis required. Knowledgeable in the areas of planning and analytical methods including budgeting. Ability to prepare various business cases. This analysis that is done by the Financial Analyst will help senior management make business critical decisions. Strong strategic and problem solving skills. Commitment to routinely go above and beyond in the accomplishment of position responsibilities in an effort to play a role in the achievement of organizational goals. Must present an image of excitement and enthusiasm, while being able to project a professional appearance and demeanor. Excellent interpersonal, organizational and communication skills. Display strong work ethic and team work.
    $43k-64k yearly est. 24d ago
  • Sr Financial Analyst | FP&A

    Enovis 4.6company rating

    Finance Consultant Job In Buna, TX

    At Enovis we pay attention to the details. We embrace collaboration with our partners and patients, and take pride in the pursuit of scientific excellence - with the goal of transforming medical technology as we know it. Because that's how we change the lives of patients for the better. And that's how we create better together. Why work at Enovis? See for yourself. As a key member of the Prevention & Recovery (P&R) finance team you will play an integral part in helping Enovis drive the medical technology industry forward through transforming patient care and creating better patient outcomes. Job Title: Sr Financial Analyst | FP&A Reports To: Director, Finance | P&R Location: Lewisville, TX (on-site 5 days/week) Key Responsibilities: * Working with leadership on understanding the financial impacts of strategic initiatives and provides analytical insight * Consolidated financial reporting and analysis; prepares, publishes, and presents critical financial reporting to all levels of business leadership * Assist with budgeting and forecasting process and development * Financial analysis and planning for functional leaders * Review and update forecasts based on actual performance and changes in business conditions * Analyze historical financial data and industry trends to create accurate projections * Provide insightful commentary on financial results and variances against budgets/forecasts * Assist in developing financial models to support decision-making processes * Work with senior management to align financial strategies with overall business objectives * Develop and maintain management dashboards to facilitate data-driven decision-making * Ensure accuracy and completeness of financial information presented to management * Develop and implement financial strategies to support project goals and objectives * Support the development of financial models and other analytical tools to enhance the efficiency of business applications and processes * Compile and analyze financial information to prepare journal entries for month/quarter end close processes; supports the financial period close process and cadence through reporting, accounting entries, and variance analysis * Ad hoc analyses to support business needs Continuous improvement initiatives * Initiate process improvements and oversees the continued development of budgeting, financial forecasting, operational support, and complex modeling tools; Implement continuous improvement initiatives to improve forecast process including forward-looking trend analysis and establishing leading indicators * On an as needed basis, may be asked to assist other members of the finance team in new system implementation efforts, research projects, and new transaction, merger, or acquisition evaluation, accounting and integration Currently, Enovis does not provide sponsorship for employment visas (e.g., H-1B) and will not offer such sponsorship in the future. Applicants must already have full-time work authorization in the United States, both now and in the future, without requiring sponsorship. Minimum Basic Qualifications: * Bachelor's degree in Finance, Accounting, or related discipline * 5+ years in a financial planning & analysis environment * Strong organizational skills to manage multiple workstreams, while prioritizing critical needs across multiple businesses to achieve results * Excellent interpersonal, written and verbal communication skills; Ability to effectively communicate with individuals across functions and at all organizational levels, including executive management and global personnel * Advanced proficiency in Microsoft Excel, Word, PowerPoint * Experience in Oracle, Power BI, and HFM Travel Requirements: Occasional travel, 10% or less expected. "Creating better together". It's the Enovis purpose, and it's what drives us and empowers us every day on a global scale. We know that the power to create better - for our customers, our team members, and our shareholders - begins with having the best team, pursuing common goals, operating at the highest levels, and delivering extraordinary outcomes. What does creating better together mean to us at Enovis? Discover the "why" behind our purpose, values and behaviors: Our Enovis Purpose, Values and Behaviors on Vimeo We offer a comprehensive benefits package that includes: * Medical Insurance * Dental Insurance * Vision Insurance * Spending and Savings Accounts * 401(k) Plan * Vacation, Sick Leave, and Holidays * Income Protection Plans * Discounted Insurance Rates * Legal Services ABOUT ENOVIS Enovis Corporation (NYSE: ENOV) is an innovation-driven medical technology growth company dedicated to developing clinically differentiated solutions that generate measurably better patient outcomes and transform workflows. Powered by a culture of continuous improvement, global talent, and innovation, the company's extensive range of products, services, and integrated technologies fuels active lifestyles in orthopedics and beyond. Visit ************** to learn more. EQUAL EMPLOYMENT OPPORTUNITY Enovis provides equal employment opportunities based on merit, experience, and other work-related criteria without regard to race, color, ethnicity, religion, national origin, sex, age, pregnancy, disability, veteran status, or any other status protected by applicable law. We also strive to provide reasonable accommodation to employees' beliefs and practices that do not conflict with Enovis policies and applicable law. We value the unique contributions that every employee brings to their role with Enovis. Join us in creating better together. ABOUT ENOVIS Enovis Corporation (NYSE: ENOV) is an innovation-driven medical technology growth company dedicated to developing clinically differentiated solutions that generate measurably better patient outcomes and transform workflows. Powered by a culture of continuous improvement, global talent and innovation, the Company's extensive range of products, services and integrated technologies fuels active lifestyles in orthopedics and beyond. For more information about Enovis, please visit **************. EOE AA M/F/VET/Disability Statement All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, religion, color, national origin, sex, protected veteran status, disability, or any other basis protected by federal, state or local laws.
    $77k-100k yearly est. 29d ago
  • Automotive Finance Director

    Granger Chevrolet

    Finance Consultant Job In Orange, TX

    Finance Director - Automotive If you're serious about your career, then rest assured you've come to the right place. We are a 3 store growing group that needs to add a contracting Finance Director to our team. We have the largest selection of vehicles in southeast Texas and have continued to grow through the inventory shortage. Come be part of a locally owned dealer group that is heavily involved in the community and likes to celebrate with its employees. Finance & Insurance Manager is responsible for coordinating the sale of finance and insurance programs to customers. The Finance and Insurance Manager works with lenders and financial institutions to provide financial services to dealership customers. Essential Duties and Responsibilities include the following. Other duties may be assigned. Sells financing and insurance to customers. Responsible for the attainment and gross production of financial services' goals and objectives. Reviews customer credit applications. Makes extended service contracts and other owner protection programs available to customers. Assesses profitability to dealership of financing arrangements. Utilizes the menu selling process. Ensures necessary documentation for each deal is complete by utilizing a deal checklist. Maintains Customer Satisfaction scores at or above company standards. Works closely with sales team. Ensures compliance with all laws and regulatory obligations relative to financial services and products. Supports the dealership's initiative in Safeguard and Transaction compliance programs. Complies with all Safeguard and Transaction compliance rules and regulations. Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines and local, state, and federal regulations and laws governing business operations. Oversees completion and submission of all financing documents. Acts as liaison between the customer and the lending institution. Reinforces company policies and adheres to company standards. Encourages compliance with applicable laws and regulations. Ensures adherence to F&I reporting requirements of company. Attends weekly manager meetings. Maintains effective employee relations. Promotes and maintains good ESI. At least "3" years automotive dealership F&I producer experience required Finance and Insurance Management training preferred Proven track record Strong record of positive Customer Satisfaction results Team-oriented Submit to and successfully complete MVR, background check, and pre-employment drug test Valid driver's license with good driving record Benefits Include: Our team members enjoy a positive working environment with opportunities for professional growth through training and advancement from within the organization. Our team members also enjoy a comprehensive benefits program including: Medical, Dental, Vision, 401K, Employee discounts on vehicle purchases, parts and service Paid-time-off Comprehensive employee recognition programs. Continued training through the manufacturer. Opportunities for career advancement. When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary. We are an Equal Opportunity Employer and a drug free workplace. We Would Love To Talk With You! Apply By Clicking The "Apply Now" Button
    $84k-134k yearly est. 60d+ ago
  • Analyst, Cost

    Venturegloballng

    Finance Consultant Job In Cameron, LA

    Venture Global LNG (“Venture Global”) is a long-term, low-cost provider of American-produced liquefied natural gas. The company's two Louisiana-based export projects service the global demand for North American natural gas and support the long-term development of clean and reliable North American energy supplies. Using reliable, proven technology in an innovative plant design configuration, Venture Global's modular, mid-scale plant design will replace traditional designs as it allows for the same efficiency and operational reliability at significantly lower capital cost. The Cost Analyst will provide oversight to project activities and is responsible for achieving safe, cost effective, timely and contractually compliant project results. This new position will be based at our CP2 site in Cameron, LA. The Cost Analyst will report to the Senior Vice President of Project Controls and site Project Controls Manager. Key Responsibilities and Essential Duties: Lead a Safe work culture. Provide analysis to project teams by providing communication, coordination and follow-up to meet project goals and objectives. Oversee effective project reporting, monitoring and evaluation including regular project progress and performance reporting. Engage with project management in order to drive project success. Oversight of project budgets Understand industry standards Support the mitigation of project challenges through creative and innovating problem solving. Contribute to effective and efficient project controls oversight of projects Report on project status, performance, constraints and issues to Senior and Executive Management. Other responsibilities as assigned. Job Qualifications 5+ years of relevant cost experience in major Oil & Gas Engineering and Construction projects. Experience with LNG Liqeufaction or Combined Cycle Power Generation projects preferred. Ability to perform multiple tasks and work within project deadlines, and adjust as priority changes occur. Exhibit excellent written and oral communication skills. Have advanced computer experience and knowledge of Microsoft Office suite. Excellent attention to detail and ability to efficiently summarize and prioritize information. Ability to work nights and weekends as required. Venture Global LNG is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. #LI-Onsite #LI-Onsite
    $40k-58k yearly est. 5h ago
  • Finance Manager

    Fun Town RV 4.2company rating

    Finance Consultant Job In Orange, TX

    Fun Town RV was founded in 2010 and has grown substantially over the last ten years. As Texas's largest RV Chain, we provide excellent customer service and offer customers top RV brands for less! FTRV has a quality assurance facility where every RV we sell is put through a 100+ point inspection to assure that every RV meets our quality standards. Here at Fun Town RV, we look for candidates that have honesty, accountability, positivity, passion to do a great job and who strive to exceed expectations! If you have these qualities and are looking for a dynamic and growing company that provides career growth with great earning potential, then we urge you to apply with us! Essential Duties and Responsibilities Acts as liaison between the customer and the lending institution. Determine the customer's need for finance and payment options. Reviews customer credit applications. Present service contracts, GAP, and other beneficial ancillary programs. Prepare paperwork and finalize financial transactions in a legal and ethical manner to ensure a strong lender relationship. Achieve monthly forecasts for F&I income, penetration levels, and customer service. Maintaining good working relationships with all finance sources. Follow all dealership F&I delivery procedures. Utilizing the dealership F&I selling process for compliance and disclosure with all RV deliveries. Works closely with the Sales Team. Additional duties as assigned. Requirements Desired Skills and Expertise: Experience as a Finance Manager in the RV or Automotive field. Proven track record of income production. Excellent closing skills. Strong record of positive Customer Satisfaction results. Self-motivated and high-energy personality. Strong attention to details and works well in a process driven environment. Excellent customer service, organizational and negotiation skills. Self-motivated, goal-oriented and enthusiastic presence in a team environment. Aptitude and willingness to learn new software applications. Excellent analytical, problem solving, and organizational skills. Demonstrated ability to pay strict attention to detail, with a commitment to delivery of quality and accurate products. Submit to and successfully complete MVR and background check. Benefits We offer a competitive salary and an excellent benefit package including: Major Medical-Dental-Vision Life Insurance Paid Vacation Paid Holidays 401K (profit sharing) Christmas Savings Plan Employee Discounts in Company Store Fun Town RV is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the US. Drug screen, driving record and background checks may be conducted prior to, and during employment. Content of this ad and fulfillment of offers is sole responsibility of Fun Town RV.
    $74k-99k yearly est. 60d+ ago
  • Financial Aid Advisor

    Lamar State College-Orange 3.8company rating

    Finance Consultant Job In Orange, TX

    GENERAL DESCRIPTION This position reports to the Assistant Director of Financial Aid. Duties and responsibilities include but are not limited to, the following: ESSENTIAL JOB FUNCTIONS 1. Provides information, advice and assistance regarding various types of Federal and State financial aid. 2. Determines the types and amounts of financial aid to be awarded through the packaging process according to federal, state and institutional requirements. Monitors individual student awards. Resolves data conflicts and over awards. 3. Responsible for processing state waivers and exemptions, as well as maintaining knowledge of current regulations and procedures. 4. Requests additional documents; verifies information; awards aid; processes award or denial letters and checks for satisfactory academic progress. 5. Oversees the federal verification and subsequent ISIR review process, as well as monitoring/processing suspense files. 6. Responsible for ensuring Satisfactory Academic Progress (SAP) policies and regulations are being met; this includes running SAP reports, manually calculating/reviewing SAP on student accounts, reviewing and making appeal decisions, check to see if students meet academic plans, etc. 7. Processes originations and disbursements of students receiving Federal financial aid. 8. Oversees all aspects of scholarship administration, including overseeing scholarship software, managing scholarship funds, and planning scholarship events. 9. Supervises Financial Aid student workers and maintains student worker records for office. 10. Manages the administrative responsibilities of the Federal and State Work Study Programs. 11. Responsible for community outreach and updates materials for in-office and public consumption. 12. Participates in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided. OTHER JOB FUNCTIONS 1. Perform other appropriate duties as may be determined by the Director or Assistant Director of Financial Aid. Qualifications GENERAL QUALIFICATIONS REQUIREMENTS Education Bachelor's degree preferred; Associate's preferred. Must have two or more years experience working in Financial Aid Experience Experience with Banner automated systems related to financial aid management required. Knowledge, Skills, and Abilities Knowledge of computerized electronic processes in the delivery of financial aid through Banner. Knowledge of federal and state financial assistance regulations; Must be a multi-task individual that can work within deadlines. A high degree of written and spoken communications skills are required. Must be capable of working harmoniously with a diverse population. This is a security sensitive position. Must comply with established College standards and policies. Physical Requirements Requires constant, sitting, standing, walking, and seeing. Requires frequent standing, pushing, pulling, lifting and carrying objects up to 25 pounds. Requires infrequent stooping, bending and twisting upper body, kneeling, and squatting; operating personal computer, adding matching, copier, telephone, and fax machine. WORKING CONDITIONS Normal office environnement. Salary 35,000 to $40,000 EEO Statement Lamar State College Orange is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including and as it pertains to pregnancy and wages), national origin, disability, age, genetic information, protected veteran status, and/or retaliation. Lamar State College Orange's Annual Security Report We value the safety of all members of the Gator Community at our beautiful campus on the Sabine River. LSCO publishes an Annual Security Report that provides information regarding campus Safety & Security, including topics such as crime reporting policies, information regarding programs to prevent dating violence, domestic violence, sexual assault and stalking, the procedures the College will follow when one of these crimes is reported, and other matters of importance related to security on campus. The report also contains information about crime statistics for the three most recent calendar years concerning reported crimes. If you would like to receive a paper copy of the Annual Security Report, you can stop by the Safety and Security Department, located in the Academic Center, Room 149, during regular business hours. You can request that a copy be mailed to you by calling ************ or emailing *****************. You can also find the report on our website at******************************************************************************
    $40k yearly Easy Apply 7d ago
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Consultant Job In New Orleans, LA

    Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
    $48k-83k yearly est. 27d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Moss Bluff, LA?

The average finance consultant in Moss Bluff, LA earns between $46,000 and $115,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Moss Bluff, LA

$73,000
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