Finance Consultant Jobs in Saint Paul, MN

Our client is a boutique financial advisory firm specializing in complex mergers and acquisitions, capital markets, and ESOP transactions. They focus on creating value, liquidity, and strategic planning for middle-market, family- and founder-owned businesses. The firm also manages an investment fund to support their clients and structured transactions. Formed by a partnership of former clients and professionals, the firm combines sell- and buy-side expertise to offer a comprehensive advisory and investment model. Job Description The team plays a crucial role in the success of client projects by providing strategic input and overseeing process execution. The firm seeks highly curious, self-motivated, and collaborative leaders to join their entrepreneurial and growing enterprise. Key Responsibilities: Act as the primary project manager, providing leadership to both junior and senior team members. Analyze and explain historical and projected financial information for clients. Conduct due diligence, financial modeling, and process execution for various transaction types, including ESOPs, M&A transactions, and capital market transactions. Perform and review in-depth company valuations using multiple financial methodologies. Work in a fast-paced environment with competing demands and meet project deadlines. Collaborate with senior team members and report directly to them. Prepare and review presentations for boards, confidential information, management, and other purposes. Develop complex cash flow models incorporating leverage transactions, ESOPs, and tax strategies. Build relationships and provide mentorship to junior team members. Support senior team members in business development efforts. Establish and maintain relationships with senior management-level client representatives. Utilize an entrepreneurial mindset to drive successful outcomes for the firm and its clients. Perform other duties as required to support the firm's growth. Qualifications: Strong commitment to the firm's vision, values, and market positioning. Critical thinking skills to navigate complex structures and develop innovative financial analyses and presentations. Desire to build a leading financial services platform and a distinguished career. Ties to the Minneapolis-St. Paul community and willingness to work from the North Loop office. Excellent communication skills, with a focus on project management, financial analysis, and client relations. Strong knowledge of investment banking, accounting, tax, and finance. Ability to travel as needed. Capability to manage multiple projects simultaneously. Positive attitude, high performance standards, and attention to detail. Self-motivated and willing to work long hours to meet project demands. 3+ years of experience in investment banking, leveraged lending, or private equity, with exposure to ESOPs being a plus. Undergraduate degree in accounting, finance, economics, or a related field with a 3.5+ GPA. Salary Range The firm offers significant advancement opportunities and competitive compensation, including potential equity incentives and other benefits. The base salary ranges from $125,000 to $175,000 annually, with potential for higher compensation for senior associates. The firm also offers a competitive bonus program, health, dental, vision, and other benefits.

As a key member of the Corporate Finance & Strategy team, you will play a pivotal role in shaping the financial health and strategic direction of the company. This position involves leading financial planning, analysis, and strategy formulation to support the company's growth objectives and operational efficiency. Reporting to the CFO, you will collaborate closely with the executive team to drive business decisions, optimize financial performance, and ensure sustainable growth in a highly competitive market. Key Responsibilities Strategic Analysis and Business Development: Conduct market analysis, financial projections, and support business development, M&A and strategic partnerships. Financial Planning and Analysis (FP&A): Lead budgeting, forecasting, and financial modeling; create 5-year projections; oversee enterprise-wide dashboards and reporting. Reporting and Communication: Deliver financial reports and insights for the board and investors, including KPI's, marketing trends, and strategic initiatives. Operational and Process Integrity: Ensure process integrity, standardized assumption, and enterprise-wide collaboration. Proactively identify and act on operational trends and variances. What You'll Bring: Experience: 5 - 7+ years in corporate finance, private equity, investment banking or management consulting preferably technology or education sectors). Education: Bachelor's degree in finance, economics, or a related field; (MBA is a plus) Skills: Strategic thinker, advanced financial modeling expertise, strong leadership and communication skills, and experience with tools like SQL, Power BI, and financial software. Certifications (Preferred): CFA, CPA, or other relevant credentials. Key Competencies: Financial Acumen Communication Strategic Thinking Relationship Building Negotiation Skills Project Management Analytical Skills Excel, Power BI, SQL, Tableau Personal Attributes: Innovative Voracious Learner Collaborative Passionate Adaptable Fail-fast Mentality Ethical Entrepreneurial Mindset Benefits You'll Receive: At HC we are committed to a culture where every employee is valued equally, and everyone feels like an integral part of a supportive and connected team. Our commitment to our values starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community. Join HC, and you'll receive: A competitive compensation plan with opportunity for advancement. Total compensation, inclusive of performance related bonus, is $125K - $155K, depending on qualifications and experience. Opportunities for professional growth and development Flexible paid time off and company holidays Medical, dental and vision insurance 401(K) contributions with company matching program Year-round charitable donations gift matching program Flexible work environment · Opportunities to participate in company-wide volunteer events, employee appreciation activities, and celebratory events Ready to Make a Difference? Application Deadline: 03/14/2025 HC is proud to be named one of the Top 200 Workplaces by Star Tribune in 2018, 2019, 2021, 2023 and 2024. It's a testament to the dedication we have to our employees' well-being and job satisfaction. Holmes Corporation is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

North Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that is seeking more from their strategic partner. We excel at enabling our advisors to do more client facing engagement because we can handle the operational side of things. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice. Candidate Characteristics Entrepreneurial Incredible sense of urgency Self-starter Want to help people or make a lasting impact Interdependent Highly motivated Extreme desire to succeed and overcome obstacles A need to have ownership in what you do Fully Licensed/Registered (Series 7, 66, Life/Health) Benefits We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off! Some of the benefits of joining North Star Resource Group include: Competitive compensation package and transition assistance Commission program Bonus opportunities Comprehensive training and development program designed to ensure your success Family owned and operated, successful organization

Garry Executive Search has partnered with a distinguished wealth management firm in Minneapolis to identify an accomplished Senior Wealth Advisor. Our client is seeking a driven professional to join their team and play a pivotal role in expanding their high-net-worth client base. The Opportunity The selected candidate will collaborate with the Business Development Officer and advisory team on strategic growth initiatives, focusing on prospecting and developing new client relationships while maintaining the firm's commitment to exceptional service. This position offers significant growth potential for a relationship-oriented professional who excels at building and nurturing client connections. Key Responsibilities Strategic development and management of centers of influence (COIs) to generate qualified referrals Active cultivation of new client relationships through existing client networks and community engagement Growth of assets under management through expanded service offerings and referral opportunities Direct client relationship management and financial advisory services Implementation of sophisticated financial planning strategies for high-net-worth individuals Collaboration with professional partners including custodians, accountants, and estate attorneys Ideal Candidate Profile 5+ years of progressive experience in financial services, with demonstrated success in business development Strong technical foundation in investment management and financial planning Track record of building and maintaining high-net-worth client relationships Exceptional relationship-building abilities and professional presence Proven ability to identify opportunities and close new business Bachelor's degree required; finance, economics, or related field preferred CFP designation preferred The Firm Full health, vision, and dental coverage 401(k) plan Additional voluntary benefits including car insurance and legal services Collaborative, growth-oriented culture Sophisticated planning and investment platform Contact Information Qualified candidates are invited to submit their credentials in confidence to Garry Executive Search. Please include a detailed resume and brief cover letter outlining your relevant experience. For additional information or confidential discussion, please contact: Mark Garry // ***************************** // ************ Garry Executive Search is committed to diversity in the workplace and partners with organizations that share this commitment.

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We're Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience: 5-10 years of proven success in sales, business development, and relationship management. Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

Entrepreneurship while making an impact! This is a career shift that could change everything. Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you're feeling? That inner voice telling you that you're capable of more, to be bold, build something, make a difference in your community? We understand this too and know that you can build a sustainable career with impact, it is possible and it's happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection experience. If you've considered starting a business, this may be what you're looking for. As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share. Make an impact on the community, people's lives, and the communities you care for by providing paths to financial stability and peace of mind. Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship. Experience the power of independence and flexibility - with the freedom to live the life you want to live. Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day. How will you build your business? You will… Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications. Establish impactful networks in the community and learn how to authentically build referral connections. Develop and maintain long-term client relationships (our average client relationship is over 40 years.) Provide customized financial strategies and solutions through factfinding and holistic financial planning. Broaden and deepen your skillset through ongoing professional development and joint work - experiential learning. The opportunity to design your roadmap to leadership and specialized roles. Be rewarded Who do you need to be? Dependable, consistent, full of integrity and honesty. Excellent communicator and relationship builder. A driven, independent, self-motivated, and goal-oriented person. Growth minded, coachable with strong desire for long term success. Who we are. Unsurpassed Financial Strength, Financial Ratings the highest in any industry Fortune's 2022 Worlds Most Admired Companies, #1 in our class Top 5 Independent Broker-Dealer Ranked 90 on the esteemed 2020 FORTUNE 500 list $400 million donated through the NM Foundation 455,000 hours donated toward Children's Cancer Research Countless volunteer hours toward initiatives in the Greater Minneapolis / St. Paul area A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. 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, Northwestern Mutual has been among the leaders in the financial services industry for 166 years and has a proven track record of financial success. Income Growth Opportunity: Average Income Year 1 -4 (Gross Revenue) Average - $105,903 Top 25% - $227,490 Top 10% - $290,194 Average Income in years 5+ (Gross Revenue) Average - $647,715 Top 25% - $1,590,516 Top 10% - $2,287,388 We would be delighted to have you apply online.

Applicants are required to obtain FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required to Obtain) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

As a Sr Program Planning and Control Manager here at Honeywell, you will play a crucial role in the planning, scheduling, and control of project activities. You will be responsible for analyzing project data, monitoring project progress, and providing recommendations to ensure successful project execution. Your expertise in project planning and control will contribute to the overall success of our projects and help us deliver high-quality results to our customers. You will report directly to our CFO and you'll work out of our Golden Valley, MN or Broomfield, CO location. Lead a team of Program, Planning and Control analysts that provide program analysis and related financial data for Honeywell ACST programs ensuring adherence to company policy and procedures. Responsible for staff competency, development, performance reviews, and work assignments for the PP&C Team. Key leader partnering with the Program Management Office driving PP&C process improvement and adherence to company policy and procedures. Focal for ACST Finance on program accounting processes including quarterly program EAC reviews, as well as financial forecasting processes. ACST PP&C team is also responsible for developing proposal packages so this position is responsible for ensuring tools and processes are in place for consistency and compliance. Compensation Package Language: • Benefits - Medical, Vision, Dental, Mental Health • Paid Vacation • 401k Plan/Retirement Benefits (as per regional policy) • Career Growth • Professional Development Benefits Language: In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. US CITIZENSHIP REQUIREMENTS U.S. citizenship is required due to contractual requirements. Applicants must also be able to obtain and maintain a U.S. Government security clearance. Continued employment is contingent upon successful completion of security processing Posting Timeline Language: The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. KEY RESPONSIBILITIES • Drive Accountability through the Finance and Program Controls departments by execution of rigorous cost control metrics • Drive Compliance with Program Controls process, implementation of new tools & RACI among direct reports • Build, Manage and inspire a world class Program Controls team to ensure objectives and process improvements are identified and implemented appropriately • Manage a portfolio of programs of significant size & complexity to achieve scope, schedule, cost, delivery, and quality requirements while demonstrating mastery of program management skills • Active member of the proposal process team that is supporting E&I and ensuring proposals are timely and compliant • Ensure programs are delivery business results through program execution excellence, including risks, opportunities and actions. • Enhance employee development through effective onboarding and career development initiatives. • Collaborate with cross-functional teams to develop and implement project control strategies YOU MUST HAVE • Minimum of 8 years of experience in project planning and control or a related field • U.S. citizenship to obtain and maintain a security clearance • Strong analytical and problem-solving skills • Proficiency in project management tools and software WE VALUE • Bachelor's degree in, Business, or a related field • Project Management Professional (PMP) certification • Experience in the defense industry • Knowledge of Earned Value Management (EVM) principles • Strong attention to detail and organizational skills ABOUT HONEYWELL Honeywell International Inc. (NYSE: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state of the art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. THE BUSINESS UNIT At Honeywell Advanced Connected Sustainability Technologies (ACST), our outstanding team of thinkers, innovators, and doers help make the future. We build environments and technologies that meet our customers' needs. The groundbreaking scientists, engineers, and professionals that make up our nimble group have the agility of a start-up backed with the power and investment of Honeywell. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Duration: 6 month contract, direct hire possible Compensation: $55/hr-$65/hr - Exact compensation may vary based on several factors, including skills, experience, and education. Required Skills & Experience: 5-10+ years of experience with financial analytics and data analytics Experience using SQL to write queries, retrieve, manipulate, and aggregate Experience creating data visualizations within Tableau OR Alteryx experience (data preparation, blending, and advanced analytics) Proficient with Excel Experience creating financial models Great communication and presentation skills (presenting to executives and stakeholders) Job Description: Our client, a multinational financial services company, is seeking either a Sr Financial Analyst or a Financial Manager to join the business analytics team within Corporate Finance. The ideal candidate will be adept at transforming complex and hard-to-understand data into clear, concise, and actionable insights. They will excel at simplifying data, highlighting key insights, and effectively presenting these findings to stakeholders. Key responsibilities include pulling and manipulating data, using Excel to build financial models and projections, and responding to executive and stakeholder requests to monitor new products and track their revenue, timeline, and overall return on investment. The successful candidate will be a team player who fits well within the office culture, admits mistakes, stays engaged, is open and honest, and is willing to challenge others respectfully.

Perform fundamental, in-depth equity research analysis on existing positions and new investment ideas. Research involves spreadsheet modeling, interviewing management teams and extensive third party research. Long / Short strategy plays in a hedge fund environment. Research global equities at all market capitalization levels,encompassing a wide range of sectors. Construct and analyze industry value chain using various methods, such as annual reports, other publicly available information, company management, customers, suppliers and/or competitors. Conduct industry and company competitive analysis to determine the sustainability of returns and assess reasonableness using industry comparables. Analyze historical company financial statements to evaluate quantitative investment characteristics. Create valuation models utilizing various techniques, incorporating earnings, cash flow analysis and asset-based metrics, in order to identify attractive valuations, growth opportunities or potential threats. Buyside Equity research experience preferred College Degree Required CFA track a bonus

As a Financial Planning Analyst at TN Marketing (TNM), you will be filling a position that primarily supports the Business Planning and Analytics (BP&A) department and will have regular interaction with Accounting & Finance. The primary focus of this role will be to partner with the BP&A group to manage the company's financial budget and forecast planning models & tools, as well as all underlying data and summarized reporting outputs. In addition, this role will provide support to executive leadership in terms of strategic financial analysis/modeling of opportunities for customer acquisition investment, lifetime value of a customer, build vs buy opportunities, and new product launches, among others. You will become very familiar with the subscription video on demand (SVOD) business model that TNM has developed as well as the ancillary programs that define the overall business. You will become a bridge between the BP&A department that manages the cash financial projections for the business and the accounting department that books the actual historic financial data and produces GAAP financial statements. Your experience and expertise in financial analysis and reporting will be invaluable in developing newer and better reporting outputs that reflect the company's overall financial projections at various levels of detail. Your expertise with spreadsheets and other tools will help to automate and create efficiencies in our processes and our outputs. This will enable us to streamline the presentation of our financial reporting and provide the flexibility and insight needed by executive leadership to monitor and manage the business. Job Responsibilities (include but not limited to): Co-manage the existing annual budgeting and periodic forecasting processes. This includes joint ownership of the current financial models and supplemental analysis and reporting which supports the processes. Spearhead process improvement in updating, refining, and rebuilding financial models and supplemental analysis as the business evolves and needs for further development arise. Build complex financial models to support strategic business decision-making and long-range planning. Provide analytical, forecasting, reporting, and project support to senior management regarding corporate financial data. Review and present financial projections to the executive leadership team. Produce recurring and ad hoc reports, which include key metrics, financial results, and variance reporting. Build ad hoc financial projection models based on key metrics and core KPIs of the business as needed by business unit leaders. Contribute to the management and ongoing development of the revenue recognition process. Produce concise historical financial reporting with visualizations and the appropriate level of detail which will be used to identify trends. Develop and maintain financial models that help with decision-making. In particular, models related to Lifetime value, ROI, and IRR. Identify opportunities for performance improvement across the organization. Desired Skills and Experience: Undergraduate degree in Finance, Data Analytics, Economics, Mathematics, or a similar analytical field 2+ years of relevant experience in corporate finance, financial planning & analysis, data analytics, or other related fields Strong analytical, quantitative, and financial modeling skills Expert-level knowledge of Microsoft Excel, and its higher-level usage (financial formulas, pivot tables, lookup/sumif formulas, external data connections, etc.) is required. Familiarity with financial reporting Knowledge of database tools including SQL (T-SQL) and MS SQL Server is desired. Familiarity with a subscription-based corporate business model is a plus. Knowledge of business intelligence and data visualization platforms is a plus. Excellent analytical, decision-making, and problem-solving skills, with attention to accuracy and detail required. Nature of Supervision This position has no direct reports. About TN Marketing At TN Marketing, we develop, market, manage, and deliver countless hours of compelling video content that engages a wide variety of audiences with special interests. Our team of experts is known for its innovation, creativity, and most of all, its ability to deliver professional quality, branded instructional video content to passionate hobbyists of all sorts - from avid quilters to savvy woodworkers - and beyond. Additionally, we believe that affinity-oriented paid subscription channels are the future of online content. With an unparalleled track record of delivering amazing content online, we're media trendsetters at monetizing video content. But our capabilities do not stop there…

Independent Branch Financial Consultant (FC) - Registered The Charles Schwab Eden Prairie Independent Branch is led by Benjamin Wels (the Franchisee) and staffed by employees of the franchise. The branch helps individuals and families with their financial needs including, wealth management, retirement planning, investing, asset protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab's client offerings visit: ******************************** The Schwab Independent Branch in Eden Prairie, MN is looking for a Registered Independent Financial Consultant with a passion for serving clients. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc. ROLE DESCRIPTION FCs help grow the profile and business of the Schwab Independent Branch by supporting Benjamin Wels and other Financial Consultants (FCs) through a variety of activities Help deepen relationships with existing Schwab client by providing outstanding service, as well as appropriate investment guidance and advice based on client needs Building strong, personal relationships with clients Deliver outstanding service and provide all clients with an exceptional experience Facilitate Strong Financial Planning Conversations The Schwab Independent Branch in Eden Prairie, MN values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as an Independent Branch Financial Consultant. KEY RESPONSIBILITIES Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage a team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help client's progress toward achieving their goals Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management SKILLS & QUALIFICATIONS We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include: Minimum of 2 to 3 years in the financial services industry in a registered position where you were responsible managing a client base Experience and success managing a pipeline Proficient Discovery Skills Retirement Income Planning Expertise High level of curiosity to understand client's goals, aspirations, and fears Willingness to be coached and receive feedback Financial services business development experience preferred Series 7 and 63 (or 66) licenses required Strong written and oral communication skills Client first mentality Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to manage multiple client situations, needs, and inquiries simultaneously Ability to work independently and as part of a team Strong attention to detail Able to develop and maintain good cross-enterprise working relationships Must be proficient with Microsoft Office suite, MoneyGuidePro/Financial Planning Software, and Salesforce/CRM Pass required background check This is a summary only-duties and responsibilities may be revised over time. POSITION LOCATION: 7914 Mitchell Road, Eden Prairie, MN 55344 HOURS & COMPENSATION This is a full-time position, Monday through Friday, 8:30 am - 5:00 pm each day Competitive Salary & Bonus package that will be commensurate with experience Health, Dental & Vision Insurance Offered Company Holidays Plus PTO Offered 401(k) Retirement Plan HOW TO APPLY Candidates can apply by emailing a cover letter and resume to ************************

Senior Financial Analyst - FP&A LHH is searching for a Lead Financial Analyst, FP&A for a global manufacturing client located in the north metro. This role will be a strategic business partner who will help analyze data, track performance metrics and help make strategic decisions with their financial and data insights. The perfect candidate will be someone that is motivated by interpreting numbers, loves to analyze and manipulate data and that loves to contribute to optimizing financial processes. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancements Consistently analyze financial information based on both routine and ad-hoc reports as well as creating new reporting from scratch Monthly accounting close and financial statements KPI reporting Forcasting (quarterly and annually), budgeting and analytics across multiple departments Balance sheet variance analysis Data consolidation Presenting business findings to multiple business leaders Ad hoc reporting and projects as needed Drive process improvements and enhancements Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 6+ years of progressive, related experience Skills: Ability to collaborate with various team members Aptitude for "explaining the numbers" Curious nature Organized, analytical and ability to manage projects Excellent skills in Excel, Access and Power BI, Tableau (Preferred) Compensation $90,000-$130,000 Employment type: Full time, permanent: 3 days in office

The Financial Crimes team, from one of our Fortune 500 banking clients, that perform Enhanced Due Diligence (EDD) on high-risk customers are looking for new team members to support due diligence work. In this role, you will perform EDD activities, focusing on the assessment and underwriting of high-risk customers per established guidelines. You will review and analyze client information and account transactional activity, drafting clear, concise summaries that identify customer risks and associated mitigating factors. These summaries will include overall comfort rationale and a final recommendation for customer retainability. This role requires a quick ability to learn company policies, procedures, guidelines, governance programs, and various systems to support research. EDD reviews must meet internal quality standards. Beyond conducting EDD reviews, you may also assist in executing due diligence reporting processes and controls and collaborate with peers, managers, and internal and external partners to resolve issues and achieve goals. Responsibilities: Support enhanced due diligence activities, including: Reviewing and processing reports, Accessing internal systems and third-party services for EDD inputs, Assisting with triaging EDD work and related issues, and Performing quality reviews Collaborate and consult with peers, colleagues, managers, and internal/external partners to resolve issues and meet objectives Maintain current knowledge of the external regulatory environment and assess/report potential impacts to WIM's businesses Qualifications: 2-4+ years of Due Diligence experience or equivalent (risk management, client service, operations support, or business process management) 2-4+ years of Management Consulting, Strategy Consulting, or Business Operations experience is a large plus but not required BSA/AML/OFAC regulatory compliance experience in large, diverse financial institutions Experience conducting complex financial crimes due diligence and risk analysis, including transactional reviews Previous experience assessing and underwriting high-risk customer segments Strong written communication skills, with the ability to convey risk assessments and recommendations clearly and concisely Pay $39.58 - $45.16 /hr Location: HYBRID Minneapolis, MN Schedule: Monday - Friday 40 hours /week ------------ TalentBridge -- Connecting People with Their Purpose As one of the nation's leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year. At TalentBridge, we're passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions - relationships grounded in open communication and honesty. We're built on collaboration and teamwork - both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success. We're not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do - the Charlotte Observer named us a Top Workplace two years running - and they're great at it! We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job. That's a fantastic reason to get out of bed every morning, and we're excited to share it with an expanding team. Will you join us? Proven Process We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It's a process that goes well beyond your resume - one that values relationships over transactions in order to optimize success in your job search.

Reporting to the CFO, the Finance Manager plays a critical role in influencing the financial performance and strategic decision-making within our organization. In its capacity, the Finance Manager supports the financial planning and analysis activities for the organization as well as provides critical pricing and analytical support for new business opportunities by developing financial models to support growth strategies and new product development initiatives. This position also supports the annual budgeting and ongoing forecasting processes, conducts interim financial analysis, and provides managerial and Board level insights to ensure alignment with corporate objectives. ACCOUNTABILITIES: Strategic Planning Assist in the annual budgeting and strategic planning process by providing financial insights and projections that support Fulcrum's operating and long-term business goals, including input and data aggregation, assumption documentation, scenario modeling and sensitivity analysis. Develop and maintain rolling forecast model to monitor and refine projections throughout the year. Assist in the preparation and maintenance of Fulcrum's multi-year operating plan. Business Development and Pricing Support Collaborate with Sales, Product and Marketing teams to provide pricing, analysis and proposal support for business development opportunities. Provide ongoing review and assessment of Fulcrum provider reimbursement programs Financial Analysis Collaborate with Accounting to produce month-end management reporting materials as well as quarterly reports for the Board. Assess company's financial and customer performance by analyzing results, monitoring variances, identifying trends, and summarize findings for management. Working with our Data Analytics team, develop enhanced customer scorecards to track KPIs and improve insight into customer performance. Conduct ad hoc analysis as required. REQUIRED QUALIFICATIONS: ( Minimum qualifications needed for this position) 6+ years of progressive financial analysis experience BA/BS Degree in business/finance/accounting/economics Analytical skills, strong partnering & education skills to support work with non-financial management teams Advanced financial modeling and analysis skills; forecast model building & experience a plus Experience developing, following and continually improving monthly / quarterly processes Data driven with a strong attention to detail. Must possess the ability to present complex information in a usable format to a diverse audience Driven, self-directed, with the ability to navigate a fact paced environment and embrace ambiguity Advanced Excel skills; Intermediate PowerPoint, Word skills PREFERRED QUALIFICATIONS: Prior healthcare experience Understanding of healthcare reimbursement models Familiarity with EOS Familiarity with Dynamics, Power BI Fulcrum Health At Fulcrum Health, Inc., we are deeply committed to fostering a supportive and inclusive company culture that values our employees and their contributions. Guided by our core values-Excellence, Integrity, Innovation, and Stewardship-we uphold the highest standards in everything we do. As a nonprofit organization specializing in physical medicine benefit management, we have proudly delivered quality care for over 40 years through our extensive network of more than 5,000 licensed and credentialed practitioners, including chiropractors, acupuncturists, and physical, occupational, speech, and massage therapists, serving over 2 million health plan members. We continually strive for Excellence by leveraging physical medicine to lower healthcare costs, improve outcomes, and enhance patient satisfaction. With Integrity at the heart of our work, we build trust with our employees, partners, and members. Through Innovation, we seek new ways to improve healthcare delivery, and with responsible Stewardship, we ensure the sustainable growth of our organization and the well-being of those we serve. Our dedication to these values creates a workplace where everyone can thrive and make a meaningful impact. Benefits Offered Fulcrum Health offers the following benefits for this position, subject to applicable eligibility requirements, including medical insurance, dental insurance, vision insurance, Health Savings accounts (HSA), Health Reimbursement Accounts (HRA), Flexible Spending Accounts(FSA),Dependent Care Accounts, 401(k) retirement plan and employer match, life insurance, short-term disability insurance, long-term disability insurance, employee assistance program, PTO, 9 paid holidays annually as well as Volunteer Time Off.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2+ years' financial analysis and modeling experience Advanced knowledge of Excel. Ideally someone with ability to create dashboards

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 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. #LI-USFATA

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.

**_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 (***************************************************************************************************************************