Finance Consultant Jobs in Salt Lake City, UT

We are seeking a Corporate Travel Analyst for a Contract Assignment in Salt Lake City, UT. The Corporate Travel Analyst is responsible for optimizing the travel program for an organization, ensuring cost-effective, efficient, and seamless travel arrangements for employees. This role involves analyzing travel data, recommending improvements to policies and procedures, and working with employees to troubleshoot questions that may arise during the travel booking process. The Corporate Travel Analyst works closely with all departments to enhance the overall travel experience while adhering to company budgets and guidelines. Key Responsibilities: Travel Management: Support employees in issue resolution for travel arrangements including flights, hotels, and car rentals. Ensure that travel bookings align with company travel policies and budget guidelines. Manage the travel booking system, ensuring ease of use and functionality for employees. Data Analysis & Reporting: Analyze travel data to identify trends, savings opportunities, and areas for improvement. Prepare and present regular reports on travel expenses, bookings, and savings. Track and report on travel-related KPIs, such as cost per trip, booking volume, and vendor performance. Vendor Relationship Management: Regularly evaluate vendor performance and recommend changes or improvements to vendor contracts. Policy Development & Compliance: Assist in the development and enforcement of corporate travel policies and procedures. Ensure employee compliance with travel policies, offering guidance as necessary. Address employee travel concerns and provide resolutions in line with company guidelines. Expense Management & Budgeting: Recommend strategies to reduce travel-related expenses while maintaining service quality. Support & Training: Provide guidance and support to employees regarding travel bookings, policies, and best practices. Conduct training sessions for employees on the use of travel tools, platforms, and policy. Serve as the primary point of contact for travel-related issues or emergencies. Continuous Improvement: Identify opportunities for process improvements and implement changes to streamline the travel program. Stay updated on industry trends, new technologies, and best practices in corporate travel management. Qualifications: Bachelor's degree in business, logistics, or related field (or equivalent experience). 2-4 years of experience in corporate travel management or a related role. Strong analytical skills and experience working with data analysis tools and reporting. Knowledge of travel booking systems (e.g., Concur, SAP, Navan, or similar platforms). Excellent communication and negotiation skills. Ability to work independently and manage multiple priorities in a fast-paced environment. Strong attention to detail and problem-solving abilities. Preferred Skills: Experience with travel industry certifications or relevant training (e.g., Global Business Travel Association). Familiarity with international travel regulations and policies. Proficiency in Microsoft Office Suite, especially Excel.

What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom. We support equal opportunity. We celebrate diversity and are committed to creating an inclusive environment for all. Licenses & Registrations Required Life & Health Insurance FINRA SIE FINRA Series 7 FINRA Series 66 *Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career. We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. Primary Responsibilities Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs Manage resources to run your own productive practice while utilizing the experience of specialists within the firm Essential Characteristics Strong verbal and written communication skills to effectively convey information and build trust Capacity to assess client needs and financial situations to design effective strategies Ability to address and resolve complex financial issues with tailored solutions Skills in implementing marketing strategies to attract and engage ideal clients Dedication to fostering long-term relationships Capable to update strategies based on market conditions Building and maintaining client trust through honesty and reliability Benefits Renaissance Financial contributes toward your medical premiums

Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated 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. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To 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

Are you a seasoned financial advisor passionate about guiding clients to a secure and fulfilling retirement? Imagine focusing solely on what you do best-advising clients-without the need for prospecting. At Invita Financial, a rapidly growing independent Registered Investment Advisor (RIA) based in Sandy, Utah, you'll have the unique opportunity to work with pre-qualified clients provided through our extensive marketing efforts. Why This Opportunity Stands Out: Client-Centric Focus: Engage exclusively with pre-scheduled, pre-qualified prospects, allowing you to dedicate your expertise to personalized retirement planning. Diverse Financial Solutions: Offer a range of services, including fee-based managed money, fixed-indexed annuities, and life insurance, tailored to each client's unique goals. Collaborative Environment: Work alongside a supportive team in a structured system designed to enhance client satisfaction and advisor success. Key Responsibilities: Conduct comprehensive client meetings to develop customized financial plans. Present and recommend appropriate financial products, focusing on retirement income planning and asset protection. Stay informed on market trends and regulatory updates relevant to retirement-focused clients. What We're Looking For: Experience: 3+ years in a client-facing financial advisory role, with a strong understanding of retirement planning and investment strategies. Education: Bachelor's degree in finance, economics, business administration, or a related field preferred. Licensing: Series 65 license (or willingness to obtain) and a Life and Health Insurance License preferred. Skills: Excellent interpersonal and consultative sales skills, with the ability to simplify complex financial concepts for clients. Why Invita Financial? Joining Invita Financial means becoming part of a team dedicated to making a positive impact on thousands of lives by aligning clients with their financial goals. Our advisors operate within a supportive environment that fosters professional growth and client success. If you're ready to elevate your career and focus on delivering exceptional retirement planning services without the burden of prospecting, apply today to join Invita Financial in Sandy, Utah.

Duration: 6 months + possible extension Pay Rate: $20-23/hr. W2 Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver Banking, Sales and Trading and Asset Management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential client service, risk management and control, preserving and enhancing the firm s assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business. As a member of SPG Synthetic Configuration, the individual will learn onboarding and configuration processes to support synthetic equity trading across GS businesses. The individual will work closely with all levels of Client Service and Sales representatives, Trading, Technology, and other Operations groups. The skills to prioritize and multitask are critical for this role. Principal Responsibilities: Ensure accuracy while onboarding synthetic structures for new clients, or maintaining existing clients Coordinate with internal clients to ensure smooth go-lives Become subject matter expert in the process, propose improvements and efficiencies Identify risks and share control ideas Preferred Skills: Ability to adapt to new changes and new challenges Use best judgment to prioritize workflows and ensure deadlines are met Ability to forge strong relationships with colleagues and internal clients Team-oriented Excellent written and verbal communication skills Proactive, self-motivated Prudent in escalating potential risk to the Firm Education: Bachelor's Degree

We have an exciting opportunity for a Deal Desk Analyst 3 with the top leading multimedia and creative software company in the world using cutting-edge tools and technologies, including industry-leading AI and creative software, empower millions of users to achieve their creative and business goals. Work in a fiduciary capacity in leading first line approvals for Adobe's Deal approval process. This role includes analyzing and structuring sales transactions to further Adobe goals while reducing sales cycles in an effort to accelerate deal closure. This will be accomplished by meeting with Sales teams to identify Customer's critical business issues and assist in structuring transactions that meet both Adobe's requirements and Customer needs. You will act as the initial point of contact for Sales reps requiring non-standard deal structures and be the first line Controller review for all enterprise sales deals. Supports all Commercial/Public Sector related activities including, but not limited to, deal structuring, contract creation, pricing, review and approval for offers, contract management and providing support to field sales for quoting purposes. Responsibilities: • Lead the day to day contract creation and deal approval processes, meet with sales teams, communicate via detailed proposals with various corporate partners (Finance, Product Business Units, Professional Services, Legal, Licensing, Credit, Order Management, and Revenue Assurance) to articulate deal value in a consistent manner, meet with customers during the deal creation and negotiation process, forecast deal status and communicate to FP&A and executive sales management. Skills and Experience: • Bachelors in Finance or Accounting or equivalent experience • Proven experience in FP and A, Sales Finance, Sales Operations or Deal Desk. • Experience drafting and analyzing binding sales agreements. • Ability to work independently in a fast paced environment. • Demonstrated capability to build strong working relationships with internal stakeholders. • Experience in structuring multi-element contracts including subscriptions, licenses, services and support. • Proficient in software revenue recognition accounting, SOP 97-2 and related. • Strong communication, organizational and problem-solving skills. • Excellent oral and written communication skills. Compensation: • Up to $35.21 per hour. 35833647

Looking for a highly capable Financial Analyst who can build and sustain finance expenses and reporting models, engage with upper management as a strong business partner. This position will provide direct support for the director of Global Finance helping to support multiple global functions inclduing R&D, Quality, Marketing, Program Management and G&A. A successful candidate will exhibit strong business insight with a desire and ability to understand the business and not simply report on the business. They must not only be at ease partnering with senior management on resource and planning needs, but also enjoy identifying and driving operational improvements across the Finance and Accounting organization.

🔹 We Are Hiring! Entry-Level Finance 🔹 Job Title: Entry-Level Finance/Operations Analyst Industry: Financial Services Contract: 6-12 months (Possible Extension/Perm) Pay Rate: $20.00-24.00/hour 🔹Job Description🔹 We are seeking a recent graduate entry-level finance/operations analyst to join a reputable financial services firm in South Jordan, UT! In this dynamic role, you will support daily financial operations, conduct data analysis, and contribute to optimizing business processes to enhance operational efficiency. Key Responsibilities: Assist with financial analysis, reporting, and budget tracking. Provide excellent customer service by guiding clients on financial products and account management within a banking environment. Prepare and assist with the creation of reports and presentations for senior management. Work collaboratively with cross-functional teams to streamline and improve financial processes. What We're Looking For: 0-2 years of relevant experience in finance or operations. Bachelor's degree in Finance, Accounting, Business, or a related field. Strong proficiency in Microsoft Excel (including data analysis and reporting). Excellent communication and organizational skills. 🔹Perks & Benefits: Pride Global offers eligible employees: Comprehensive healthcare coverage (medical, dental, and vision) Extra benefits like accident, critical illness, and hospital indemnity insurance 401(k) retirement savings plan to help you build for the future Life and disability insurance for peace of mind Employee assistance program, legal support, and much more! Discounts with preferred vendors and even pet insurance!

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.

Job Title: Deal Desk Analyst Duration: 6 months Contract Type: W2 only Pay Rate: $35.21/Hour Work in a fiduciary capacity in leading first line approvals for Client's Deal approval process. This role includes analyzing and structuring sales transactions to further client's goals while reducing sales cycles in an effort to accelerate deal closure. This will be accomplished by meeting with Sales teams to identify Customer's critical business issues and assist in structuring transactions that meet both Client's requirements and Customer needs. You will act as the initial point of contact for Sales reps requiring non-standard deal structures and be the first line Controller review for all enterprise sales deals. Supports all Commercial/Public Sector related activities including, but not limited to, deal structuring, contract creation, pricing, review and approval for offers, contract management and providing support to field sales for quoting purposes. Ensures deals are structured and processed efficiently and align to company policies. Reviews, interprets and confirms contract terms and conditions; works closely with finance and legal teams to ensure all contracts are accurate. Verifies compliance with internal policies (and external regulations). Responsible for drafting, modifying and finalizing contracts, including new and add-on business. Responsible for the handling of day-to-day queries from groups including, sales, sales development and account management teams using quoting tools and/or CRM system. May support sales enablement group. Resolves problems through research, consulting with internal support teams, to identify the appropriate tools for success. Review and approve deals for company's customers and prospects. What you'll Do You will lead the day to day contract creation and deal approval processes, meet with sales teams, communicate via detailed proposals with various corporate partners (Finance, Product Business Units, Professional Services, Legal, Licensing, Credit, Order Management, and Revenue Assurance) to articulate deal value in a consistent manner, meet with customers during the deal creation and negotiation process, forecast deal status and communicate to FP&A and executive sales management. Skills: Bachelors in Finance or Accounting or equivalent experience Proven experience in FP and A, Sales Finance, Sales Operations or Deal Desk. Experience drafting and analyzing binding sales agreements. Ability to work independently in a fast paced environment. Demonstrated capability to build strong working relationships with internal stakeholders. Experience in structuring multi-element contracts including subscriptions, licenses, services and support. Proficient in software revenue recognition accounting, SOP 97-2 and related. Strong communication, organizational and problem-solving skills. Excellent oral and written communication skills Education: Bachelor's in Finance or Accounting or equivalent experience

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Key Job Responsibilities Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities. Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity. A Financial Professional- Advisor Assist will establish relationships with clients by delivering value through: * Proactively contacting our clients via phone, email, and chat * Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs * Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions * Identifying new opportunities in partnership with the client * Assisting the client in initiating or completing transactions as appropriate The base salary for this position is $55,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program Required Qualifications * Bachelor's degree or equivalent relevant industry experience * FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses * 6-8 years of sales experience Preferred Qualifications * Prior customer service experience preferred * Previous sales, counseling, or entrepreneurial experience Skills Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change. #LI-Hybrid ABOUT EQUITABLE At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

We are seeking a detailed oriented and high performing team member to work hands on with finance leadership with a variety of treasury operation activities including managing daily cash flow and liquidity, banking relationship management, and debt facility transactions. Duties include: Treasury cash operations support including wires, ACHs, book transfers, positive pay, fraud filters, debt borrowing activities (etc) using treasury management systems and online banking portals Assist with preparation of complex bank documentation to open and close bank accounts; responds to bank AML/KYC compliance inquires; and assists with bank relationship management Becomes familiar with using all types of treasury products and services, managing bank signatory authority lists, and online banking service profile user set up Assists with daily cash position reporting needs and prepares ad hoc balance reporting requests Assists with debt facility compliance reporting as requested Assists with short-term cash investing activities Analyze bank service charges and recommend cost savings Assist with process improvements, treasury shared service initiatives, special projects, and evaluations of new treasury technology Ensures compliance with SOX and SOC internal controls, policies and procedures We are looking for someone with… Extraordinary attention to detail with strong administrative skills Knowledge of Treasury concepts, banking systems, and familiar with AML/KYC/OFAC Can effectively communicate internal and external stakeholders including company executives, investor relations, bankers, and investors Strong Microsoft office skills including Outlook, Word, Excel and PowerPoint General understanding of accounting procedures and processes Ability to work in a fast-paced, multi-dimensional environment Bachelor's Degree in Accounting, Finance, Economics or related quantitative field required 1-2 years of Treasury, Finance, Accounting experience CTP, CPA, CFA - Desirable; Experience with Kyriba (or Treasury Management Systems) or Real Estate companies a plus! What we offer Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. Company paid Life Insurance (option to buy additional available) and Long-Term Disability. Access to benefits concierge service. Access to Mental Health & Well-Being service. 401K: Bridge Investment Group will contribute to your account equal to 100% of the first 4% of pay which you contribute to the plan. These contributions belong 100% to the employee upon their contribution. Eligible employees are automatically enrolled contributing 4%, with up to 6% company match, with the option to opt out. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. 11 Paid Holidays per year. Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. Personalized Connection: Connect with an employee who resonates with your professional interests. Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.

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

84604 Job Family: AD - Administration, Non-Exempt Jobs We are seeking a talented and motivated Financial Analyst Summer Intern with a strong interest in financial analysis and research. The intern will play a key role in supporting our finance team with various tasks, including financial modeling and analysis, specifically related to the Cost of Goods Sold (COGS) section of the Income Statement. This full-time internship is located at our Provo, Utah office. This is a 12 week, full-time, paid internship (typically beginning of May-end of July). Responsibilities include: Conduct research and analysis on potential cost-saving opportunities and improvements in efficiencies within the Cost of Goods Sold section of the Income Statement Assist in the creation of financial models in Excel to support decision-making, strategic planning, and financial analysis Work with the Fleet Operations team to gather essential financial data for various financial and efficiency analyses Develop and implement a repeatable monthly process to analyze fleet expenses, helping to identify inefficiencies in spending and fleet utilization Provide support on ad-hoc financial analysis projects and assist in other tasks as needed Qualifications: Currently enrolled in an undergraduate finance program or a related business major. Strong analytical and quantitative skills with proficiency in financial modeling and analysis Excellent communication skills, both written and verbal Proficiency in Microsoft Excel and PowerPoint Ability to work both independently and collaboratively in a fast-paced environment Strong attention to detail and excellent organizational skills Prior internship or coursework related to financial analysis is preferred Aptive Environmental: Aptive Environmental provides pest control services to 34 states in the US. Co-founded in 2015 by Vess Pearson and David Royce, Aptive launched with the clear intention of becoming a world-recognized brand. In 2021, Aptive was included in Inc. Magazine's “Best in Business” list of companies that make a positive impact. Aptive is also featured on Glassdoor's 2019 list of Top 100 US workplaces and is ranked one of Entrepreneur Magazine's Best Companies in America. We are a proud member of the EPA's Pesticide Environmental Stewardship Program and have partnered with the United Nations Foundation's "United to Beat Malaria" to help stop the spread of malaria transmitted by mosquito bites. *Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please inform your recruiter.

84604 Job Family: AD - Administration, Non-Exempt Jobs We are seeking a talented and motivated Financial Analyst Summer Intern with a strong interest in financial analysis and research. The intern will play a key role in supporting our finance team with various tasks, including financial modeling and analysis, specifically related to the Cost of Goods Sold (COGS) section of the Income Statement. This full-time internship is located at our Provo, Utah office. This is a 12 week, full-time, paid internship (typically beginning of May-end of July). Responsibilities include: * Conduct research and analysis on potential cost-saving opportunities and improvements in efficiencies within the Cost of Goods Sold section of the Income Statement * Assist in the creation of financial models in Excel to support decision-making, strategic planning, and financial analysis * Work with the Fleet Operations team to gather essential financial data for various financial and efficiency analyses * Develop and implement a repeatable monthly process to analyze fleet expenses, helping to identify inefficiencies in spending and fleet utilization * Provide support on ad-hoc financial analysis projects and assist in other tasks as needed Qualifications: * Currently enrolled in an undergraduate finance program or a related business major. * Strong analytical and quantitative skills with proficiency in financial modeling and analysis * Excellent communication skills, both written and verbal * Proficiency in Microsoft Excel and PowerPoint * Ability to work both independently and collaboratively in a fast-paced environment * Strong attention to detail and excellent organizational skills * Prior internship or coursework related to financial analysis is preferred Aptive Environmental: Aptive Environmental provides pest control services to 34 states in the US. Co-founded in 2015 by Vess Pearson and David Royce, Aptive launched with the clear intention of becoming a world-recognized brand. In 2021, Aptive was included in Inc. Magazine's "Best in Business" list of companies that make a positive impact. Aptive is also featured on Glassdoor's 2019 list of Top 100 US workplaces and is ranked one of Entrepreneur Magazine's Best Companies in America. We are a proud member of the EPA's Pesticide Environmental Stewardship Program and have partnered with the United Nations Foundation's "United to Beat Malaria" to help stop the spread of malaria transmitted by mosquito bites. * Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please inform your recruiter.

🔹We Are Hiring! Financial Analyst Junior🔹 Job Title: Financial Analyst Junior Industry: Financial Services Contract: 12 months (Possible Extension/Perm) Pay Rate: $21.00 - $24.00/hour 🔹Job Description: We are seeking a highly organized and detail-oriented recent graduate Financial Representative Junior to handle client requests, ensure precise documentation, and perform comprehensive quality reviews. In this role, you will assist with account-related inquiries, work across multiple systems, and collaborate with various teams to address policy-related questions and resolve issues. Strong communication and teamwork skills are essential to provide efficient solutions and deliver outstanding service to our clients. Responsibilities: Review and approve client requests, ensuring compliance with policies. Respond to inbound inquiries through multiple channels, offering accurate solutions for account, product, and service-related issues. Apply business judgment to identify and escalate unusual activities. Requirements: Bachelor's degree required: concentration in Business, Finance, or Accounting. Proficiency in MS Office (Excel, PowerPoint, Word, Outlook). Strong organizational, analytical, and communication skills. 0-2 years of relevant experience in finance or operations. 🔹Perks & Benefits: Pride Global offers eligible employees: Comprehensive healthcare coverage (medical, dental, and vision) Extra benefits like accident, critical illness, and hospital indemnity insurance. 401(k) retirement savings plan to help you build for the future. Life and disability insurance for peace of mind. Employee assistance program, legal support, and much more! Discounts with preferred vendors and even pet insurance! 🚀 Ready to elevate your career? Join a team that prioritizes growth and development. Apply today and take the next step in your professional journey!

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.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

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.