Investment Banking Associate - Capital Advisory
Finance Consultant Job 232 miles from Sioux City
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.
Financial Advisor (80k - 100k)
Finance Consultant Job 87 miles from Sioux City
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.
As a Financial Advisor, you will:
Build a client base and develop knowledge of Bankers Life financial products and market trends
Develop yourself with our award-winning training and mentorship network
Present clients with financial solutions and drive them to action
Take ownership of your business and build a team
The ideal candidate will have:
Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support
High level of self-motivation; ability to accomplish goals independently
History of success in sales, competitive roles, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Experienced Financial Advisor - Minneapolis, MN
Finance Consultant Job 232 miles from Sioux City
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
Financial Advisor
Finance Consultant Job 181 miles from Sioux City
Prudential Advisors is looking for an experienced financial professional in the Marshalltown area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:
Our open architecture platform for client solutions
Our competitive payouts
Our practice building support
.
This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with Prudential's exceptional referral programs
Access to 20 different types of lead programs
The opportunity to create client solutions without proprietary products sales requirements
Compensation that is 100% benefitable regardless of the product or company you sell
The look and feel of an independent advisor with the benefits of being an employee.
3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
Transition support
Practice Building programs
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today.
Requirements:
Series 6 and 63 required. Series 7 and 66 (63/65) preferred
Insurance license required
Three or more years of industry experience
If you are interested to learn more call me at ************ or if someone in your network may be a good fit, feel free to forward my message to them. Thank you!
Financial Advisor
Finance Consultant Job 229 miles from Sioux City
Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor.
As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial planning practice.
We are seeking a very special individual. We offer a client-centric, professional and fast-paced environment.
We utilize smart technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda.
We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop solutions when working with our clients.
We believe our clients benefit from our collaborative team approach.
A book of business with fee-based assets will be provided.
This position can be either W-2 or 1099.
Qualifications, Desired Skills and Experience:
The right person is creative, reliable, innovative, and is an effective communicator. If you have a desire to provide outstanding client service, and possess an entrepreneurial spirit with a commitment to succeed, you will fit well with our team.
Willingness to work directly with individuals and groups is a must, as the Advisor will be responsible for developing, supporting and managing client relationships.
Ability to work independently on projects.
A basic knowledge of financial planning is necessary for this position.
Four-year college degree preferred
Appropriate securities registrations and insurance licenses
Willingness to give back to the community, as it is an integral part of our team culture.
We do business with clients throughout the nation. We are affiliated with a Registered Investment Adviser and Broker/Dealer, allowing us to offer a broad variety of services and products. We provide solutions for complex planning issues for business owners, professionals, families, and retirees.
If you are a self-starter and have the desire to enjoy the life style of living in Iowa, consider our firm.
High Net-worth Financial / Wealth Advisor (Minneapolis)
Finance Consultant Job 232 miles from Sioux City
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!
Senior Financial Advisor
Finance Consultant Job 232 miles from Sioux City
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.
Financial Advisor
Finance Consultant Job 239 miles from Sioux City
Meaningful work. Rewarding career.
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
#LI-hybrid #LI-KP1
Financial Planner (Career Changers Desired & Training Provided)
Finance Consultant Job 309 miles from Sioux City
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 revenue
1
:
o
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
o
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 support
2
· 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:
· 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 contractors
3
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-Dealers
4
· Unsurpassed financial strength with total company assets of $366 billion
5
· Recognized for
6
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.
1
No 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
2
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.
3
Northwestern 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.
4
Ranking 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.
5
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: 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.
6
To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Senior Financial Advisor - Quad Cities
Finance Consultant Job 306 miles from Sioux City
Financial Advisor
Quad Cities, Iowa
If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business and be the lead financial advisor for a growth initiative in Muscatine. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch referral network of local business owners and individuals. Utilize the many resources at this top bank to be a cornerstone of your business for future growth.
Highlights:
Run your practice like an independent and own your book
Step into an existing book of business and referral network
Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves
What you'll do:
Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies
Determine specific customer needs and ensure that proper market transactions are executed
Responsibilities:
Keep informed of personal investment product market trends, issues, and customer needs
Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential.
Participate in a customer call program to develop and maintain contacts for the sale of personal investment products to existing and prospective customers.
Comply with the rules established by FINRA, Federal bank regulators, and state regulators; maintain up-to-date knowledge regarding changing regulations.
Actively upholds the organization's vision, mission, and values, encompassing mutual respect, honoring commitments, working with integrity, and accepting responsibility for one's own actions.
Has a strong commitment and dedication to internal and external customer service
What you'll need:
A bachelor's degree from a four-year college or university and three years of related experience are required. Work-related experience should consist of a personal investment sales background and a proven sales/business development track record. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should apply to the financial investment industry.
Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are required.
We offer competitive compensation and an excellent benefits package. If you want to be part of a dynamic and growing banking organization, we would like to hear from you!
Financial Advisor
Finance Consultant Job 87 miles from Sioux City
Company
Ludacka Wealth Partners is a financial planning and advisory firm, which for 27 years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. In 2024, for the fourth consecutive year Ludacka Wealth Partners was ranked as a
Top 20 Financial Security Practice in the United States by Forbes Magazine
, and was recognized by Northwestern Mutual as the
#2 financial advisory firm in the Northwestern Mutual network nationwide
.
Job Description
Ludacka Wealth Partners seeks experienced financial advisors to join the firm as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans for clients, and managing on-going client relationships with highest level of service, support, and education.
Marketing & Business Development
Aggressively and independently source new client opportunities
Maintain and communicate open case inventory of new opportunities with the team
Be visible in the community through board participation and civic event attendance
Financial Planning
Create detailed financial plan for clients from accumulation through distribution
Demonstrate superior knowledge of all elements of an integrated financial plan, including investments, insurance, annuities, trusts, and estate plans
Clearly communicate plan results to clients to provide financial security and peace of mind
Client Relationship Management
Proactively develop and maintain deep and meaningful relationships with top clients
Exhibit excellence in every client encounter, including regular meetings, interim communications, and necessary client requests and follow-ups.
Operate as a liaison when appropriate with a client's attorneys, CPA's and other members of their financial planning team
Desired Skills and Experience
5-10+ years of experience in a financial advisory role
Superior client-service and relationship management skills
Demonstrated success in finding and closing new business development opportunities
High attention to detail, strong organizational skills, superior commitment to responsibility
Must exhibit the highest level of personal integrity, discretion, and good judgment
Ability to effectively work through challenging situations with limited direction
Proactive mind-set with the ability to anticipate and resolve issues
Ability to embrace change and work in a fast-paced professional environment
Prefer active FINRA Series 7 and 63/66 and state-required life & health insurance licensing; otherwise required to be achieved within six months of start date
Current CFP designation a plus; otherwise attained within one year of start date
Career Opportunity
Ludacka Wealth Partners has been one of the most successful financial advisory practices within the Northwestern Mutual network for more than 25 years. This position provides the successful candidate an opportunity to make an immediate impact on firm growth, while providing for long-term personal and professional growth.
The successful candidate is entering an ideal environment to succeed and thrive - the team at Ludacka Wealth Partners includes CFP registered financial advisors, several licensed support advisors and analysts, a CFA charter holder, and former company Presidents, CFOs, and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on the growth and development of each individual.
Competitive salary and bonus compensation commensurate with experience and expertise, plus incentive compensation based on business development and relationship management success metrics, resulting in total annual cash compensation potential of $200,000 to $500,000. Benefits package includes health / dental / vision / disability insurance, generous paid time off, retirement savings plan, wellness program, and professional development and continuing education assistance.
Ludacka Wealth Partners and Northwestern Mutual
Ludacka Wealth Partners is an independently-owned financial planning and advisory firm that represents Northwestern Mutual.
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since its founding in 1857, through every recession and every economic boom, it has kept its focus on the long term, delivering our clients and policy owners consistent financial strength year after year. Northwestern Mutual financial representatives build lifelong relationships to help clients identify their unique needs in order to provide long-term solutions.
Sr Finance Program Manager (Program Planning and Control)
Finance Consultant Job 232 miles from Sioux City
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.
Financial Advisor
Finance Consultant Job 168 miles from Sioux City
🌟 Join Our Team as a Financial Advisor 🌟
We're seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top bank partners. This is an opportunity to provide holistic financial planning while building meaningful client relationships and making an impact in the financial services industry.
💰 Compensation & Benefits:
• Base Salary $60,000 annually
• Established Book: Earn additional fee based income from established book.
• Comprehensive Benefits Package including health, dental, vision, and retirement options.
• Equity Opportunity: Earn equity based on tenure and success.
• Additional Perks: Full-time administrative support, marketing assistance, office space, and paid affiliation fees.
💼 What You'll Do:
• Leverage fee-based financial planning tools to help clients achieve personal, business, education, retirement, and estate planning goals.
• Provide investment, insurance, and estate planning services to assigned clients.
• Conduct financial education services for bank members.
• Perform proactive prospecting within the Bank and externally to establish new relationships.
• Maintain and document client meetings and annual reviews via Salesforce, identifying new opportunities.
• Utilize technology and compliance-required profile forms, ensuring adherence to all regulations.
• Follow bank policies to maintain compliance with federal and internal guidelines.
• Adhere to company policies and procedures, including annual compliance training and risk management policies.
🧠 What We're Looking For:
• 2+ years of financial industry experience in financial planning and sales.
• Bachelor's degree preferred (or equivalent experience).
• FINRA and State Insurance licensing (Series 7, Series 65/66, and Life & Health Insurance).
• Certified Financial Planner (CFP ) preferred.
• Proven success in client advising and relationship management.
• Strong interpersonal and collaboration skills.
• Ability to manage a high-volume client base effectively.
💼 Equal Opportunity Employer:
Priority Financial Group is an equal opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports employees from all backgrounds. 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.
Financial Analyst
Finance Consultant Job 227 miles from Sioux City
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…
Financial Analyst
Finance Consultant Job 228 miles from Sioux City
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
US Experienced Financial Advisor
Finance Consultant Job In Sioux City, IA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Business/Financial Analyst
Finance Consultant Job 5 miles from Sioux City
We are always looking for great people to join our team! If you have the qualifications listed below and like working in a fast-paced environment, we welcome your application and resume!
As a Business/Financial Analyst, you will design, test, and support reporting out of RTI's ERP and accounting software applications. This will include gathering data, monitoring data entry, and validating data accuracy to achieve desired outcomes. You will create reports using Microsoft Access, Microsoft Excel, Microsoft BI, ConnectWise, and GP, and deliver findings to the management team for review. Additionally, you will be responsible for providing recommendations about the methods and ways in which our company obtains and analyzes data to improve the quality and efficiency of our data systems.
What You'll Be Doing:
Maintaining databases/spreadsheets
Compiling, verifying accuracy, and sorting data
Performing a variety of operational and financial analyses
Creating data-driven presentations
Building report automation
Maintaining confidentiality of sensitive information
Performing other related duties as assigned
Requirements
What You'll Need:
Bachelor's degree or equivalent in education and experience
Analysis and problem-solving skills
Knowledge of logic, databases, and data flows
Knowledge of MS Access, Excel, and BI preferred
Familiarity with ConnectWise and GP reporting preferred
High attention to detail
Self-starter skills and eagerness to learn new things
Strong interpersonal and communication skills
The ability to sit at a desk and work on a computer for prolonged periods
Some experience/coursework in Accounting/Finance preferred but not required
Must be able to pass drug screening and background check
What You Can Look Forward to:
We offer a competitive salary and benefits package, including 401(k) with match, medical, dental, vision, STD & LTD, paid vacation, paid holidays, and basic life insurance.
Senior Financial Analyst
Finance Consultant Job In Sioux City, IA
At Sabre Industries, we connect and power America's communities with world-class utility and telecom solutions. We reliably build a better world together; one customer, one team, and one community at a time. Our teams live out the organization's core values of integrity, commitment, innovation, and connection. That's how we continuously exceed our high standards of enterprise excellence-by creating a space for our engaged employees to thrive.
With consistent hiring opportunities nationwide and countless career levels, chances are the next big step on your career path starts here. We work with our employees to create customized career paths and development in all facets of the organization. People will always be our greatest asset, and we place emphasis on enhancing the lives of our employees.
Scope of Responsibility:
Responsible for developing, interpreting, and implementing complex financial and accounting concepts and analysis. Serves as a resource for all business areas concerning financial performance and analysis and inventory and cost analysis.
Essential Duties:
* Responsible for month end closing, producing, and analyzing monthly financial reports, maintaining financial and business modeling programs.
* Prepares monthly financial analysis reports and reports any trends, issues, or abnormalities within the data.
* Prepares and analyses cost/margin reports and monthly closing information. This includes material and labor cost analysis, and COGS analysis of the various manufacturing departments
* Coordinates cost roll-up process for material and labor cost changes. Ensure proper general ledger cost reporting in the ERP system for various product lines.
* Assist Director of Finance with timely, accurate and comprehensive review, development and implementation of annual budgets and ongoing forecasts.
* Prepares reports for Division and Corporate Management on a monthly basis.
* Routinely runs and interprets complex financial data models.
* Perform risk measurement and analysis functions regarding business operations, inventory and costing.
* Performs other related duties as required and assigned.
* Regular and on-time attendance
* Work in your shift as scheduled
* Getting along with coworkers
Position Requirements:
Education: A bachelor's degree in accounting or finance, with CPA, or CMA preferred.
Experience: 5+ years progressively responsible accounting or finance experience preferred in a manufacturing setting.
Skills & Abilities:
* Advanced knowledge in the use of financial software applications, ERP, databases, spreadsheets, and/or word processing required.
* Proficient query/database skills required
* Must be able to pass standard pre-employment vision test.
Physical Requirements:
* Demonstrated ability to work with frequent interruptions in workflow and constantly changing priorities.
* Must be able to remain in a stationary position for extended periods of time with the ability to move throughout the office or outside manufacturing plant as needed.
* Must be able to perform physical activities that require use of fingers, hands, and arms, such as sitting, typing, using office equipment, and reaching. Some additional physical activities may require walking, stooping, bending, twisting, and handling of materials.
* Position requires manual dexterity, arm-hand steadiness, and a safety-minded individual.
* Must have the ability to concentrate on tasks for long periods of time and be able to observe and receive information from all relevant sources.
* Must be able to communicate verbally and in writing as well as answer telephones and greet customers.
At Sabre Industries, we invest in your future with a competitive benefits program. As a full-time employee, you are eligible for:
* Medical, Dental & Vision coverage
* 401(k) with Company Match
* Continuing Education & Tuition Reimbursement
* Life and Disability Coverage
* Paid Time Off & Paid Holidays
* Health and Wellness Resources
* Employee Discounts
Sabre Industries is an Equal Opportunity Employer: M/F/Vets/Disabled/Sexual Orientation/Gender Identity
Revised: 10/29/2024
Financial Analyst-Procurement
Finance Consultant Job 24 miles from Sioux City
This position is responsible for driving financial analysis, budgeting, and forecasting as part of the Procurement Finance team. Assisting with financial planning, monthly reporting and month end closing responsibilities for raw materials including preparation of effective analysis of key performance indicators. Influences performance with expense and productivity tracking, analysis and communications with business partners. Proactively identifies and serves as a resource in resolving financial issues and risks.
Preferred Cities include Le Mars, IA, Bentonville, AR, Atlanta, GA, Charlotte, NC, Henderson, NV, Omaha, NE, Denver, CO, Minneapolis, MN, Kansas City, MO, Philadelphia, PA, or Dallas, TX, but all US-based applicants encouraged to apply!
ACCOUNTABILITES:
Provide accurate financial forecasts to support procurement strategies and decision-making.
Utilize data to prepare comprehensive reporting, presentations and dashboards to senior management and key stakeholders on financial related metrics and activities for procurement. Communicate financial performance and key insights effectively to non-financial audiences.
Perform month end closing responsibilities. Assist in the preparation of effective analysis of key performance indicators.
Assist in developing and maintaining procurement budgets, ensuring alignment with overall financial goals.
Continuously identify opportunities for process improvement within the procurement finance function. Help implement streamlined processes to enhance efficiency and accuracy.
Makes decisions based on knowledge of work performed and ensures compliance with industry regulations and internal financial policies and procedures.
Proactive identification and communication of financial issues and risks associated with procurement operations and work to mitigate them
In addition to the responsibilities listed above, other duties may be assigned by your supervisor, as dictated by business necessity.
EDUCATION - bachelor's degree in finance, Accounting or Business
EXPERIENCE - Minimum of 3 years of related experience.
SPECIFICATIONS - Knowledge -Knowledge of Procurement and/or Supply Chain Finance required. Knowledge of Generally Accepted Accounting Principles required. Knowledge of Commodities, Risk Management and/or Hedge Accounting preferred. Skills - Must possess strong communication, organization, problem solving and analytical skills. Proficiency in Microsoft Office. Power Query, Power BI and/or Tableau skills desired. Abilities - Strong attention to detail and accuracy, ability to multi-task and effectively manage priorities in a high paced environment. Ability to interpret financial data to derive insightful information and draw meaningful conclusions. Effectively interface with various departments and internal customers.
Reports To - Manager Finance, Procurement
Direct Report - NA
Indirection Reports- NA
Financial Analyst II
Finance Consultant Job 24 miles from Sioux City
Insight Global is seeking a experienced Financial Analyst to join a top American food manufacturer in Iowa. This individual will be joining the pricing team comprised of 5 individuals. They will be responsible for annual pricing changes, innovations, and financial pricing reports. They will be expected to conduct commodity market research, analyze plant and product costs, bill and materials costs, to prepare these reports. They will need to be comfortable being confident, taking charge, and running with accounts! This candidate will be paid a salary based off of their experience ranging from $70,000-$80,000.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ******************** .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** .
Skills and Requirements
Bachelors Degree in Finance
3+ years of experience in Finance
Proficiency in Microsoft Office Excel expert
Industry experience (retail, food, dairy, ect) Experience with Hyperion/Oracle systems
CPG Experience
Cross functional sales experience null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to ********************.