Finance Consultant Jobs in Stockbridge, GA

We are seeking a Wealth Advisor to join a fast-growing financial services firm to work collaboratively within a team that serves existing clients while expanding the client base through relationship-driven strategies. Responsibilities Cultivate, build, and maintain client relationships in alignment with company values and planning-based standards Develop and implement strategies in areas such as investment planning, estate planning, risk management, tax planning and cash flow management to help clients meet their objectives. Regularly review client accounts, financial plans, and portfolios to adapt to life changes, economic shifts, or performance updates. Provide ongoing support and communication to ensure client satisfaction Analyze financial data to craft actionable strategies aligned with client goals. Prepare and interpret summaries, investment performance reports, and income projections for clients. Collaborate with colleagues to expand the client base through referrals, networking, organic growth initiatives, and leveraging various market channels. Lead and coordinate team efforts to enhance service delivery and support team development through goal setting, workflow management, and performance reviews. Qualifications Bachelor's degree in Finance, Financial Planning, or a related field. Minimum 5-7 years of direct Financial Planning experience. CFP or ChFC designation required. Series 7 required, and Series 66 (or Series 63 and 65) licenses required. Life and Health Insurance licenses or willingness to obtain within 90 days. Proficiency in Microsoft Office systems and CRM systems such as Salesforce. Strong knowledge of financial products and services, including debt and cash management, insurance, and investments. Proven ability to attract and convert prospects, deliver high-level quality service, and commit to growing and contributing to the firm's success.

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.' It is the reason we go to work every day. In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well. We are looking to add an Associate Wealth Advisor to our team in our Atlanta, GA office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. Associate Wealth Advisor Responsibilities: Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings. Supports Wealth Advisors' business development efforts. Executes client requests, updates client information, and follows up on open items for advisors and clients. Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. Prepares client meeting materials and attends client and/or prospect meetings. Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team. Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed. Provides diligent documentation of client communication and utilizes CRM software. Serves day-to-day client needs and collaborates with team members to ensure the highest level of service. Provides on-demand and scheduled reports to advisors and clients, as requested. Participates in and contributes to team meetings, as assigned. Reviews quarterly reports for accuracy. Tracks and completes any special projects throughout the year as needed. Manages client onboarding process and facilitates new account paperwork with client service team. Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed. Travel: Minimal travel is required. Required Qualifications and Skills: Bachelor's Degree required; strong preference given to MBA, CFA , or CFP professionals or those on track to earn any of these designations Three to seven years' experience in the financial services industry, preferably at an RIA or Broker/Dealer. Detail-oriented self-starter with problem solving ability, adaptability, and flexibility. Effective speaking and presentation skills. Excellent writing proficiency. Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously. Coachable with the ability to work in a team environment and independently. Learning and development mindset and drive for continuous improvement. Personal commitment to continuing education for professional development and growth. Can-do attitude where no task is too big or small. Proficient with Microsoft Office suite. Preferred Qualifications and Skills: Desire to pursue CFP or CFA Certification if not already obtained Experience with financial planning software such as eMoney, Right Capital, etc. Proficiency in a CRM such as RedTail or Salesforce. Knowledge of financial custodians and their platforms. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Must be able to lift 15 pounds at times Must be able to access and navigate each department at the organization's facilities Benefits: Health, Dental, and Vision benefit options 401K Twelve paid holiday days per year Extra vacation day on your birthday week Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us Compensation commensurate with experience Legal: Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at ***********************.

ABOUT US: Financial Consultants Group, Inc. has been a Registered Investment Advisor since 1996 and provides comprehensive Financial Planning and Wealth Management services to families and individuals throughout the Greater Metro Atlanta. We are an independent full-service, fee-only financial planning and investment management firm. As a fee-only firm, our clients benefit from our fiduciary advice with no commission products allowing more flexibility and more competitive pricing than Broker/Dealer firms. Our mission is to provide value to our client's overall financial picture, and we work diligently to build a personal relationship with our clients to better understand their unique situation. Through a comprehensive team-based approach, we walk our clients through a simplified, yet detailed process to create a customized plan to help them reach their financial goals. We believe this approach adds a broader perspective and better long-term outcome for our clients. JOB DESCRIPTION: We are currently seeking a Financial Planner to be apart of our team who has professional working experience in the wealth management and financial industry and is looking to grow their clientele with an established team approach. The ideal candidate will have 5+ years of experience as a financial planner, with the Certified Financial Planner designation or similar. ESSSENTIAL DUTIES AND RESPONSIBILITIES: All of our client relationships begin with creating a strong and realistic financial plan. In this position, you will have a variety of responsibilities. These may include (but are not limited to): Create comprehensive financial plans for clients in conjunction with our team. Build and foster strong client relationships through managing multiple client situations, needs and inquiries on an ongoing basis. Monitor investment portfolios for adherence to client's financial plan and risk tolerance. Regularly meet with clients, take notes, update CRM and complete meeting follow-up items. Handle the set-up and management of new and existing client accounts including the transfer and deposits of funds and the establishment all relevant account features, including but not limited to proper account registration, beneficiary designations, systematic withdrawal plans and automatic monthly investment programs. Manage work given to Client Service Associates and Administrative staff. Develop investment and growth proposals based on our internal asset models. Perform research and participate in the ongoing review of our team investment models. Ensure completion of paperwork for distributions and all other client service items. Call prospects who have expressed interest in our services and follow-up with existing clients to implement team recommendations. Position Qualifications: A Bachelor's Degree or higher in finance, financial planning or related business field. CFP or similar designation. Comprehensive knowledge of topics related to investments, financial planning, wealth planning, retirement account types, social security, pensions, insurance products, tax topics and the overall economic environment. The ideal candidate will be a self-starter, relationship builder, team professional and problem solver with a solid understanding of financial models and spreadsheets and will be able to utilize these skills for reporting and evaluation purposes. Experience with RedTail, Morningstar Advisor and Right Capital financial planning software is a plus. Working for a financial services company involves access to personal client information. It is important that the candidate understand and respect confidentiality and security of the information. Having the highest of ethics is expected with regard to the fiduciary integrity expected for our clients.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others 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, 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: ********************************

Wealth Advisor - Atlanta, Georgia BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Atlanta, Georgia Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of! About Our Client: Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications. Named #1 bank for strength, stability and focus on innovation. Forbes named Client to “America's Best Banks” and “World's Best Banks”, a tribute to their innovative service offerings and outstanding service delivery. Benefits: Industry leading benefits - Medical, Dental, Vision, 401K, Flex Spending Accounts Pet Insurance Enhanced Family Leave Employee Assistance Program Brooks Brothers Discount Microsoft Home User Program NEOU - The latest and greatest in real-time and on-demand fitness offerings for the whole family The Ideal Candidate Shall Possess: 7+ years HNW/UHNW Private Wealth Management Business Development Experience Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Atlanta Bank wealth platform team sales experience preferred CFP Designation Preferred Entrepreneurial drive The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Sr. FP&A Analyst Salary: $84,000 - $104,000 + 7.5% Annual Bonus Benefits: 401k match, 3 weeks PTO, Healthcare options We are seeking a highly skilled and motivated Sr. FP&A Analyst to join a dynamic and growing team within a large, well-established organization. This role offers excellent exposure to senior leadership, with significant potential for career advancement within 18-24 months. The successful candidate will be an integral part of the finance team, managing key financial processes, collaborating with business and IT leaders, and driving strategic initiatives. Key Responsibilities: Monthly P&L Management: Oversee the preparation and analysis of monthly Profit & Loss statements, ensuring accurate reporting and tracking of accruals and forecasting. Forecasting & Budgeting: Assist in developing and managing the company's financial forecasts and budgets, with a focus on aligning business units with overall financial goals. Tracking IT Projects: Work closely with IT and business leaders to track and manage IT-related projects, ensuring alignment with financial goals and accurate reporting. Collaboration Across Teams: Collaborate with senior business leaders, including those in IT and finance, to provide insights, financial analysis, and guidance on strategic initiatives. Data Analysis & Reporting: Analyze financial data, identify trends, and present key findings to senior management to support decision-making and business planning. Leadership Exposure: Work directly with senior leadership, gaining exposure and visibility within the organization. Be part of a high-potential team aimed at future leadership roles. Qualifications: Experience: 4-8 years of experience in FP&A, with a strong background in monthly P&L, accruals, forecasting, and financial analysis. IT & Finance Knowledge: Experience working with IT finance, including understanding of IT capitalizations and cloud computing (development, expenses, and revenue recognition). Systems Proficiency: Experience with Excel, PeopleSoft (or similar ERP systems), and financial planning tools (e.g., IBM Planning Tools). Education: Bachelor's degree in Finance, Accounting, Economics, or related field; CPA or CFA preferred. Strong Analytical & Communication Skills: Ability to analyze financial data, present findings to senior leadership, and adapt communication style to various stakeholders (e.g., business leaders, IT teams, VPs). Company Selling Points: Promotional Opportunities: The team is in a transitional phase, with opportunities for promotion and career growth within 18-24 months. Team Culture: A supportive and collaborative environment with great learning opportunities and development. Growth Potential: The company has a strong promote-from-within culture and is focused on grooming leaders for future positions. How to Apply: Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the role.

Client Advisor - UHNW Clients Responsibilities: Client Relationship Management: Serve as the primary point of contact for UHNW clients, providing personalized financial advice and wealth management solutions. Investment Advisory: Develop and implement tailored investment strategies, asset allocation, and portfolio management in alignment with clients' financial goals. Financial Planning: Offer comprehensive wealth planning services, including estate planning, tax optimization, philanthropy, succession planning, and trust structures. Risk Management: Assess and mitigate risks in client portfolios, ensuring compliance with regulatory requirements and internal policies. Product & Service Offerings: Advise on a range of financial products, including equities, fixed income, alternative investments, private equity, hedge funds, and structured products. Business Development: Identify and onboard new UHNW clients through networking, referrals, and strategic partnerships. Collaboration: Work closely with internal teams, including investment managers, legal advisors, tax specialists, and estate planners, to provide a holistic wealth management approach. Market Insights: Stay updated on global financial markets, economic trends, and investment opportunities relevant to UHNW individuals. Qualifications & Skills: Education: Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA/CFP certification preferred. Experience: 7-10+ years in private banking, wealth management, or investment advisory, with a strong focus on UHNW clientele. Financial Expertise: Deep knowledge of investment products, wealth planning strategies, and financial markets. Client-Centric Approach: Strong relationship management skills with the ability to provide bespoke financial solutions. Networking & Sales: Proven ability to attract and retain UHNW clients through business development and relationship-building. Regulatory Knowledge: Familiarity with financial regulations, tax laws, and compliance requirements. Communication & Discretion: Excellent interpersonal, negotiation, and communication skills with the ability to handle sensitive financial matters with confidentiality.

Summary: Our client is seeking a Senior Finance Manager to join their team. The Senior Finance Manager will be responsible for supporting corporate FP&A. Our client offers a hybrid work environment but is only seeking local candidates. Responsibilities: Lead annual budgeting and corporate forecasting. Manage long-range financial planning and projections. Collaborate with department leaders to develop strategic plans. Support earnings reports, financial close processes, and variance analysis. Prepare CFO presentations and key financial reports. Requirements Bachelors degree in accounting or finance 5+ years of progressive accounting and finance experience Corporate FP&A experience Experience working with a financial reporting tool

Ready to take control of your accounting career? Do you enjoy the variety that public accounting offers and the challenge of working on different engagements? Consider consulting with UHY Resource Solutions as a career alternative that can give you the best of both worlds. Responsibilities Oversee month-end close processes, including reporting, reconciliations, and sales analysis Manage fixed asset accounting, ensuring accurate capitalization, depreciation, and disposals Handle lease accounting entries using LeaseQuery, maintaining compliance with relevant standards Collaborate with U.S. and global teams across multiple time zones to support financial reporting Work within various financial systems, primarily NetSuite, Dynamics 365, and LeaseQuery Ensure accuracy and compliance in financial reporting, leveraging a strong technical accounting background Maintain effective communication with internal and external stakeholders to resolve accounting issues Support the transition and integration of reporting structures Required Experience, Education, and Credentials: Bachelor's degree with a major in accounting 10+ years of accounting experience, particularly with growing mid-sized companies Experience supervising and managing teams while being hands-on in day-to-day accounting functions Strong end user of NetSuite, Dynamics 365, and LeaseQuery Expert Excel skills: VLOOKUP, Macros, VBA Etc. Experience working in a Big 4 firm preferred Note: Our client opportunities change frequently! We encourage you to apply even if this engagement isn't a perfect match. UHY-RESOURCE SOLUTIONS A career alternative that can give you the best of both worlds. For over a decade, our UHY Resource Solutions Consultants have mastered the "gig economy" and have enjoyed the flexibility that consulting with UHY Resource Solutions is built upon. Our employment model is designed to offer a career alternative to traditional accounting professions. Been there, done that! "Been there, done that!" That's what our clients are looking for! Your qualifications and experience will exceed the assignment requirements so you can hit the ground running and have a shorter learning curve. Expect assignments such as financial reporting, interim accounting support, post-merger accounting integration, functional software implementation, complex bank reconciliations and external financial reporting. Be ready to roll up your sleeves! The UHY Difference We are only as good as our word! Transparency and commitment are critical. By joining UHY Resource Solutions, we expect 100% commitment to the project and to helping the client achieve its outcome. We always work with our existing consultants first and help minimize unwanted downtime. Once onboard - we will work tirelessly to keep you as engaged as you desire. COMPENSATION PACKAGE -Resource Solutions Consultants are paid for every hour worked and time and a half for overtime, unlike traditional employment where professionals at this level are exempt from earning overtime pay. -World class Benefits- Group medical/dental and vision insurance, Paid Time Off and Paid Holidays, 401K, Company paid Short-term and Long-term disability, Long Term Care Insurance. US Resident, Authorization to work in the United States without requiring sponsorship. Only candidates residing in the state of the posting will be considered at this time. UHY is an Equal Opportunity Employer

Position Type: Full-time, In-office Northern Rock (***************** is a company that buys, operates, and grows exceptional automotive businesses. Northern Rock is seeking an exceptional private equity professional to support its efforts in acquiring automotive repair shops and associated real estate across the United States. Job Description: Analyze earnings and cash flows on a reported and pro forma basis, identify key business and operational drivers of performance, conduct due diligence on acquisition targets, assist with the quality-of-earnings analysis, and create forecasts and analysis of investment risks and merits Provide a clear, detailed report on earnings quality, including adjustments and findings Ensure proper application of revenue recognition policies and identify any premature or inflated revenue Adjust EBITDA for non-operational items to assess core profitability Detect potential earnings manipulation or fraud Ensure earnings are backed by strong, consistent cash flows Review changes in working capital to assess liquidity and earnings sustainability Ensure asset depreciation/amortization policies reflect actual usage Review accounting estimates and policies for consistency and reasonableness Evaluate tax provisions and strategies that may impact reported earnings Determine if earnings are sustainable or driven by one-time events Conduct rigorous financial modeling and analysis, review and analyze operational data and financial statements, and prepare reports and investment memoranda and other materials for the company's senior leadership Qualifications: At least 1-3 years of financial modeling and analysis experience in transaction advisory services/financial due diligence, FP&A, business valuation services, public accounting, and/or a related role Experience performing Quality of Earnings analyses is preferred What We Offer: Opportunities for professional development and career advancement Competitive salary commensurate with experience Health insurance (medical, dental, vision) Paid holidays and vacation time On-site fitness center On-site golf simulator Snacks and beverages in the office A supportive and collaborative work environment

Senior Financial Analyst (Adaptive Planning) I'm working with a client in the consumer services industry, they are a recognized leader in the space with locations nationwide and one of the fastest growing chains in the country! This company is looking to hire a senior financial analyst to support the FP&A team and their continued build out of Workday Adaptive Planning. This position is fast-tracked for success, and you will be up for promotion to Finance Manager at 6 months! Job responsibilities: 2-4 years of experience in FP&A 1+ years of experience with Workday Adaptive Looking for someone to take over Workday Adaptive Admin responsibilities Job requirements: Bachelor's degree in finance, accounting, or equivalent Prior experience in Adaptive Planning administration U.S. Citizen In office 4x per week Why join? This is an exceptional opportunity for a senior FP&A Adaptive expert to experience the impact of working for leader in the industry who is committed to their employee's career growth and success. This company is looking for full-time employees and provide a comprehensive benefits package, paid time off, paid company holidays, etc. GO!!! APPLY NOW!!!

An opportunity to join a growing team and help accelerate a rapidly expanding, Private Equity-backed enterprise. As part of Insight Global's Finance team, the Financial Analyst will provide proactive financial analysis, updates on performance, and assistance in decision making by utilizing analytical methods and partnering with business leaders. This is a high visibility role with direct exposure to divisional leadership and corporate executives. Successful candidates will be self-starters that focus on quality results while seeking to understand and improve the processes and tools that impact their day-to-day duties. The ability to function independently and prioritize and pivot between tasks is critical. Responsibilities Build monthly forecasts and support annual budgeting through an inclusive process with functional management teams Work closely with accounting and functional management teams to ensure proper financial reporting Create detailed variance analysis; forecast to budget, forecast to actual, and budget to actual Partner with sales and analytics leadership to ensure accurate KPI reporting. Analyze financial performance of divisions and provide updates to leadership along with insights and recommendations on areas for improvement. Contribute to Monthly Business Review processes. Monitor industry news to gain insights into competitive trends. Present complex information and insights to leadership. Other duties as assigned. Minimum Requirements: Bachelor's degree in Finance, Accounting, or related field A minimum of 2-5 years of experience in a FP&A or detailed financial modeling role Analytical mindset with a proactive approach to problem-solving, demonstrated through a track record of data-driven decision-making. Comfort with sourcing data from a data warehouse via SQL Server or Tableau interfaces Advanced knowledge of Excel required Advanced knowledge of Power BI or Tableau a plus

CRH is a leading global diversified building materials group, employing over 85,000 people at more than 3,600 locations in 32 countries. Imagine a company capable of providing the modern building materials needed to build our homes, schools, communities, even the bridges and highways to get you there. We are CRH Americas, North America's largest manufacturer of building products and the second largest globally. Job Summary As part of the diversified CRH Americas, CRH plc, Americas Finance is currently recruiting for the position of Sr. FP&A Analyst. This role will work within the CRH Americas FP&A team based in Atlanta, GA. The successful candidate will be tasked with various duties including management/financial reporting, data analytics, and ad-hoc analysis to support the CRH Americas leadership team. This role interacts with the corporate parent and operating businesses regularly with a focus on high-quality reporting as well as process improvement. This role is based at our corporate office in the Perimeter area of Atlanta, GA - hybrid work schedule. Job Responsibilities Monthly reporting and variance explanation as necessary Execute flash and forecast reporting for CRH Americas leadership Weekly Volume and Sales consolidation and reporting Develop presentation materials for executive and board level meetings Gathering macro-economic data and synthesizing for internal consumption Prepare Investor relations documents Coordinate deep-dive analysis of operating company variances Identify and implement process improvement opportunities to increase productivity Provide insights and highlight trends in reporting information Develop and suggest new KPIs or reporting formats to improve reporting quality EPM PBCS Implementation and Maintenance Support Data analytics / dashboard reporting; development and maintenance Consolidation of five-year strategic plan financial projections and annual budget process Build relationships with the finance teams in the operating companies and Group Finance Capex reporting and supporting capital management initiatives. Process documentation Maintain professional demeanor at all times while representing the company Regular and predictable attendance at assigned times is required Adhoc analysis as required for senior management Other duties as directed Job Requirements Bachelor's Degree in Finance, Accounting, Economics, Data Analytics or related field. Expert proficiency with PowerPoint and Excel. Good proficiency with MS Word and Outlook Experience using Oracle Cloud EPM an advantage Demonstrated ability to analyze and validate financial and performance data Demonstrated ability to communicate financial information and trends in multiple formats Proven ability to manage workflows with multiple stakeholders in an effective manner Experience with BI tools desirable What CRH Offers You Highly competitive base pay Comprehensive medical, dental and disability benefits programs Group retirement savings program Health and wellness programs A culture that values opportunity for growth, development, and internal promotion About CRH CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of large international organization. If you're up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest! CRH is an Affirmative Action and Equal Opportunity Employer. EOE/Vet/Disability

We are working with one of our favorite AmLaw firms in Atlanta who is seeking an experienced finance associate to join their successful group. This position will work on a variety of finance transactions, with an emphasis on Article 9 of the UCC, syndicated lending transactions and middle market lending transactions. This group is one of the most sophisticated within Atlanta and opportunities to work with great clients. If you have 3+ years of finance experience especially any experience with Article 9 of the UCC please apply today! Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Marietta, GA Come join one of the nation's largest homebuilders in a dynamic role! If you are a Financial Analyst or Staff Accountant this may be a great next step for you! Highlights: 2023 Fortune 100 Best Companies to Work For by Great Place to Work and TOP 3 national builder. 10%+ annual growth in the market. 23 days of PTO and bonus exceeds target consistently. What you will do: Primary responsibility for performing financial analysis to be used by Division Ops team to assess financial and operational performance. Provides support in feasibility modeling, annual planning, quarterly forecasting, historical cost and budget analysis, and expense performance comparisons. Responsibilities: Assists in the feasibility process by preparing models to support the Land and Finance teams Assist Land and Finance teams to ensure appropriate documentation of all land entitlement and development expenditures and budgets. Activities may occur during feasibility process and/or through the life cycle to community build out Prepare monthly and quarterly financial reports for submission to Home Office. Forecast land, margin, and other related statistics. Generate financial models for property taxes, HOA funding, and land overhead absorption. Analyze historical changes in property tax requirements to develop/fund budget. What you will need: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field) Certified Public Accounting license (active or inactive) preferred Minimum 3 years public and/or corporate accounting experience Strong analytical skills Good knowledge of GAAP and financial reports Strong verbal and written communication skills Ability to organize and manage projects Broad knowledge of land acquisition and land development

Junior Finance Associate Attorney - Atlanta Our client, an Am Law 200 firm, is seeking an attorney with at least 1 full year of finance experience to join the Business Finance practice group in a full-time, partnership-track associate position. This role is based in the firm's Atlanta, Georgia office. Qualifications: At least 1 full year of finance experience Experience in a variety of finance transactions, with an emphasis on Article 9 of the UCC, syndicated lending transactions and middle market lending transactions Experience representing both lenders and borrowers in workouts is beneficial Exceptional analytical, organizational, and writing skills Team player mentality JD from an accredited law school and excellent academic credentials Georgia bar membership is preferred, and in any event required within one year of joining the firm All candidates must be authorized to work in the U.S.

Hybrid - in office 4 days a week. Vinings area. As a Senior Financial Analyst - Business Partnering, you will be a key strategic partner to cross-functional teams, providing financial insights and data-driven recommendations to drive business decisions. You will analyse financial performance, support scenario planning, and help optimize business operations. This role requires strong analytical skills, financial modelling expertise, and the ability to translate complex data into actionable insights for business leaders. ESSENTIAL JOB FUNCTIONS: Business Partnering: Collaborate with sales, operations, and other business units to provide financial guidance, support decision-making, and drive performance improvements. Financial Analysis & Modeling: Conduct in-depth financial analysis, including variance analysis, forecasting, scenario modeling, and profitability assessments. KPI Development & Reporting: Design and track key performance indicators (KPIs), ensuring alignment with business objectives and proactively identifying risks and opportunities. Budgeting & Forecasting: Support annual and monthly/quarterly forecasting processes, ensuring accuracy and alignment with strategic goals. Market & Competitive Analysis: Provide insights on market trends, industry benchmarks, and competitive positioning to influence business strategy. Data-Driven Insights: Leverage Power BI, Excel, and other analytics tools to automate reporting, develop dashboards, and provide real-time insights to stakeholders. Process Improvement: Identify and implement process efficiencies in financial reporting, planning, and analysis to improve accuracy and speed. REQUIRED KNOWLEDGE, SKILLS, ABILITIES Strong understanding of financial principles, including budgeting, forecasting, variance analysis, and profitability modeling. Familiarity with enterprise financial systems (SAP, Oracle, EPM, or similar) and database management. Knowledge of key business performance metrics (KPIs) and operational drivers. Ability to develop complex financial models and perform scenario analysis. Proficiency in Power BI, Tableau, or similar tools to create dashboards and reports. Strong skills in pivot tables, advanced formulas, macros, and automation. Strong critical-thinking skills to analyze business performance and identify opportunities. Ability to translate complex financial and operational data into clear, actionable insights for business leaders. Experience in streamlining reporting processes and implementing automation solutions. REQUIRED WORK EXPERIENCE 5-7 years of experience in financial analysis, business partnering, or related roles. Strong proficiency in Excel (financial modelling, pivot tables, advanced formulas). Experience with Power BI, Tableau, or other BI tools is a plus. Familiarity with ERP systems (SAP, Oracle, or similar). Excellent communication and storytelling skills to present insights to non-financial stakeholders. Strong problem-solving and critical-thinking abilities. Ability to work independently in a fast-paced, dynamic environment. REQUIRED EDUCATION, CERTIFICATIONS, TRAINING Bachelor's degree in Finance, Accounting, Economics, or a related field;

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

iVitaFi is a dynamic and rapidly growing fintech start-up committed to revolutionizing the healthcare patient payment and financing landscape. With a focus on innovation, technology, and patient-centric solutions, iVitaFi aims to empower healthcare providers offer their patients simple and affordable payment options. Job Description: As the Financial Settlement Analyst within the Finance function at iVitaFi, you will play a pivotal role in driving business intelligence initiatives and managing the funds flow process for credit lines disbursed to our providers. Reporting to the Senior Director of Financial Planning and Analysis, you will be responsible for extracting valuable insights from our data model in PowerBI and ensuring the seamless funds flow to support our financial operations. Key Responsibilities: Funds Flow Management: Oversee the funds flow process for credit lines disbursed to providers on a weekly basis. Collaborate with finance, treasury, and operational teams to ensure accurate and timely funds allocation and disbursement. Process Optimization: Identify opportunities for process optimization within the funds flow process and financial reporting. Implement improvements to enhance efficiency, accuracy, and overall effectiveness of financial operations. Business Intelligence and Data Analysis: Utilize PowerBI to extract, analyze, and present key business intelligence gathered from our data model. Collaborate with cross-functional teams to understand data requirements and deliver actionable insights that support strategic decision-making. Data Insights and Value Creation: Analyze complex financial data using PowerBI, extracting insights that go beyond raw data to provide a clear understanding of business performance. Develop a deep understanding of the "so what" behind data trends, translating findings into actionable insights for the finance team and key stakeholders. Collaborate with business units to identify value creation opportunities based on data analysis, contributing to strategic decision-making and business growth. Proactively recommend improvements and optimizations by linking data insights to actionable initiatives that positively impact iVitaFi's financial outcomes. Drive a culture of data-driven decision-making by providing training and guidance on interpreting data insights and leveraging them for value creation. Financial Reporting: Prepare and present financial reports, dashboards, and visualizations using PowerBI to communicate financial performance and trends. Ensure reports align with business objectives and provide meaningful insights to stakeholders. Data Quality Assurance: Implement and maintain data quality assurance processes to ensure accuracy and integrity of financial data. Work closely with IT and data engineering teams to address data quality issues and optimize data extraction processes. Cross-Functional Collaboration: Collaborate with the finance team, operations, and other business units to align business intelligence efforts with broader organizational goals. Facilitate communication and knowledge sharing to ensure a holistic understanding of financial data and processes. Qualifications: Bachelor's degree in Finance, Business, or a related field. Master's degree or relevant certifications (e.g., CFA) is a plus. 5+ years operational banking, settlement and reconciliation or cash management experience desired. Credit Card Processing or Issuer/Acquirer Settlement experience Working knowledge of various bank portals to access data and initiate ACH transfers Knowledge of NACHA rules and compliance Expertise in using PowerBI for data analysis, reporting, and visualization. Knowledge of SQL programming language very important. Strong analytical skills with the ability to translate complex data into actionable insights. Experience in managing funds flow processes, particularly related to credit lines and financial disbursements. Detail-oriented with a focus on data quality and process optimization. Excellent communication skills with the ability to convey financial insights to both technical and non-technical stakeholders.