Financial Professional (Licensed Insurance Agent)
Finance Consultant Job 41 miles from Turlock
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle.
APPLY NOW 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, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est.
1st yr.
on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills.
A competitive & entrepreneurial spirit.
Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required.
At Bankers Life , we are champions of career growth, development & learning.
Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority.
We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging.
Bonuses, rewards & recognition are important aspects of our culture.
Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand.
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: *****************************
com You inspire us.
We empower you.
Financial Analyst
Finance Consultant Job 12 miles from Turlock
Jackie Meza with Robert Half is looking for a Financial Analyst to work with a well established manufacturing company in Modesto, CA. The 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. For additional information contact Jackie Meza at 209.227.6563
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
0 - 3 years' financial analysis and modeling experience
Advanced knowledge of Excel
J.P. Morgan Wealth Management - Private Client Advisor - Turlock and Modesto, CA
Finance Consultant Job In Turlock, CA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Advisor - Modesto, Stockton and Lodi, CA
Finance Consultant Job 12 miles from Turlock
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Advisor - Modesto, Stockton and Lodi, CA
Finance Consultant Job 12 miles from Turlock
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Advisor - Modesto, Stockton and Lodi, CA
Finance Consultant Job 12 miles from Turlock
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
J.P. Morgan Wealth Management - Private Client Advisor - Modesto, Stockton and Lodi, CA
Finance Consultant Job 12 miles from Turlock
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Financial ProfessionalBilingual Vietnamese)
Finance Consultant Job 41 miles from Turlock
Financial Professional
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds
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through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $124,000.
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Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.
(4)
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Awards & Accolades...
We're proud of our financial strength.
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• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.
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• Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America's Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to provide our clients.
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• 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
• $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
• Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
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1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2021 company data for 4,579 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2021. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: ***************************************************************
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2021.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,139.45 billion at December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
AR10511_112022 SMRU 5021157.3 (Exp. 04.30.2023)
US Experienced Financial Advisor
Finance Consultant Job 12 miles from Turlock
**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.
Outsourced Finance & Accounting Consulting Senior
Finance Consultant Job 41 miles from Turlock
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
**Introduction to the team**
The Outsourced Finance & Accounting group at Moss Adams helps businesses to operate more effectively, make better decisions and spend less time on accounting and financial operations. The Specialist role is instrumental in our ability to deliver on our promise. We are looking for energetic individuals who have a passion for learning and using technology to provide outsourced finance & accounting services to our dynamic client base.
Consulting Seniors provide outstanding service to our clients by delivering a variety of accounting services. The Consulting Senior will serve as a supporting Account Manager primarily responsible for day to day client relationships, for providing proactive and timely communication, and undertaking efficient problem resolution.
Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
**Responsibilities:**
+ Undertakes primary responsibility for day-to-day client communication & problem resolution
+ Ensures timely and accurate client communication and deliverables
+ Reviews payroll prior to processing and selected A/P transactions
+ Reconciles bank accounts monthly
+ Performs periodic account reconciliations
+ Routinely reviews balance sheet and P&L for potential miscodings
+ Prepares journal entries and supporting documentation
+ Prepares fixed asset depreciation schedules
+ Prepares/performs other routine accounting functions
+ Monitors the quality, verifies information, checks for accuracy of work for the department
+ Develops and uses systems to organize and keep track of information or work progress
+ Appropriately communicates project stats to management
**Qualifications:**
+ High School diploma or GED required; Bachelor's degree preferred
+ Minimum of 2 years of related experience required
+ Experience with Excel, Word, Outlook, required; experience with QuickBooks Online, Intacct, NetSuite and other cloud accounting tools preferred
+ Excellent verbal and written communication skills
+ Ability to work independently, establish priorities, and meet deadlines in a fast paced environment
+ Ability to approach complex tasks or problems creatively while knowing when to escalate critical issues to management
- - -
**Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.**
**Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************.**
**Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It's uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.**
**\#LI-MD1**
**Compensation Range \(Denver Market ONLY\):** Washington - $70,000 - $95,000California - $75,000 - $105,000Colorado - $70,000 - $95,000New York - $70,000 - $105,000
**Primary Location** Seattle, WA
**Other Locations** Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Remote, Tri-Cities, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, New York, NY, Spokane, WA, Orange County, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Dallas, TX, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX
**Employee Status:** Regular
**Schedule:** Full Time
**Req ID:** 27928
Finance Director
Finance Consultant Job In Turlock, CA
At Sensient Technologies, we are experts in the science, art and innovation of color and flavor. We are market-savvy and visionary. We are problem solvers. And we will be better with you.
We are seeking an experienced Director of Finance to help lead the Natural Ingredients team. Reporting to a General Manager, this position directs the accounting, financial reporting, and business planning of the Natural Ingredients business, and serves as a key member of the business unit management team. As a member of the Sensient team, you will be required to push boundaries and innovate onsite in the office, 5 days per week.
What you'll do:
Consistently collaborate with business partners, while leading through credible challenge and consensus building.
Manage and develop the current team of direct reports.
Ensure that timely and accurate reporting and forecasting occur in compliance with Sensient Flavors Group requirements.
Drive profitability through cost controls as well as sales support activities in order to achieve targets.
Work closely with the General Manager and provide financial and business analysis to support decision-making while effectively communicating with all levels of the business unit, Natural Ingredients, and corporate teams.
Responsible for the safeguarding of the business unit's assets and the accurate reporting of financial results.
What you'll bring:
8 + years of finance leadership experience, preferably within a manufacturing environment, including extensive knowledge in budgeting, forecasting, month-end reporting, controls and accounting functions.
Bachelor's Degree or four-year equivalent, Masters is preferred.
Advanced decision-making skills, and experience leading with an entrepreneurial yet collaborative approach.
Expert influential leadership skills, with a history of successfully leading in a multi-location environment.
Preferable Financial leadership with agriculture industry.
Management experience, with history of motivating and developing teams and building high-performing organizations through people, processes and culture.
Advanced experience regarding cost product costing.
What you'll get:
An opportunity to be a key member of the leadership team, with the ability to make a direct impact upon one of the largest and most complex business.
An excellent salary, benefit offering and development opportunities.
To be a leader within a industry leading global organization with career growth opportunity.
Opportunity to work in a fast-paced collaborative environment.
About Sensient:
Sensient Technologies Corporation is a leading global manufacturer and marketer of colors, flavors, and extracts. Sensient employs advanced technologies at facilities around the world to develop specialty food and beverage systems, cosmetic and pharmaceutical systems, specialty colors, and other specialty and fine chemicals. The Company's customers include major international manufacturers representing most of the world's best-known brands.
About Sensient Natural Ingredients:
Sensient Natural Ingredients is one of the largest producers and distributors in the world of dehydrated onion and garlic products as well as chili powder, paprika, chili pepper and dehydrated vegetables such as parsley, celery, and spinach. These ingredients are used in many of today's popular convenience foods. The Natural Ingredients unit is located in Turlock, California.
The salary range for this position is $190,000 - 300,000 USD. Pay within the range is based on several factors, which may include, but are not limited to, education, work experience, specialized training, and labor market conditions. In addition to salary, Sensient is proud to offer a comprehensive and competitive benefits program to support the holistic well-being of our employees and their families. This position is also eligible for performance-based incentive pay.
SPONSORSHIP: Due to our inability to offer visa sponsorship, we can only consider candidates who are authorized to work in (country) without the need for employment visa sponsorship.
THIRD PARTY AGENCY: Any unsolicited submissions received from recruitment agencies will be considered property of Sensient Technologies, and we will not be liable for any fees or obligations related to those submissions.
Finance Director
Finance Consultant Job In Turlock, CA
At Sensient Technologies, we are experts in the science, art and innovation of color and flavor. We are market-savvy and visionary. We are problem solvers. And we will be better with you.
We are seeking an experienced Director of Finance to help lead the Natural Ingredients team. Reporting to a General Manager, this position directs the accounting, financial reporting, and business planning of the Natural Ingredients business, and serves as a key member of the business unit management team. As a member of the Sensient team, you will be required to push boundaries and innovate onsite in the office, 5 days per week.
What you'll do:
Consistently collaborate with business partners, while leading through credible challenge and consensus building.
Manage and develop the current team of direct reports.
Ensure that timely and accurate reporting and forecasting occur in compliance with Sensient Flavors Group requirements.
Drive profitability through cost controls as well as sales support activities in order to achieve targets.
Work closely with the General Manager and provide financial and business analysis to support decision-making while effectively communicating with all levels of the business unit, Natural Ingredients, and corporate teams.
Responsible for the safeguarding of the business unit's assets and the accurate reporting of financial results.
What you'll bring:
8 + years of finance leadership experience, preferably within a manufacturing environment, including extensive knowledge in budgeting, forecasting, month-end reporting, controls and accounting functions.
Bachelor's Degree or four-year equivalent, Masters is preferred.
Advanced decision-making skills, and experience leading with an entrepreneurial yet collaborative approach.
Expert influential leadership skills, with a history of successfully leading in a multi-location environment.
Preferable Financial leadership with agriculture industry.
Management experience, with history of motivating and developing teams and building high-performing organizations through people, processes and culture.
Advanced experience regarding cost product costing.
What you'll get:
An opportunity to be a key member of the leadership team, with the ability to make a direct impact upon one of the largest and most complex business.
An excellent salary, benefit offering and development opportunities.
To be a leader within a industry leading global organization with career growth opportunity.
Opportunity to work in a fast-paced collaborative environment.
About Sensient:
Sensient Technologies Corporation is a leading global manufacturer and marketer of colors, flavors, and extracts. Sensient employs advanced technologies at facilities around the world to develop specialty food and beverage systems, cosmetic and pharmaceutical systems, specialty colors, and other specialty and fine chemicals. The Company's customers include major international manufacturers representing most of the world's best-known brands.
About Sensient Natural Ingredients:
Sensient Natural Ingredients is one of the largest producers and distributors in the world of dehydrated onion and garlic products as well as chili powder, paprika, chili pepper and dehydrated vegetables such as parsley, celery, and spinach. These ingredients are used in many of today's popular convenience foods. The Natural Ingredients unit is located in Turlock, California.
The salary range for this position is $190,000 - 300,000 USD. Pay within the range is based on several factors, which may include, but are not limited to, education, work experience, specialized training, and labor market conditions. In addition to salary, Sensient is proud to offer a comprehensive and competitive benefits program to support the holistic well-being of our employees and their families. This position is also eligible for performance-based incentive pay.
SPONSORSHIP: Due to our inability to offer visa sponsorship, we can only consider candidates who are authorized to work in (country) without the need for employment visa sponsorship.
THIRD PARTY AGENCY: Any unsolicited submissions received from recruitment agencies will be considered property of Sensient Technologies, and we will not be liable for any fees or obligations related to those submissions.
J.P. Morgan Wealth Management - Private Client Advisor - Modesto and Turlock, CA
Finance Consultant Job In Turlock, CA
JobID: 210559074 JobSchedule: Full time JobShift: Base Pay/Salary: Modesto,CA $68,640.00 - $68,640.00; Turlock,CA $68,640.00 - $68,640.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Education Finance Advisor
Finance Consultant Job 12 miles from Turlock
Paul Mitchell Schools in Modesto, CA, is currently seeking a full-time Education Finance Advisor to join our esteemed team. This pivotal role offers a competitive hourly rate ranging from $20 to $25/hour, coupled with the opportunity to contribute to our institution's mission of empowering students in the beauty industry. If you're an experienced professional looking to make a difference, we welcome your application.
ABOUT THIS ROLE
The Education Finance Advisor position is a full-time commitment, with a standard schedule of Monday to Friday, 8:30 am to 4:30 pm. This consistent timetable provides the stability necessary for you to excel in our supportive work environment.
As an Education Finance Advisor, your primary responsibility is to guide students and their families through the complex financial aid process. Your day will involve providing personalized assistance with financial planning, meticulously preparing documentation for grants and loans, and ensuring strict adherence to federal and state regulations. Additionally, you'll conduct regular audits of financial files to maintain compliance and confidentiality, all while offering unwavering support to our students as they pursue their educational goals.
OUR COMPANY
At Paul Mitchell Schools, we're all about uplifting others and making dreams come true! We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. With schools all across the country, we're dedicated to helping people find their niche and follow their passions. Not only do we help our students, but we also give back to our community by offering scholarships and raising money through local FUNraising campaigns. If you're looking for a workplace where your skills are valued and you make a meaningful difference, this is it!
WHAT WE'RE LOOKING FOR IN AN EDUCATION FINANCE ADVISOR
* Bachelor's degree or equivalent experience
* Computer and data entry skills
* Ability to multitask and coach others
* Excellent interpersonal and communication skills, both verbal and written
* Strong work history with verifiable references
* Passion for the beauty industry
* Honesty and professionalism
Contracting experience is preferred. If you're a seasoned professional seeking to leverage your expertise as an Education Finance Advisor, we invite you to take the next step in your career. Our initial application process takes just three minutes to complete and is accessible from any mobile device.
Director-Financial Reporting & Treasury (15077)
Finance Consultant Job 12 miles from Turlock
G3 Enterprises Job Applicant Privacy Notice
Why G3?
G3 Enterprises is an industry leader in packaging, logistics, real estate and minerals solutions. Our diverse portfolio of businesses create a variety of opportunities for career growth. We believe in fully leveraging the talent within our organization, presenting employees with challenging work, opportunities for job rotations, special projects, and a changing landscape.
Apply Today! We Exist for You to Succeed.
Summary
The Director of Financial Reporting and Treasury is a key leadership role responsible for overseeing G3's
financial reporting function, ensuring compliance with technical accounting standards including U.S.
GAAP, and working with external auditors. This position is also accountable for cash management and
treasury operations, working with banking partners and ensuring the company maintains a strong
financial foundation. Provides technical accounting guidance to support G3's growth and leverages
leadership skills to guide and develop the accounting team.
Essential Functions
This job description reflects management's assignment of essential functions; it does not prescribe or restrict
the tasks that may be assigned.
• Lead the preparation and timely delivery of accurate financial statements in compliance with U.S.
GAAP.
• Research, interpret, and implement technical accounting standards, including complex areas such
as revenue recognition, lease accounting, and business combinations.
• Develop, maintain, and ensure compliance with accounting policies and procedures, aligning with
U.S. GAAP and industry best practices.
• Establish and maintain robust financial reporting policies, procedures, and internal controls to
ensure the accuracy and integrity of financial data.
• Responsible for managing independent audits and preparation of the annual audited financial
statements and footnotes.
• Oversee the preparation of financial analyses and reports for internal and external stakeholders,
including executive leadership and the board of directors.
• Provide technical accounting guidance and support to the finance team and cross-functional
departments on new transactions and projects.
• Develop and execute strategies to optimize and report out to leadership on cash management,
liquidity, and working capital results.
• Manage relationships with banking partners, including negotiating terms and executing
documents for credit facilities, loans, and treasury services.
• Oversee cash flow reporting and forecasting and ensure alignment with business needs and
strategic objectives.
• Implement and monitor investment policies and strategies in line with company goals and risk
tolerance.
• Assess and mitigate financial risks, including foreign exchange and interest rate exposures, as
applicable.
• Stay current on changes in accounting standards and regulations, ensuring the organization is
prepared for new requirements.
• Lead the adoption of new accounting standards and manage the associated impact on financial
reporting.
• Prepare technical accounting memos and documentation to support complex accounting
treatments and decisions.
• Oversee compliance with all applicable financial reporting regulations and internal policies.
• Provide strategic financial guidance and training to support business growth and decision-making.
• Lead and mentor a high-performing team, fostering professional development and a culture of
continuous improvement.
• Collaborate with cross-functional teams to ensure alignment of financial goals and operational
objectives.
• Develop and implement strategies to improve the efficiency and effectiveness of the financial
reporting process.
• Builds a culture of teamwork and accountability.
• Mentors, coaches, develops and manages employees to ensure all goals and strategies can be
achieved.
• Evaluates bench strength and determines who is suitable for movement in key positions.
• Responsible for understanding and complying with applicable quality, environmental and safety
regulatory considerations. If accountable for the work of others, responsible for ensuring their
understanding and compliance.
Supervisory Responsibilities
• Develops, coaches, and mentors peers, indirect staff, and subordinate staff.
• Conducts performance evaluations; recommends salary adjustments; rewards employees or
takes disciplinary action, as necessary; addresses complaints and resolves issues that may arise.
• Build and ensure highest levels of teamwork and interdepartmental collaboration.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The
requirements listed below are representative of the knowledge, skill and ability required. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications
• Bachelor's degree in Accounting, Finance, or a related field plus 10 years of progressive
experience in financial reporting and technical accounting, with at least 3 years in a leadership
role.
• CPA license in active status.
• Experience in public accounting or internal audit, with a focus on conducting financial audits and
performing thorough testing of internal controls to ensure compliance and accuracy.
• Deep understanding of U.S. GAAP and financial reporting standards, including experience in
preparing and reviewing complex financial statements.
• Strong proficiency in financial systems and tools, including ERP systems and advanced Excel
capabilities.
Preferred Qualifications
• Experience working in a large, high growth organization, preferably in industries with complex
accounting requirements or in Public Accounting.
• Experience in treasury operations, including cash management, liquidity planning, and banking
relationship management.
• Expert knowledge of U.S. GAAP and technical accounting standards, with proven ability to apply
these principles in practice.
• Strong analytical and problem-solving skills, with the ability to address complex accounting and
financial challenges.
• Exceptional attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills, with the ability to convey technical accounting
concepts to non-financial stakeholders, and to influence and collaborate across all levels of the
organization.
• Proven ability to manage cross-functional projects, ensuring effective collaboration and successful
implementation across departments.
• Demonstrated ability to lead and develop high-performing teams.
• Able to work under pressure, meet aggressive deadlines and make effective and sound decisions.
• Demonstrates good personal judgment, strategic leadership, and a commitment to ethical
conduct.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger,
handle, or feel; and talk or hear.
Work Environment
The work environment characteristics described here are representative of those an employee encounters
while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate
Compensation
Hiring Salary Range $178,200 - $222,800
Actual compensation amount paid may be lower or higher to be determined by factors other than race and gender such as the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data.
Perks & Benefits
This position includes a competitive benefits package.
Please click here to view our full list of benefits.
G3 is enrolled in the Department of Homeland Security's E-Verifying program and will use the program to verify the employment eligibility of all newly hired employees as required. G3 does not sponsor for employment based visas for this position now or in the future.
E-Verify Notice and Right to Work Notice
Employee Polygraph Protection Act
Equal Opportunity Employer
EEO/AA M/F/Vet/Disability
Merrill Financial Solutions Advisor - Sacramento Market
Finance Consultant Job 41 miles from Turlock
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
**Responsibilities:**
+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP) Journey:**
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
**We'll help you:**
+ Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
+ Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
**As a Merrill FSA, you can look forward to:**
+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
+ Marketing strategies to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
+ Potential Opportunities for professional growth.
+ Leadership opportunities, including leading client and conference seminars
**We're a culture that:**
+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
**Required Qualifications:**
+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**
+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Self-starter who efficiently manages time and capacity
+ Sets and accomplishes goals, achieving whatever you put your mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Proven ability to partner and promote lead generation
+ Experience balancing investment management, sales activities, and new client development
+ Strong computer skills and the ability to multitask in a demanding environment
+ Bachelor's degree, preferably in business-related field
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Client Investments Management
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Advisory
+ Business Development
+ Fraud Management
+ Pipeline Management
+ Portfolio Management
+ Client Experience Branding
+ Issue Management
+ Prospecting
+ Referral Identification
+ Sales Performance Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Associate Financial Analyst
Finance Consultant Job 18 miles from Turlock
Reporting to the Finance Team Lead, you will perform analyses and reporting for assigned tasks. Support other financial projects and analysis of business operations. May perform business partnering, analytics, Annual Operating Plan (AOP), monthly forecasting, reporting, and period close. Minimum 1 year of related experience.
Position Responsibilities
* You will be a partner on accounting and finance related questions. This will involve the ability to assess needs and identify gaps to produce reporting and communication to multiple departments.
* Report daily on plant operations, including volume reporting, labor analysis, line efficiency, and yield loss.
* Communicate changes to partners by providing specific, applicable, and forward-looking commentary.
* Analyze inventory for accuracy and identify potential issues.
* Review processes to identify improvement opportunities
* Participate in the monthly, quarterly, and fiscal year-end closing process, including Journal Entries, reviewing Process Order variances, and reviewing general ledger for accurate financial records.
* Collaborate with production teams to analyze data, identify areas for cost reduction, and improve processes.
* You will partner with Engineering team to Capitalize Projects, tag assets, and review Fixed Asset register for accuracy and reporting of Idled Assets
* Ensure processes are followed to ensure compliance with Sarbanes-Oxley (SOX)
* Participate with us in finance projects across the site
* Provide ad hoc reporting and financial planning and analysis (FP&A) support.
Position Qualifications
* Bachelor's degree in accounting, finance, or related field required
* 1+ years of cost accounting experience
* Experience in Cost Accounting, along with knowledge of financial systems and general accounting concepts.
* Work across multiple departments to complete a project or resolve an organizational challenge.
* Intermediate experience in Microsoft Excel
* Experience thinking critically, including using analytics, benchmarking, and insights to produce meaningful strategies and solutions.
* At this time, we require applicants for this role to be legally authorized to work in the United States without requiring employer sponsorship either now or in the future.
Number of Days in Office: 5
#LI-GS1
#LI-Onsite
#LI-Associate
Compensation:
Pay Range:$59,000-$78,000
The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees.
Our Benefits:
We care about your total well-being and will support you with the following, subject to your location and role:
* Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement
* Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan
* Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement
* Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities
Our Company:
At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip.
Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome.
Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.
Finance Director
Finance Consultant Job 41 miles from Turlock
Job Details STOCKTON, CA Full Time $100,000.00 - $140,000.00 Salary/year Up to 25% DayDescription
About Children's Home of Stockton: Children's Home of Stockton (CHS) is one of the oldest nonprofit organizations for youth in San Joaquin County. Founded in 1882, CHS has been caring for the physical, emotional, psychological, and developmental needs of youth for over 140 years. The CHS Team is a dedicated force for good for those most in need in our community, and from around the state. Join us in our mission to guide youth and young adults forward to hope and resiliency!
Description:
Under general direction and within the framework of Agency policies, procedures and objectives, the Finance Director will oversee the Agency's overall financial planning, budgeting, accounting, analysis, and funding and provide financial information and recommendations to the CEO, senior management and others as instructed and assigned by the CEO.
Qualifications
Job Qualifications:
▪ Graduation from an accredited college or university with an Accounting degree plus five (5) years progressively responsible experience managing accounting functions, including internal and outside audits, general ledger, investments, and financial reporting in a not-for-profit environment. Additionally preferred is a Master's degree in Business Administration, Finance or certification as a Certified Public Accountant
▪ Comprehensive knowledge and understanding of governmental accounting, auditing and related fiscal methods and procedures, laws and regulations. Knowledge of Generally Accepted Accounting Principles (GAAP) and the Office of Management and Budget (OMB) standards as outlined in the Single Audit Act. Must be knowledgeable of the principles, practices and techniques of business management and management of investments. Knowledge of financial trend forecasting and reporting methods. Knowledge of effective safety principles and practices
▪ Must have above average ability to analyze financial data and provide well thought out conclusions and recommendations. Also requires analytical and problem solving skills, math and calculator skills; ability to use sound judgment; ability to manage and direct accounting staff
▪ Possess excellent written communication skills to prepare extensive, statistical financial reports and analyses, business correspondence, memorandums and procedural information
▪ Have the ability to establish and maintain effective working relationships with CEO, Board of Directors, senior management and other staff, customers, auditors, and outside agencies
▪ Discretion must be used in dealing with confidential or politically sensitive information
▪ Excellent verbal communication skills to effectively explain, direct, persuade, build consensus and make oral presentations to bankers, brokers, Board Commissioners, etc.
▪ Ability to keep abreast of, interpret, analyze and determine relevance of laws, regulations, policies and procedures that affect assigned area of responsibility
▪ Possess above average computer skills, including use of accounting, spreadsheet and word processing software
▪ Communication/Language: Must demonstrate skills in communicating and positively relating to students, fellow employees, interns, contractors, and business contacts. Must possess advanced ability to read, write and understand English equivalent to a college level
▪ Computer Skills: Must have strong knowledge of Word, Excel, and Outlook. Specific skills in software systems as required by position, such as Extended Reach, QuickBooks, and Paycom
▪ Awareness and sensitivity to the cultures represented in San Joaquin County
▪ Reliable transportation, valid California Driver License, proof of valid auto insurance, a DMV driving record printout with no more than two (2) minor violations and use own car for travel
▪ Fingerprint clearance required
▪ Must pass a physical examination to demonstrate physical, mental and occupational competence to perform assigned tasks under guidance, supervision and direction of the supervisory staff
▪ Must be 21 years of age or older
▪ Must be a person who exercises good judgment and is emotionally mature, patient, flexible and calm with good communication skills
Essential Functions:
▪ Follow the Trauma Informed Care philosophy when supporting and addressing the needs of the children and families served by CHS
▪ Develop, establish and implement effective procedures for managing the investment of cash and securities to ensure proper handling of Agency funds, sufficient liquidity, and profitability in accordance with Agency policy. Position may include researching funding opportunities to maximize income opportunities while safeguarding assets
▪ Will oversee the Agency's annual budget process and expenditure controls; review and monitor the Agency's financial condition on an ongoing basis; approve all check vouchers; oversee credit and collections and oversee all accounting functions
▪ Will advise the CEO and senior management, when necessary, on debt management issues, financial forecasting and the best use of Agency's resources
▪ Will advise and provide information as to the acquisition and sale of Agency investments and provide terms to Resources Committee
▪ Directly supervise the Staff Accountant. Responsibilities will include, in conjunction with Human Resources, interviewing, hiring, and training; planning, assigning and directing work; appraising performance; rewarding and disciplining; addressing complaints and
resolving problems
▪ Will maintain awareness of related regulations, standards, practices, policies, and legislation that impact, or may impact, assigned area of responsibility; analyze their effect on Agency practices and procedures; recommend or execute changes to ensure policies and programs are kept current and in compliance with generally accepted accounting procedures (GAAP)
▪ Will prepare and/or present oral and written financial reports to the CEO and the Board of Directors as directed on a monthly basis and at other times as requested or needed; prepare and conduct related oral and/or written presentations before financial rating agencies and at public hearings
▪ Will manage all financial aspects of grant funding including preparing budgets for applications, tracking related expenses, preparing invoices for reimbursement from grantors, reconciling revenue and expenses to general ledger and monitoring grant activities
▪ Will manage all financial aspects of the National School Lunch Program (NSLP) including collecting daily meal count forms on a monthly basis, totaling daily breakfast, lunch and snack counts, input total meal counts into the State of California's Child Nutrition Information and Payment System (CNIPS) and prepare NSLP for administrative reviews
▪ Will manage CHS Foundation's financial relationship with Bank of Stockton
▪ Will study long-range economic trends and work with other senior management to prepare and prioritize strategic planning objectives and explore feasibility of future business opportunities
▪ Will prepare complex reports and perform extensive analysis of the Agency's financial activity (revenue, expenses, etc.); Prepare annual financial report in conformance with the standards established by the Commission on Accreditation of Rehabilitation Facilities (CARF)
▪ Oversee the planning, coordination of, and preparation of financial reports and notes for outside audits; oversee the performance of internal audits as needed
▪ Recommend software and programming changes to meet the financial reporting and information needs of the department, working closely with all parties involved, with the CEO's review and approval
▪ Will oversee Agency adherence to city, county state and federal regulations and requirements
▪ Work with local, state, and federal officials to support the interests and direction of the Agency; may represent the Agency to regional and local groups and organizations; may attend civic, trade and Agency-related social functions as needed
▪ Responsible for assigned operational procedures related to performance quality improvement, including:
o Helping the organization meet its quality improvement, evaluation, and reporting requirements
o Contributing to developing outcomes and indicators and setting targets
o Interpreting data
o Applying data to improve practices and outcomes
o Using program and client outcomes data to improve service delivery
▪ Attend staff and other meetings as required
▪ Must have an attitude of friendliness and be able to communicate with all levels within Children's Home of Stockton
▪ Must be reliable and consistent with attendance and punctuality to work
▪ Other duties as assigned
At-Will Employment
You are free to terminate your employment with the Children's Home of Stockton at any time, with or without a reason, and the Children's Home of Stockton has the right to terminate your employment or the employment of others at any time, with or without a reason. Although the Children's Home of Stockton may choose to terminate employment for cause, cause is not required. This is called “at will” employment.
Children's Home of Stockton hires and promotes employees regardless of race, color, religion, ancestry, national origin or ancestry, age, gender, sexual orientation, marital status, medical condition or physical handicap or any other characteristic protected by applicable federal, state or local law. Children's Home of Stockton is an equal opportunity employer. Children's Home of Stockton strives to be culturally competent, responding respectfully and effectively to people of all cultures, classes, races, ethnic backgrounds and religions in a manner that recognizes, affirms and values the cultural differences and similarities and the worth of individuals, families, and communities and protects and preserves the dignity of each person. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Sr. Financial Analyst
Finance Consultant Job 41 miles from Turlock
Senior Financial Analyst Full-time / Permanent Salaried $96K - $104K * We are not accepting candidates from third party agencies. About Us: Vantedge Medical is the premier metals-based med-tech solutions partner from concept to full-scale manufacturing. We are at the forefront of precision engineering and innovation, specializing in the development and manufacturing of vital components for medical markets such as Robotic Assisted Surgery, Orthopedics, Surgical Instruments, Dental, and more. Our teams work in unison, collaborating and problem-solving to serve the manufacturing needs of the top Medical Original Equipment Manufacturers (OEMs) around the globe. Making a difference in the lives of patients and their families drives us to go above and beyond every day. With a steadfast commitment to advancing medical technology, we take immense pride in the work we do - and have a lot of fun doing it.
About this Opportunity:
We are seeking a highly skilled Senior Financial Analyst to join our finance team within our manufacturing plant. In this role, you will be responsible for providing financial analysis, budgeting, forecasting, and strategic insights specific to manufacturing operations. You will work closely with plant management to evaluate cost structures, improve efficiency, and support decision-making that drives profitability and operational performance. The ideal candidate will have strong analytical skills, a deep understanding of manufacturing cost accounting, and the ability to communicate financial insights to non-financial stakeholders.
Responsibilities:
* Lead the preparation of monthly, quarterly, and annual financial reports for the manufacturing plant, ensuring accuracy and timely submission.
* Conduct detailed cost analysis, including labor, materials, overhead, and production costs, to identify areas for improvement and cost reduction.
* Develop, analyze, and update the plant's budgets and forecasts, providing insights and recommendations to ensure financial goals are met.
* Collaborate with plant operations, supply chain, and engineering teams to identify cost-saving opportunities and optimize production efficiency.
* Track and analyze key manufacturing performance indicators (KPIs), such as cost per unit, yield, production variances, and inventory levels.
* Assist in the evaluation of capital expenditures, new product lines, and process improvements through financial modeling and cost-benefit analysis.
* Partner with senior management to develop and implement financial strategies that align with plant goals and company objectives.
* Support the monthly and annual closing processes, including reconciliation of manufacturing cost accounts and inventory valuation.
* Provide actionable financial insights and recommendations to the operations team to improve margins, reduce waste, and enhance operational efficiency.
* Perform variance analysis of actual performance against budget and historical trends, offering solutions to address negative variances.
* Coordinate with the plant leadership team on cost control initiatives, such as reducing scrap, improving labor productivity, and optimizing machine downtime.
* Ensure compliance with accounting standards, internal controls, and regulatory requirements related to manufacturing finance and reporting.
* Assist in audit preparation and work with external auditors on plant-specific financial
Requirements / Skills:
* Bachelor's degree in Finance, Accounting, Economics, or related field (Master's degree or MBA is a plus).
* 5+ years of experience in financial analysis within a manufacturing or industrial setting.
* Strong proficiency in cost accounting, manufacturing cost structures, and financial modeling.
* Advanced knowledge of Microsoft Excel and financial software (e.g., SAP, Oracle, Hyperion, or similar ERP systems).
* Experience with analyzing production costs, labor allocation, and overhead expenses.
* Ability to work with cross-functional teams, including operations, supply chain, and engineering, to drive financial performance.
* Strong analytical skills with the ability to interpret data and present financial insights in a clear, actionable manner.
* Excellent communication skills, with the ability to present financial information to both financial and non-financial stakeholders.
* Detail-oriented with the ability to manage multiple tasks and priorities in a fast-paced manufacturing environment.
* Knowledge of manufacturing industry standards, process improvements, and cost-reduction initiatives.
* A professional certification such as CFA, CPA, or FMVA is preferred but not required.
Financial Analyst
Finance Consultant Job 41 miles from Turlock
The Financial Analyst provides analytic support for financial reports, trend analysis, and monitoring of financial data. Develops custom reports used in identifying issues, trends, patterns and relationships to be applied in financial and operational decisions. Assists in providing 340B financial analysis. Ensures 340B claims meet eligibility criteria. Assists in maximizing 340B revenue. This position reports to and is under the general direction of the Chief Financial Officer.
MINIMUM REQUIREMENTS
BA degree in business/accounting/finance
Minimum one year of experience required analyzing data and creating reports preferred.
Minimum one year of experience navigating electronic health record data preferred
Expert or very advanced Excel skills
Excellent professional presentation and written communication skills
Valid California Driver's License, proof of automobile insurance and personal transportation
SPECIFIC DUTIES
Promotes the Mission, vision and values of the Organization
Work Collaboratively with Director of Pharmacy
Performs moderately complex statistical, cost, and financial analysis of data.
Develop and update documents, processes, and procedures for daily operations and monthly financial reporting and tracking..
Analyze and investigate trends in key indicators of financial performance
Compare and analyze actual results with plans and forecasts
Analyze and interpret data, making comparative analyses, studying proposed changes in methods and materials
Improve financial status by analyzing results, monitoring variances, identifying trends, recommending actions
Develop reports, proposals, and presentations
Track, trends, and reports 340B pharmaceutical sales and purchases
Audits for compliance with HRSA/OPA and other regulatory bodies relating to 340B claims
Perform other related duties as assigned
PERFORMANCE REQUIREMENTS
Knowledge, Skills and Abilities
Knowledge of statistical methods and methods of graphic presentation
Knowledge of office practices, procedures and office equipment
Ability to analyze facts and make sound recommendations
Ability to express oneself clearly and concisely both orally and in writing
Skill in identifying problems and recommending solutions
Knowledge of office management techniques and principles
Ability to post and make arithmetical computations rapidly and accurately
Ability to work well under pressure and interact easily with fellow employees
Ability to establish and maintain fiscal records and procedures
Ability to understand and analyze comprehensive financial reports
Ability to establish priorities and coordinate work activities
TYPICAL PHYSICAL DEMANDS
Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouch, reach, kneel, and twist/turn. Must have finger dexterity to operate keyboard. Involves sitting for long periods of time. Ability to lift up to 40 pounds. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. Must have vision that is adequate to read memos, a computer screen, personnel forms, and clinical and administrative documents.
TYPICAL WORKING CONDITIONS
Work is performed in the Finance Department offices. Involves frequent telephone contact with patients and staff. Work may be stressful at times. Interaction with others is constant and interruptive. Must be able to work overtime, nights, and weekends, if necessary.
EOE