Finance Consultant Jobs in West Haven, UT

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

Financial Representative Wealth Strategies: Salt Lake City, UT/Greenwood Village & Fort Collings, CO Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Wealth Strategies is a member of The Guardian Network is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… • A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. • Desire to help others achieve their goals and dreams through cultivating long-term relationships. • Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing… • Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services. • Develop and maintain a base of clients who value your input and guidance. • Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… • Development and training-locally, virtually and nationally-to support you as you build your practice with us. • Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. • Mentorship and joint-work opportunities. • A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Requirements • Must be a US citizen or permanent resident • A four‐year college degree • Obtain appropriate insurance licensing Who we are Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and New Mexico, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals. Our Mission: Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money". Please visit our site to learn more about us: ******************************** Industry • Financial Services Employment Type • Full-time The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Wealth Strategies is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6455 S. Yosemite St., Suite 425, Greenwood Village, CO 8011************** PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-152158 (Exp. 03/25)

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

SLC, UT (In-Office) - Relocation required without relocation assistance $47-56K/year A prestigious firm based in Salt Lake City is looking for a Financial Analyst to join their team! In this role, you'll play a crucial role in managing settlements for the Americas. As an Operations Analyst you'll have the opportunity to apply your quantitative, problem-solving, and customer service skills to support various business units and clients. You'll also contribute to process improvements aimed at mitigating risks and enhancing the overall client experience, making a tangible impact from day one. Operations is at the heart of our firm's success, providing essential risk management and control to preserve and enhance our assets and reputation. In this role, you'll partner with different parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients worldwide. As a financial analyst, you'll process and control the settlement of all asset types, demonstrating creativity, adaptability, effective communication, and a commitment to excellence. Join us in developing innovative solutions and delivering exceptional service to our clients, while building a rewarding career in finance. Financial Analyst Responsibilities: Gain a comprehensive understanding of the trade lifecycle by collaborating with various teams and external parties Ensure a seamless process for clients by reviewing assets and transfers from start to finish Demonstrate attention to detail in accurately capturing transaction details Identify and propose enhancements to current processes to mitigate risks effectively Drive progress through innovation while maintaining precision in execution and upholding the firm's tradition of excellence Financial Analyst Requirements: Bachelor's degree required Demonstrated experience in financial services Proven analytical skills, problem-solving ability, and meticulous attention to detail Ability to build relationships and communicate complex issues to internal partners with varying levels of product experience Self-motivated team player with strong organizational skills and ability to manage competing priorities effectively Why you want to work here: Gain experience with a Leading Global Financial Firm Medical benefits PTO Monday to Friday Schedules Collaborative and diverse working environment PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities. We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics. Develop and answer Economics-related questions to refine AI understanding. Assess and rank AI responses based on scientific rigor. Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.

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

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

Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies. Slalom Workday Consultants work in partnership with our clients to ensure maximum value out of their Workday investment. Workday consultants serve as subject matter experts in a variety of strategic and high-impact projects, guiding clients from strategic planning to implementation and sustainment. You will also support Workday customers at every stage of the lifecycle including early strategy and selection, implementation, and ensuring continued success after go-live. Our Workday Advisory capability partners with our clients to deliver Workday strategy and readiness, implementation support, and optimization and road mapping. What You'll Do * Work with clients to understand strategic objectives related to Workday Financials including requirements gathering, business process and functional design, data strategy tailored to our clients unique needs * Implement initiatives related to the client overall Finance Transformation objectives * Support client in all the phases of the implementation including phase 0 readiness activities, health check assessments, phase 1 and X deployments * Lead process re-design efforts by guiding clients to define outcomes and work backward to define the process and cross-functional touchpoints * Support clients in post-production assessment and enhancement opportunities * Support clients in delivering Workday Fins training to end users * Collaborate across Slalom practices and offices to deliver a holistic and coordinated solution * Act as a client advocate and trusted advisor * Regional travel opportunities * Location is flexible within the US What You'll Bring * 3+ years of hands-on Workday Financials functional implementation experience * Workday Financials certification in at least 1 area (Record to Report, Order to Cash, Purchase to Pay) * Strong understanding of Workday Methodology * Proven ability to influence a wide variety of audiences - technical and business clients, Finance functions, and all levels of employees * Proven ability to see around corners thinking about both the big picture and individual needs * Excellent written and oral communications skills Preferred Qualifications * Proficiency with multiple Finance Business Processes * Workday Financials Reporting experience a plus * Experience leading teams and managing resources About Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110,000 to $203,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications until May 31, 2025. #LI-AK1

RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: NoneTRAVEL: NoDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is currently seeking a Level 5 Staff Financial Analyst to provide support to our Aerospace Structures team on site at our Clearfield, UT location with partial telework options available. The candidate will be expected to support on site work in Clearfield, Utah a few days a week. As a Financial Analyst for our Aerospace Structures group, you will be responsible for supporting our Accounting and Compliance Team. This position will work very closely with management, operational leaders, internal customers and other sites within the Aerospace Structures Business Unit. You will work with the Finance team as well as other departments on the following: Prepare and analyze financial reports and communicate recommendations to management Primary Liaison to Governmental Agencies (DCAA/DCMA) Interpret federal, state, and other regulations as they apply to products, financial processes, and other practices and procedures Interprets policies and procedures to ensure that these are in compliance with the appropriate statutes and regulations and that regulatory reporting requirements are met Investigates and resolves compliance problems, questions, or complaints received from other units of the company, customers, government regulatory agencies, etc. Identify and recommend to management areas for business/process improvement, compliance, or concerns regarding company polices/procedures Prepare, analyze, and report monthly expenses Compare to forecast and provide variance analysis Adhoc support for government requests Support internal key stakeholders for compliance direction Experience Requirements: Candidate must have exposure to and an aptitude to learn more about the following: Financial Reporting Financial Analysis Incurred Cost Submissions Forward Pricing Rate Proposals Business System audits Financial and accounting concepts Microsoft office software proficiency required, specifically Excel Basic Qualifications: Bachelor's Degree and 12 years of related experience or Master's Degree with 10 years of related experience Experience with Excel, Word, PowerPoint Planning and forecasting skills Accounting and compliance experience Minimum of 7 years' experience with U.S. Government regulations including FAR (Federal Acquisition Regulation) and DFARS This position requires the ability to obtain and maintain a DOD Secret Clearance within a reasonable period of time, as determined by the company to meet its business needs Relevant Government Auditing (FAR/DFAR) experience must be mentioned on your resume. Preferred Qualifications: Aerospace Defense Experience Defense Contract Audit Agency (DCAA) audit experience or government auditing compliance experience while working with the DCAA Experience in detailed review of incurred costs for allow-ability and compliance with policies and procedures Understanding of government regulations, including CAS, FAR and DFARS Positive individual who is willing to expand current skill set Ability to learn other software applications, including internal budgeting and planning tools Strong interpersonal communication skills with ability to work with others at all levels of the organization and government auditors Strong attention to detail and accuracy Ability to prioritize Ability to work independently Initiative, self-starter, adaptable, and high motivation for excellence Results oriented, self-motivated / self-reliant, team player We offer phenomenal learning opportunities, exposure to a wide variety of projects and customers, and a very friendly collaborative workplace. We are looking for self-motivated, proactive, and goal-oriented people to help us grow our services and become even better at what we do. Does this sound like you? Our Employee Resource Groups (ERGs) provide benefits for the member, our leaders and the company. Our ERGs offer opportunities to be a friend, be active, be a volunteer, be a leader, to be recognized and to be yourself! Every ERG is inclusive of all employees! At Northrop Grumman, we are innovating-- building the next generation of sophisticated aircraft to protect our country. Our diverse portfolio of programs means there are endless paths to cultivate your career. We are well-known for our inclusive, family environment, as well as our excellent work/life balance. We also offer exceptional benefits/healthcare, a 9/80 schedule, and a great 401K matching program. Salary Range: $122,100.00 - $183,100.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

Ensign Peak Advisors is an affiliated organization of The Church of Jesus Christ of Latter-day Saints. In support of the Church's global mission, Ensign Peak Advisors manages the financial reserves of the Church and provides cash management services to fund Church operations. Ensign Peak is seeking a motivated, driven individual to join their alternative investment team as a junior portfolio manager / analyst. The successful candidate will have the opportunity to improve the alternative multi-asset portfolio though managing existing investments, making recommendations on existing and new alternative investment strategies. This position is expected to play a key role in supporting Ensign Peak's alternative multi-asset investment program and be involved in all aspects of investment management including asset allocation, manager due diligence and selection, portfolio reporting for various stakeholders, and special projects conducting relevant strategy/sector research and proactively identifying portfolio needs. * Provides due diligence support to the investment process including drafting memos to support the selection or termination of an investment. * Build and support the monitoring process for portfolio investments including reviewing monthly returns, investor letters, and manager correspondence, conducting periodic review calls, developing quarterly performance & exposure summary. * Work closely with operations team & analysts in designing relevant performance and exposure analytics * Work effectively with legal, compliance, operations, treasury groups in relation to new and existing investments. * 4+ years experience in applied corporate investment analysis and management. * Bachelor's degree in Finance, Business, Economics, or a related field. Master's degree or CFA designation is a plus. * Outstanding attention to detail with ability to track and prioritize multiple tasks simultaneously while meeting or exceeding deadlines * An understanding of financial markets, financial instruments, investment products, as well as experience in quantitative modeling, is preferred. * Experience in analyzing and/or investing in alternative assets will be helpful. * The successful candidate should be intellectually inquisitive, able to work independently with minimal supervision, as well as collaboratively with the team * Prior portfolio management experience preferred whether through direct management or investing through external investment managers preferred * Ability to leverage critical thinking, independent judgement and experience to constructively contribute to investment decisions across the portfolio * Ability to incorporate rigorous qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance * Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear, well-articulated manner #LI-DC1

Ensign Peak Advisors is an affiliated organization of The Church of Jesus Christ of Latter-day Saints. In support of the Church's global mission, Ensign Peak Advisors manages the financial reserves of the Church and provides cash management services to fund Church operations. Ensign Peak is seeking a motivated, driven individual to join their alternative investment team as a junior portfolio manager / analyst. The successful candidate will have the opportunity to improve the alternative multi-asset portfolio though managing existing investments, making recommendations on existing and new alternative investment strategies. This position is expected to play a key role in supporting Ensign Peak's alternative multi-asset investment program and be involved in all aspects of investment management including asset allocation, manager due diligence and selection, portfolio reporting for various stakeholders, and special projects conducting relevant strategy/sector research and proactively identifying portfolio needs. Responsibilities Provides due diligence support to the investment process including drafting memos to support the selection or termination of an investment. Build and support the monitoring process for portfolio investments including reviewing monthly returns, investor letters, and manager correspondence, conducting periodic review calls, developing quarterly performance & exposure summary. Work closely with operations team & analysts in designing relevant performance and exposure analytics Work effectively with legal, compliance, operations, treasury groups in relation to new and existing investments. Qualifications 4+ years experience in applied corporate investment analysis and management. Bachelor's degree in Finance, Business, Economics, or a related field. Master's degree or CFA designation is a plus. Outstanding attention to detail with ability to track and prioritize multiple tasks simultaneously while meeting or exceeding deadlines An understanding of financial markets, financial instruments, investment products, as well as experience in quantitative modeling, is preferred. Experience in analyzing and/or investing in alternative assets will be helpful. The successful candidate should be intellectually inquisitive, able to work independently with minimal supervision, as well as collaboratively with the team Prior portfolio management experience preferred whether through direct management or investing through external investment managers preferred Ability to leverage critical thinking, independent judgement and experience to constructively contribute to investment decisions across the portfolio Ability to incorporate rigorous qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear, well-articulated manner #LI-DC1

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati

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

Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. At Capita Financial Network, we're always looking to the future. Our team is constantly on the lookout for top talent to drive our company's growth and innovation. While we might not have an immediate job opening, we believe in building connections and relationships with exceptional individuals who can potentially join our team in the future. If you're excited about the prospect of connecting and helping Capita grow, submit your resume here. When an internship becomes available, we'll be in touch. Job: Monday - Friday, Flexible Location: Sandy, Ut (not remote) Role and Responsibilities: * Assist financial advisors in providing impeccable service to clients. * Track projects and requests for assigned clients. * Provide continuous client support, including opening and funding new accounts, withdrawals, roth conversions, charitable distributions, and updating client information. * Support Advisor in preparation for annual reviews. * Filing, data entry, CRM software management. Qualifications/Requirements: * Interest in the Financial Services Industry. * Preference given to those enrolled in a finance degree program or related field. * Expected graduation date in 2024 or early 2025. * Extremely organized, focused on quality and great attention to the smallest detail. * Strong ability to problem solve and deliver phenomenal customer service. * Interpersonal skills and ability to work as a team in a fast-paced environment. * Friendly and cheerful disposition on phones and in person. * Ability to manage multiple tasks simultaneously, prioritize and meet deadlines. * Enjoys creating, implementing, and executing processes for higher efficiency. * Must be well-versed in Microsoft Office applications, and be a quick learner. We offer competitive pay and a great opportunity for learning and growth.

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

The Financial Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy. The analyst will also assist in the review of the financial needs of our Multi-Family Property Management division Financial Analyst Duties/Responsibilities: Analyses business and financial data. Creates financial models based on analyses to support organizational decision-making. Develops financial plans and reports for organizational leaders. Analyzes industry trends and makes recommendations based on those trends. Evaluates capital expenditures and depreciation. Develops automated reporting and forecasting tools for more efficient use of data. Performs other related duties as assigned. Requirements Required Skills/Abilities: Excellent verbal and written communication skills. Thorough understanding of Generally Accepted Accounting Principles (GAAP). Thorough understanding of Generally Accepted Auditing Standards. Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis. Thorough understanding of project management. Excellent organizational skills and attention to detail. Education and Experience: Bachelor's degree in Accounting, Finance, or a related field is required. Two years of professional experience as an accountant, auditor, or computer programmer analyst OR a valid CPA (Certified Public Accountant) certificate with at least one year of professional experience as an accountant, auditor, or computer programmer analyst. Benefits Medical (100% of employee monthly premium paid for) PTO Paid Holidays Dental Vision Life Insurance paid for by the company Short and Long term disability Company events and activities Bach Team is an Equal Opportunity Employer committed to fostering an inclusive environment for our diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability.

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

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

Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders. Prepare, analyze, and review financial statements and budgets. Prepare management reports, train personnel in financial principles, help prepare policies and procedures, and perform internal reviews and some accounting functions. Customers, including operational and financial managers and supervisors, will receive information that will help them conduct the business and financial affairs of a large, complex unit or division in a legal and professional manner. Responsibilities General Responsibilities: Coordinate and review the preparation and analysis of consolidated department budgets and financial statements, Prepare management reports, help train personnel as assigned in financial principles and department procedures, Prepare policies and procedures impacting the entire department, and perform and coordinate the performance of internal control reviews and some accounting functions. Customers, including division directors, operational and financial management and supervisors, will receive information that will help them conduct the business and financial affairs of the department in a legal and professional manner. Perform technical projects with minimum supervision. Be a project manager or team member for technical projects impacting the entire department dealing with complex accounting and budgeting issues. Administer and control large operational databases. Prepare special studies dealing with financial trends. Design, develop and implement management information systems. Specific Responsibilities for Supply Chain Support Support the budget and planning efforts as a member of the MMD Budget and Financial Planning team. Executive level reporting and exposure. Partner with Demand Planning, Manufacturing, Distribution, Sales and International Areas to manage the global supply chain financial planning process and develop annual global MMD product budget Perform analysis and provide reports on the global and Area Product Budget P&L Support the annual MMD product budget rebalancing activities. Represents the MMD Budget and Financial Planning team and serve as a member of the MMD Data Council Finance Subcommittee. Assist development of Power BI reports for international areas. Qualifications Bachelor's degree in Accounting (or Finance or Business Management) is required. Five to eight years of relevant experience in accounting, auditing, business management, or equivalent. CMA, CPA or MBA preferred. Experience in using Analytical reporting tools including Power BI, Tableau or Business Objects, VBA exposure is a plus. Strong financial analysis skills. Demonstrate understanding of accounting principles and Church accounting systems. Must operate a personal computer and have knowledge of word processing, spreadsheet; in particular, Excel and Microsoft Word. Must be able to learn new software. This position usually reports to a Finance Manager or Controller. #LI-DC1