Finance Planner Jobs in Austin, TX

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Teamwork Financial, in Austin, TX, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred CFP preferred 5+ years of financial services experience with an emphasis on sales preferred Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Salary: $95,000-$140,000 BOE Benefits: Health insurance after 30 days 401(k) after 90 days 3 weeks PTO (sick or vacation time) Hours: M-TH 8:30am-5:00pm F 8:30am-4:00pm Some evenings required for client events Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

The general role of the Investment Analyst is to work within the Private Equity team to support real estate transactions with institutional capital partners, primarily comprised of (but not limited to) underwriting single-family rental (SFR) joint venture transactions. The Analyst's responsibilities will span from initial business pitch to joint venture formation and beyond, with a focus on modeling complex SFR JV transactions with existing and prospective Amherst institutional partners. Producing materials and presenting key findings of this underwriting is critical. This role will be designated as a full time in office role based in our Austin, TX location. Responsibilities: Perform and provide expertise on all aspects of financial modeling, focusing on unleveraged, leveraged and structured analysis of institutional real estate. Excel modeling expertise is a must Specific focus (but not limited to ) financial valuation analysis of potential joint ventures of Amherst's single family rental properties Manage the overall investment process by assisting with due diligence (including Amherst platform diligence and real estate-specific diligence), macro and micro market research, and relative valuation analyses, among other key workstreams, in addition to working across teams to gather, synthesize and present relevant information Research and evaluate economic, demographic, and real estate market data, especially single-family rental specific data Produce presentation materials related to underwriting and diligence Qualifications: Ideal candidates will have 1-2 years of experience in the underwriting of equity investments in commercial real estate, although candidates just graduating from undergraduate programs will also be considered Undergraduate degree is required, advanced degree or applicable experience a plus Single-family Rental and / or Multi-family experience a plus Strong analytical/quantitative and technical abilities, organizational skills, and attention to detail Strong leadership, initiative, and interpersonal skills Ability to manage multiple projects concurrently High energy with an ability to work in a fast-paced environment Proficiency in common Microsoft Applications (Office, Excel, Word, Powerpoint)

Financial Advisors at Northwestern Mutual San Marcos help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning · Legal authorization to work in the US without sponsorship

The Future of Financial Planning is Here! The days of the solo advisor are over! Success in today's financial industry isn't about going it alone-it's about working as a team, leveraging each other's strengths, and winning together. At Rethink Wealth, we're redefining what it means to be a Financial Advisor by breaking away from the outdated solo model and embracing a collaborative, team-based approach that drives better results for advisors and clients alike. We provide the mentorship, marketing, and operational support to help you grow faster, serve clients more effectively, and build a practice that aligns with your vision-without the burdens of doing it all alone. Why Advisors Thrive at Rethink Wealth Team-Based Success - Work alongside experienced professionals who complement your skills, helping you win more opportunities and serve clients better. Ownership & Growth - Build your own practice while benefitting from a proven process and collaborative culture. Marketing Support - Focus on what you do best and lean on our marketing team to help you find new opportunities. Flexibility & Unlimited Potential - Enjoy the freedom to create your ideal career with uncapped earning potential. Who We're Looking For: A growth-oriented professional who understands that teamwork leads to greater success A natural relationship builder who values collaboration over competition A driven, entrepreneurial spirit ready to take control of their financial future Someone passionate about learning, growing, and helping others achieve their financial goals and dreams Gone are the days of the lone wolf advisor. The future belongs to those who work together, lean on each other's strengths, and build something bigger than themselves. If that's the kind of career you're looking for, then we would love to meet you! Apply today and start your journey with Rethink Wealth!

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

We are working with a consulting advisory firm that specializes in healthcare transitions, including M&A integration and doctor-to-doctor transitions. The Financial Analyst will work closely with the VP of FP&A, focusing on financial reporting, data analysis, and data visualization. The role will play a key part in tracking KPIs, analyzing financial data, and preparing insights for Private Equity firms and multi-group healthcare organizations. This is an expansion role, the company is growing. Key Responsibilities Financial Planning & Reporting: Assist in financial planning and strategic decision-making. Financial Statement Analysis: Provide insights on performance optimization. Financial Modeling & Data Visualization: Build models to track key business metrics & KPIs. M&A Integration & Practice Valuations: Support mergers, acquisitions, and funding procurement. Presentation & Stakeholder Collaboration: Work with leadership, private equity firms, and multi-group healthcare organizations. Additional Role Details Hybrid Schedule: 2-3 days in-office. Bachelor's degree in Finance, Accounting, Economics, or related field (CPA not required) and 2+ years of experience (Public Accounting is a plus).

Mark IV Capital is a privately held, growth-oriented real estate development and investment company headquartered in Newport Beach, CA focused on acquiring, developing, owning, and operating commercial real estate investments. The firm is seeking an ambitious Financial Analyst to join its Texas team, working at our Round Rock office. The role of Financial Analyst is to provide impactful decision-support across several of the company's business functions, including but not limited to leasing, operational activities, acquisitions, dispositions, and development. This role requires a high level of autonomy and the ability to make critical financial and operational decisions. Mark IV Capital values creativity and innovation and encourages its employees to develop solutions to the challenges we face. We respect and capitalize on our diverse attributes and abilities to maximize the effectiveness of the team. We support open communication and an informal, yet professional, work environment. We offer competitive compensation, benefits, and opportunities for professional growth and development within a supportive and inclusive work environment. Essential Duties and Responsibilities include the following. Other duties may be assigned. Conducting complex discounted cash flow analyses of properties using financial modeling techniques in Argus and Excel, providing strategic insights to senior management Preparing and presenting comprehensive financial reports and strategic recommendations to senior management, influencing key business decisions Independently analyzing lease proposals and assessing the creditworthiness of prospective tenants, making recommendations based on financial viability and risk assessment Lease preparation and administration Acquisitions due diligence, including credit analysis, lease abstracts and third-party report review Obtaining and analyzing market information relating to proposed or existing investments Tracking internal rates of return for existing properties Supporting property managers with tenant improvement projects Managing marketing efforts pertaining to the firm's real estate portfolio, driving engagement and market positioning efforts Regular travel to visit properties and develop market engagement Education / Experience Bachelor's degree with an emphasis in finance, real estate, economics, or accounting Real Estate industry experience preferred Proficiency in Microsoft Office applications, with excellent knowledge in Excel Working knowledge of Argus Certificates, Licenses, Registrations Certifications demonstrating specific industry and job knowledge such as Argus and REFM Other Skills / Abilities Good interpersonal and organizational skills Excellent written and verbal communication skills Ability to meet deadlines Self-motivated Exceptional analytical and strategic problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations Must be able to work both independently and in a team Must be detail-oriented, flexible, and multi-task oriented Keen attention to detail and ability to manage deadlines Self-motivated with a natural curiosity to dig for facts as issues/concerns arise Eager to learn about and gain exposure to numerous verticals within the commercial real estate sector Ability to follow directions from a supervisor Ability to understand and follow posted work rules and procedures Ability to accept constructive criticism and feedback

SUMMARY: Performs the financial reporting, planning & analysis responsibilities with a gradual integration of further responsibilities as a finance business partner, supporting various business analysis and decision making. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist with monthly closing cycle by performing various month-end review and analyses, ensuring financial information has been recorded appropriately and providing financial commentary. Support timely preparation of periodic and ad-hoc management reporting for various customers including business and division management, Corporate Finance and C-level executives. Analyze financial data and create financial models for decision making. Analyze past results, perform variance analysis, identify trends, and make recommendation for improvements. Recommend actions by analyzing and interpreting data and making comparative analysis; study proposed changes in methods and materials. Analyze and review profitability of our products, partnering with Product Managers, I.T. department, and Engineering to understand our product portfolio and return on investment. Develop good working relationship with the business and support the business by responding to various ad hoc requests for data, analyses, and presentations. Proactively drive creative destruction and continually look for ways to improve processes and create additional value for customers. Research and provide market insights (e.g. competitor analysis, market trends) to support strategic initiatives of the business. Provide continuous finance training (e.g., financial metrics, decision-making framework) to business partners. KNOWLEDGE, SKILLS, AND ABILITIES Completion of a bachelor's degree from a four year college or university; Four plus related experience or training; and/or equivalent combination of education and experience. Ability to work independently and as part of a team Organization skills to anticipate, plan, organize and self-monitor workload. Effective verbal and written communication skills demonstrating the ability to express ideas and exchange information clearly and concisely across functions and levels within organization. [Equal Opportunity Employer - Disability/Vet] This job may require applicant to conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State. Learn more about the ITAR here.

Opportunity to join the ACS Investment Team as an Investment Analyst. A successful candidate will immediately be given significant responsibility in valuation modeling, investment underwriting, due diligence, and portfolio management as a key member of the team. Central to the role is the ability to perform complex financial modeling and analysis, managing multiple project deadlines within tight timeframes, and communicating effectively with both senior management and external partners. A successful candidate will be someone that can learn the firm's investment strategy quickly and provide critical insights based on his/her detailed financial analysis and diligence of a given investment opportunity. Position offers a unique entry point into the intersection of private equity and aviation investments as part of an experienced team. Investment Analysts will get experienced as investors in the commercial mid-life aircraft and engine leasing segment, and will learn, from the ground up, how a best-in-class asset manager identifies, evaluates, executes and manages its investments. Primary Responsibilities - Model and evaluate new acquisition opportunities - Manage aviation investments through their lifecycle: initial valuation, confirmatory due diligence, deal closing, ongoing management and divestment - Build dynamic models capable of complex scenario analysis - Provide support in debt underwriting from the initial marketing stage to documentation and closing - Work cross-functionally with other teams to understand all technical considerations of a deal and to develop buy side and sell side proposals and term sheets - Assist in the financial and operational review of airlines around the world - Calculate and monitor performance of investments across ACS's existing portfolio - Support senior management as needed with ad hoc analyses and materials Preferred Qualification & Characteristics - Demonstrated track record of success in school and / or in the workplace, including internship experience in either investment banking, private equity, or similar roles with exposure to valuation modeling - High degree of personal and professional maturity - Strong quantitative and analytical skills - Self-motivated with a high degree of initiative - Strong work ethic and a deep sense of accountability - Ability to work well independently and as part of a team - Advanced Excel skills is a must with proficiency in Word and PowerPoint - Bachelor's degree in finance, accounting, economics, engineering, or related field with +3.75 GPA Employment Basis - Top-tier benefit package including a full suite of insurance coverage, retirement contributions, and paid time off - Domestic and international travel required for full-time hires

At Goldman Sachs, we connect people, capital, and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. For us, it's all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities. WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design. The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. Our Impact: The Goldman Sachs Private Family Office is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than three decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client's unique financial circumstances to deliver an exceptional client experience. How You Will Fulfill Your Potential: Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning, and the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Principal Responsibilities: Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to our clients. Prepare various client reports in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc. Telephone contact and/or face-to-face interaction with clients, assistants and their outside advisors. Prepare income and trust tax returns for clients. SKILLS & EXPERIENCE WE'RE LOOKING FOR Basic Qualifications: Bachelor's degree required FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. Be an active part of a collaborative team and share best practices. Assist our engineering and product teams with prioritizing and creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years experience in a client-facing financial services roles Experience with in-depth tax planning and building tax projections for clients Significant experience in delivering financial advice directly to consumers Exceptional investment acumen and knowledge of broader planning topics Significant experience using financial services technology Interest in or passion for the tech space, and a desire to change the industry Strong organizational, leadership, and written communication skills BS or BA in Finance, Accounting, or other related major preferred Benefits and Compensation: Medical, dental and vision coverage 401k plan Technology allowance Hybrid work environment opportunities available for select employees PTO Paid parental leave In-person team & company events Salaried role, commensurate with experience

Sr. Financial Risk & Compliance Advisor - Onsite We're a global business - a multi-billion-dollar corporation. To stay strong and secure, it's vital to have a robust regulatory compliance program supporting our financial and operational practices. That's where our Risk and Compliance professionals come in. Preparing independent risk assessments, conducting internal reviews, monitoring the regulatory environment and working with business partners to ensure full compliance with regulatory requirements impacting our business. Auditing the activities of diverse departments, reporting the results to leadership, recommending controls if appropriate - this dedicated team makes sure that our organization is a fully compliant success. Join us to do the best work of your career and make a profound social impact as a Sr. Risk & Compliance Advisor on our Global Risk & Compliance Team in Round Rock, Texas or Hopkinton, Massachusetts. ( This role requires you to be onsite 5 days per week ). What you'll achieve As a Sr. Compliance Advisor, you will be responsible for managing various key workstreams of the Dell Financial Services compliance program including but not limited to regulatory reviews of key business processes, serve as a subject matter expert on regulatory requirements, execute risk assessments and compliance training. You will work with various business partners, legal teams, and peers across the North Americas region on varying compliance matters and initiatives impacting the organization. You will: Serve as a subject matter expert on regulatory requirements. Execute risk assessments, compliance reviews and training. Provide guidance and training to internal teams on compliance matters. Collaborate with business partners, legal teams, and peers across the North Americas region on compliance matters and initiatives Monitor and assess compliance with regulatory requirements, including Fair Lending, Regulation B/Equal Credit Opportunity Act (ECOA), and unfair or deceptive acts or practices (UDAP). Stay updated on regulatory changes and ensure the company's compliance program adapts accordingly. Take the first step towards your dream career Every Dell Technologies team member brings something unique to the table. Here's what we are looking for with this role: Essential Requirements Regulatory expertise in financial services with a focus on commercial lending. General knowledge of foundational requirements of various regulatory requirements such as Fair Lending, ECOA, Reg B, UDAP, and industry best practices. Experience in writing- reports, policies, recommendations, and presentation skills and strong analytical skills with the ability to make logical and reasoned decisions. Solid organizational skills with the ability to manage through ambiguous problems, establish priorities and effectively work across multiple areas. Strong interpersonal communication skills with capability to drive members and influence the business. Desirable Requirements Certified Regulatory Compliance Manager (CRCM) or other regulatory certification preferred Typically requires 12+ years of related experience in a professional role with a Bachelor's degree; or 8+ years with a Master's degree; or 5+ years with a PhD; or equivalent experience Compensation Dell is committed to fair and equitable compensation practices. The salary range for this position is $119,000 - $154,000 Benefits and Perks of working at Dell Technologies Your life. Your health. Supported by your benefits. You can explore the overall benefits experience that awaits you as a Dell Technologies team member - right now at MyWellatDell.com Who we are We believe that each of us has the power to make an impact. That's why we put our team members at the center of everything we do. If you're looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we're looking for you. Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us. Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here. #LI-Onsite

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values: Purposefully Member-Obsessed We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success. Possibilities Reimagined We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. Performance Excellence Rooted in Unwavering Integrity We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration. Essential Functions of the Job Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Excellent verbal, interpersonal, and written communication skills Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Strong attention to detail Strong organizational and time management skills Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude High proficiency in Microsoft Office Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Required Qualifications High School Diploma or GED English/Spanish bilingual Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! #INDUFCU

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

This internship will be at our Austin, Texas hub. This role will begin June 2nd, 2025, and concludes August 13th, 2025. Come and join us! The world is changing, and Oracle is looking for individuals like you to be a part of that change. We believe transformation is led by individuals with diverse backgrounds, experiences, and ways of thinking. At Oracle, we continue to push forward and innovate, not in spite of challenges, but because of them. We're looking for motivated students who want to leave their mark at one of the world's largest B2B technology companies. So, if you're looking to pursue a career in Finance - and have fun along the way - you've come to the right place. The management of finance is an essential aspect, if not the most, of any company. Keeping in mind that, it comes as no surprise that it is considered by many as one of the most challenging fields of work a person can break into. Finance internships have a vital role in gaining an advantage in this industry. Our Finance Interns have broad responsibilities, which may vary from creating financial reports to help develop practices and policies for financial management, accounting, budget control, etc. While working under an experienced mentor, you will further expand your knowledge by working on day-to-day value-add tasks at the company This summer, we are looking for talented individuals who want to kick-start their finance careers and learn from the experts What You'll Bring Let's see what you can achieve when you dare to be yourself. What we are looking for: Working towards BA/BS in Finance/Accounting Minimum 3.5 GPA preferred Candidates entering their final year of studies (in the Fall academic year) Proactive self-starter capable of working both independently and in a team environment Exceptional professionalism and work ethic Strong written and verbal communication skills Proficient in Microsoft Office programs (i.e. PowerPoint, Word and Excel) Capacity to learn quickly, adapt to change and work in an objective driven environment Innovative problem solving, analytical and decision-making skills both Qualitative and Quantitative Ability to meet strict deadlines and work under pressure Ability to work cross-functionally and manage multiple assignments/projects simultaneously No visa sponsorship available for this position What You'll Experience Shadowing and training opportunities with our experienced team of finance professionals Hands-on application of finance principles in a fast-paced work environment Opportunity to attend weekly meetings and occasional virtual networking events Career Level - IC0 Responsibilities What You'll Do As a Financial Analyst Intern you will: Participate in immersive workshops to develop foundational finance skills Engage in interactive learning activities and discussions with Oracle executives Collect and analyze data for financial analysis Draw insights by visualizing, mining, and synthesizing data Compose and present data-driven recommendations to the finance team Prepare monthly/quarterly financial analysis packets for management Present to Management team at end of summer on your project and intern experience Qualifications Disclaimer: Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates. Range and benefit information provided in this posting are specific to the stated locations only US: Hiring Range: from $18.99 to $53.00 per hour; from $39,500 to $110,240 per annum. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

At Madhouse, our people are our greatest differentiator and competitive advantage. Together, we're committed to creating the best communities for our residents. As a Financial Analyst Intern, you'll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. You'll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future. PRIMARY RESPONSIBILITIES: Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by: Evaluating the economic performance of specific real estate projects and giving a detailed analysis. Maintaining a database by entering, verifying, and backing up data; updating real estate portfolio's expense database. Recommending actions by analyzing and interpreting data and making comparative analyses. Increasing productivity by developing automated accounting applications and coordinating information requirements. Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions. Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts. Analyzing quarterly operating reports. Analyzing cost efficiencies profit margins and measuring financial risks in investments. Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification. Assisting with the preparation of construction-related draws, cost certifications, and certified audits. Preparing and providing brief development status reports to be used in connection with staff meetings. Working with team members of the development department on due diligence activities and other project-related duties. Assisting with government relations, project acquisition, and development activities. Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation. Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties. Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes. KNOWLEDGE, SKILLS, AND ABILITIES: Proficiency in Microsoft Office with emphasis on Excel. Strong initiative, with the ability to manage multiple projects and follow-through effectively. Solid understanding of accounting principles (GAAP). Effective communication and interpersonal skills. Ability to complete projects accurately and on time. Detail oriented with excellent organizational and analytical skills. Ability to collaborate with others in a fast-paced, dynamic environment. Strong problem-solving skills and a calculative mindset. Attention to detail for uncovering obscure facts in your line of work. Confident presentation skills with the ability to convey insights clearly and persuasively. EDUCATION & EXPERIENCE REQUIREMENTS Pursuing a bachelor's degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required. WAGE & SCHEDULE: $13.50 per hour, paid bi-weekly. Commitment of 20-40 hours per week. We prefer a consistent work schedule. We are understanding and flexible with your class schedule. Internships are on-site, in Austin, TX. Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations. HOW TO STAND OUT Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success. SUMMARY Employment Type: Seasonal, Temporary Location: On-site in Austin, Texas; Corporate Office Work Hours/Week: 20-40 hours per week Compensation: $13.50/hour Required Travel: None Visit MadhouseDevelopment.net for more information. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

*We are currently hiring Finance Advisors located in all States EXCEPT we are not able to move forward with candidates that live in: CA, NY, NJ, PA, WA, DC, IL, OR and MUST BE LOCATED WITHIN THE UNITED STATES. This position is 100% remote. The hours range with multiple shifts from 7am-8pm Central and includes every Saturday 8am-5pm Central (one day off M-F for a total 5-day work week). We are a driven, creative, diverse, and analytical team, passionate about continuous learning around our customers. We value empathy for the customer experience, as well as a quantitative focus on driving business metrics. We hold ourselves accountable to our core values - the 5 C's of TRESL: Character, Customer-centricity, Compassion, Collaboration, & Courage. General Purpose The Finance Advisor is responsible for assisting customers with refinancing/purchasing leased or off-fleet vehicles and offering aftermarket products (vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investments. Warm leads provided; no cold calling. About The REWARDS Tresl promotes an empowered culture that encourages personal, professional, and business growth. We focus on the highest quality environment for people, products, and technology, and facilitates a cohesive community by actively encouraging communication between all. Some of the benefits we offer are: Base salary plus uncapped commission ($17,326.40 annual salary and 13% commission (uncapped) on revenue generated, as well as bonus, spiff, contest, etc.) Generous paid time off available to promote a great work life blend (very comparative) Competitive pay depending on relevant skills, education and experience: Up to 15 Paid Days Off Paid Holidays Robust Health, Dental, and Vision Insurance Offerings Employer paid Long and Short-term Disability and Life insurance Flexible Spending Accounts (FSA) Employer Contribution to Health Savings Accounts (HSA) Employer Matching 401(k) Retirement Savings Plan Casual Office Environment Essential Duties/Responsibilities Contact customers with refinancing/purchasing leased or off-fleet vehicles options Promote and offer aftermarket products to all clients (Vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investment Promote our lending services and offer financing/purchasing options to customers. Obtain leased vehicle payoff amounts, taxes, and lease payment details Assist customers with completing credit applications Submit credit applications to partner lending institutions who can best meet customer requirements Provide customers with pre-approved lender option(s) and rates and assist them with the selection process Review paperwork (loan details and aftermarket product selections) with customers Provide excellent customer service by providing prompt, informed, professional, and accurate service and support Troubleshoot and resolve customer concerns in a timely, friendly, and accurate manner Consistently meet department sales, service, and quality standards that promote customer satisfaction and company growth Ensure appropriate records are maintained and required reports are prepared Perform other job duties as assigned Job Qualifications Knowledge, Skill, and Ability: Proficient in MS Office suite (Word, Excel, Outlook) and/or G Suite (Docs, Sheets, Gmail) Excellent verbal and written English communication skills with the ability to effectively communicate and sell over the phone Excellent customer service and follow-up skills Results-driven, highly motivated, self-starter Strong organizational and time management skills Understanding of customer-sensitive information protection protocols Education or Formal Training: Bachelor's degree OR equivalent experience Experience: 2+ years sales. (Finance manager, Finance Director, and Auto dealership experience is a plus.) Working Environment/Physical Activities Virtual office environment. Must be able to work extended hours as the business dictates. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines. Other Duties Please note this is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The Tresl Team has the mission to empower customers to live independent, fulfilling lives by connecting them with beneficial financial resources. On a daily basis, we delight and help our customers engage with best-in-class auto loan solutions for refinancing and purchases. In this digital customer-facing role, your day-to-day work will directly impact customers' important financial decisions. Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources