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Under the general direction of the Executive Director, the Director of Finance at Associated Students, Inc. (ASI) has oversight of the financial, risk management and information technology operations of the organization. In collaboration with the Executive Director, the Director of Finance is delegated a high degree of responsibility to recommend and implement fiscal policies and procedures in partnership with university colleagues to ensure that ASI operates appropriately within the financial policies of the California State University (CSU) Board of Trustees and the University, while sustaining sound business practices, and strengthening the financial health of ASI.
The Director of Finance will sit as a non-voting member and serve as an advisor to the ASI Student Board of Directors, which doubles as the Sacramento State Student Government. &nbsp;&nbsp;
The ASI Director of Finance serves as ASI administrator in charge in the absence of the Executive Director.&nbsp;
ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Accounting 
<ul>
<li>Oversees the supervision and management of all aspects of the functional areas of the Accounting Services department, including but not limited to accounts receivable, accounts payable, cashiering, fixed asset management, internal controls, policy development and implementation, legal, and audit compliance as well as maintenance of the general ledger.</li>
<li>Provides insight and education regarding ASI and CSU Sacramento budget and financial operations to the ASI Student Board of Directors, full-time staff, student-staff, campus partners and the student community at a level of their understanding.</li>
<li>Oversees the preparation of the annual financial statements and 990 for ASI and the Union WELL.</li>
<li>Facilitates implementation of quality standards and priority criteria for service processes.</li>
<li>Ensures a high level of customer satisfaction through assessment, staff training, and resource development. Ensures compliance with state and federal tax laws and reporting requirements.</li>
<li>Ensures compliance with all internal controls and identifies potential improvements to increase efficiency of operations and security of company assets.</li>
<li>Evaluates changes in policies, laws, and available resources for impacts and adjustments to related policies, procedures, and staff responsibilities.</li>
<li>Coordinates plans for testing, training, and implementing new and upgraded financial systems.</li>
<li>Manages corporate response to auditors during the annual external audit, CSU audits, and other agency audits.</li>
<li>Prepares reports and supporting documentation for year-end financial statements and state and federal income tax filings.</li>
<li>Reviews and approves internal audits of petty cash, change funds, and inventories of assets and resale products.</li>
<li>Responsible for all cash management activity within the organization to meet short and long-term financial requirements.&nbsp;</li>
<li>Examines and translates financial information related to specific business decisions, reports on operating results, cash flow, financial forecasts, restricted fund activities, investments and related issues.</li>
<li>Examines investments and consults with appropriate staff and investment managers regarding investment needs and maximization of investment income.&nbsp; Makes investment recommendations to the Executive Director.</li>
<li>Provides on-site accounting support for departmental special events (i.e. regattas, ski swap, etc.) as required.</li>
</ul>
Long Term Financial Planning, and Forecasting
<ul>
<li>Develops financial forecasts to determine necessary funding levels for ASI regarding distribution/allocation of fiscal resources.</li>
<li>Monitors the use of student fee revenue and recommends timing and levels of necessary fee increases.</li>
<li>Develops long-term capital funding plans and budgets including maintaining appropriate reserve increases.</li>
<li>Manages investment and banking operations.&nbsp;</li>
<li>Advises Executive Director on all financial matters.</li>
</ul>
Fiscal Services
<ul>
<li>Serves as an advisor to the ASI Student Board of Directors. Provides guidance and support to all elected ASI student officers, especially the ASI Student Vice President of Finance, in the fulfillment of their responsibilities, and to student club and organization officers on the use of ASI funds.</li>
<li>Organizes, directs and supervises the preparation of ASl's annual budget in accordance with the guidelines provided by the ASI Finance and Budget Committee.</li>
<li>Implements the approved budget, and works with ASI department directors to ensure that operations remain within the scope of the approved budget.</li>
<li>Coordinates with the ASI Student Vice President of Finance in the annual budget review process.</li>
<li>Develops and presents ASI budget to the ASI Student Board of Directors and reports on budget status throughout the year to the Student Board of Directors.</li>
<li>Oversees the management of corporate bank accounts.</li>
<li>Oversees internal audit plan; acts as liaison to external audit firm.</li>
<li>Monitors gifts and donations, sales tax liability, fixed asset management and inventory, insurance coverage, and contractual agreements that bind ASI.</li>
<li>Serves as a key resource to ASI Student Government/ASI Student Board of Directors regarding fiscal policies, procedures, and processes.</li>
<li>Fulfills ASl's responsibilities as fiscal agent for the State Hornet Newspaper and Union WELL.</li>
<li>Manages services as agreed upon in the Memorandums of Understanding, including completing and overseeing the financial transactions, record keeping, account collections and financial statements.</li>
<li>Maintains and update the Financial Policy Manual.</li>
</ul>
Committees
<ul>
<li>Serves as a member of the ASI Management Work Team</li>
<li>Serves as a non-voting member of the ASI Finance and Budget Committee</li>
<li>Serves as a non-voting member of the ASI Student Board of Directors</li>
<li>Serves as a member of the AOA Business and Financial Services Committee</li>
<li>Serves as a member of the Student Affairs Manager Group; attends all meetings</li>
</ul>
ADMINISTRATION
<ul>
<li>Ensures effective day-to-day oversight of central corporate functions, including strategic planning, organizational effectiveness, risk management, corporate records, and infrastructure.</li>
<li>Complies with ASI policies, practices and procedures in leading, supervising and managing the ASI Accounting Services department.</li>
<li>Increases the operational strength of the organization through supporting staff professional development.</li>
<li>Supervises the Information Technology team to deliver technical support, network administration, information security, and procurement.&nbsp; Recommends technology strategies and solutions by evaluating organization needs, identifying problems, evaluating trends, and anticipating requirements.</li>
<li>Follows all relevant university policies, procedures, and guidelines including, but not limited to, safety, civility, information security, and non-discrimination policies and procedures.</li>
</ul>
Assessment
<ul>
<li>Develop and execute assessment of programs and/or services for areas of responsibility including, but not limited to, setting and implementing goals, evaluating outcomes and ongoing enhancement.&nbsp;</li>
<li>Participate in the overall ASI assessment planning and goal setting.</li>
</ul>
CORE COMPETENCIES 
<ul>
<li>Leading the Department: Manages and supports organizational transformation; aligns department initiatives with ASI’s mission and vision.</li>
<li>Leading Self: Adheres to the highest standards of ethics, is open to new ideas and approaches; and exhibits leadership behaviors.</li>
<li>Leading Others: Manages effective teams and work groups effectively; builds and maintains relationships.</li>
<li>Effective Communicator: Demonstrates open, honest and respectful written and verbal communication. Communicates effectively both verbally and in writing with staff, employees and public.</li>
<li>Flexible/Adaptable: Maintains effectiveness in varying work environments where circumstances and priorities are changing.</li>
<li>Resilient: Maintains high performance and composure under pressure, opposition or criticism.</li>
<li>Creativity/Innovation: Encourages new ideas and innovations in programming; questions conventional approaches.</li>
<li>Financial Management: Prepares, justifies and administers the program budget. Monitors expenditures and uses cost benefit thinking to set department priorities.</li>
<li>Policies, Process and Procedures: Acts in accordance with established guidelines; communicates and enforces Associated Students Inc. policies and procedures.</li>
<li>Partnership: Works effectively and collaboratively with campus constituencies to serve a diverse customer population.</li>
<li>Customer-Focused: proactively seeks and finds ways to provide the highest standards of service. </li>
<li>Problem-Solver: Demonstrates broad ways to analyze and handle complex problems and situations.&nbsp;</li>
<li>Cooperation: Works effectively with others in order to achieve a shared goal; follows instructions.</li>
</ul>
Minimum Qualifications
<ul>
<li>Ability to manage the quality and content of organizational finance and accounting, typically demonstrated by eight (8) years of experience managing the fiscal and administrative functions of a complex business unit or a large non-profit and/or the possession of a bachelor’s degree in accounting, finance, business administration or a related field. Relevant work experience may be substitute for required education.</li>
<li>Minimum five (5) years of experience compiling, developing, preparing and publishing comprehensive financial statements in a FASB and/or GASB environment.</li>
<li>Ability to analyze data, develop, and maintain complex statistical and management reports.</li>
<li>Ability to effectively communicate financial concepts to audiences with varying degrees of financial aptitude.</li>
<li>Supervisory experience required.</li>
</ul>
PREFERRED Qualifications
<ul>
<li>Advanced degree in accounting, finance, business administration or related field, from an accredited university. Certified Public Accountant (CPA).</li>
<li>Financial management experience in higher education or with a non-­ profit 501(c)(3) organization.</li>
<li>Demonstrated success in establishing and maintaining collegial professional relationships, and delivering first-rate customer service during their most recent five years’ work experience.</li>
<li>Experience working with a Board of Directors, preferably related to a non-profit 501(c)(3) or higher education organization.</li>
<li>Experience supervising a segment of a large information technology operation or all aspects of a small information technology operation.</li>
<li>Experience supervising a major segment of a large accounting operation, or all aspects of a small accounting operation.</li>
<li>Experience in strategic planning for an organization with a variety of departments.</li>
<li>Experience working with external auditors and resolving identified audit findings.</li>
</ul>
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand, walk, use hands to fingers, handle, feel, reach with hands and arms, talk and hear. The employee must:
<ul>
<li>Occasionally lift and/or move up to 50 pounds.</li>
<li>Must be able to climb, kneel, squat, reach overhead</li>
</ul>
WORK ENVIRONMENT 
<ul>
<li>Office setting</li>
</ul>

Director of Finance

<h3>Job Description</h3>
Job Description
As an Insurance Sales Agent with New York Life, you'll have the opportunity to empower families by securing their financial futures. You'll build trusted relationships and provide peace of mind with exceptional products and services. This role goes beyond sales; it's about making a meaningful impact on people's lives. At New York Life, we prioritize your success with comprehensive training recognized by industry awards, ensuring your personal and professional growth. We're a Fortune 100 company with a 175-year legacy of integrity and strength, accountable to our policyholders. You'll join a supportive team focused on long-term client success, bolstered by our superior financial ratings. If you're driven to help others and eager to advance your career in a dynamic, growth-oriented environment, let's explore this opportunity together.
Compensation:
$115,917 yearly
Responsibilities:
<ul>
<li>Build and nurture strong relationships with clients, ensuring their needs are met with tailored insurance solutions.</li>
<li>Educate clients on the benefits and features of various insurance products, empowering them to make informed decisions.</li>
<li>Develop and implement strategic sales plans to achieve and exceed individual and team sales targets.</li>
<li>Conduct thorough needs assessments to identify potential gaps in clients' insurance coverage and offer appropriate recommendations.</li>
<li>Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.</li>
<li>Stay informed about industry trends and regulatory changes to provide clients with up-to-date information and advice.</li>
<li>Utilize CRM tools to maintain accurate records of client interactions and track progress towards sales goals effectively.</li>
</ul>
Qualifications:
<ul>
<li>Experience in sales, preferably within the insurance industry, to effectively engage and educate clients.</li>
<li>Ability to build and nurture strong client relationships, ensuring trust and long-term satisfaction.</li>
<li>Proven track record of achieving and exceeding sales targets through strategic planning and execution.</li>
<li>Strong communication skills to clearly explain complex insurance products and benefits to clients.</li>
<li>Ability to conduct thorough needs assessments, identifying gaps and offering tailored insurance solutions.</li>
<li>Familiarity with CRM tools to maintain accurate client records and track sales progress efficiently.</li>
<li>Commitment to staying informed about industry trends and regulatory changes to provide up-to-date advice to clients.</li>
</ul>
About Company 
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
Awards &amp; Accolades...
We’re proud of our financial strength.
<ul>
<li>A++ Superior (A.M. Best)</li>
<li>AAA Exceptionally Strong (Fitch)</li>
<li>Aaa Exceptional (Moody’s)</li>
<li>AA+ Very Strong (Standard &amp; Poor’s)</li>
</ul>
We’re proud of the training we offer
<ul>
<li>Training Magazine’s APEX Award for 2022</li>
</ul>

Insurance Sales Agent

<h3>Job Description</h3>
Job Description
Are you looking to start a sales career or break into the insurance industry We want highly motivated and determined job seekers to APPLY TODAY. No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field. We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! 
 Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities

 Responsibilities 
<ul>
<li>Meet new business production goals and objectives as established.</li>
<li>Solicits for new business via telephone, networking, and other lead sources.</li>
<li>Develop insurance quotes, makes sales presentations, and closes sales.</li>
<li>Take premium payments from customers.</li>
<li>Treat each customer contact as a cross and up-sell opportunity including financial products.</li>
<li>Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.</li>
</ul>
 Requirements 
<ul>
<li>Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.</li>
<li>Possess an upbeat, positive and enthusiastic attitude.</li>
<li>Be a great self-starter with a sense of urgency.</li>
<li>Create relationships from a cold start.</li>
<li>Excellent Communication/interpersonal skills.</li>
<li>A Property &amp; Casualty license is preferred but will train good individual.</li>
</ul>

<h3>Job Description</h3>
Job Description
We are seeking an Insurance Sales Agent to join our team! This exciting opportunity will allow you to be mentored by one of the top agents in the state.
You will be responsible for helping people insure what matters most to them by selling various types of insurance policies to new and existing clients. Consider becoming a Farmers Insurance Agent and enjoy unlimited earning potential!
&nbsp;
The insurance industry is one of the most secure and stable industries, allowing agency owners to earn an incredible income while benefiting from an industry that remains resilient regardless of economic ups and downs.
Our comprehensive training program allows you to be successful whether you have a background in the insurance industry or not. There is no insurance experience required, full training will be provided.
Responsibilities:
<ul>
<li>Present and sell insurance policies to new and existing clients</li>
<li>Develop and calculate suitable plans based on clients' needs</li>
<li>Resolve client inquiries and complaints</li>
<li>Expand business reach through networking techniques</li>
<li>Comply with insurance standards and regulations</li>
<li>Track and identify areas of improvement</li>
</ul>
Qualifications:
<ul>
<li>Previous experience in insurance, customer service, or other related fields</li>
<li>Ability to build rapport with clients</li>
<li>Strong negotiation skills</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to prioritize and multitask</li>
</ul>
Benefits:
<ul>
<li>Base salary plus commissions</li>
<li>You will partake in the number one training program in the industry</li>
<li>You will be given the opportunity for advancement: we promote from within the company</li>
<li>Enjoy a work/life balance. </li>
<li>&nbsp;</li>
<li>&nbsp;</li>
</ul>
&nbsp;
&nbsp;
Company DescriptionIn business since 1928, today at Farmers® we proudly serve more than 10 million households with more than 20 million individual insurance policies across all 50 states through the efforts of nearly 50,000 exclusive and independent agents and nearly 24,000 employees. Our experience provides a rich history and legacy of service and strong customer relationships, while our focus on smart innovation, technology and entrepreneurship helps us to stay creative, to continually improve our product offerings and to drive the evolution of the insurance industry Our experience provides a rich legacy of service and strong customer relationships, while our focus on entrepreneurship helps us drive the evolution of the insurance industry. We understand that every encounter with customers is an opportunity to differentiate ourselves with our personalized service and have an overall positive impact on clients lives. We are seeking talented and dedicated business owners who strive to serve the Insurance and Financial Service needs for the greater Seattle/Bellevue area. 
<h3>Company Description</h3>
In business since 1928, today at Farmers® we proudly serve more than 10 million households with more than 20 million individual insurance policies across all 50 states through the efforts of nearly 50,000 exclusive and independent agents and nearly 24,000 employees. Our experience provides a rich history and legacy of service and strong customer relationships, while our focus on smart innovation, technology and entrepreneurship helps us to stay creative, to continually improve our product offerings and to drive the evolution of the insurance industry\r\n\r\nOur experience provides a rich legacy of service and strong customer relationships, while our focus on entrepreneurship helps us drive the evolution of the insurance industry. We understand that every encounter with customers is an opportunity to differentiate ourselves with our personalized service and have an overall positive impact on clients lives.\r\n\r\nWe are seeking talented and dedicated business owners who strive to serve the Insurance and Financial Service needs for the greater Seattle/Bellevue area.

<h3>Job Description</h3>
Job DescriptionWe are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!Compensation:
$120,000 at plan
Responsibilities:
<ul>
<li>Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty</li>
<li>Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders</li>
<li>Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish</li>
<li>Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances</li>
<li>Develop and deliver risk management strategies for each customer based on their risk profile</li>
</ul>
Qualifications:
<ul>
<li>Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations</li>
<li>Bachelor’s degree preferred; high school diploma required</li>
<li>Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role</li>
<li>Some computer skills with ability to use Microsoft Office is required</li>
<li>Proficiency with accounting or sales-related software is helpful</li>
</ul>








<ul>
<li>Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#69 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)</li>
</ul>
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

<h3>Job Description</h3>
Job Description
We are seeking an Insurance Agent to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients.
Responsibilities:
<ul>
<li>Present and sell insurance policies to new and existing clients</li>
<li>Develop and calculate suitable plans based on clients' needs</li>
<li>Resolve client inquiries and complaints</li>
<li>Expand business reach through networking techniques</li>
<li>Comply with insurance standards and regulations</li>
<li>Track and identify areas of improvement</li>
</ul>
Qualifications:
<ul>
<li>Previous experience in insurance, customer service, or other related fields</li>
<li>Ability to build rapport with clients</li>
<li>Strong negotiation skills</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to prioritize and multitask</li>
</ul>

<h3>Job Description</h3>
Job Description
We're on a mission to empower our clients and foster the growth of our team. As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development. Our goal is to find someone aligned with our core values of Ownership, Growth, and Service.

Position Description:

As a newly hired sales professional, you'll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person.
You'll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. You'll work with individuals and conduct group presentations for 5 to 50+ employees.

Core Responsibilities:
<ul>
<li>
Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
</li>
<li>
Respond to client inquiries via phone, email, or text as needed
</li>
<li>
Schedule meetings with potential and existing clients to understand their insurance needs
</li>
<li>
Attend scheduled calls and meetings with your sales manager and team
</li>
<li>
Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
</li>
<li>
Build and nurture your own client portfolio
</li>
<li>
Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
</li>
<li>
Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
</li>
<li>
Record daily work stats and sales activity updates at the end of each work day
</li>
</ul>

QUALIFICATIONS &amp; DESIRED SOFT SKILLS:
<ul>
<li>
Strong interpersonal skills with the ability to build genuine connections quickly.
</li>
<li>
A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
</li>
<li>
Clearly-defined personal goals, a positive attitude, and optimistic outlook.
</li>
<li>
Quick-thinking with exceptional situational awareness and critical thinking skills.
</li>
<li>
Hunger for learning and growth, strong time management abilities, and the capability to work independently.
</li>
<li>
Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers
</li>
</ul>
ADDITIONAL QUALIFICATIONS:
<ul>
<li>
Pass a high-level pre-employment background check
</li>
<li>
Active Drivers License and reliable transportation
</li>
<li>
Active Health &amp; Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available)
</li>
<li>
Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)
</li>
</ul>
COMPENSATION &amp; BENEFITS:
<ul>
<li>
Comprehensive classroom and field training program
</li>
<li>
Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions
</li>
<li>
Health, dental and vision benefits offered after 60-days of employment
</li>
<li>
Performance-based promotions
</li>
<li>
Control of your schedule based on results achieved rather than time worked
</li>
<li>
Continuing professional development classes, advanced sales trainings, and leadership development classes
</li>
<li>
Culture of camaraderie, friendly competition, and success mindset
</li>
</ul>
Apply now to be part of a team that embraces challenges and rewards effort!
<a href="http://www.alvtn.com" target="_blank">www.alvtn.com</a>
#ZR

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