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<h3>Job Description</h3>
Job Description
Objectives
The financial controller will take on responsibility for financial matters with a strong focus on project and financial controlling for CEC Controls Company, Inc., working across departments and as well acting as a sparring partner for all strategic financial issues. The financial controller will also be Point of Contact for stakeholders, business segment management and employees within this area. The financial controller is together with the local management responsible for operational and strategic financial topics and projects, staying true to SCIO's core values and reporting guidelines/ processes.
Responsibilities
General Management and Reporting
<ul>
<li>Ensure financial management with regard to P&amp;L, balance sheet, liquidity, preparation and consolidation of monthly, quarterly and annual financial statements according to local GAAP within the company as well as IFRS-based group reporting (monthly)</li>
<li>Comply with international and local financial requirements by staying up to date with all existing and new legislation and taking appropriate action.</li>
<li>Establish and develop relationships locally and within the business segment (especially Head of BS/Finance and US entities) as well as group finance-team.</li>
</ul>
Financial Analysis - Budgeting, Forecasting &amp; Controlling
<ul>
<li>Strong focus on operational project controlling and monthly reviews with the Head of PMO and individual project managers to ensure quality and approval of project estimations and contracts.</li>
<li>Collaborate with estimating staff to prepare project estimates for review and approval by management and the SCIO Automation Board.</li>
<li>Prepare budget and forecast as well as active cash flow management, consolidations, planning and analysis in line with group financial standards and business plan.</li>
<li>Establish and enforce controlling structures and KPI systems based on SCIO group requirements and tools to support data-driven corporate management and create transparency for controlling via SCIO Group's key financial figures.</li>
<li>Monitor and analyze business performance with tracking tools, establish corrective measures as needed, identify cost saving potentials and prepare detailed reports for local and SCIO management team and rest of company.</li>
<li>Perform risk management through analysis of company projects, investments, receivables and liabilities.</li>
</ul>
Financial Operations - Treasury, Accounting &amp; Audit
<ul>
<li>Ensure tracking of cash, investments, insurance, budgeting, and financial reporting, and help to drive the company’s financial strategy.</li>
<li>Provide support during the annual audit and ensure compliance with GAAP, SEC, IRS and other taxing entity requirements.</li>
<li>Process optimization in the financial area by using modern systems and establishing permeable structures and decision paths.</li>
</ul>
Required Skills and Qualifications
<ul>
<li>Successfully completed studies (business administration engineering or equivalent) ideally complimented by an MBA or comparable.</li>
<li>At least 10 years' experience in the in a financial role</li>
<li>Preferred expertise in a function in the finance department of a large medium-sized company (preferably with project business/ industry)</li>
<li>Comprehensive and equally strong expertise in controlling, financing (ideally in a private equity financed company), reporting, budgeting, accounting, and treasury.</li>
<li>Understanding of advanced accounting and local regulatory issues</li>
<li>Excellent communication and presentation skills and successful in negotiations (German language skills are nice to have)</li>
<li>High resilience enjoys challenges and complex tasks, cultural openness.</li>
<li>Highly collaborative, leading with action and intensity, performance focused, while being grounded in fact-based reality</li>
<li>Integrity and entrepreneurial responsibility</li>
</ul>

Financial Controller

<h3>Job Description</h3>
Job Description
POSITION SUMMARY:
Under the supervision and direction of the Controller, the Financial Analyst will support Accounting in financial reporting, month end closing and reporting, net revenue and bad debt analysis, forecasting, statistics, as well as Balance Sheet reconciliations. This position may also have fixed asset. The Financial Analyst will support Accounting in the annual budget process. Monitor compliance with policies and procedures, and perform miscellaneous duties as assigned by the Controller.
Responsible for performing multiple projects for the development of information and reporting tools that include both financial and clinical data to managers, directors, vice presidents, and executive staff in support of institutional goals and patient care operations. This position will interact with all levels of institutional personnel, particularly in Accounting, Administration, and Department Directors. This position assists in the review of new programs and operational efficiency. The person in this position must have systems, accounting, financial and interpersonal skills sets.
 
KEY RESPONSIBILITIES:
1. Consistently supports and communicates the Mission, Vision and Values of St. Joseph Medical Center.
2. Follows the St. Joseph Medical Center Guidelines related to the Health Insurance Portability and Accountability Act (HIPAA), designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI).
3. Promotes a culture of safety for patients and employees through proper identification, proper reporting, documentation and prevention of medical errors in a non-punitive environment.
4. This position may be responsible for Fixed Asset reporting and maintenance.
5. Accurately participates in month end close process as well as initiate journal entries.
6. Accurately complete Balance sheet recons as assigned.
7. Accurately report Daily and Monthly entity and departmental statistics.
8. Demonstrates proficiency in hospital's decision support database tools.
9. Assists in the quarterly Sarbanes Oxley key controls assessment.
10. Assists in the maintenance of the productivity system.
11. Assists in special projects for year-end audits.
12. Provides high level accounting functions for analysis. Respond to a variety of inquires and other requests for information related to patient care operations. Performs special projects as assigned by the Controller or Chief Financial Officer.
13. Assist Nursing in NDNQI reporting for magnet status.
14. Reviews financial reports prepared by assigned staff to ensure accuracy.
15. Assists in preparation of annual hospital surveys, tax package and audit packs. Review schedules to ensure they are complete and tie to respective general ledger accounts.
16. Performs job duties within legal and professional regulations/guidelines and departmental standards. Ensures compliance with administrative policies and procedures. Seeks appropriate input from all levels of management on a regular basis for planning and coordination of requested data.
17. Helps in coordinating physical inventory.
18. Supportive of the compliance program set forth by SJMC and demonstrated by:
a. Upholds the Code of Ethics and Corporate Compliance.
b. Adheres to and helps to enforce all compliance policies relevant to his/her area.
c. Assures timely compliance education as requested by the Compliance Officer and/or through corporate initiatives.
19. Sets an example to all staff in their daily activities.
 
 REQUIRED KNOWLEDGE &amp; SKILLS:
<ul>
<li>Technical, critical-thinking, and interpersonal skills relevant to area in order to effectively communicate with physicians, health team members, patients and families</li>
<li>Ability to prioritize work with minimal supervision, in order to independently carry out the duties of the position</li>
<li>Able to communicate effectively, both verbally and in writing</li>
<li>Intermediate to advanced skills in other MS applications (Word &amp; Power Point) as well as database query language (SQL) &amp; various database GUI applications (e.g. BI Portal, Hyperion, Lawson, etc.</li>
</ul>
WORK EXPERIENCE:
<ul>
<li>Minimum of two years professional experience</li>
<li>Healthcare experience preferred</li>
<li>Knowledge base should include techniques for proper accounting, forecasting, accounting information systems, financial analysis and decision support, hospital finance, and organizational effectiveness</li>
</ul>
 
EDUCATION &amp; TRAINING:
<ul>
<li>Bachelors' degree in Accounting, Finance, or Business Administration</li>
<li>Extensive experience in MS Excel &amp; MS Access for financial reporting, analysis, modeling, and database manipulation</li>
</ul>
Houston's oldest hospital is GROWING!
 Welcome to St. Joseph Medical Center (SJMC), Houston's first and only downtown hospital delivering world-class care for the last 137 years and looking forward to the next century of exceptional care to Houstonians when they need us most.
Whether it's for a scheduled surgery, the birth of a baby, an unexpected emergency, or an outpatient visit, we have staff available around the clock to provide you access to immediate, quality health care. SJMC has been providing health care services to Greater Houston residents for over 130 years, which should give you great comfort in knowing that we have a great tradition of caring for our community. We strive to meet our patients' expectations and encourage our patients to provide us with feedback on how we can help them have the best experience possible while they're in our care.
Over the last years we have expanded our services to include the Advanced Wound Care Center, Comprehensive Cardiac and Vascular Services, the Women's Center, the St. Joseph Maternal Fetal Medicine Center, and a Weight Loss Surgery Program, just to name a few. As you work with our physicians, nurses, case managers, educators, and other staff, you will be guided through your health care journey, from diagnosis to treatment, with compassion every step of the way.
Diversity, equity, inclusion, and belonging are at the foundation of the care St Joseph Medical Center provides to our community we are privileged to support in all of our employment practices. We do not discriminate on the grounds of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or expression or any other non-job-related characteristic.

Financial Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
 
This is an onsite position located in our Charlotte, NC office 4 days/week
 
We are seeking a detail-oriented, organized and driven Financial Analyst to join our Finance team. This position provides financial guidance and support to Air Distribution USA and other related entities. This role is responsible for financial analysis, and decision-making support while driving business performance. Key responsibilities include coordinating the development of revenue, cost of sales, expense, capital, and headcount budgets as applicable. Additionally, the position provides comprehensive financial support including monthly performance reporting, financial analysis, and variance reviews for revenue, margins, and expenses, with recommendations to mitigate risk and identify opportunities.
 
What You Will Do
<ul>
<li>Provide analytical expertise for complex cross-functional projects, collaborating with Marketing and Commercial stakeholders to drive informed decision-making</li>
<li>Support directors and managers in financial management, including budget oversight and monthly financial performance reviews</li>
<li>Work with online/trade teams on pricing models and review</li>
<li>Prepare financial ROI for projects and ensure projects align with strategic goals</li>
<li>Support parent company reporting data collection initiatives</li>
<li>Collaborate with budget owners to assess financial risks and opportunities for consideration in monthly estimate updates</li>
<li>Assist in budget preparation and forecasting for expenses, capital expenditures, and headcount, ensuring alignment with the financial planning calendar</li>
<li>Help the marketing organization build pricing/P&amp;L models for new product launches</li>
<li>Ensure compliance with GAAP and maintain appropriate financial systems and controls</li>
<li>Participate in special projects and initiatives</li>
</ul>
Requirements:
<ul>
<li>Bachelor's Degree in Finance, Accounting, or a related field</li>
<li>Advanced Excel skill</li>
<li>Competency in the use of spreadsheets and accounting systems for the purpose of analysis and financial modeling</li>
<li>Strong critical thinking skills and the demonstrated ability and desire to influence and drive results</li>
<li>Strong written and verbal communication skills</li>
<li>Self-motivated and a self-starter continuously looking for process improvements and growth opportunities</li>
<li>Strong attention to detail while maintaining the broader, analytical perspective</li>
<li>Excellent organizational skills with the ability to prioritize and balance multiple tasks under time constraints</li>
</ul>
 
What Will Put You Ahead:
<ul>
<li>Excel Modeling </li>
<li>Microsoft Dynamics 365 Finance and Operations experience</li>
<li>Experience in wholesale and/or retail </li>
</ul>
What's In It for Me (Benefits):
 
• Medical, Dental, and Vision Insurance: Base Plan Premiums 100% covered by AIR for employee coverage. 
• Basic Life, Short-Term Disability and Long-Term Disability Insurance: Fully covered by AIR.
• Health Savings Account (HSA): Up to $1,000 company match.
• Voluntary Life Insurance: Options available at reasonable group rates.
• Paid Time Off (PTO) and Sick Time: All employees are eligible for a minimum of 15 days of PTO and 40 hours of Sick Time per year (accrual basis).
• 10 Company Recognized Holidays + 2 Floating Holidays 
• Parental Leave: Up to 12 weeks paid by AIR.
• 401(k): AIR will contribute 3% of base salary for all employees upon eligibility.

<h3>Job Description</h3>
Job Description
Continental Shelf Associates, Inc. (CSA), a multidisciplinary U.S. corporation with a steadfast dedication to the ocean industry, is seeking a Project Financial Accountant specializing in cost accounting to join our Stuart, FL office.
Role Overview
Monitor, analyze, and report on construction project costs while maintaining accurate financial records and identifying cost-saving opportunities.
Key Responsibilities
<ul>
<li>Analyze and report construction project costs and financial performance metrics</li>
<li>Maintain detailed cost accounting records and generate comprehensive project reports</li>
<li>Perform variance analysis to identify and recommend cost-saving opportunities</li>
<li>Develop and monitor project budgets and financial forecasts</li>
<li>Partner with project managers to ensure accurate cost allocation</li>
<li>Track and analyze construction materials and supplies inventory costs</li>
<li>Support monthly/annual closing processes for accurate project financial reporting</li>
</ul>
Required Education and Experience
<ul>
<li>Bachelor's degree in accounting, Finance, or related field.</li>
<li>Proven cost accounting experience</li>
<li>Strong analytical and problem-solving capabilities</li>
<li>Advanced Microsoft Excel skills and proficiency in Office Suite</li>
<li>Strong knowledge of GAAP (Generally Accepted Accounting Principles).</li>
<li>Must have flexibility and the ability to multi-task priorities</li>
<li>Outstanding communication and interpersonal abilities</li>
<li>Exceptional attention to detail and independent work ethic</li>
<li>Demonstrated ability to work independently and as a team</li>
</ul>

Position Type/Expected Hours of Work This is a full-time position Monday through Friday, 8:00am to 5:00pm. 
Benefits: 
<ul>
<li>Health, Dental, Vision, Life, Accident, Hospital, Critical Care Insurances</li>
<li>Health Savings Plan (HSA)</li>
<li>Paid Time Off</li>
<li>401k </li>
<li>Roth</li>
<li>Great people to work with</li>
</ul>
Travel Travel is not expected for this position.
Other Duties Please note this job description 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.
Job Type: Full-time 
Applicants must possess current, long-term authorization to work in the United States. 
CSA is unable to initiate visa sponsorship
CSA is an Equal Employment Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, veteran status, or disabled status.
EEO/AA/MFDV

Project Financial Accountant

<h3>Job Description</h3>
Job Description
Enjoy what you do while contributing to a company that makes a difference in people’s lives. US Fertility, one of the premier fertility centers in the United States, continually seeks experienced, compassionate, and dynamic team players who are committed to delivering exceptional patient care to join our growing practice. The work we do building families offers stimulation, challenge, and personal reward.
If you're a Financial Educator looking for a new opportunity to work in a fast-paced, professional environment where your talent contributes to changing people’s lives, then we want to talk to you. This position requires collaborating with physicians, other medical providers, and patients by providing expert care and service for fertility treatments.
We have an immediate opening for a full-time remote Financial Educator to work for our Orlando, FL office. The schedule is Monday through Friday, 7:30a- 4p
How You'll Contribute:
We always do whatever it takes, even if it isn’t specifically our “job.” In general, the Financial Educator is responsible for:
Consult with patients regarding their benefits, coverage and financial options
Perform aspects of benefit verification and prior authorization
Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison
Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information
Skills &amp; Qualifications
The skills and education we need are:
Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction
Must have experience reading and understanding payer remittance advice. Includes the ability to differentiate between allowed charges, contractual adjustments, line item denials/reasons, patient responsibility (co-pay, co-insurance, and deductibles), etc.
Bachelor's Degree preferred
Experience working in an OB/GYN office is a plus
Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies
Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy
Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel
High level of customer service essential
More important than the best skills, however, is the right person. Employees who embrace our mission, vision, and core values are highly successful.
At US Fertility, we promote and develop individual strengths in order to help staff grow personally and professionally. Our core values - Empathy, Patient Focus, Integrity, Commitment, and Compassion (EPICC) – guide us daily to work hard and enjoy what we do. We’re committed to growing our practice and are always looking to promote from within. This is an ideal time to join our team!
What We Offer: 
We are proud to provide a comprehensive and competitive benefits package tailored to support the needs of our team members across all employment types:
<ul>
<li>Full-Time Employees (30+ hours/week): Medical, dental, and vision insurance, 401(k) with company match, tuition assistance, performance-based bonus opportunities, generous paid time off, and paid holidays</li>
<li>Part-Time Employees: 401(k) with company match and performance-based bonus opportunities</li>
<li>Per Diem Employees: 401(k) with company match</li>
</ul>
To learn more about our company and culture, visit here.
How To Get Started:
To have your resume reviewed by someone on our Talent Acquisition team, click on the “Apply” button. Or if you happen to know of someone who might be interested in this position, please feel free to share the job description by clicking on an option under “Share This Job” at the top of the screen.

Financial Educator Remote

<h3>Job Description</h3>
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
 
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
 
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
 
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
 
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
 
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
 
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
 
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
 
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a>
Compensation:
$60,000 - $70,000 yearly
Responsibilities:
<ul>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional</li>
</ul>
<ul>
<li>Build and maintain long-term relationships with clients.</li>
<li>Understand clients’ needs and recommend tailored insurance and financial solutions.</li>
<li>Educate clients about life insurance options, retirement planning, and wealth management strategies.</li>
<li>Develop and execute a personal marketing plan to attract and retain clients.</li>
<li>Participate in ongoing professional development and New York Life training programs.</li>
<li>Achieve or exceed sales goals set by the company.</li>
</ul>
Qualifications:
<ul>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
<li>Required to effectively network to identify potential new clients</li>
<li>Must have effective relationship management skills</li>
</ul>
<ul>
<li>Bachelor's degree preferred; high school diploma or equivalent required.</li>
<li>Strong interpersonal, communication, and relationship-building skills.</li>
<li>Self-motivated, goal-oriented, and disciplined.</li>
<li>Prior experience in sales, finance, or insurance is a plus, but not required.</li>
<li>Ability to obtain a life and health insurance license (sponsorship and training provided).</li>
<li>Commitment to ethics, professionalism, and excellence.</li>
</ul>
About Company 
Keeping a promise to help you protect and prosper for over 175 years
At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.
We are the largest mutual insurer in the U.S.
New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street.
We answer to our policy owners, not to Wall Street
New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

Financial Service Professional

<h3>Job Description</h3>
Job Description
Enjoy what you do while contributing to a company that makes a difference in people’s lives. US Fertility, one of the premier fertility centers in the United States, continually seeks experienced, compassionate, and dynamic team players who are committed to delivering exceptional patient care to join our growing practice. The work we do building families offers stimulation, challenge, and personal reward.
If you're a Financial Educator looking for a new opportunity to work in a fast-paced, professional environment where your talent contributes to changing people’s lives, then we want to talk to you. This position requires collaborating with physicians, other medical providers, and patients by providing expert care and service for fertility treatments.
We have an immediate opening for a full-time remote Financial Educator to work for our Pennsylvania, office. The schedule is Monday through Friday, 7:30a- 4p
How You'll Contribute:
We always do whatever it takes, even if it isn’t specifically our “job.” In general, the Financial Educator is responsible for:
Consult with patients regarding their benefits, coverage and financial options
Perform aspects of benefit verification and prior authorization
Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison
Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information
Skills &amp; Qualifications
The skills and education we need are:
Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction
Must have experience reading and understanding payer remittance advice. Includes the ability to differentiate between allowed charges, contractual adjustments, line item denials/reasons, patient responsibility (co-pay, co-insurance, and deductibles), etc.
Bachelor's Degree preferred
Experience working in an OB/GYN office is a plus
Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies
Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy
Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel
High level of customer service essential
More important than the best skills, however, is the right person. Employees who embrace our mission, vision, and core values are highly successful.
At US Fertility, we promote and develop individual strengths in order to help staff grow personally and professionally. Our core values - Empathy, Patient Focus, Integrity, Commitment, and Compassion (EPICC) – guide us daily to work hard and enjoy what we do. We’re committed to growing our practice and are always looking to promote from within. This is an ideal time to join our team!
What We Offer: 
We are proud to provide a comprehensive and competitive benefits package tailored to support the needs of our team members across all employment types:
<ul>
<li>Full-Time Employees (30+ hours/week): Medical, dental, and vision insurance, 401(k) with company match, tuition assistance, performance-based bonus opportunities, generous paid time off, and paid holidays</li>
<li>Part-Time Employees: 401(k) with company match and performance-based bonus opportunities</li>
<li>Per Diem Employees: 401(k) with company match</li>
</ul>
To learn more about our company and culture, visit here.
How To Get Started:
To have your resume reviewed by someone on our Talent Acquisition team, click on the “Apply” button. Or if you happen to know of someone who might be interested in this position, please feel free to share the job description by clicking on an option under “Share This Job” at the top of the screen.

<h3>Job Description</h3>
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
 
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
 
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
 
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
 
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
 
Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Compensation:
$50,000 - $110,000 yearly
Responsibilities:
<ul>
<li>Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
</ul>
Qualifications:
<ul>
<li>Must have effective relationship management skills</li>
<li>Required to effectively network to identify potential new clients</li>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
</ul>
About Company 
Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.

<h3>Job Description</h3>
Job DescriptionJob Title: Business/Financial Analyst Location: Pico Rivera, CA (100% On-site) must be local to be considered Schedule: Monday to Friday, 9:00 AM – 6:00 PM Contract Duration: 3 months, with potential for extension or permanent hire Compensation: $30–$40/hour, depending on experience
MUST HAVE SQL experience
Position Overview:
We are seeking a detail-oriented and analytical Business Analyst to provide temporary support to our Finance team during a time of growth and transition. Reporting directly to the Finance Manager and working closely with a collaborative team, this role will focus on analyzing financial data, preparing actionable reports, and assisting leadership across multiple locations in making informed business decisions.
Key Responsibilities:
<ul>
<li>
Analyze financial and sales data to support budgeting, forecasting, and variance analysis
</li>
<li>
Generate internal reports to aid strategic decision-making across departments
</li>
<li>
Collaborate with general managers and team leads to uncover trends and performance insights
</li>
<li>
Help streamline data processes and improve the accuracy of reporting
</li>
<li>
Assist with ongoing financial projects and provide support for ad hoc analysis requests
</li>
</ul>
Qualifications:
<ul>
<li>
Bachelor’s degree in Finance, Accounting, Business, or related field
</li>
<li>
1–3 years of experience in a business or financial analyst role
</li>
<li>
Working knowledge of SQL (basic to intermediate level)
</li>
<li>
Proficiency in Microsoft Excel (including pivot tables, VLOOKUPs, and IF statements) and Microsoft Access
</li>
<li>
Strong understanding of financial and sales data
</li>
<li>
Excellent verbal and written communication skills
</li>
<li>
Adaptable, coachable, and eager to grow in a dynamic environment
</li>
</ul>
 Pay Details: $30.00 to $40.00 per hour Search managed by: Allison Lau Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://www.lhh.com/us/en/candidate-privacy" target="_blank">https://www.lhh.com/us/en/candidate-privacy</a> The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: 
<ul>
<li>The California Fair Chance Act</li>
<li>Los Angeles City Fair Chance Ordinance</li>
<li>Los Angeles County Fair Chance Ordinance for Employers</li>
<li>San Francisco Fair Chance Ordinance</li>
</ul>
 ]]&gt;

Business/Financial Analyst

<h3>Job Description</h3>
Job DescriptionChief Financial Officer (non-profit)Position SummaryThis CFO reports directly to the CEO and serves on the Executive Leadership Team for our client. As a strategic partner, the CFO supports organizational goals through financial leadership and is responsible for maintaining accurate financial records, overseeing audits (according to nonprofit GAAP and Government Auditing Standards where applicable), and ensuring timely IRS filings (e.g., Form 990). The role is pivotal in setting financial strategy, analyzing budgets, managing risk, supporting grant processes, and driving the annual budgeting cycle. The ideal candidate brings experience from both nonprofit and private sectors, with a leadership style that aligns with the organization’s mission. Key Responsibilities
<ul>
<li>Financial Oversight</li>
</ul>
<ul>
<li>Deliver timely, accurate financial statements and trend analyses.</li>
<li>Develop and maintain reporting processes for consistency and accuracy.</li>
<li>Lead organization-wide budgeting; manage department inputs, consolidate, and present to stakeholders.</li>
<li>Monitor financial health via liquidity and cash flow analyses.</li>
<li>Represent the agency in financial dealings with auditors, funders, and banks.</li>
<li>Establish and enforce policies to safeguard assets and support sound financial decisions.</li>
<li>Lead implementation of financial systems improvements.</li>
</ul>
<ul>
<li>Budgeting</li>
</ul>
<ul>
<li>Set guidelines for budget and forecast processes.</li>
<li>Collaborate with CEO, Senior Leadership, and Board for financial planning.</li>
<li>Educate managers on budgeting to ensure continual improvement.</li>
<li>Communicate budget details across internal and external stakeholders.</li>
</ul>
<ul>
<li>Accounting</li>
</ul>
<ul>
<li>Oversee all accounting functions: monthly/yearly close, A/R, A/P, accruals, deferred revenue, restricted/released funds.</li>
<li>Lead the accounting department and ensure staff development.</li>
</ul>
<ul>
<li>Grants</li>
</ul>
<ul>
<li>Track grant spending versus budgets; collaborate on budget adjustments.</li>
<li>Ensure compliance with government and private grant regulations.</li>
</ul>
<ul>
<li>Benefits</li>
</ul>
<ul>
<li>Review and analyze employee benefit plans.</li>
<li>Serve as Plan Administrator for retirement plans (403b, 457b, 457f).</li>
</ul>
<ul>
<li>Risk Management</li>
</ul>
<ul>
<li>Manage insurance relationships and claims.</li>
<li>Lead contract compliance across all agency agreements (IT, events, payroll, leases, etc.).</li>
</ul>
<ul>
<li>In-Kind Donations</li>
</ul>
<ul>
<li>Handle processing, valuation, and required documentation of in-kind donations including vehicles.</li>
</ul>
<ul>
<li>Investments</li>
</ul>
<ul>
<li>Oversee investments and liaise with Finance and Audit Committees.</li>
<li>Ensure compliance with investment policies and make distribution recommendations.</li>
</ul>
<ul>
<li>Tax Planning</li>
</ul>
<ul>
<li>Handle all tax compliance and filings across federal, state, and local levels.</li>
<li>Prepare IRS Form 990 and related documentation.</li>
</ul>
<ul>
<li>Team Leadership</li>
</ul>
<ul>
<li>Empower and motivate finance staff, provide feedback, set expectations, and develop a high-performance team environment.</li>
</ul>
 Requirements
<ul>
<li>Bachelor’s in accounting or finance; CPA or MBA preferred.</li>
<li>15+ years in financial management, with at least 5 years in nonprofit finance and grant management.</li>
<li>Advanced Excel skills.</li>
<li>Preferred software experience: Blackbaud FE NXT, Questica PowerPlan.</li>
<li>Must hold a valid driver’s license.</li>
</ul>
<ul>
<li>Strong leadership, decision-making, and problem-solving skills.</li>
<li>Effective project management and organizational skills.</li>
<li>Familiarity with GAAP and nonprofit accounting standards.</li>
<li>Clear communication with internal teams and public stakeholders.</li>
<li>Capability to travel and work under deadlines.</li>
</ul>
#IND #ZRCompany DescriptionThomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals. 
<h3>Company Description</h3>
Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

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