field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

<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.

Financial Service Professional

<h3>Job Description</h3>
 
Northwestern Mutual is a leading financial services company that has been helping clients secure their future for over 160 years. We are looking for motivated and ambitious individuals who want to join our growing team of financial representatives in Middleton, WI.
 
Northwestern Mutual is 166 years old and one of the top performing companies in the industry. Here at Northwestern Mutual, we are committed to the clients we serve and a part of that service means hiring and developing some of the best advisors in the country.
 
Are you looking for a rewarding and fulfilling career that allows you to make a positive impact on people’s lives? Do you have a passion for helping others achieve their financial goals and dreams? If so, you might be the perfect fit for our team!
 
As a financial advisor, you will have the opportunity to:
<ul>
<li>Build your own practice and clientele, with the support and guidance of our experienced mentors and managers.</li>
<li>Provide comprehensive financial planning and advice to individuals, families, and businesses, using our proven products and services.</li>
<li>Earn a competitive income, with unlimited potential for growth and recognition. The average salary range for our financial advisors in the first year is $52,000-$105,000, depending on your performance and qualifications.</li>
<li>Enjoy a flexible and balanced work schedule, with the freedom to set your own goals and pace.</li>
<li>Access our award-winning training and development programs, which will help you acquire the skills and knowledge you need to succeed in this industry. We also offer sponsorship for the Certified Financial Planner (CFP) certification, as well as other professional designations and licenses.</li>
<li>Benefit from our comprehensive benefits package, which includes health insurance, retirement plans, disability coverage, and more.</li>
</ul>
 
If you are ready to start your dream career as a financial representative, don’t hesitate to apply today! We are looking for candidates who have:
<ul>
<li>A bachelor’s degree or equivalent work experience.</li>
<li>A strong work ethic and a desire to learn and grow.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>A positive attitude and a high level of integrity.</li>
<li>A valid driver’s license and reliable transportation.</li>
</ul>
 
To apply, please submit your resume online. We will contact you shortly to schedule an interview.
Don’t miss this opportunity to join one of the most respected and trusted financial services companies in the world. Apply now and start your journey with Northwestern Mutual!
INCOME GROWTH OPPORTUNITY:
Average vs Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Beyond income, you'll also have access to a comprehensive benefits package:
Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Growth opportunities</li>
<li>On-the-job training</li>
<li>Regular social events</li>
<li>Safe work environment</li>
<li>Work-from-home days</li>
</ul>
Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and requirements may be subject to change based on the needs of the company.
Job Type: Full-time
 
Income $52,000.00 - $105,000.00 per year
pay types:
<ul>
<li>Bonus opportunities</li>
<li>Commission pay</li>
</ul>
 
Benefits:
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Professional development assistance</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
</ul>
 
Work Location: Hybrid remote in Middleton, WI 53562
 
Qualifications
<ul>
<li>Bachelor's degree in finance or related field preferred but not necessary</li>
<li>sales experience a plus but not necessary</li>
<li>Excellent interpersonal skills and communication skills</li>
</ul>

Financial Representative

<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 DescriptionDescriptionLocation: Dayton, OH Reports To: Chief Operating Officer &amp; Senior Consultant Industry: Fiduciary Consulting / Retirement Plan Advisory Compensation: Commensurate with experience, employee-owned structure About the CompanyThis independent, employee-owned consulting firm has served retirement plans, foundations, and other institutional clients for over 35 years. They provide unbiased fiduciary guidance, focused on investment policy, vendor oversight, compliance, and governance. With a commitment to flat-fee consulting with transparent details, the firm is built on trust, objectivity, and long-term relationships. Position SummaryWe’re hiring a Consultant with strong business management experience who is eager to learn and grow within the fiduciary consulting space. Financial services experience is not required. We're looking for someone organized, professional, and motivated to make a difference for clients.This role includes a blend of relationship management, project coordination, report creation, and client support. You’ll work closely with leadership and analyst teams to support a wide range of institutional clients. Key ResponsibilitiesClient Support &amp; Consulting Services
<ul>
<li>Assist in the preparation of quarterly reports, client presentations, and investment monitoring materials. </li>
<li>Help interpret data and convey findings. </li>
<li>Participate in client calls and meetings, offering logistical and strategic support. </li>
</ul>
Project &amp; Vendor Management
<ul>
<li>Manage timelines, documentation, and deliverables for client consulting engagements. </li>
<li>Coordinate vendor evaluations and support RFP/RFI processes for recordkeepers, asset managers, etc. </li>
<li>Maintain internal project tracking systems and ensure high-quality execution. </li>
</ul>
Process &amp; Governance Support
<ul>
<li>Help review and maintain investment policies and other plan documentation. </li>
<li>Ensure that client processes align with fiduciary best practices and applicable standards. </li>
<li>Collaborate with analysts to manage performance data, benchmarks, and fund comparisons. </li>
</ul>
Learning &amp; Development
<ul>
<li>Engage in training around retirement plan structures, fiduciary principles, and investment concepts. </li>
<li>Support internal research, tool-building, and continuous improvement efforts. </li>
<li>Take initiative to grow into a trusted, client-facing advisory role over time.</li>
</ul>
 Qualifications 
<ul>
<li>Associate’s Degree required; Bachelor’s preferred but not necessary. </li>
<li>3–8 years of experience in business management, operations, consulting, or customer-facing roles. </li>
<li>Excellent written and verbal communication skills. </li>
<li>Strong organizational and time management skills; able to juggle multiple deadlines. Proficiency in Excel, PowerPoint, and general reporting tools. </li>
<li>High integrity, professionalism, and a commitment to learning. </li>
</ul>
Note: Financial services or investment experience is not required. We provide the industry training and mentorship you’ll need. Why Join Us 
<ul>
<li>Employee-Owned: Be part of a team that shares in the company’s long-term success. </li>
<li>Mission-Driven: We advise with integrity and purpose; never sales targets. </li>
<li>Growth-Oriented: This is a long-term opportunity to grow into a senior consulting role. </li>
<li>Supportive Team: Work directly with leadership in a collaborative, mentorship-focused environment. </li>
<li>Balanced Culture: Professional and stable, with flexibility and respect for work-life balance.</li>
</ul>

Jr Financial Consultant

<h3>Job Description</h3>
Job Description
If you are looking for a new career in the car Biz CarGuys Inc. is the go-to company to assist you. We work with dealerships that are looking to hire, all across the country.
 Anytime you are looking to find a new career…contact us, CarGuys Inc. to assist. We help dealers to hire, from porters all the way up to CEO’s 
Currently we have a dealership in your area looking to hire a Automotive Sales Managers. Looking to hire New Car Manager, Used Car Manager, Finance Manager, and a General Sales Manager.
This dealership may offer:
<ul>
<li>an above average salary based on industry standards </li>
<li>a full benefits package </li>
<li>Paid Vacation and Paid Time Off </li>
<li>Employee Discounts on both auto repairs and parts </li>
<li>Growth and advancement opportunities</li>
<li>Long term Job Security </li>
</ul>
 Job Responsibilities: 
<ul>
<li>Recruiting, Training, and Developing a high-performance sales team through accountability management principles</li>
<li>Supervise the training development, discipline, and appraisal of sales consultants and other departmental employees </li>
<li>Maintain and promote customer and owner satisfaction</li>
<li>Review the forecasting of unit sales and gross profit </li>
<li>Oversee management of new and used vehicle operations </li>
</ul>
Job Qualifications :
<ul>
<li>Strong organizational and excellent written/verbal communication skills</li>
<li>Strong ability to multi-task and juggle multiple items at once </li>
<li>Strong attention to detail</li>
</ul>
We are looking for someone with a proven and verifiable track record of:
<ul>
<li>High CSI and Sales Volume</li>
<li>Long term stability in your previous employment</li>
<li>Product Knowledge – </li>
<li>A love for being involved in the deal, not just an administrator or “numbers guy” who sits behind the desk</li>
</ul>
Skills: Dealership Management, Dealership Operations, Automotive Management, Automotive General Manager, Automotive General Sale Manager, Financial Statement, Month End Closing, Automotive Dealership general manager, Dealership general manager, Auto dealer general manager, Car dealer general manager, Auto Dealership General Manager, Management, control Day-to-day operations of dealership, Automotive sales Management

Dealership Sales Managers

<h3>Job Description</h3>
Job DescriptionDescription:
This role is a member of our executive management team and reports directly to the Chief Executive Officer (CEO).
As the CFO, you will play a pivotal role in driving our financial success and ensuring the well-being of our company. Your expertise will shape our financial strategy, making a significant impact on day-to-day operations and long-term growth. We seek a seasoned strategist who can lead the implementation of efficient accounting practices and policies, optimizing the use of our funds. As a key member of the senior management team, you will demonstrate strong leadership and communication skills, representing our company values while exceeding the expectations of our vendors and customers by performing the following:
Duties and Responsibilities:
<ul>
<li>Establish and optimize processes and reporting for cash management, insurance, budgeting, and financial reporting to drive our financial strategy.</li>
<li>Enhance the integrity of our financial information through recommended improvements.</li>
<li>Lead the development of annual operating and capital budgets, providing access to project finance information and ensuring contract/grant compliance and reporting.</li>
<li>Research revenue opportunities, analyze internal operations, and identify areas for cost reduction and process enhancements.</li>
<li>Oversee HR benefit and payroll operations to ensure best practices, accurate recording, and cost containment measures.</li>
<li>Monitor business performance, implement corrective measures as needed, and present detailed reports to the executive team and key stakeholders.</li>
<li>Manage finance staff and oversee financial IT systems, ensuring compliance with relevant regulatory entities.</li>
<li>Ensure cash flow alignment with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities.</li>
<li>Maintain strong relationships with financial institutions and external service providers.</li>
<li>Develop and implement best practices and tools to ensure a well-controlled and flexible organization with strong fiscal management, project coordination, cross-team communications, and workflows.</li>
<li>Present progress reports on departmental projects to senior management and customers as required.</li>
<li>Prepare the Company for potential M&amp;A events.</li>
</ul>
General Expectations:
<ul>
<li>Collaborate effectively with other managers to promote teamwork and a positive work environment to achieve company goals.</li>
<li>Lead accounting process improvements, expense reduction, and ensure accurate and timely reporting.</li>
<li>Deliver financial reporting and statements on time.</li>
<li>Demonstrate sound decision-making skills with meticulous attention to detail.</li>
<li>Exhibit executive presence and courage.</li>
<li>Be an effective and contributing member of the Leadership Team.</li>
<li>Embody the Company's core values in all communications and activities..</li>
</ul>
 
Requirements:
Chief Financial Officer Qualifications/Skills:
<ul>
<li>Master’s degree (or equivalent experience) in accounting or finance</li>
<li>Minimum of 10 years of increasing responsibilities within accounting and finance</li>
<li>Minimum of 5 years of senior management experience</li>
<li>Minimum of 5 years financial and technical reporting experience</li>
<li>Accounting certification preferred (CPA)</li>
<li>Strong analytical and computation skills, coupled with demonstrated strategic planning skills.</li>
<li>Military contracting experience a Plus</li>
<li>Demonstrated ability to communicate effectively orally and in written form, internally and externally.</li>
<li>Highly proficient with QuickBooks online/Desktop and MS Office Suite.</li>
<li>Demonstrated financial IT systems experience, CETEC a plus.</li>
<li>Solid GAAP knowledge and experience</li>
<li>Aerospace or Biomedical experience specialization a plus.</li>
</ul>
Work Environment Requirements:
<ul>
<li>Office environment is typical for day-to-day operations.</li>
</ul>
***Only those that immediately (now) go to the following address and complete the 7-minute personality profile survey will be considered for this position. There is no right or wrong answer, simply a cultural assessment. When your resume is reviewed, IT WILL BE REJECTED IF THE SURVEY HAS NOT BEEN COMPLETED.<a href="https://assessment.predictiveindex.com/bo/97YX/CFOCandidate" target="_blank">https://assessment.predictiveindex.com/bo/97YX/CFOCandidate</a>Total comp includes base + quarterly bonus + Equity This position is ideal for someone who is driven by the challenge of building and understands the rewards of the equity position at time of change in control. About us Knight Aerospace exists at the exciting intersection of aerospace, military, and medical technology. Our mission is to modernize aerospace transportation to be modular, adaptable, and customizable in an ever-changing world. We have established ourselves as the industry leader in providing quality and reliable “Quick-Change/Roll-On Roll-Off” modules and pallets to enhance the functionality of various cargo aircraft. These products allow our customers to quickly adapt their aircrafts to fit their current needs. For example, our newest product is a Aeromedical Biocontainment Module that allows for isolated medical transport units to be installed into a cargo aircraft in 45 min. Especially with the onset of COVID19, demand in the market has proven the value of our products and now we are looking to scale up. As we grow, we will continue to root our culture in these core values: Caring – We put our hearts into everything we do and into every relationship. Each employee and customer relationship is essential to the success of our business. Dynamic – Passion, energy, and drive for success allow us to adapt and create innovative solutions. We balance legacy talent with curious perspective. Excellence – Because we are committed to delivering the highest quality products we strive for the best practices, and best procedures to enable the best people to make the best products. Dedication – Loyalty and willingness to step-up creates a dynamic work environment and a united team. Stewardship – We manage our resources as if they were ours personally. We are proud of our products, company, and reputation.… and we make it fun because that’s how we roll! Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Wellness programs</li>
<li>Small family-like environment</li>
<li>Regular social events</li>
<li>Casual work attire</li>
</ul>
NOTE: Recruiters please do not respond or contact via email/LinkedIn.

Chief Financial Officer

<h3>Job Description</h3>
Job Description

Director, Financial Planning
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.&nbsp; 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.&nbsp;
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!&nbsp;
Responsibilities:

<ul>
<li>Serve the client's best interests, providing outstanding financial advice guidance</li>
<li>Effectively evaluate client situations and analyze their needs</li>
<li>Develop and present a compelling set of recommendations</li>
<li>Adept at building positive relationships with clients</li>
<li>Skilled at influencing clients to improve their financial well-being</li>
</ul>
Requirements:

<ul>
<li>Direct client-facing experience in a fee-based wealth management or planning role</li>
<li>Results driven approach with a consistent track record to form relationships</li>
<li>Desire for role with base salary, performance-based compensation and growing earnings potential</li>
<li>Must possess an active Series 65</li>
<li>Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment</li>
<li>A Clean U-4</li>
<li>A Certified Financial Planner (CFP) or other certification is desired but not required</li>
</ul>
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000- $130,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 
For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.&nbsp;If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or <a href="mailto:HRQ@EdelmanFinancialEngines.com" target="_blank">HRQ@EdelmanFinancialEngines.com</a>.
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024. &nbsp;

Director, Financial Planning

<h3>Job Description</h3>
Job DescriptionDescription:
Job Summary
The Manager, Financial Reporting performs accounting functions typically associated with advanced accounting such as preparing statutory financial statements and notes; preparing data for tax return filings, reviewing prepared tax returns and coordinating tax return filings; preparing various regulatory and rating agency filings; coordinating the annual budgeting process; preparing various internal management/budget reports; processing, summarizing and reviewing certain investment and other transactions; and verifying the accuracy of journal vouchers and accounting classifications assigned to various records.
Primary Responsibilities
· Maintain a schedule and ensure compliance with all filing deadlines for all states, NAIC, rating agencies, etc. 
· Prepare the statutory quarterly and annual financial statements, including the notes to the financial statements. 
· Evaluate and maintain software and worksheets to produce quarterly and annual statements.
· Review results of NAIC meetings to stay on top of proposed changes to statutory accounting standards and blanks instructions.
· Calculate various accounting entries, including but not limited to pension and post-retirement benefit plan entries, deferred compensation, and guaranty assessments.
· Review and approve all investment accounting functions for real estate and mortgage loan investments. 
· Reviews and approve investment accounting entries received from the external investment manager.
· Review and approve all accounting for Schedule BA assets (assets not managed by external investment manager).
· Prepare the initial draft of the NAIC Management Discussion and Analysis (MD&amp;A).
· Prepare the report of risk-based capital (RBC) and other regulatory schedules.
· Prepare reports for rating agencies and state insurance departments as required.
· Prepare the annual audited financial statements and notes to the financial statements for review by external auditing firm.
· Coordinate with external auditing firm for the audits of (1) Illinois Mutual and (2) pension &amp; 401(k) plans.
· Understand and utilize the SunGard Enterprise Accounting System, including advanced features and related internally developed databases based on this system.
· Assist in the preparation of quarterly and annual estimated taxes. Coordinate payment of any required tax payments. 
· Assist with preparation of any state tax returns that are not prepared by external tax CPA firm. 
· Review and approve fixed asset accounting, including both book and tax depreciation.
· Coordinate the preparation of the annual expenses budget and preparation of operational reports analyzing revenues and expenses and capital budgets.
· Perform monthly budget vs. actual analysis and communicate results to the management team. 
· Prepare the accounting portions of the annual actuarial cost study which includes cost allocation between lines of business.
· Establish and maintain peer contacts with professionals in the industry.
· Coordinate state insurance department financial examinations and review requests from and responses to state examiners; drafts initial responses to state examiners.
· Attend continuing education webinars/seminars to maintain statutory accounting knowledge.
· Recommend enhancements to reporting processes and systems.
 
Anticipated Salary: $115,000 - $135,000 (Exact starting salary will be based on experience) 
Benefit Overview: We strive for our employees to feel appreciated and supported, both professionally and personally. Our comprehensive benefit and discount package that meets a variety of needs is one way we demonstrate this. Some of our most admired benefits include:
<ul>
<li>Compressed 4 1/2-day work week (Half-Day Fridays)</li>
<li>No monthly premium cost for employee medical, life and disability insurance coverage</li>
<li>Paid time-off accrual, including annual rollover; and paid holidays</li>
<li>Competitive 401(k) plan with immediate vesting on Company contributions</li>
<li>Discounted on-site employee cafeteria</li>
<li>On-site exercise facility and company-provided exercise time</li>
<li>Tuition reimbursement and training incentives</li>
<li>Access to voluntary dental and vision insurance coverage</li>
</ul>
Requirements:
Job Qualifications
· Bachelor’s degree* in Accounting required[1]; MSA or MBA a plus.
· CPA/CMA required.
· Budgeting and planning experience helpful.
· 5-10 years of insurance company accounting experience or related industry experience.
· Experience with Annual Statement preparation software products.
· Strong working knowledge of MS Office products (Word, Excel, Access). 
· Good written and oral communication skills; team player. 
· Tact and emotional maturity.
· Knowledge of SunGard Enterprise Accounting System helpful. 
· Well organized; able to meet various reporting and filing deadlines.
*College or university must be sufficiently accredited and listed in the U.S. Department of Education Accreditation Directory.
 
Reporting Relationships
· Reports to Vice President, Finance and Controller.
· Supervises Financial Reporting Accountant
· Works closely with Actuarial Department in various quarterly and annual filings.
· Works closely with Manager, General Accounting on general ledger, cash and related accounting issues.
· Works closely with external auditors on annual audits.
· Works closely with insurance department examiners on financial examinations (usually occur every 3-5 years).
· Works closely with third party firms hired to manage foreclosed real estate in order to properly account for these transactions.
· Works closely with Human Resources on compensation-related information for cost allocation, regulatory reporting, and preparation of the annual budget.
· Works closely with all department managers in preparation of annual budgets.
· Significant exposure to Company executives.

Manager, Financial Reporting

<h3>Job Description</h3>
Job DescriptionDescription:
Job Title: Financial Controls Analyst
Classification: Analyst
FLSA Status: Exempt
Salary: $55,000 - $72,000, depending on qualifications
Location: Atlanta, GA/Hybrid
 
Applicant must be authorized to work in the United States. 
 
Position Description Summary:
 
The Financial Controls Analyst works directly with the project managers, program controls directors, and project controls staff in support of the project’s financial goals and objectives. This includes project setup, work plan coordination, contract administration, measuring and reporting progress, and analyzing cost or budgetary deviations. This position will also participate in discussions with the Project Team and Management on the status of the project financials to identify project risks and opportunities that can impact the contribution to the overall project schedule, budget and reimbursement process. 
The Analyst will prepare and/or support preparation of project budget and financial updates, cashflow forecasts, budget to actual trends, spending forecasts and various monthly project financial reports. Requires the ability to analyze contract terms, review and audit invoices related to those contracts, identify cost trends, and interpret change order and schedule impacts. This information will be reported accurately and timely between clients, stakeholders, financial controls staff and to the project manager(s).
Requirements:
 
Essential Function(s) of the Position:
<ul>
<li>Initiate and support in the review, approval, and execution of project related contracts and applicable change orders.</li>
<li>Responsible for timely and accurate invoice reviews and approval processes.</li>
<li>Assist in the monthly reporting process, including but not limited to budget to actual, project spend trends and cashflow analysis, submitting a draft report for discussion with management.</li>
<li>Initiates project financial summaries and phasing set up with support from the project manager(s); advises the team in policies, standards, methodologies, and processes.</li>
<li>Maintain proper project records and contract files.</li>
<li>Help identify, resolve and guide appropriate staff on billing disputes and required corrections on draft invoice packages.</li>
<li>Assist the project manager(s) in developing and maintaining the project workflow(s) and plan(s) to ensure project schedule and financials are reported accurately.</li>
<li>Performs miscellaneous reconciliations of project financials, as needed.</li>
<li>Assist in preparation of reports and presentations and aids in budgeting process.</li>
<li>Ensure smooth workflows and operations by identifying needs, reporting any issues, and informing management of necessary actions required for improvement.</li>
<li>Serve as the liaison between the Project Management Team and contractors/consultants to assist with troubleshooting various invoicing issues.</li>
<li>Act as owner representative and perform required data entries related to the Client’s financial system(s).</li>
<li>Present financial data while participating in project meetings and/or audits of financial information, as required.</li>
</ul>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
 
Education &amp; Experience Requirements:
<ul>
<li>High School Degree required. Associate degree or bachelor’s degree in Accounting, Finance, Mathematics, Engineering, or another related field is preferred. Applicable experience may be substituted for degree requirements.</li>
<li>Advanced systems skills – SharePoint, Microsoft Office Suite – particularly Excel</li>
<li>Knowledge of VantagePoint, standard project management software (Procore, Prolog, Bluebeam, etc.), or a Customer Relationship Management (CRM) system is a plus</li>
<li> </li>
</ul>
Position Qualifications:
<ul>
<li>Strong work ethic, team player, dedicated, reliable, self-motivated and positive attitude</li>
<li>Organized and detail oriented with an ability to work independently</li>
<li>Able to prioritize multiple tasks and deadlines</li>
<li>Must be accurate and efficient with the ability to meet deadlines</li>
<li>Flexible and able to drive / guide change</li>
<li>Ability to work in a fast-paced, global environment</li>
<li>Excellent written and oral communication skills, ability to communicate effectively with management teams and respond to questions from within and outside the organization</li>
<li>Experience with risk identification, audits and project management skills is a plus</li>
</ul>
 
Physical Demands:
While performing the duties of this job, the employee is regularly required to stand, sit for long periods, bend, use hands to manipulate (type), talk and hear; walk; sit, and lift or move no more than ten (10) pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. 
Mental Demands:
While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information, and documents; analyze and solve problems, use math, and mathematical reasoning; observe and interpret situations; learn and apply new information or new skills; work under deadlines with occasional interruptions, and interact with staff and other companies.
 
Working Conditions:
Remote / Work from Home (WFH) with occasional travel to project site(s)
Periodic weekend or evening work may be required
 
 
 
This position description is intended to describe the general nature and level of work being performed by a person assigned to this job. This is not to be construed as an exhaustive list of all duties that may be performed by an employee so classified.
 
Jacobsen|Daniels is an Equal Opportunity Employer and strives for diversity. J|D, in accordance with applicable law, does not discriminate in hiring or otherwise in employment on the basis of race, color, religion, sex, national origin, age, marital or veteran status, disability, sexual orientation, or any other legally protected status. EOE/AA/Vets

Financial Controls Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
About SCDC:
S.H.A.R.E. Community Development Corp (SCDC) is a problem-solving multifamily real estate development and investment company based in Houston that develops, builds, sells, and manages Class-A apartment communities. Our core values are built upon "S.H.A.R.E.", which stands for Supplying Humanity with Achievements, Resources and Education. Our mission is delivering superior returns for Investor-Purchasers, providing maximum value for their tenants, and creating positive impacts in the communities we serve by focusing on a holistic betterment of society and by recognizing that profit is only one aspect of our broader goals and responsibilities. 
 
Why SCDC:
At SCDC, our dedication to integrity means creating relationships that are the foundation of all our internal and external interactions as a company. If you share our relentless pursuit for a better future, our passion for innovation, and are excited about working with some of the top innovators in the world, then this could be the place for you. 
 
WHO ARE WE LOOKING FOR?
SCDC is seeking a Chief Financial Officer for one of our subsidiary companies. We are looking for a financial management executive who can evidence strong C-level leadership while working in a fast-paced “start-up” environment. The ideal candidate will exhibit the capacity to do context switching on the spot, think on their feet, and be willing to roll up their sleeves and do all types of work (strategic and tactical) – no task will be beneath them. 
 
The?Chief Financial Officer?will be responsible for developing, directing, administrating, overseeing, planning, and reporting all accounting functions and overall management of the financial team in a fast-paced manufacturing environment. 
 
ESSENTIAL JOB REQUIREMENTS:
<ul>
<li>A master’s degree in a relevant field, MBA, CPA or PhD and 15 years plus of relevant experience; or comparable combination of education and relevant experience. </li>
<li>At least 10 years of experience as a CFO and experience in a startup environment (A MUST). </li>
<li>Demonstrated experience in Financial Planning, Forecasting, Financial Analysis, Developing &amp; Monitoring Budgets and Risk Management. </li>
<li>Demonstrated experience in Financial Leadership, including the ability to lead and mentor financial teams. </li>
<li>Familiarity with local, State, and Federal Financial Regulations, including Tax Laws, Tax Mitigation Strategies and Regulatory Compliance. </li>
<li>Demonstrated ability to organize information, think critically, and problem solve in a start-up environment. </li>
<li>Advanced proficiency in Microsoft Excel and Microsoft Office. Candidates with limited proficiency will not be considered. </li>
</ul>
RESPONSIBILITIES:
<ul>
<li>Strategic Leadership: Acting as a strategic partner to the leadership team, you will help to shape the company’s overall strategy and future direction. </li>
<li>Financial Reporting: You will oversee all financial functions including accounting, budgeting, credit, insurance, tax, and treasury. </li>
<li>Risk Management: You will identify and manage financial risks, ensuring compliance with financial regulations (such as GAAP) and policies. </li>
<li>Investment and Capital Structure: You will evaluate and advise the leadership team on cash management strategies, borrowing and managing the capital structure of the Company. This also includes exploring and taking action on M&amp;A opportunities. </li>
<li>Team Leadership: You will start with a small team and you will ensure that they have the skills and tools to support the business’s financial operations. </li>
<li>Technology and Process Improvement: You will lead the evaluation and recommendation of financial systems, processes, and technology to improve efficiency and support the company’s growth. </li>
</ul>
Additional Details
COMPENSATION AND BENEFITS
<ul>
<li>Salary: $312,000+ annual paid bi-weekly</li>
<li>Full Time Benefits: After completion of a probationary period, you will be eligible for full-time company benefits. </li>
<li>This is an on-site role. </li>
<li>We do not offer remote or hybrid working opportunities. </li>
<li>This position is in Downtown Houston, Texas 77002. </li>
</ul>
Schedule:
<ul>
<li>Monday to Friday </li>
</ul>
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities as needed. 
 
EQUAL EMPLOYMENT OPPORTUNITY
S.H.A.R.E. Community Development Corp. is an Equal Opportunity Employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national origin, age, marital status, disability, veteran status, genetic information, or any other basis protected under applicable discrimination law. SCDC strives to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and know that remarkable things happen when people from a diverse set of backgrounds come together. Please visit our website at <a href="https://sharecommunitydevelopmentcorp.com" target="_blank">https://sharecommunitydevelopmentcorp.com</a>.
 
NOTICE TO THIRD PARTY AGENCIES
Please note that S.H.A.R.E. Community Development Corp. does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, we will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of S.H.A.R.E. Community Development Corp. 
Requirements:

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