Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.
-You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy. -The Day-to-Day: Evaluate clients' investment goals and
financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe Review and create specialized solutions for clients and potential clients with unique financial and tax situations Appraise the appropriateness of clients' and prospective clients' outside annuities Occasionally engage with clients about portfolio evaluation matters to support
Investment Counselors Your Qualifications: Series 65 (preferred) and Bachelor's degree or equivalent work experience 5+ years experience working with investment and financial planning concepts Understanding of extensive portfolio management practices Collaborative approach with an emphasis on client focus Consultative experience in the financial services industry Compensation $75,000 - $125,000 base salary per year in the state of WA.
New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance. Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
consistently better results at a lower total cost. Learn more at http: ///. Why should you consider a career at RTC? Benefits Hybrid work from home program offered Health Insurance through Blue Cross Blue Shield(choose from two PPO plans and one HMO plan based on your deductible comfort level) Dental Insurance with two plan options (both PPO Plans) Benefit Value Advisor and Member Rewards (through Blue Cross Blue Shield) Flexible Spending for Health and/or Dependent Care Commuter Transit benefit 401(K) Plan with company match (we also offer a Roth option!
) Life Insurance (we cover 3 times your salary you can purchase more) Short-Term Disability Coverage (we'll cover this for you too
- you can choose to purchase long-term disability) 16 PTO Days (full year) 9 Paid Holidays Tuition Assistance Perks Fun Friday Hours - get a head start on your weekend by leaving at 2:30 every Friday (year-round!
) Volunteer Time Off (VTO) plus company sponsored volunteer events Wellness PTO is encouraged not only for vacations but mental health breaks. Discounts to eligible fitness centers for associates enrolled with Blue Cross. Preventative Care is covered at 100% (annual check-ups and screenings). Lactation rooms available for new mothers at both Rolling Meadows & Romeoville locations. Annual flu clinic at Romeoville and Rolling Meadows for our associates and any dependents covered
on our health plan. Flu shots are covered on insurance if the associate elects to go elsewhere.
Career Development & Training We encourage your professional growth and development. We offer mentors with deep industry experience and management who will assist you in defining and realizing your short and long term career goals and a variety of opportunities for training and advancement. I. Primary Position Responsibilities and Goals: The Sr. Financial Analyst is embedded in the business, collaborating with all west coast team members, purchasing, shared services, operations, and finance associates to insure that all costs for team projects and accounts are understood and used in the determination of selling prices and relationship strategies.
In addition to the above associates, other key relationships include assigned ME's and PM's. A primary goal for this role to be determined to be successful is to be able to understand and report all costs IN ADVANCE OF SELLING PRICES BEING GIVEN TO OUR CUSTOMERS. Another primary goal for this role is to work with the west coast team to understand the impact of changes being made by customers after the project has been awarded and launched to ensure the additional costs are promptly margined and invoiced. Another primary goal for this role is to evaluate all customer purchase orders to insure that the PO's match RTC quotes and capture all understandings we have established with the customer.
The Sr. Financial Analyst will demonstrate impeccable integrity, a strong work ethic and provide strong " detective-like" skills to unearth and address business challenges/opportunities in order to advance the business. II. Primary Duties: Business Profitability Enhancement Combines a solid understanding of the business, effective working relationships with sales, operations, shared services, and financial managers, with excellent business analysis to become a key driver of the decision-making process to help build and protect the business.
Drives the financial impacts of the RFP process via integration of key global resources with the Estimating team, and the Create Sales & Operations team to improve the depth of the RFP & timing for Executive review; enhances competitive analysis. Improves strategic cost analysis & reduction via strategic sourcing, sunset post-mortem reviews of RFP's, etc. to drive potential profitability improvement initiatives. Today, a limitation of the West Coast P&L is our inability to accurately plan and track actual shared service charges by program and job.
A critical first assignment for the West Coast Controller will be to develop and implement Shared Services budgets by program and job and to develop and implement a system to accurately monitor time charged to ensure that we understand customer profitability. Ensures efficiency and effectiveness in critical areas of the West Coast business including operating and project expenses, employee utilization, inventory turns, scrap expense, and other program realignment opportunities. Engages and interfaces regularly with sales and operations management teams to address areas of improvement areas and special initiatives.
Prepares monthly management review packages to drive meetings with the west coast team and management team in conjunction with monthly, year-to-date, and full year forecast financials highlighted by an accompanying analysis of results of key metrics, as well as specific ad hoc financial analysis, as required. Initial focus on upfront program financial management with emphasis on the real-time operational performance compared to program budgets. o A key aspect of this function is to accurately forecast full year West Coast sales and EBITDA contribution on a monthly basis.
Coordinates/undertakes special West Coast projects as assigned by, CFO, CEO, and COO. Financial Analysis & Business Support for Monthly Accounting Close Process Interfaces regularly with the financial reporting team to ensure that all monthly/quarterly/annual West Coast based financial information is properly stated. Investigate variances to plan unusual financial transactions timely to explain profitability and support the financial close process. Ensures timely invoicing of all jobs. Ensures financial reporting, analysis, and processes are in place to support the ongoing and future needs of the west coast business.
Analyzes west coast financials for completeness; makes succinct and timely recommendations for West Coast P&L improvement. Budgeting and Financial Modeling Responsible for the preparation of annual West Coast budgets and monthly forecasts, in coordination with the Create Controller. Provides ongoing financial modeling and analysis expertise to business partners to support the development of long-term West Coast strategic initiatives and business plans. III. Education, experience, skill requirements Degree in Accounting or Finance or other relevant area.
5+ years of experience in Finance or Accounting or other relevant experience. Ability to handle multiple priorities simultaneously. Strong analytical/critical thinking skills and highly detail-oriented associate who can identify both issues that need to be addressed as well as opportunities for business growth and development. Excellent communication and interpersonal skills. Humble yet confident. Requisite technical skills including financial modeling, writing, and ERP skills. Solid understanding of cost accounting in a manufacturing or distribution environment.
Collaborative style and the ability to communicate at all levels. Self-starter who is highly results-oriented. Resourceful and creative. RTC is an equal opportunity employer. Women, individuals of all ethnicities, people with disabilities (intellectual and physical) and Veterans are strongly encouraged to apply. We are dedicated to a policy of non-discrimination in employment. All qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, interaction, age, disability, marital status, interactionual orientation, gender identity, citizenship status, disability, veteran status, or any other basis prohibited by law.
and Procurement teams with a focus on supporting the Information Technology group across the firm. In this role you collaborate with executive leadership while leading various large-scale projects and ensuring the delivery of important finance insight within our technology space.
You will also have the opportunity to direct a diverse group of both internal team members and external contractors in the completion of firm wide initiatives. -Essential Job Functions Partner with the business to evaluate, validate and measure the financial impact of business initiatives Manage all phases of project management from envisioning through deployment Responsible for establishing, maintaining, and
monitoring project financial profitability Collaborate with senior leadership providing strategic recommendations for financial reporting , business processes, and improvement plans Partner with business partners to evaluate, validate and measure the financial impact of business initiatives Oversee the development of divisional expenses, capital budgets, and forecasting Coordinate across several departments including: IT, and Finance, third-party vendors and business stakeholders Provide detailed variance reporting on expenses, capital investments, and other related projects Prepare management analysis for leadership on operational metrics and trends Drive the standardization of division operational
and financial reporting metrics Establish best practices and promote efficiency in ongoing programs Manage a cross-functional team, providing guidance and development opportunities to direct reports Your Qualifications: Bachelor's Degree in Accounting or Finance 5+ years of experience in financial planning in a corporate environment 3+ years of experience working with and supporting technology groups 3+ years of managerial experience Experience collaborating with and reporting to executive leadership Comfortable operating autonomously Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge
of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our
goal of " Powering Prosperity Around the World. " You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
with you What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries,
you will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
and procedures, recommending opportunities for improvement and implementing workflows and processes; to oversee the work of other payroll staff; and to perform related work as required.
Newly-hired employees in this position may receive up to $5,000 relocation allowance for expenses incurred for the relocation of the employee and their immediate family to San Diego County.
-Additionally, this position is eligible for the Employee Referral Program. Eligible employees that make a successful referral will receive either 16 hours of leave or a referral -payment of up to $3,000. - - Minimum Qualifications: Any combination of education and/or experience and training that would likely
provide the required knowledge and abilities is qualifying. -A typical way to obtain the knowledge and abilities would be: four (4) years of increasingly responsible payroll experience and one year of lead or supervisory experience AND education equivalent to Bachelor's degree from an accredited college with major course work in accounting, finance, or a related field.
-License or Certificate: Certification as a Certified Payroll Professional (CPP) through the American Payroll Association (APA) is desirable. For a complete job description, please go to the City of Chula Vista website. How to Apply: To be considered, applicants must submit a City Application and Supplemental Questionnaire
by the 5:00 p. m. of January 8, 2024. Candidates whose applications indicate education and experience most directly related to the position will be invited to participate in the selection process.
All notices will be sent via email.
workforce. The ideal candidate will have a strong background in payroll accounting, a deep understanding of relevant regulations, and exceptional organizational skills. Compensation: $60,000-$80,000 Key Duties and Responsibilities Compliance and Reporting: Stay abreast of federal, state, and local payroll tax regulations and ensure compliance with all relevant laws.
Prepare and submit payroll-related reports, including tax filings, to regulatory authorities. Collaborate with HR and location managers to address and resolve payroll issues and system discrepancies. Record Keeping: Enter bi-weekly payroll entries into accounting software and analyze accuracy. Maintain accurate and organized
payroll records, including employee profiles, tax withholdings, and benefit deductions. Reconcile payroll accounts and resolve discrepancies in a timely manner.
Process Improvement: Identify opportunities for process improvements in payroll procedures and systems. Help implement changes to enhance efficiency, accuracy, and overall payroll effectiveness. System Administration: Work with HR and IT teams to maintain and update the payroll system. Ensure seamless integration between the payroll system and other relevant corporate systems. Audits and Internal Controls: Assist in internal and external audits related to payroll. Help implement and maintain effective internal controls to safeguard
payroll data and ensure accuracy. Qualifications: Knowledge, Skills & Abilities Proven experience as a payroll accountant, preferably in a corporate setting.
In-depth knowledge of payroll regulations, tax laws, and compliance requirements. Proficient in using payroll and accounting software and related tools. Experience with Paycom and GP are preferred. Strong analytical and problem-solving skills. Excellent attention to detail and organizational abilities. Effective communication and interpersonal skills. Education Bachelor's degree in Accounting, Human Resources, or a related field. Physical requirements/Working conditions While performing the duties of this job, the employee is regularly required to talk and hear.
This position is very active and requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing all day. The employee must frequently lift and/or move items over 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Able to work outdoors for extended periods of time in possibly extreme conditions, including rain, heat, sun, and wind. OTHER Subject to MVR and Criminal background check About Us Moon Valley Nurseries is the largest grower of box trees and palms in North America, and is an industry leader and high growth company that offers competitive salaries with exceptional employee benefits including medical insurance, 401(k), holidays, and PTO to all eligible employees.
We are an equal employment opportunity employer. The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, interaction, interactionual orientation, gender identity, religion, national origin, age, military or veteran status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws.
The Company also prohibits harassment of applicants and employees based on any of these protected categories. We are a Drug Free Workplace. #MVN Powered by Jazz HR
background, with more than 5 years of hands-on experience in overseeing the day-to-day financial operations of the accounting department for a construction organization. This multifaceted role involves diligently managing various aspects, such as processing accounts receivables, handling payables, ensuring compliance with the general ledger, conducting secure bank deposits, performing thorough job cost reconciliations, and actively participating in the preparation of financial reports for month and year-end closings pertinent to residential development.
The Bookkeeper will work closely alongside the senior leadership team to uphold financial controls within the organization. Responsibilities
extend to taking charge of the general ledger functions and executing the day-to-day activities of corporate accounting. This encompasses duties like processing accounts receivables, skillfully handling payables, coding invoices, accurately recording sales transactions and bank deposits, and ensuring that general ledger accounts are systematically debited and credited in accordance with established accounting standards.
Additionally, the Accountant will be counted on to provide invaluable administrative support to the project management teams, further cementing their integral role in the company's operations. Qualifications for this role include an Associate’s Degree in Accounting or
related industry experience. Exceptional written and verbal communication skills are imperative, as effective communication is integral to this position's success.
Proficiency in Microsoft Excel and Quick Books is a prerequisite, given their essential roles in facilitating accurate financial management and reporting. If you are a dedicated, detail-oriented accounting professional looking to join a dynamic residential development firm in Los Angeles, and you meet the qualifications outlined above, we encourage you to apply. This is an outstanding opportunity to make a significant impact within a Ultra luxury residential development company while contributing your expertise to its continued success.
For consideration please apply directly on our website or forward contact information and resume to: Webuild Services LLC / Webuild Staffing Phone: 916-677-xyz XEmail: xyz X@
to join our team. Position Overview: As the Controller for Dena Motors, you will play a crucial role in overseeing and managing our financial operations. You will be responsible for ensuring the accuracy and integrity of our financial data, implementing effective financial controls, and providing strategic financial guidance to support the dealership's success.
This is an excellent opportunity for a finance professional looking to make a significant impact in the automotive industry. Benefits: --- Competitive salary and performance-based bonuses --- Comprehensive health and dental insurance. --- Professional development and training opportunities --- Employee discounts on vehicle purchases
and services --- A supportive and collaborative work environment Responsibilities: Key Responsibilities: --- Financial Reporting: Prepare, review, and analyze monthly financial statements, including income statements, balance sheets, and cash flow statements.
Ensure accuracy and compliance with accounting standards. --- Budgeting and Forecasting: Develop and manage the dealership's annual budget and financial forecasts. Monitor performance against budget and provide recommendations for improvement. --- Financial Analysis: Conduct financial analysis to identify trends, opportunities, and areas for improvement. Provide insights and recommendations to senior management. --- Cash Management:
Manage cash flow, including monitoring receivables and payables, optimizing working capital, and overseeing banking relationships.
--- Financial Controls: Implement and maintain strong internal controls to safeguard assets and ensure compliance with company policies and procedures. --- Tax Compliance: Work closely with external tax professionals to ensure compliance with federal, state, and local tax regulations. --- Inventory Management: Oversee inventory accounting and valuation. Ensure accurate recording of vehicle sales, purchases, and inventory levels. --- Team Leadership: Lead and mentor a team of accounting and finance professionals, providing guidance and support to foster their professional growth.
--- Audit and Compliance: Coordinate annual financial audits and ensure compliance with audit requirements. --- Ad-Hoc Projects: Participate in special projects and initiatives as needed to support the dealership's strategic goals. --- Working with our Dealertrack DMS system to ensure proper fundings. Qualifications: Qualifications: --- Bachelor's degree in Accounting, Finance, or a related field; CPA preferred. --- Minimum of 5 years of experience in a financial leadership role, preferably in the automotive industry. --- Strong knowledge of accounting principles, financial reporting, and GAAP.
--- Proficiency in DMS software and Microsoft Office Suite, particularly Excel/Google sheets. --- Excellent analytical and problem-solving skills. --- Strong communication and interpersonal skills. --- Ability to work effectively in a fast-paced and dynamic environment. --- Attention to detail and a high degree of accuracy. --- Experience with automotive dealership financial systems (e. g. Reynolds and Reynolds, Dealertrack) is a plus. About Company: At Dena Motors we are proud of the quality of used cars we sell and our dedication to serving the needs of customers.
This is an immediate reflection of the repetitive buyers we serve who aid us in maintaining and increasing our 4.6-star Google rating. Here at Dena Motors, our culture is built on transparency and treating our valuable customers, contractors, and employees with great service, honesty, and respect. Dena Motors is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage candidates of all backgrounds to apply. Join our team and be a part of our success in delivering exceptional automotive experiences to our valued customers.
We look forward to welcoming a dynamic Controller who will contribute to our continued growth and excellence.
and ensuring it's queryable and insightful for portfolio management, smart contract vesting, and counterparty exposure. Competitive compensation, $150/hr. Responsibilities API Development and Management: Develop, test, and optimize APIs for pulling crypto asset data from various counterparties and block explorers.
Ensure the reliability, efficiency, and security of data extraction and transmission processes. Leverage no-code platforms like Retool to build intuitive data interfaces and dashboards. Data Normalization and Management: Normalize extracted data to ensure consistency and accuracy across all data points. Implement data management solutions to store, retrieve, and manage collected
data effectively. Data Query Optimization: Develop and optimize SQL and No SQL queries to facilitate easy and efficient data retrieval. Ensure that the data is easily queryable and accessible for reporting and analysis purposes.
Cross-Functional Collaboration: Work closely with the asset operations team to understand their data and reporting needs. Assist in developing reports and dashboards that provide insightful data on portfolio management, smart contract vesting schedules, and counterparty exposure. Documentation and Compliance: Maintain comprehensive documentation for all developed APIs, data management systems, and reporting tools. Ensure that all data handling and processing activities
are compliant with relevant data protection regulations.
Requirements Bachelor's/Master's degree in Computer Science, Data Science, or related field. Significant experience with complex SQL queries and working with relational databases. Experience designing, building, and working with APIs. Proven experience in API development, preferably in the crypto/blockchain domain. Solid experience with blockchain technologies, smart contracts, and decentralized finance. Plus- experience with Google Cloud, Big Table, or even AWS. Should be able to create simple data visualizations and backend storage feeding the visualizations. 3-5 years of experience. A genuine passion for cryptocurrency and blockchain technology.
Resourceful and solutions-oriented thinker; comfortable operating in an environment of ambiguity and little structure. Polychain is an equal opportunity workplace and is an affirmative action employer. Polychain does not make hiring or employment decisions on the basis of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, interaction, gender expression or identity, interactionual orientation, citizenship, or any other basis protected by applicable local, state or federal law.
We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. #J-18808-Ljbffr
of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment
recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working.
We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) Is a self-starter who efficiently manages time and capacity.
Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Shift:1st shift (United States of America)Hours Per Week: 40
as determined by a completed background investigation. This position requires Level 2 Financial Management Certification within 2 years of appointment. Qualifications Who May Apply: Only applicants who meet one of the employment authority categories below are eligible to apply for this job.
You will be asked to identify which category or categories you meet, and to provide documents which prove you meet the category or categories you selected. See Proof of Eligibility for an extensive list of document requirements for all employment authorities. 30 Percent or More Disabled Veterans Interagency Career Transition Assistance Plan Military Spouses, under Executive Order (E. O. ) 13473 Priority
Placement Program, Do D Military Spouse Preference (MSP) Eligible In order to qualify, you must meet the education and/or experience requirements described below.
Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e. g. Peace Corps, Ameri Corps) and other organizations (e. g. professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if qualifying based on education, your transcripts will be required as part of your application. Additional information about
transcripts is in this document. Specialized Experience: One year of specialized experience which includes utilizing budgetary methods for allocating funds, providing policy guidance, creating budget estimates and/or statements of justification; monitoring funding limitations, usage and/or shortfalls.
This definition of specialized experience is typical of work performed at the next lower grade in the federal service (GS-07). OR Education: Master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree in a field which demonstrates the knowledge, skills, and abilities necessary to do the work of the position, such as: Financial Management.
OR Combination of Education and Experience: A combination of education and experience may be used to qualify for this position as long as the computed percentage of the requirements is at least 100%. To compute the percentage of the requirements, divide your total months of experience by 12. Then divide the total number of completed graduate semester hours (or equivalent) beyond the first year (total graduate semester hours minus 18) by 18. Add the two percentages. You will be evaluated on the basis of your level of competency in the following areas: Budget Administration Financial Analysis Oral Communication Time in Grade Requirement: Applicants who have held a General Schedule (GS) position within the last 52 weeks must have 52 weeks of Federal service at the next lower grade or equivalent (GS-07).
Education FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.
S. education program; or full credit has been given for the courses at a U. S. accredited college or university. For further information, visit: http: //www. ed. gov/about/offices/list/ous/international/usnei/us/edlite-visitus-forrecog. html. Additional information Position may be filled as a temporary appointment NTE 12 months, if a candidate is not a current permanent Army employee. Temporary appointments may be extended up to a maximum of three years. Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration.
You will be required to provide proof of U. S. Citizenship. Direct deposit of pay is required. Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees. If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet. This is a Human Capital & Resource Management Career Field position. You may claim military spouse preference (MSP). Multiple positions may be filled from this announcement. Payment of Permanent Change of Station (PCS) costs is not authorized, based on a determination that a PCS move is not in the Government interest.
Read more Benefits Help A career with the U. S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Workplace and are included on the Forbes lists for Largest Private Companies and Best Employers for Diversity. As a full-time employee, you can choose from a full menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan.
We also offer tuition reimbursement, a wellness program, parental leave, vacation accrual, paid sick leave, and more. At Southern Glazer's, you'll enjoy an environment where continuous learning and growth are supported and experience a culture where you are respected, and your voice is heard. If you're looking
to fill your glass with opportunity, come join our FAMILY. Overview The Manager, Commercial Finance serves as a business partner to the Commercial Sales and leadership team(s) in delivering gross margin performance through effective pricing and promotions as well as implementation and monitoring of the annual sales plan for volume, revenue, gross profit, etc.
Supports and manages supplier and SGWS investments in the market as it pertains to the supplier planning process and overall supplier financials. Primary Responsibilities Create reporting metrics and analyze various data related to company performance; determine opportunities for improvement in areas such as inventory closeouts,
pricing/programming strategy, supplier Revenue & Gross Margin/brand mix Oversee supplier A/R and address major concerns Supplier bank management on funding requirements & spend analysis against budgets and agreements; provide monthly bank reconciliations Provide support in overall management in supplier & SGWS investments in the market including, price supports, tactical spending, funding requirements Work with multiple functions to achieve desired profitability and sales goals through an analysis of daily sales, supplier funding, and support, development/implementation of new item pricing, oversee price increase analysis Responsible for implementation of standardized reporting, tools, and processes to ensure consistency and efficiencies in performance reporting and analytics Responsible for gathering relevant data to assist field sales and marketing teams in the analysis of brand and market financial trends Manage brand pricing strategy, deal approval, and pricing reporting functions; track results and prepare recommendations, ROI analysis, and presentations Provide analysis and support as required for supplier reviews, quarterly business reviews, and ongoing business performance management Provide information and analysis of pricing and promotional activities that uncovers issues, drives effective use of trade spends and assists in delivering volume, inventory, and profitability Perform other job-related duties as assigned Additional Primary Responsibilities Minimum Qualifications Bachelor s Degree plus five years of experience; or an equivalent combination of education and experience Knowledge of finance and accounting practices, financial analysis, and reporting Experience with P&L responsibility, financial planning, and pricing management in the CPG industry; or related work experience with an industry supplier and wholesaler Physical Demands Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.
g. keyboard, mouse, and monitor), or adding machine Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs EEO Statement Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, interaction, national origin, disability status, genetics, protected veteran status, interactionual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees.
Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges. PDN-9b-9e0c-41e2a7fe6c27
