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Paylocity

Analyst Corporate Accounting - Remote, US

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThe Finance Registration Analyst position requires an ambitious, motivated and eager individual, looking to work for an industry-leading, Fortune 4 company. The position is a part of our Revenue Cycle Operations department, a dynamic and skilled group, which manages the Financial Registration for all new and existing client implementations within CVS Health’s PBM business – Caremark. The Analyst will play an instrumental role in the success of our PBM Finance Registration team.A successful candidate will display curiosity, creativity and technical acumen, which will allow them to research data while finding process efficiencies along the way. They will delve into various requests and provide analysis of client setup that could change at a moment’s notice. The candidate must be able to work individually, as part of a team, and across departments to deliver on key enterprise initiatives. They must have impeccable attention to detail as any errors can have downstream client impact. The ideal candidate will have experience with Excel and understand basic formulas and how to utilize Excel for data management. They will be expected to master applications used for successful implementations such as SAP, AS400, and various applications within Salesforce. The candidate must also assist team members with client requests and ensure they are processed accurately and completed in a timely manner. They will work with clients and internal business partners on requests and/or issues related to clients' financial setup and take lead on resolving their inquiries. They’re also able to interpret client contracts and translate it into an executed operational process. The individual will be required to implement new client setups, as well as any client pricing changes within our financial system. The Analyst will also create and maintain audit documentation, which will be reviewed by a peer and signed by Management and provided to business partners as requested.The Finance Registration team works in an exciting fast-paced environment where every single day is rarely the same as the previous. We highly value excellent customer service and aim to deliver on all of our commitments. The team is responsible for the financial registration of our PBM clients’ contractual terms, which means we are critical to the achievement of the financial goals set by the organization. Due to the volume of work and tight deadlines, the candidate could be expected to work more than 40 hours a week which could include holidays and/or weekends during the last quarter of the year and first month of the following year. Required Qualifications<ul> <li>2+ years of experience with the Microsoft Office Suite, specifically Excel</li> <li>2+ years of experience in a client facing role</li> </ul> Preferred Qualifications<ul> <li>Experience within Healthcare or PBM industry</li> <li>Advanced Excel skills</li> </ul> Education<ul><li>Bachelor's Degree or equivalent experience in a Finance and/or Operations role</li></ul>Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$43,888.00 - $102,081.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 05/02/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Finance Registration Analyst

97% of our experienced hires are career changers from all industries, without any prior licensing and training! About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: <ul> <li>Fortune 500 company (2023)</li> <li>Forbes’ Best Employers for Diversity (2018-2021)</li> <li>Top 10 US Independent Broker-Dealers2</li> <li>#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets</li> <li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)</li> <li>$257 billion retail investment client assets held or managed by Northwestern Mutual 4</li> </ul> Career: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset &amp; Income Protection - Education Funding - Investment &amp; Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis Responsibilities: <ul> <li> Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.</li> <li> Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.</li> <li> Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.</li> <li> Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.</li> </ul> Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business. Qualifications: <ul> <li>4-year degree; or equivalent professional work experience</li> <li>2+ years professional experience (97% of our experienced hires are career changers)</li> <li>Entrepreneurial ambitions</li> <li>History of success in relationship-building or client-facing roles</li> <li>Excellent time-management skills</li> <li>Desire for continuous learning and collaboration</li> <li>Proficient critical thinking and communication competencies</li> <li>Legal authorization to work in the US without sponsorship</li> </ul>

Northwestern Mutual

Financial Advisor (Licensing & Training Provided)

Calling all career-changers, recent grads, and motivated professionals! Northwestern Mutual is growing our team of financial representatives. The SFA agency is accepting applications from highly successful individuals to join one of our NY based offices. A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients ranging from individuals, families, and business owners. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more. This role may be a fit for you if... <ul> <li>You know how to connect with people, building personal, trusted relationships</li> <li>You are a driven person who is committed to succeeding</li> <li>You are ready to earn more for your hard work</li> <li>You enjoy helping others and have a desire to make an impact</li> <li>You are ready to live the life you want, both personally, professionally and financially</li> </ul> What does a career with Northwestern Mutual offer you? <ul> <li>Licensing sponsorship - NYS Insurance License, SIE, Series 7 &amp; Series 63.</li> <li>Extensive training and development through our award-winning training program </li> <li>The opportunity to build your own business with the backing of a Fortune 100 company </li> <li>Flexibility, autonomy, independence</li> <li>Uncapped earning potential</li> <li>Opportunities for growth and professional development. </li> <li>Comprehensive benefits package</li> </ul> How do you get paid? This is a commission-based career with some startup capital provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in. To give you an idea, our financial professionals in the first year of the business earn on average about $90-110k with the OTE over $150k. Those 5+ years in the business are earning over $600k. Don't have a background in Finance? That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own. We are looking for individuals with a history of success in their career, college athletics or have a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented. Why join Northwestern Mutual? <ul> <li>FORTUNE® 500 Rank: No. 111</li> <li>One of “World’s Most Admired” companies (FORTUNE® Magazine, 2024)</li> <li>Unsurpassed Financial Strength Rating amongst all major credit agencies</li> <li>TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)</li> <li>Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual</li> <li>Recipient of the 2024 APEX Award from Training Magazine </li> <li>Best Places to Work #82 (Glassdoor, 2021)</li> <li>America's Best Employers for Diversity (Forbes, 2023)</li> </ul> Job Type: Full-time Pay: $90,000.00 - $178,000.00 per year Candidates must be local to one of the following office locations: Garden City, NY Melville, NY Financial District, NY Harlem, NY

Financial Advisor - Entry Level (Training Provided)

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. The Financial Hub team at Coinbase is key to Coinbase’s mission to create an open financial system for the world. The Financial Hub team powers all crypto &amp; fiat money movements on Coinbase, and powers both our core trading business and our ambitious venture bets in crypto. As the PM for the Tax team, your mission will be to develop forward looking, compliant and intuitive functionalities that help Coinbase customers across the globe manage their taxes with minimal complexity. We want to empower users with a best-in-class tax &amp; performance hub that seamlessly integrates tax compliance, portfolio tracking, and strategic insights—transforming tax from an annual chore into an essential, daily tool for optimizing crypto and TradFi wealth We are looking for an entrepreneurial, self-motivated Product Manager who thrives in a fast-paced startup environment. You will be comfortable dealing with ambiguity, able to think through complex challenges, and able to align cross-functional teams effectively to launch products. Knowledge and experience in financial products, data platform technologies, and/or crypto products are value-adds for this role. What you’ll be doing (ie. job duties): <ul> <li>Define and build out Coinbase’s product strategy that serves our users globally and is aligned with the company's goals and mission</li> <li>Own end-to-end product development lifecycle from ideation to launch, ensuring high quality deliverables</li> <li>Stay abreast of changes in tax regulations and cryptocurrency tax requirements to ensure the company's products remain compliant</li> <li>Collaborate with cross-functional teams, including Engineering, Legal, Tax and Compliance, to define and steer the product roadmap</li> <li>Champion an exceptional user experience by collaborating with UX/UI designers to create user-friendly interface for our users </li> <li>Define and analyze metrics to guide monitory product development performance, identify areas of improvement and make data-driven decision</li> <li>Align teams on a shared vision and steer execution on that vision</li> </ul> What we look for in you (ie. job requirements): <ul> <li>3+ years of product management experience, knowledge of financial products is preferred </li> <li>Demonstrated ability to motivate and align large cross-functional teams towards a common vision</li> <li>Deep analytical, prioritization and problem solving skills</li> <li>Computer Science or Software Engineering background preferred</li> <li>An entrepreneurial mindset with the ability to succeed in a fast-paced environment</li> </ul> Nice to haves: <ul> <li>Experience with fintech, tax law, or crypto taxation welcomed but optional</li> </ul> ID: GPPM05US Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $180,370—$212,200 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Product Manager II (Financial Platform - Taxation)

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> Payment Intelligence Engineering’s purpose is to mitigate threats to our systems in order to keep our merchants, Stripe and financial partners safe. We empower global businesses with intelligent solutions for conversion and fraud prevention, leveraging consumer intelligence and transparent ML to maximize growth and build trust. Our Payments Intelligence portfolio delivers actionable insights to all user segments. The Payments Health Technical Operations team is pioneering new ways to achieve this mission. Our dynamic team relies on the expertise of integration reliability engineers and data analysts to identify gaps and build comprehensive solutions in the ever changing arena of fraud prevention. <h2 id="what-youll-do">What you’ll do</h2> <h3 id="responsibilities">Responsibilities</h3> <ul> <li>Develop and maintain SQL queries to analyze and navigate complex financial data effectively. </li> <li>Enhance overall observability by identifying gaps and proposing actionable insights to improve our monitoring systems. </li> <li>Actively hunt for patterns and anomalies in data that could indicate potential threats or operational issues. </li> <li>Collaborate with cross-functional teams to consolidate and gather relevant data for informed engineering efforts. </li> <li>Design and implement comprehensive dashboards for real-time visibility into key metrics and system health. </li> <li>Establish and refine key performance indicators (KPIs) to track progress and improvements over time. </li> <li>Support the creation and maintenance of observability frameworks to ensure early detection of issues. </li> <li>Contribute to efforts that reduce organizational toil by optimizing data analysis processes. </li> <li>Communicate findings and insights clearly to both technical and non-technical stakeholders. </li> <li>Stay updated with industry trends in data analysis and financial data handling to ensure best practices. </li> </ul> <h2 id="who-you-are">Who you are</h2> We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. <h3 id="minimum-requirements">Minimum requirements</h3> <ul> <li>Have 5+ years of experience in Payments at a leading technology or payments company </li> <li>Have experience writing SQL to query relational databases </li> <li>Have experience managing communications and workflows with technical and non-technical teams across internal and external stakeholders </li> <li>Experience mentoring junior team members in technical skill development, operational strategy and problem solving </li> <li>Have experience navigating the nuanced complexity of financial systems and solving large scale, technical challenges </li> <li>Have strong financial modeling and analytical skills to investigate, prioritize, and identify the root cause of issues </li> <li>Have experience managing multiple, concurrent work streams, identifying and triaging technical issues and driving solutions with clear metrics to show impact </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $146,400 - $219,600. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations South San Francisco HQ Remote locations Remote in United States Team New Financial Products Job type Full time <a href="#"> Apply for this role </a>

Stripe

Financial Data Analyst

<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Salary Range $89458.00 - $121031.00 Salary Job Shift Day Job Category Finance <h2>Description</h2> Job Summary: Assist in managing the day-to-day duties associated with our corporate investor relations department, and help in building a formal M&amp;A strategy. Essential Responsibilities/Activities: <ul> <li>Organize information and data to help best position the investor relations team in performing their day-to-day duties of analyzing the company and communicating information to the investment community.</li> <li>Assist in creating, managing and maintaining investor relations materials, including IR presentations, press releases, earnings releases and presentations, annual report and proxy material and quarterly Board material.</li> <li>Participate in calls and meetings with shareholders and prospective investors.</li> <li>Help build and manage a formal M&amp;A strategy, including forming a strategy, constructing a formal process and working with internal leadership, investment bankers and consultants to help build a pipeline of opportunity to analyze and pursue. </li> <li>Research macroeconomics, the industry and internal operations to assist in performing both investor relations and corporate strategy duties.</li> </ul> <h2>Qualifications</h2> Education and Experience Requirements: Bachelor’s degree in finance, economics or related field and 5 years of experience as a financial analyst, strategist, or related position. Advanced or master’s degree and 8 years’ experience preferred. CFA preferred. Knowledge, Skills, and Abilities: <ul> <li>Demonstrates strong multi-tasking capabilities and organizational skills. </li> <li>Strong analytical and quantitative skills to analyze complex financial data and provide strategic recommendations.</li> <li>Excellent written and verbal communication skills for effectively conveying information and financial insights to the investment community.</li> <li>Proficiency in financial software and tools, including advanced Excel skills and experience with financial modeling and data analysis tools.</li> <li>High attention to detail to ensure accuracy in financial analysis and reporting.</li> <li>Ability to work independently and collaboratively with other departments and teams within the organization.</li> </ul> Work Environment: <ul> <li>Work is performed in an climate controlled office setting and may require exposure to manufacturing facilities with seasonal hot and cold temperatures, dust, and some chemical fume exposure. </li> <li>Ability to sit comfortably for prolonged periods of time. </li> <li>Ability for occasional travel as the job may require visiting customers and project sites.</li> <li>Ability to lift up to 25lbs.</li> </ul> Disclaimer: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Aaon

Financial Analyst III - IR and M&A

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThe Analyst, Accounts Payable has a pivotal role in the Finance department and the overall company, collaborating closely with both vendors and internal business partners, ensuring tax compliance, assisting with payment cycles, managing month-end closing responsibilities, and addressing aged invoices. Required Qualifications● 3-5 years work experience in Accounts Payable ● Month End Close, Aging, and Account Reconciliation experience● Experience with Microsoft Excel with working knowledge of VLOOKUPS and preferably pivot tables. ● Ability to execute multiple projects, simultaneously in a deadline-driven environment● Experience with a web-based invoicing payment systemPreferred Qualifications ● 5+ years work experience in Accounts Payable● Previous work experience in public company is a plus● Working knowledge of GAAP● Experience working with an ERP system, NetSuite and/or SAP S/4HANA ● Concur Invoicing and purchase order experience● Ability to work independently and take ownership of his/her work product Education ● Bachelor's degree in accounting, finance, business, or equivalent experienceAnticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$43,888.00 - $102,081.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 05/05/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Analyst, Accounts Payable

Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience <ul> <li> Asset &amp; Income Protection</li> <li> Education Funding</li> <li> Investment &amp; Advisory Services</li> <li> Trust Services</li> <li> Retirement Solutions</li> <li> Business Needs Analysis </li> </ul>Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: <ul> <li> Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience </li> <li> Build personalized, holistic financial plans tailored to every client’s unique needs </li> <li> Manage your client’s financial plans to help them achieve their goals </li> <li> Grow relationships with clients to support them through every stage of life </li> </ul> Training, licensing &amp; designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation &amp; Benefits <ul> <li> Performance-based earnings and revenue 1 :</li> <ul> <li> A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) </li> <li> Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) </li> </ul> <li> Additional income structure to support training and early development </li> <li> Renewal income earned for continued client support and policy management </li> <li> Bonus programs and expense allowances </li> <li> Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more </li> <li> Certified Financial Planner® licensing support 2 </li> <li> Fully company-funded retirement package and pension plan </li> <li> Competitive and comprehensive medical, vision, and dental plans </li> <li> Life Insurance and Disability Income Insurance </li> <li> Parental benefits at every stage of family planning </li> </ul> Qualifications You could be right for this opportunity if you have: <ul> <li> Bachelor’s degree </li> <li> Entrepreneurial ambitions to be a business owner </li> <li> History of success in relationship-building or client-facing roles </li> <li> Excellent time-management skills </li> <li> Desire for continuous learning and collaboration </li> <li> Proficient critical thinking skills </li> <li> Strong communicator </li> <li> Strong sense of motivation and drive </li> <li> Legal authorization to work in the US without sponsorship </li> </ul>Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. <ul><li>Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. </li></ul>1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Financial Advisor

<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Salary Range $89458.00 - $121031.00 Salary Job Shift Day Job Category Finance <h2>Description</h2> Job Summary: The Finance Business Partner is a primary contact and liaison between Finance and the assigned business unit. The Finance Business Partner manages the implementation of key financial planning, budgeting, forecasting, and analysis processes within the assigned business unit. This role involves collaborating with business units and operating functions like sales, manufacturing and supply chain, to provide financial insights, develop financial models and ensure the accuracy and integrity of financial data. The Financial Business Partner works closely with business leaders to develop strategies, forecasts, and budgets to enable the organization to achieve its financial goals. Essential Job Duties and Responsibilities: <ul> <li>Consult with business unit leaders on the annual budgeting process, including the development of detailed financial plans, forecasts, and variance analysis. </li> <li>Conduct in-depth financial analysis to identify trends, risks, and opportunities, providing actionable insights for business unit leadership. </li> <li>Develop and maintain financial models to support short-term and long-term forecasting, ensuring alignment with business objectives.</li> <li>Prepare and present comprehensive financial reports, including monthly, quarterly, and annual performance reviews, to business unit leadership and stakeholders. </li> <li>Partner with business units to provide financial guidance and support for strategic initiatives, capital investments, and cost-saving opportunities.</li> <li>Provide input and support the implementation of data management and quality control systems and processes to ensure the accuracy and integrity of financial data.</li> <li>Partner closely with accounting, operations, and other departments to gather relevant financial information and support cross-functional projects.</li> <li>Recommend and assist with implementation of process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities.</li> <li>Ensure compliance with financial regulations, company policies, and industry standards.</li> </ul> <h2>Qualifications</h2> Education and Experience Requirements: <ul> <li>Bachelor’s degree in finance, accounting, business, or a related field; MBA or CPA preferred.</li> <li>Minimum of 5 years of experience in financial planning and analysis, preferably within a corporate environment.</li> <li>Proven experience in financial modeling, budgeting, and forecasting.</li> <li>Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.</li> <li>Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders.</li> <li>Proficiency in financial software and tools, such as Excel, ERP systems, and financial planning software.</li> </ul> Knowledge, Skills, and Abilities: <ul> <li>In-depth understanding of financial principles, accounting practices, and financial regulations.</li> <li>Strong leadership and team management skills, with the ability to mentor and develop team members.</li> <li>Detail-oriented with a high degree of accuracy in financial analysis and reporting.</li> <li>Ability to work in a fast-paced, dynamic environment and manage multiple priorities.</li> <li>Strong problem-solving skills and the ability to think strategically.</li> </ul> Work Environment: <ul> <li>Work is performed in a climate-controlled office setting.</li> <li>Frequent exposure to manufacturing facilities with seasonal hot and cold temperatures, dust, and some chemical fume exposure. </li> <li>Ability to sit comfortably for prolonged periods of time. </li> <li> Occasional travel as the job may require visiting other sites. </li> </ul> Disclaimer: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodation may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

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