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Williams is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment 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.Do something that means something at Williams. This isn’t just a job - it’s an opportunity to explore and discover your passion with coworkers who become friends and mentors who push you to be your best self in and out of the office. At Williams, we make clean energy happen. And you can too, so bring your energy to ours.As an Accounting Analyst II, you will play a crucial role in supporting accounting functions within our organization. Your responsibilities will include compiling and Interpreting financial Information for management decision making; as well as, looking for ways to optimize business processes through technology and automation, enhancing efficiency and reducing costs. An eye for improvement opportunities with the ability to tackle sophisticated problems are keys to success!Your work will challenge you, and with our Core Values to guide you, you’ll quickly learn and grow with us.<h2>Responsibilities/Expectations:</h2><ul> <li>Performs assigned month-end activities including journal entries, account reconciliations, management reporting, SEC reporting and variance analysis</li> <li>Prepares, maintains and develops schedules, reports, and analyses for internal/external customers</li> <li>Provides requested documentation and clear explanations for both internal and external audit processes</li> <li>Participates as a project team member and a resource for colleagues with less experience</li> <li>Processes and analyzes significant amounts of data while identifying opportunities for process improvement with a focus on efficiency and automation</li> <li>Handles deferred revenue schedules and volume profiles for floating production spar</li> <li>Prepares revenue entries for offshore gas pipelines, offshore crude pipelines, and floating production spar</li> <li>Analyzes monthly fluctuations in volumes/activity and explains variances</li> <li>Comprehends and prepares journal entries, account reconciliations, and financial statements</li> <li>Provides information and explanations for audit requests from internal/external auditors</li> <li>Maintains accounts receivable and accounts payable for multiple entities</li> <li>Other duties as assigned</li> </ul><h2>Education/Years of Experience:</h2><ul> <li>Required: Bachelor's degree in Accounting, Finance or related major with a strong accounting focus and minimum two (2) years experience in accounting in the energy industry</li> <li>Preferred: CPA</li> </ul><h2>Other Requirements:</h2><ul> <li>Demonstrates excellent organizational/interpersonal skills and safety as the utmost priority</li> <li>Proficient use of Microsoft Office applications</li> <li>Promotes effective cross-functional communication and collaboration within the team and across departments</li> <li>Strong analytical, problem-solving, and financial skills</li> <li>Preferred: Revenue Accounting Experience, JV Accounting Experience, Financial Reporting</li> <li>Preferred: Experience with Oracle ERP or similar applications</li> </ul>About Tulsa:Our corporate headquarters is located in downtown Tulsa, Oklahoma, the 2nd largest city in Oklahoma and the 47th most populous in the U.S.Tulsa is known as the Mother of "The Mother Road" - Route 66, and boasts impressive art deco architecture, the #1 city park in the U.S. (The Gathering Place) and is a great venue for live music. It's an easy place to get in and out of, with more than 20 non-stop flight destinations offered at Tulsa International Airport. Tulsa is listed on <a href="https://www.cnn.com/travel/article/where-to-travel-best-destinations-2022/index.html" target="_blank">CNN Travel's best destinations to visit in 2022!</a>Tulsa is not only a great place to live, but it's affordable. According to the 2019 Economic Report from Tulsa's Future, the cost of living is 8 percent below the U.S. average. There is no place like T-Town. Check out <a href="https://visittulsa.com/" target="_blank">visittulsa.com</a> to learn more!Why Choose Williams?We are committed to providing our employees with competitive compensation and benefits as part of your Total Rewards package to help protect your current and future physical, emotional, and financial health. We generally offer health benefit programs to our employees and their families that are competitive and flexible enough to meet your needs, and retirement benefits to allow you to invest now for financial security when you retire. With rich learning and development programming and a high internal mobility rate, you are not just applying to a job with Williams; you are embarking on an exciting career!<ul> <li>Competitive compensation</li> <li>Annual incentive program</li> <li>Hybrid work model - one work from home day each week for most office-based roles</li> <li>Flexible work schedule for most field-based roles</li> <li>401(k) with company matching contribution and a fixed annual company contribution</li> <li>Comprehensive medical, dental, and vision benefits</li> <li>Generous company-paid life insurance and disability benefits</li> <li>A consumer-driven health plan option with the potential for a generous company contribution to a Health Savings Account</li> <li>Healthcare and Dependent Care Flexible Spending Accounts</li> <li>Paid time off, including floating and company holidays</li> <li>Wellness Program with annual rewards</li> <li>Employee stock purchase plan</li> <li>Robust employee learning and development</li> <li>High internal mobility (we promote from within)</li> <li>Parental leave (we provide up to 6 weeks for each parent)</li> <li>Fertility coverage and adoption benefits</li> <li>Domestic partner benefits</li> <li>Educational reimbursement</li> <li>Non-profit donation matching contributions and time off to volunteer</li> <li>Employee resource groups</li> <li>Employee assistance programs</li> <li>Technology to make our work more productive and collaborative</li> <li>Regular employee engagement surveys and feedback processes</li> </ul>Williams has a long history of making a significant difference in the communities where we live and work, and we strive to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and great things happen when people from a diverse set of backgrounds come together. Together, we make clean energy happen.Eligibility and benefits are governed by the terms of the applicable plan or program document which can be amended or terminated at any time.For more information, please visit <a href="https://www.williams.com/careers/total-rewards/" target="_blank">https://www.williams.com/careers/total-rewards/</a>.<h2>Education Requirements:</h2>Skill Requirements:Competency Requirements:Collaborates (3 - Expectations Were Consistently Met), Communicates effectively (3 - Expectations Were Consistently Met), Customer focus (3 - Expectations Were Consistently Met), Drives results (3 - Expectations Were Consistently Met), Ensures accountability (3 - Expectations Were Consistently Met)

Williams

Accounting Analyst II

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry’s most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Senior Corporate Finance Analyst you will help support new customer growth, measure results and understand the revenue and cost implications of the strategic actions. ­­ Every day you will deliver systemic KPIs that ensure transparency to performance metrics, work with Operations to increase revenue and drive monthly and quarterly closing, reporting, and forecasting activities towards goals. To thrive in this role, you will thrive under pressure and see ambiguity and uncertainty as an opportunity to solve problems, innovate and deliver.Here’s what you will experience working as a Senior Finance Corporate Analyst:<ul> <li>Partnering with Operations to develop an outlook for multiple revenue streams, dynamic cost model, and performance measurement plan.</li> <li>Driving monthly and quarterly closing, reporting, and forecasting activities, clearly articulating progress toward goals.</li> <li>Preparing and reviewing calculations for multiple streams of revenue and working with clients to understand short- and long-range revenue forecasts.</li> <li>Aligning with Operations on cost accruals, developing detailed knowledge of billing details, vendor status, service levels, etc. in order to understand and track progress toward cost efficiency goals.</li> </ul>Required Skills:<ul> <li>A Bachelor’s degree and demonstrated academic achievement.</li> <li>Direct revenue cycle experience in denials reduction initiatives, including familiarity with insurance payors and portals. Advanced problem-solving skills, prior experience with Lean Six Sigma method preferred. </li> <li>Prior experience of at least 2 years, with an emphasis on healthcare operations, denial management, reimbursement, finance and/or data analytics. </li> </ul>For this US-based position, the base pay range is $59,282.00 - $110,424.03 per year . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.This job is eligible to participate in our annual bonus plan at a target of 10.00%The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>

R1 RCM

Senior Corporate Finance Analyst

Liberty Mutual Strategic Ventures

Assoc Product Owner - Corp Finance

Financial Analyst<h2>Job Description</h2>You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In this role, you’ll help us deliver better care for billions of people around the world. It starts with YOU. We're looking for collaborative, talented original thinkers who want to drive business results, transform processes, and inspire new ways of thinking. The Financial Analyst drives business results by providing cost-focused decision support analysis to leaders in finance and operations. As you support one of our North American manufacturing sites, you may find yourself working with a cross-functional team bringing a new, exciting product to market or providing insights to drive a million-dollar savings program.In this role, you will:<ul> <li>Analyze manufacturing costs and monthly results</li> <li>Lead development of multi-million-dollar forecasts</li> <li>Drive actions and the decision making needed to meet financial targets</li> <li>Ensure consistent application of established financial controls</li> <li>Perform financial analyses for cost reduction programs and capital investments</li> <li>Educate plant operations teams on relevant financial and business concepts</li> <li>Lead cross-functional and finance initiatives</li> </ul>About UsHuggies®. Kleenex®. Cottonelle®. Scott®. Kotex®. Poise®. Depend®. Kimberly-Clark Professional®. You already know our legendary brands—and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn’t exist without talented professionals, like you.At Kimberly-Clark, you’ll be part of the best team committed to driving innovation, growth and impact. We’re founded on more than 150 years of market leadership, and we’re always looking for new and better ways to perform – so there’s your open door of opportunity. It’s all here for you at Kimberly-Clark.Led by Purpose. Driven by You.About YouYou perform at the highest level possible, and you appreciate a performance culture fueled by authentic caring. You want to be part of a company actively dedicated to sustainability, inclusion, wellbeing, and career development. You love what you do, especially when the work you do makes a difference. At Kimberly-Clark, we’re constantly exploring new ideas on how, when, and where we can best achieve results. When you join our team, you’ll experience Flex That Works: flexible (hybrid) work arrangements that empower you to have purposeful time in the office and partner with your leader to make flexibility work for both you and the business.In one of our professional roles, you’ll focus on winning with consumers and the market, while putting safety, mutual respect, and human dignity at the center. To succeed in this role, you will need the following qualifications:<ul> <li>Bachelor’s or master’s degree in finance, accounting, economics, or related field</li> <li>Demonstrated analytical, communication, and leadership skills</li> <li>Cumulative grade point average of 3.2 or higher</li> <li>Ability and desire to travel on a regular basis</li> <li>Authorized to work in the U.S. on a regular, full-time basis both now and in the future.</li> </ul>Total BenefitsHere are just a few of the benefits you’d enjoy working in this role for Kimberly-Clark. For a complete overview, see <a href="http://www.mykcbenefits.com/" target="_blank">www.mykcbenefits.com</a>. Great support for good health with medical, dental, and vision coverage options with no waiting periods or pre-existing condition restrictions. Access to an on-site fitness center, occupational health nurse, and allowances for high-quality safety equipment.Flexible Savings and spending accounts to maximize health care options and stretch dollars when caring for yourself or dependents.Diverse income protection insurance options to protect yourself and your family in case of illness, injury, or other unexpected events.Additional programs and support to continue your education, adopt a child, relocate, or even find temporary childcare.To Be Considered Click the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role.In the meantime, please check out the <a href="https://www.careers.kimberly-clark.com/en/our-careers/career-areas" target="_blank">careers website</a>.And finally, the fine print….For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world. We actively seek to build a workforce that reflects the experiences of our consumers. When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position.Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check.Veterans and members of the Reserve and Guard are highly encouraged to apply.This role is available for local candidates already authorized to work in the role’s country only. Kimberly-Clark will not provide relocation support for this role.#LI-Hybrid#LI-RemoteSalary Range: 60.960 – 72.080 USDAt Kimberly-Clark, pay is just one aspect of our total rewards package, which also includes a variety of benefits and opportunities to achieve, thrive and grow. Along with base pay, this position offers eligibility for a target bonus and a comprehensive benefits suite, including our 401(k) and Profit Sharing plan. The anticipated base pay range for this role is provided above for a fully qualified hire. Actual pay will depend on several factors, such as location, role, skills, performance, and experience. Please note that the stated pay range applies to US locations only.<h2>Primary Location</h2>Neenah - West Office Facility 1<h2>Additional Locations</h2>USA-REMOTE<h2>Worker Type</h2>Employee<h2>Worker Sub-Type</h2>Regular<h2>Time Type</h2>Full time

Kimberly-Clark Corporation

Financial Analyst

<h2>About the team</h2>The Strategic Finance team is at the forefront of Zillow Group’s strategy, planning, and key initiatives, providing high visibility and collaboration opportunities across the organization. As part of this dynamic group, you’ll help drive the company toward its goals and support the growth of Zillow’s New Construction business, which is building the largest and most vibrant platform for new construction builders and home shoppers.<h2>About the role</h2>As a Senior Strategic Finance Manager, you will lead financial planning and analysis for Zillow’s New Construction business. You’ll partner closely with business leaders to drive forecasting, annual planning, and strategic initiatives, providing actionable insights that shape the direction and success of the business. This highly visible role offers the opportunity to make a significant impact in a fast-paced, collaborative environment.You Will Get To<ul> <li>Collaborate with business and executive leaders to inform strategic decisions and ensure alignment across teams.</li> <li>Design and implement scalable financial frameworks to enhance monthly business reviews, forecasting, and annual planning.</li> <li>Drive financial efficiency across the P&amp;L by establishing clear visibility and accountability for key processes and deliverables.</li> <li>Translate complex financial data into actionable recommendations for senior leadership.</li> <li>Lead the development of long-range plans, including strategic vision, resource allocation, and financial impacts.</li> <li>Provide timely, data-driven insights through regular and ad-hoc reporting, highlighting key variances and trends.</li> <li>Develop a deep understanding of New Construction’s go-to-market model and translate this into operational and financial insights to monitor business health.</li> <li>Foster strong partnerships between finance and business teams to support critical processes and deliverables.</li> </ul>This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC the standard base pay range for this role is $140,900.00 - $225,100.00 Annually. This base pay range is specific to California, Colorado, Connecticut, Hawaii, Maryland, Massachusetts, Nevada, New Jersey, New York, Vermont, Washington state, and Washington DC and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location.<h2>Who you are</h2><ul> <li>Seasoned strategic finance professional with over 8 years of experience in high-growth environments, specializing in financial analysis, forecasting, reporting, and strategic planning for revenue-generating business units.</li> <li>Adept leader with a proven track record of driving results and cultivating collaborative work environments.</li> <li>Strategic thinker skilled at translating overarching business objectives into quantifiable financial goals, consistently demonstrating adaptability in complex and evolving landscapes.</li> <li>Exceptional communicator with strong written and interpersonal skills, effectively collaborating with cross-functional leadership teams and proactively seeking solutions while constructively challenging assumptions.</li> <li>Highly analytical and data-driven, possessing expert problem-solving abilities and extensive experience in developing sophisticated financial models to inform critical decision-making.</li> <li>Proficient in managing and interpreting large, complex datasets, distilling key insights, and effectively communicating findings to senior leadership.</li> <li>Public company experience is a valuable asset.</li> </ul><h2>Get to know us</h2>Zillow is reimagining real estate to make home a reality for more and more people.As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and <a href="https://www.zillow.com/careers/benefits/" target="_blank">world-class benefits</a>. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on <a href="https://www.glassdoor.com/Overview/Working-at-Zillow-EI_IE40802.11,17.htm" target="_blank">Glassdoor</a> and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME <a href="http://time.com/100companies" target="_blank">100 Most Influential Companies</a> list.Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Zillow

Senior Strategic Finance Manager

CBRE

Property Management Accounting Associate

JOB SUMMARY Supports the day-to-day execution of general ledger impacted processes, including support to clients as they work with and understand these processes. Performs accounting functions specifically in the areas of account balancing, ledger reconciliation, reporting and discrepancy resolution. CANDIDATE PROFILE Education and Experience • 4-year bachelor's degree in Finance and Accounting or related major; no work experience required. OR • 2-year degree from an accredited university in Finance and Accounting or related major; 1 year experience in finance and accounting or related professional area. CORE WORK ACTIVITIES Managing Work, Projects, and Policies • Coordinates and implements accounting work and projects as assigned. • Coordinates, implements and follows up on Accounting SOP audits for all areas of the property. • Complies with Federal and State laws applying to fraud and collection procedures. • Generates and provides accurate and timely results in the form of reports, presentations, etc. • Analyzes information and evaluates results to choose the best solution and solve problems. • Compiles, codes, categorizes, calculates, tabulates, audits, or verifies information or data. • Balances credit card ledgers. • Verifies contracts for groups and performs credit reference checks for direct billed groups if necessary. Maintaining Finance and Accounting Goals • Achieves and exceeds goals including performance goals, budget goals, team goals, etc. • Develops specific goals and plans to prioritize, organize, and accomplish your work. • Submits reports in a timely manner, ensuring delivery deadlines. • Ensures profits and losses are documented accurately. • Monitors all taxes that apply, ensuring that taxes are current, collected and/or accrued. • Maintains a strong accounting and operational control environment to safeguard assets. • Completes period end function each period. • Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources. Demonstrating and Applying Accounting Knowledge • Demonstrates knowledge of job-relevant issues, products, systems, and processes. • Demonstrates knowledge of return check procedures. • Demonstrates knowledge of the Gross Revenue Report. • Demonstrates knowledge and proficiency with write off procedures. • Demonstrates knowledge and proficiency with consolidated deposit procedures. • Keeps up-to-date technically and applying new knowledge to your job. • Uses computers and computer systems (including hardware and software) to program, develop financial spreadsheets, set up functions, enter data, or process information. • Uses relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. Additional Responsibilities • Provides information to supervisors and co-workers by telephone, in written form, e-mail, or in person. • Demonstrates personal integrity. • Uses effective listening skills. • Demonstrates self confidence, energy and enthusiasm. • Manages group or interpersonal conflict effectively. • Informs and/or updates the executives and the peers on relevant information in a timely manner. • Manages time well and possesses strong organizational skills. • Presents ideas, expectations and information in a concise well organized way. • Uses problem solving methodology for decision making and follow up. • Makes collections calls if necessary. At Marriott International, we are dedicated to being an equal opportunity employer, welcoming all and providing access to opportunity. We actively foster an environment where the unique backgrounds of our associates are valued and celebrated. Our greatest strength lies in the rich blend of culture, talent, and experiences of our associates. We are committed to non-discrimination on any protected basis, including disability, veteran status, or other basis protected by applicable law. At Renaissance Hotels, we believe in helping our guests experience the DNA of the neighborhoods they are visiting. Our guests come to discover and uncover the unexpected, to dive into a new culture, or simply to make the most of a free evening. They see business travel as an adventure because they see all travel as an adventure. Where others may settle for the usual, our guests see a chance to bring home a great story. And so do we. We’re looking for fellow spontaneous explorers to join our team to bring the spirit of the neighborhood to our guests. If this sounds like you, we invite you to discover career opportunities with Renaissance Hotels. In joining Renaissance Hotels, you join a portfolio of brands with Marriott International. Be where you can do your best work,​ begin your purpose, belong to an amazing global​ team, and become the best version of you.

Marriott International

Accounting Manager

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you’ll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone’s unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: <a href="https://www.northwesternmutual.com/office/ca/san-francisco/20691980/" target="_blank">https://www.northwesternmutual.com/office/ca/san-francisco/20691980/</a> We Can Count on Our Financial Advisors To: <ul> <li> Build a client base by growing relationships with your network</li> <li> Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.</li> <li> Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.</li> <li> Own your business’s development and management as you master your craft. Maintain client relationships to review and update your client’s financial goals. </li> </ul> Within 1 Month, You’ll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You’ll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your Series 6 or 7, and series 63 exams to fully registered · Qualify to attend NM’S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You’ll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM’s Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision &amp; Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years) · Family Planning – Maternity, short-term disability, &amp; adoption assistant available as well as access to family planning specialists · Wellbeing – A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule &amp; time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week 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.

Northwestern Mutual

Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

As a Financial Edge (FE) Customer Support, Senior Specialist you’ll take ownership of advanced, challenging, or complex cases and ensuring swift, effective solutions. You’ll assist with triaging defects and incidents, playing a crucial role in maintaining system reliability and performance. Additionally, you'll create and enhance Knowledgebase content for customer self-service, empowering users to resolve issues independently.Your role balances working on complex or escalated cases and helping peers manage their workload efficiently, ultimately driving team success, enhancing overall support quality and customer satisfaction. As a Senior Specialist you will work closely with leadership, including the Principal to help drive initiatives and achieve outcomes.What you'll do:<ul> <li>Quickly resolving or triaging incidents.</li> <li>Handling complex non-FCR cases, focusing on reducing time-to-close (TTC) and surfacing future enhancements to reduce complexity.</li> <li>Achieving mentor goals for frontline and tenured agents, complementing the Team Lead's coaching efforts. You'll take direction from your manager and help achieve quantifiable targets.</li> <li>Filing defect tickets to Sustained Engineering and RDO, and attending triage meetings to discuss specific defects, in collaboration with the Principal.</li> <li>Serve as a backup to the Principal as needed which may encompass a variety of activities depending on time of year, workloads, and Principal availability.</li> <li>Assisting Team Leads and Managers with projects and initiatives as needed.</li> <li>Actively participating in swarm while using your experience and influence to coach and mentor both tenured and newer resources across all FE resources.</li> </ul>These responsibilities ensure you play a pivotal role in enhancing support quality and driving team success.What you'll bring:<ul> <li>Knowledge of Financial Edge.</li> <li>Experience in a Customer Support Senior level role.</li> <li>Diplomatic and tactful in dealing with diverse people.</li> <li>Quick learner of new concepts and ideas.</li> <li>Critical thinker who asks insightful questions to facilitate problem-solving.</li> <li>Calming influence in tense situations, providing direction and guidance.</li> <li>Creative strategist who integrates unrelated information to develop innovative approaches.</li> <li>Keen insight into predicting behaviors across various situations.</li> <li>Effective strategist for complex cross-organizational projects.</li> <li>Adaptable in situations characterized by continual change.</li> <li>Decisive in quickly identifying key issues for important decisions.</li> <li>Proactive in anticipating obstacles and minimizing their impact.</li> <li>Forward-thinking in creating long-term strategies that anticipate customer needs.</li> </ul>#LI-REMOTEStay up to date on everything Blackbaud, follow us on <a href="http://bit.ly/FollowUsLI" target="_blank">Linkedin</a>, <a href="http://bit.ly/2xn65ez" target="_blank">Twitter</a>, <a href="https://www.instagram.com/blackbaud/" target="_blank">Instagram</a>, <a href="http://bit.ly/2yNWNJH" target="_blank">Facebook</a> and <a href="https://bit.ly/BLKBYouTube" target="_blank">YouTube ​</a>Blackbaud is a remote-first company which embraces a flexible remote work culture. Blackbaud supports hiring and career development for all roles from the location you are in today!Blackbaud is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.A notice to candidates: Recruitment Fraudulent Alert: Your personal information and online safety as a candidate mean a lot to us! At Blackbaud and our portfolio of companies, recruiters only direct candidates to apply through our official careers page at <a href="https://careers.blackbaud.com/us/en" target="_blank">https://careers.blackbaud.com/us/en</a> or our official LinkedIn page. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers, or conduct interviews via Skype. Anyone suggesting otherwise is not a representative of Blackbaud. If you are unsure if a message is from Blackbaud, please email <a href="#">blackbaudrecruiting@blackbaud.com</a>. The starting base pay is $61,000.00 to $77,800.00. Blackbaud may pay more or less based on employee qualifications, market value, Company finances, and other operational considerations.Benefits Include:<ul> <li>Medical, dental, and vision insurance</li> <li>Remote-first workforce</li> <li>401(k) program with employer match</li> <li>Flexible paid time off</li> <li>Generous Parental Leave</li> <li>Volunteer for vacation</li> <li>Opportunities to connect to build community and belonging</li> <li>Pet insurance, legal and identity protection</li> <li>Tuition reimbursement program</li> </ul>

Blackbaud

Financial Edge Customer Support, Senior Specialist

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.

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