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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.SUMMARYThe Rebate Reconciliation Analyst position will primarily be engaged in rebate reconciliation activities, payment analysis, dispute resolution, reserve analysis and other related financial analyses. This includes working closely with internal partners such as Trade Relations / Legal / Accounting and external partners such as Pharmaceutical ManufacturersThe successful candidate will possess the following skills:- Excellent problem solving skills.- Detail oriented and proven analytical skills are necessary with the ability to organize and prioritize workloads and meet strict deadlines.- Ability to handle basic to intermediate data manipulation and analysis- Excellent written and oral communication skills are essential as this position interfaces with various levels within the organization as well as with our external pharmaceutical company counterparts.As a member of the team, you will help drive value for our clients by reducing their overall drug spend. Our organization is focused on making quality care more affordable, accessible, simple, and seamless. Together, we are committed to helping people on their path to better health.Job Duties <ul> <li>Review and comprehend all contract terms applicable to the Reconciliation function</li> <li>Track and apply payments due from pharmaceutical manufacturers</li> <li>Identify any late payments and request late fee billing as required by contract</li> <li>Manipulate and Analyze payment data from pharmaceutical manufacturers</li> <li>Reconcile payment data received with Invoiced amount to identify all items disputed by pharmaceutical manufacturers</li> <li>Analyze and research all variances and disputed items and determine whether to accept or reject disputes</li> <li>Communicate with pharmaceutical manufacturers regarding variances and disputes</li> <li>Update internal dispute tracking data file on a monthly basis</li> <li>Perform analysis of required reserves on a monthly basis</li> <li>Investigate and respond to questions/inquiries regarding the status of open balances</li> <li>Ability to handle basic to intermediate data manipulation and analysis</li> </ul>Required Qualifications:<ul> <li>6+ months financial or analytical experience.</li> <li>6+ months experience with Microsoft Excel.</li> </ul>Preferred Qualifications:<ul> <li>Experience working in a dynamic, fast-paced environment.</li> <li>Experience with contract administration, financial and / or data analysis, data-mining, cash reconciliations, and complex processes is beneficial.</li> <li>PBM or pharmaceutical manufacturer experience and knowledge of pharmaceutical products preferred.</li> <li>Contract interpretation experience is preferred</li> </ul>Education:<ul><li>Bachelor’s Degree in Finance, Accounting, Business, Math, or Economics preferred or equivalent work experience.</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: 05/05/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Financial Operations Analyst

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.

Finance Registration Analyst

<h3> Position Summary </h3> Join the world’s leading professional services firm assisting employers in operating payrolls for their workforce. As an Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering. Work you will do You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy: <ul> <li>Configuration of payroll wage codes for the accurate application of employer and employee taxes and social security</li> <li>Analysis of payroll tax notices</li> <li>Preparation of Powers of Attorney</li> <li>Liaison with Federal and State Agencies</li> <li>Registration of employers for payroll taxes</li> <li>Preparation and filing of payroll tax returns</li> <li>Preparation of Forms W-2, Forms 1099 and state equivalents</li> <li>Perform regular audits to identify and resolve compliance issues, avoiding delays in filings and monitoring penalties/notices</li> <li>Work in partnership with clients to ensure accurate and timely processing of payroll tax liabilities</li> <li>Reconcile federal and state withholding taxes and unemployment taxes monthly, quarterly, and annually</li> <li>Apply for identification numbers, such as FEIN and SUI, when entering new jurisdictions</li> <li>Evaluate and improve payroll tax processes for higher efficiency and accuracy</li> <li>Identify opportunities for automation and lead implementation efforts related to payroll taxes</li> <li>Coordinate year-end efforts to ensure accurate W-2s and other annual tax filings.</li> <li>Ensure proper setup and maintenance of local withholding codes for employers and employees in the Deloitte payroll tax system</li> <li>Good knowledge on Tax State/SUI agency portals</li> <li>Perform quarterly reconciliation and data analysis</li> <li>Reconcile payroll taxes at the employee level</li> <li>Tax Adjustment &amp; Amendment knowledge</li> <li>Play a lead role in Year-End processing for accurate W-2</li> <li>Communicate directly with internal/external customers regarding tax inquiries</li> <li>Research and payroll tax inquires</li> <li>Ensure that all tax related updates in the payroll system are fully reviewed and understood</li> <li>Perform internal audits as requested</li> <li>Identify and resolve issues as well as drive change for related improvements</li> <li>Setting up the required operating protocols for the service offering</li> </ul> Recruiting for this role ends on May 31st, 2025 Qualifications Required: <ul><li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li></ul> <ul> <li>3+ years of experience in payroll tax processing, preferably in a multi-state US environment</li> <li>Bachelor’s degree in economics, human resources, international business, finance, accounting, or other liberal arts majors</li> </ul> <ul> <li>One of the following active accreditations obtained, in process, or willing and able to obtain:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Certified Payroll Professional (CPP)</li> <li>Enrolled Agent</li> <li>Juris Doctor (JD)</li> </ul> </ul> <li>Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve</li> </ul> Preferred <ul> <li>Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.</li> <li>An aptitude for working as part of dynamic team with diverse members</li> <li>Ability to prioritize tasks, work and manage multiple assignments in a team environment</li> <li>Strong analytical, consultative, quantitative, and project management skills</li> <li>Executive presence, and excellent communication (verbal &amp; written) and presentation skills with an aptitude for working as part of a global team</li> <li>Excellent analytical and problem-solving skills with high attention to detail</li> <li>Ability to handle confidential information with discretion</li> <li>Attention to detail, self-starter and deadline oriented</li> </ul> <h3>Recruiting tips</h3> From developing a standout resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters</a>. <h3>Benefits</h3> At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/about-deloitte-careers-top-ten-reasons-to-join-deloitte.html" target="_blank">Learn more about what working at Deloitte can mean for you</a>. <h3>Our people and culture</h3> Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture</a>. <h3>Our purpose</h3> Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact</a>. <h3>Professional development</h3> From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see <a href="https://www.deloitte.com/us/about" target="_blank">www.deloitte.com/us/about</a> for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html" target="_blank">See notices of various ban-the-box laws where available</a>. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 - $151,580. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Senior Consultant - US Business Process Solutions - Managed Payroll Services

<h1>Financial Services - Data Risk Management, Manager</h1> <h1>Financial Services - Data Risk Management, Manager</h1> <a href="https://pwc.wd3.myworkdayjobs.com/US_Experienced_Careers/job/NY-New-York/Financial-Services---Data-Risk-Management--Manager_619741WD?source=US_EXP_Careers" target="_blank">Apply</a> Job Category Data and Analytics Level Manager Specialty/Competency Data, Analytics &amp; AI Time Type Full time Travel Requirements Up to 60% Job ID 619741WD Location(s) NC-Charlotte, IL-Chicago, DC-Washington, MA-Boston, NJ-Florham Park, NY-New York A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps clients navigate various analytics applications to get the most value out of their technology investment and foster confidence in their business intelligence. As part of our team, you'll help our clients implement enterprise content and data management applications that improve operational effectiveness and provide impactful data analytics and insights. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: <ul> <li>Develop new skills outside of comfort zone.</li> <li>Act to resolve issues which prevent the team working effectively.</li> <li>Coach others, recognise their strengths, and encourage them to take ownership of their personal development.</li> <li>Analyse complex ideas or proposals and build a range of meaningful recommendations.</li> <li>Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.</li> <li>Address sub-standard work or work that does not meet firm's/client's expectations.</li> <li>Use data and insights to inform conclusions and support decision-making.</li> <li>Develop a point of view on key global trends, and how they impact clients.</li> <li>Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.</li> <li>Simplify complex messages, highlighting and summarising key points.</li> <li>Uphold the firm's code of ethics and business conduct.</li> </ul> The Opportunity As part of the Data and Analytics - Business Intelligence team you are responsible for leading efforts in developing and implementing data-driven strategies to drive business growth and enhance decision-making. As a Manager, you guide and mentor your team, facilitating the successful planning, execution, and completion of projects while maintaining exemplary standards and leveraging team strengths to meet client expectations. You play a crucial role in aligning data initiatives with organizational goals, managing data strategy programs, and embracing technology and innovation to improve delivery. Responsibilities - Oversee the planning and completion of data initiatives, maintaining quality standards - Align data strategies with organizational objectives to drive growth - Leverage team strengths to meet and exceed client expectations - Manage data strategy programs to improve decision-making - Foster a culture of continuous improvement and learning within the team What You Must Have - Bachelor's Degree in Computer and Information Science, Computer and Information Science &amp; Accounting, Economics, Economics and Finance &amp; Technology, Operations Management/Research, or Statistics - 5 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer Engineering, or Engineering preferred - Proficiency in data risk management and technology risk management - Developing data-driven strategies for business growth - Aligning data initiatives with organizational goals - Managing data strategy program success - Programming using Python and SQL - Designing advanced analytics solutions and AI/ML models - Understanding of Master Data Management and Data Governance - Supporting reliable and scalable solutions architectures Learn more about how we work: <a href="https://pwc.to/how-we-work" target="_blank">https://pwc.to/how-we-work</a> PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: <a href="https://pwc.to/H-1B-Lottery-Policy" target="_blank">https://pwc.to/H-1B-Lottery-Policy</a>. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: <a href="https://pwc.to/benefits-at-a-glance" target="_blank">https://pwc.to/benefits-at-a-glance</a> <h1>Financial Services - Data Risk Management, Manager</h1> <a href="https://pwc.wd3.myworkdayjobs.com/US_Experienced_Careers/job/NY-New-York/Financial-Services---Data-Risk-Management--Manager_619741WD?source=US_EXP_Careers" target="_blank">Apply</a>

Financial Services - Data Risk Management, Manager

What is the role and what will be my responsibilities? <ul> <li>You will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors.</li> <li>Through strategic business networking, you will build an extensive professional network and build your own clientele.</li> <li>Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients</li> <li>Obtain the required financial licenses with provided study courses and exams paid for on behalf of Northwestern Mutual.</li> </ul> How will I be provided guidance and support? <ul> <li>The program and its directors will provide formal training prior to your official start. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops</li> <li>Prior to your start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health Exam to allow them to discuss risk management products by the time the program begins.</li> <li>You will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills</li> </ul> Why Northwestern Mutual? <ul> <li>Northwestern Mutual is one of the largest financial services companies in the country. We are recognized for our AAA financial strength rating, $244 billion in Wealth Management, and as the #1 provider of Life Insurance nationwide </li> <li>Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans</li> <li>Gain hands-on client-facing experience in the financial industry</li> <li>As a Financial Representative in our NYC office, you will have the opportunity to join a seasoned, diverse, and rapidly growing firm that leads to a multitude of career opportunities post-graduation</li> <li>Our business model and culture allows for athletes, naturally competitive, and high-performing individuals to thrive and succeed in growing their business</li> </ul> Compensation: <ul> <li>Initial development stipends available</li> <li>Bonuses available</li> <li>Commission based on product sales (unlimited earning capacity)</li> </ul> Important Talking Points: <ul> <li>Relationship building</li> <li>Impact, income, independence</li> <li>Steppingstone to full-time advisor role</li> <li>Opportunities to be sponsored for your SIE, CFP, Series 6, and Series 63 exam</li> </ul> Eligibility: <ul><li>2025 College Graduates</li></ul> Location: <ul> <li>Midtown Manhattan </li> <li>Fully in-person</li> </ul>

Northwestern Mutual

Financial Advisor Development Program - Entry Level (May 2025 Grads)

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)

<h3> Position Summary </h3> Deloitte is seeking a Manager in FP&amp;A for our growing Government and Public Services (GPS) practice. In this role, you will help GPS leadership assess, forecast, and drive the financial performance of the business, analyzing a wide variety of firm financial data and deriving actionable insights. You will join a team of experienced financial professionals and help us drive improvements to our financial analysis capabilities. Recruiting for this role ends on 4/30/2025. Role Description The Finance Business Partner organization provides specialized finance-related services in support of the business leaders of the firm. The GPS Industry Finance Business Partner will support the organization in meeting the financial demands and needs of their designated business. In providing finance-related services to the business: <ul> <li>Support in producing &amp; reporting on strategic and ad hoc GPS industry &amp; sector financial analysis for key stakeholders and leadership</li> <li>Collaborate with different business and operational teams on plan &amp; forecast development, analytics, and key projects that impact Sector/Industry financial performance</li> <li>Lead the development of periodic cross-sector financial results &amp; reporting package for distribution to GPS &amp; sector leaders</li> <li>Support GPS M&amp;A activities: Develop, compile &amp; present financial reporting on GPS acquisitions in partnership with GPS business sponsors and colleagues and provide setup support during integration phase.</li> <li>Support acquisition business case development, evaluating potential GPS-centric deals to analyze operating model fit, financial feasibility, and value for GPS &amp; stakeholders within the business</li> </ul> Qualifications Required: <ul> <li>Bachelor’s degree in Finance or similar quantitative subject</li> <li>8+ years of relevant financial analysis experience, preferably in a professional services firm</li> <li>Demonstrated accomplishments in the following areas:</li> <ul> <li>Ability to excel in a high-paced environment</li> <li>Working with various organization teams and leadership</li> <li>Problem solving skills</li> <li>Quality and risk management</li> <li>Project and change management</li> <li>Business process improvement</li> <li>Formulating and delivering action plans for high profile strategic initiatives</li> <li>Developing innovative solutions to business issues </li> </ul> <li>Experience with SAP Analysis for Office, SAP Business Client and other financial applications</li> <li>Advanced in MS Excel, Powerpoint and Word </li> <li>Strong communication skills</li> <li>Must be able to work with a team that is primarily based in east coast time</li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li> <li>Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. This may include overnight travel</li> </ul> Preferred <ul> <li>Experience in crafting analysis and key takeaways to executive leadership</li> <li>Familiarity with government contracts</li> <li>Familiarity with a matrix organizational structure</li> <li>Professional services financial experience</li> <li>Experience working with offshore and remote teams</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 to $181,900. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Professionals in the OpX Channel may apply and be considered for the role regardless of US office location. EA_ExpHire EA_GPS_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Manager, GPS Industry Finance Business Partner

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor’s degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is *not* required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. *Compensation is 100% commission-based, plus stipends and bonuses.* Average first-year Financial Advisor compensation for this office is $80,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Entry Level Financial Advisor

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 Manager, Financial Planning and Analysis (Capital Planning) will assist in the coordination and maintenance of key enterprise Capital reporting processes, including the consolidation of monthly CAPEX actuals, reallocations, budgeting, forecasting, and ROIC analysis. This Candidate will report directly to the Senior Manager of FP&amp;A (Capital Planning) and will partner with business segment Capital planning leads to support and maintain a consistent and comprehensive process across the enterprise. This Candidate will support and sustain the Anaplan Capital system used across the enterprise in relation to processes and technological enhancements. The Candidate will also assist in the collection of CAPEX data, narratives, and ROIC analytics for use in preparation for presentation at internal and external events (including quarterly earnings, Investor Day, and Board meetings). This Candidate will also lead the solicitation of input and feedback from Anaplan users to identify opportunities to refine and improve the capital planning system, in conjunction with the Anaplan COE department. This position requires understanding of financial IT platforms and connectivity to enterprise financial planning processes, as well as a strong collaborative work style to develop and foster partnership with critical constituents to achieve objectives.Activities the position will participate in include:<ul> <li>Work across the Enterprise Planning &amp; Performance Management team to provide accurate data and analysis in a timely fashion.</li> <li>Work with the EPPM Anaplan Center of Excellence to address capital system requirements, enhancements, and defects as needed.</li> <li>Use historical analysis of ROIC to inform capital allocation strategy to drive desired returns.</li> <li>Partner with key stakeholders to integrate ROIC into corporate strategy and initiatives by utilizing ROIC methodology to inform M&amp;A/Investment decisions.</li> <li>Establish and implement quality assurance measures to ensure accuracy of data prepared for and used to inform the quarterly forecasting and annual budgeting processes.</li> <li>Collaborate with all segment business partners to manage monthly reallocation process.</li> <li>Document detailed processes to use as training materials, standard operating procedures, and resources with internal and external Capital planning partners.</li> <li>Collaborate with the Anaplan Center of Excellent to develop and refresh training materials for internal Enterprise Planning and Performance Management colleagues and external segment partners.</li> <li>Support ad-hoc projects, upon request, to assist Enterprise Planning and Performance Management colleagues in the execution of capital planning, reporting, and governance matters as needed. </li> </ul>In order to be successful in this role you must exhibit the following:<ul> <li>Skill in developing comprehensive, yet easy to understand dashboards of financial and operational Capital planning metrics to facilitate achievement of capital priorities.</li> <li>Ability To:</li> <li>Work collaboratively in a highly matrixed environment and build partnerships with key constituents of varying professional levels to gain input, feedback, understanding and/or buy-in on key processes, expectations and/or deliverables, while influencing business decisions through actionable business insights.</li> <li>Effective verbal and written communication skills.</li> <li>Strong organizational skills.</li> <li>Ability to work independently and prioritize effectively.</li> <li>Ability to problem solve and manage multiple tasks under strict deadlines.</li> </ul> Required Qualifications<ul> <li>5+ years of professional work experience with financial analysis involvement, including budgeting forecasting, and financial reporting.</li> <li>3+ years Microsoft Excel experience (skillset using functions such as PIVOT tables, VLOOKUP, Filters, and Sum(ifs)).</li> <li>3+ years of Microsoft Office; Microsoft Teams environment; SharePoint experience.</li> </ul>Preferred Qualifications<ul> <li>Healthcare, PBM, insurance industry helpful but not required.</li> <li>SAP/S4 and Anaplan Financial Reporting and Planning tools.</li> <li>Analytical skills and diligence.</li> </ul> EducationBachelor's degree in Finance or a related field is required or equivalent years of related experience.Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$54,300.00 - $145,860.00This 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: 05/30/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Manager, Financial Planning and Analysis (Capital Planning)

Guardian is seeking a senior executive with a proven track record leading high performing sales teams to achieve market-leading profitable growth, while building upon a strong culture and focus on developing talent. The Head of Group Benefits Field Sales will be responsible for leading a countrywide field sales organization to execute a profitable growth strategy through ongoing sales and retention.The ideal candidate is passionate about the development of people and teams, continuously identifying opportunities to develop top talent, improving processes, and leveraging technology in the advancement of team capabilities. You will lead, coach, and develop Sales Regional Vice Presidents and segment leaders responsible for developing and executing go-to-market strategies in their markets.The role will collaborate with Group Benefits senior leaders and internal partners to leverage data when delivering on Guardian’s promise to inspire well-being and managing top and bottom-line growth strategies. Success of this role will be largely dependent on creating highly performing teams that are successful at building internal and external relationships and achieving financial and operational results.You Will:<ul> <li>Develop a national sales plan and represent Guardian in the marketplace to achieve financial goals to maximize profitability, growth, retention and increased market share </li> <li>Oversee and maintain diverse, high performing teams by creating a culture with a strong sense of accountability for results, team performance, and change resilience</li> <li>Strive for and champion continuous improvement by creating followership and collaborating with cross functional teams to raise the bar on achieving corporate, financial, and business unit objectives </li> <li>Provide intelligence on national, regional and local market activity including competitor landscape, customer wants and needs, and emerging trends with Group Benefits products</li> <li>Support the general wellbeing of client relationships by ensuring market presence and cultivating strong external relationships with brokers and distribution partners.</li> <li>Formulate short and long-term strategic sales objectives, in line with the overall Group Benefits business strategy, taking into consideration the market and competitive environment.</li> </ul>You Have:<ul> <li>A minimum of 15 years of group benefits sales insurance leadership experience and a demonstrated ability to create long term strategic outcomes and growth. </li> <li>Familiarity and/or experience with Group Benefits products</li> <li>A capacity and orientation to be energized and excited by challenging goals; it is reflected in a true sense of competitiveness and drive for results.</li> <li>Ability to think strategically, drive discipline, and hold teams accountable to achieving results.</li> <li>Ability to work collaboratively and create followership among the sales organization, and to influence across the broader organization to align and enable growth.</li> <li>Demonstrated business acumen with ability to analyze and communicate financial reports, accurately forecast sales results, and control all local expenses.</li> <li>Keen ability to attract and recruit top talent, motivate the team, delegate effectively, celebrate diversity within the team, and manage performance. </li> </ul>Location:<ul><li>Guardian locations</li></ul>Travel:<ul><li>Up to 65% travel</li></ul>Salary: $250,000 ​ The salary reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.<h2>Our Promise</h2>At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at <a href="http://www.guardianlife.com/careers/corporate/benefits" target="_blank">www.guardianlife.com/careers/corporate/benefits</a>. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="#">applicant_accommodation@glic.com</a>.Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

14 Accounting & Finance Jobs in Stamford, CT, USA