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<h1>Principal Data Analyst - Financial Forecasting</h1> <a href="https://careers-americas.icims.com/jobs/16481/principal-data-analyst---financial-forecasting/job?mode=apply" target="_blank">Apply for this job</a> Atlassian is looking for a passionate data and analytics expert who will power-up our teams to derive even more meaningful financial insights from data. Is that you? You love working a job that can drive real changes with data. You are not fazed by the complexity and volume of data nor the dynamic sources and platforms where these datasets may reside, and understand the value this data provides when we make critical business decisions. You thrive in an environment where you are charting your own course and working on problems for which there is no clear solution; where creativity is as crucial as your ability to write code. You are someone who thrives in a high-performing team and enjoys working in a dynamic environment with plenty of opportunities to learn and develop. With strong partner engagement skills, you are able to juggle competing priorities and deliver on deadlines. You will become the Principal Business Analyst on the team who not only understands the financial data at Atlassian but also knows how to use it to make that data actionable. You will be supporting theFinancial Planning &amp; Analytics team, as well as partnering with the Financial Modelling (Anaplan) and Data Engineering teams to enhance FP&amp;A’s financial data infrastructure, reporting and analytics. You will work closely with FP&amp;A teams to understand data and analytics needs. You will analyze and validate data from various source systems or enterprise data warehouse to prototype new data and reporting solutions. You love thinking about how Finance can benefit from this data, and you will have access to an analytics platform (built on Amazon Web Services) to create new data assets, automate analyses and reporting, and create insightful visualization, in close collaboration with data engineers. <h2>Qualifications</h2> On your first day, we’ll expect you to have: <ul> <li>8+ years of experience in complex data analytics or relevant experience using data to drive insights at industry-leading or fast-growing companies</li> <li>Expertise in SQL, Tableau, Excel, and other analytics tools</li> <li>Ability to adapt quickly and effectively to changing environments and initiatives</li> <li>An excellent communicator and passionate to collaborate with global, multi-functional teams</li> <li>A willingness to accept failure, learn and try again</li> </ul> It’s preferred, but not required that you have: <ul> <li>A degree in Business, Statistics, Finance, Engineering, or a related analytical field</li> <li>Technology or Software / SaaS industry experience</li> <li>Experience using Databricks, Python, and dbt</li> <li>Experience with ETL, Data Warehousing</li> <li>Familiarity with Statistics and different forecasting methodologies</li> </ul> Compensation At Atlassian, we strive to design equitable, explainable, and competitive compensation programs. To support this goal, the baseline of our range is higher than that of the typical market range, but in turn we expect to hire most candidates near this baseline. Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience. In the United States, we have three geographic pay zones. For this role, our current base pay ranges for new hires in each zone are: Zone A: $149,000 - $198,700 Zone B: $134,100 - $178,800 Zone C: $123,700 - $164,900 This role may also be eligible for benefits, bonuses, commissions, and equity. Please visit <a href="http://go.atlassian.com/payzones" target="_blank">go.atlassian.com/payzones</a> for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter. Our perks &amp; benefits Atlassian offers a variety of perks and benefits to support you, your family and to help you engage with your local community. Our offerings include health coverage, paid volunteer days, wellness resources, and so much more. Visit <a href="http://go.atlassian.com/perksandbenefits" target="_blank">go.atlassian.com/perksandbenefits</a>to learn more. About Atlassian At Atlassian, we're motivated by a common goal: to unleash the potential of every team. Our software products help teams all over the planet and our solutions are designed for all types of work. Team collaboration through our tools makes what may be impossible alone, possible together. We believe that the unique contributions of all Atlassians create our success. To ensure that our products and culture continue to incorporate everyone's perspectives and experience, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. All your information will be kept confidential according to EEO guidelines. To provide you the best experience, we can support with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team during your conversation with them. To learn more about our culture and hiring process, visit <a href="http://go.atlassian.com/crh" target="_blank">go.atlassian.com/crh</a>. <a href="https://careers-americas.icims.com/jobs/16481/principal-data-analyst---financial-forecasting/job?mode=apply" target="_blank">Apply for this job</a>

Atlassian

Principal Data Analyst - Financial Forecasting

Senior Financial Data Engineer - Costa Rica, Argentina, Mexico, Brazil. This position offers you the opportunity to join a fast-growing technology organization that is redefining productivity paradigms in the software engineering industry. Thanks to our flexible, distributed model of global operation and the high caliber of our experts, we have enjoyed triple digit growth over the past five years, creating amazing career opportunities for our people. If you want to accelerate your career working with like-minded subject matter experts, solving interesting problems and building the products of tomorrow, this opportunity is for you. If you want to accelerate your career working with like-minded subject matter experts, solving interesting problems and building the products of tomorrow, this opportunity is for you. The impact you'll make: You'll join the Predictive Analytics Organization Unit, which builds products in the Quantitative Credit Risk Assessment space, helps Financial Institutions like Banks, Insurance and Asset Management companies to make better decisions. The first phase of this project is related to selecting a provider among a list of candidates based on the creation of different PoCs that create ETLs for Market Capital data, process the data and generate the visualization dashboards. Second phase is related to the integration of the selected provider to current platform. Technology Stack: Clover ETL PostgreSQL Functions Data Analysis / Dashboard Creation SQL What you'll bring to us: <ul> <li>Bachelor’s or master’s degree in computer science, engineering, or a related field or equivalent experience</li> <li>8+ years of experience in Data Engineering roles.</li> <li>Background in Financial and Market Capital data domains is highly desired.</li> <li>Experience in Clover ETL or similar ETL tool is a must have.</li> <li>Strong SQL Coding skills are required.</li> <li>Experience in Data Analysis &amp; Dashboard Creation are valued. </li> <li>Excellent English communication skills.</li> </ul> Some of the benefits you’ll enjoy working with us: <ul> <li>The chance to work in innovative projects with leading brands, that use the latest technologies that fuel transformation.</li> <li>The opportunity to be part of an amazing, multicultural community of tech experts.</li> <li>The opportunity to grow and develop your career with the company. </li> <li> A flexible and remote working environment. </li> </ul> Come and join our #ParserCommunity. Follow us on <a href="https://www.linkedin.com/company/parser/" target="_blank">Linkedin</a>

Parser

Senior Financial Data Engineer

Habitat for Humanity International (HFHI) is currently seeking a talented professional for the role of a Associate Director - Financial Reporting. This position will be responsible for financial reporting under generally accepted accounting principles (GAAP), including research of any new GAAP developments and how they will affect Habitat. The position will also interact with the auditors on all matters. Additionally, this position will assist government grant accounting responsibilities. They will also be able to assist in answering any complex accounting questions that arise related to HFHI, branches, affiliates, and related companies. This position will be remotely based within the US but will be expected to travel to the HFHI Atlanta Headquarters 2-4 times out of the year. Key Responsibilities: - Prepare GAAP basis financial statements both on a monthly interim basis and for the year-end audit for Habitat for Humanity International and related companies. Provide the auditors all requested documentation needed for successful completion of the annual audit. - Assist with the management of the government grant accounting process, ensuring that accounting is in compliance with grant requirements, is free of errors is completed in a timely manner. - Assist the assistant controller in additional internal reporting needing to be done for Habitat for Humanity’s various constituents. - Answer questions and perform research into any new GAAP developments that may affect the reporting of Habitat for Humanity and its related companies. - Assist with closing process by drafting monthly journal entries arising from reclassification entries requested by various department/fund/project managers after their review of their monthly reports. Key Requirements: - Bachelor’s Degree. - At least 6 years of professional public accounting experience with government grant knowledge. - Knowledge of U.S. GAAP. - Strong computer skills, including extensive knowledge of Excel and database management and experience with various accounting software packages. - Must have excellent oral and written communication skills, team-building skills, and the ability to work in a cross-functional environment with multi-national staff. - CPA certification or actively pursuing certification. Active support of HFHI Values &amp; Commitments: Team Collaborator – Good Steward – LEAN/Continuous Improvement – Graceful Candor – Heart for the Mission – Personal Integrity HFHI requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct. Preferred: - Master’s Degree. - Bachelor’s degree in accounting. - Two to four years in non-profit industry with similar responsibilities. - International experience. The actual salary offered for this role will be based on a variety of factors, including location, internal equity and the candidate’s qualifications and professional experience. HFHI offers a competitive, comprehensive benefits package that varies by country and typically includes vacation leave, sick leave, personal days, health insurance options, retirement plan contributions and life insurance. For work locations in the US, the hiring range for this position is $95,000 - $111,000. APPLICATION DEADLINE: December 5th, 2024.

Terwilliger Centre for Innovation in Shelter

Associate Director - Financial Reporting

Req ID: 75728 Location: Tulsa -TUL, Albuquerque -ALBQ, Dallas -DAL, Fort Worth -FTWT, Houston -HOUS, Kansas City -KSCY, Oklahoma City -OKC, Overland Park -OVPK, San Antonio -SANAN, Scottsdale -SCOTT Areas of Interest: Treasury Services; Sales Pay Transparency Salary Range: Not Available Application Deadline: 11/27/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> Join our Treasury team to deliver and advise on efficient account structures for effective cash management, covering collections, payments, information management, and fraud protection. We cater to businesses of all sizes, enhancing their financial stability, flexibility, and competitiveness. <h2>Job Description</h2> The Treasury Cash Management Consultant (CMC) is responsible for delivering virtual treasury solutions as a liaison to manage clients’ liquidity, cash flow, and financial risk. Oversees the entire sales process, from initial contact to onboarding, training, and support. They ensure sales and client satisfaction by collaborating with various banking teams, identifying cross-selling opportunities, and using virtual channels for engagement. <h2>Team Culture</h2> At BOKF, our Treasury Services culture is built on integrity, collaboration, and innovation. We foster an inclusive environment where team members are empowered to share their perspectives and contribute to success. Our commitment to continuous learning keeps us ahead of industry trends, enabling us to deliver top-tier solutions for our clients. Join us to be part of a dynamic, supportive, and forward-thinking team where your skills are valued, and your career can thrive! <h2>How You'll Spend Your Time</h2> <ul> <li>You will work with banking teams to promote cash management solutions through virtual channels.</li> <li>You will enhance bankers’ treasury knowledge and sales performance via virtual presentations.</li> <li>You will collaborate with various departments to support client onboarding and service.</li> <li>You will conduct sales presentations to highlight bank offerings and identify cross-sell opportunities.</li> <li>You will manage new service implementations, ensure accurate billing, and resolve client issues.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 1-3 years’ experience in treasury or cash management product sales or equivalent related experience with banking experience. <ul> <li>Understanding of banking and treasury products and sales techniques to drive client satisfaction and sales performance.</li> <li>Strong teamwork and collaboration skills to effectively with different departments and promote cash management solutions.</li> <li>Strong verbal and written communication skills to engage clients and internal teams, ensuring clear and effective information exchange.</li> <li>Ability to analyze data and trends to develop and implement effective sales strategies and optimize cash management solutions.</li> <li>Efficiently manage multiple tasks and projects, ensuring timely completion and high-quality results. </li> <li>Proficient in using various software applications and tools to support sales, client management, and reporting activities.</li> </ul> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Treasury Cash Management Consultant (CMC)

<h1>EMEA Benefits Program Manager</h1> People | Remote, UK | Remote, Remote | Full-Time <a href="https://globalcareers-atlassian.icims.com/jobs/15227/emea-benefits-program-manager/job?mode=apply" target="_blank">Apply for this job</a> Atlassian is looking for a mid-senior level Benefits Program Manager with a proven track record in designing and managing benefit programs within the EMEA region (specifically the UK, Netherlands, France, Germany, Poland, and Turkey). This role is pivotal in designing and delivering local benefit programs that align with our global benefits strategy, ensuring we offer sustainable and impactful benefits that not only support our business objectives but also amplify our employee value proposition. The role will be located in the UK (fully remote) and will be responsible for managing multi-country benefit programs within the EMEA region, as well as identifying new opportunities to meet the needs of our diverse and rapidly growing business. Interviews and onboarding are conducted virtually, a part of being a distributed-first company. Your Impact - Benefit Management In this role, you'll be responsible for: <ul> <li>Strategic Benefit Management and Design - responsible for managing and designing country benefits programs and policies (including leaves of absences), and pension plans that align to Atlassian’s Global Benefits Strategy.</li> <li>Benefit Renewals - lead annual benefits reviews and renewals in partnership with local brokers, which includes analysing market trends, conducting market analysis to maintain locally relevant and competitive benefits, manage costs, and ensure sustainability.</li> <li>New Program Implementation - project manage the implementation of new benefit programs and operations processes, orchestrating alignment across internal stakeholders, including vendor selection and vendor onboarding, and developing and documenting benefits processes and program policies.</li> <li>Program Governance - establish and set performance expectations with external partners by identifying and monitoring performance issues and drive to resolution.</li> <li>Compliance - knowledge of compliance of benefits and pension programs across multiple countries, ensuring alignment with both local regulations, best practices and company policies with support of our global benefits consultant.</li> <li>Global Expansion - lead the benefits work stream for global expansions into new countries by investigating local market trends, gathering and analysing market data, and drafting recommendations for the set up of new benefit programs and LOA policies.</li> <li>M&amp;A - assist with benefits due diligence review, drafting harmonisation proposals and integrations of benefits for countries within the EMEA region.</li> <li>Business Consulting - SME and trusted advisor to internal partners to assist in solving complex business problems.</li> <li>Communication - drive communication campaigns to foster comprehensive understanding of benefit programs among the People Team, business leaders, managers, and employees.</li> <li>Query management - act as escalation point for complex EMEA employee benefit queries.</li> </ul> <ul> <li>8+ years experience working in designing and managing employee benefits programs such as medical, life and disability insurances, retirement/pension plans, time off, leaves of absence, wellbeing initiatives, and perks</li> <li>Proven experience in managing benefits programs and vendors across multiple EMEA countries, including the UK, and preferably other countries like Netherlands, France, Germany, Poland, and/or Turkey</li> <li>Strong project management skills, with a track record of successfully implementing benefits programs</li> <li>Ability to analyse data, forecast trends, and budget effectively</li> <li>A strong collaborator with the ability to manage relationships with internal and external partners and stakeholders, as well as the ability to engage with stakeholders at all levels</li> <li>Comfortable with working in a fast-paced environment with high-degree of ambiguity and change</li> <li>Pragmatic problem solver and someone that can drive problems to solution</li> <li>Self-starter, works with minimal supervision with the ability to be flexible and able to cope dynamic environment with competing priorities</li> <li>Sensitive to the dynamics of working across cultures and timezones, ability to relate to people of different personalities and backgrounds; curious, and appreciative of different work patterns while remaining committed to deadlines</li> <li>Fluency in English is essential, and knowledge of additional languages used within the EMEA region is highly desirable</li> <li>Presentation and facilitation skills</li> <li>Experience working with Workday HRIS or other benefits administration systems</li> </ul> Our Benefits &amp; Perks Atlassian offers a variety of perks and benefits to support you, your family and to help you engage with your local community. Our offerings include health coverage, paid volunteer days, wellness resources, and so much more. Visit <a href="http://go.atlassian.com/perksandbenefits" target="_blank">go.atlassian.com/perksandbenefits</a>to learn more. About Atlassian At Atlassian, we're motivated by a common goal: to unleash the potential of every team. Our software products help teams all over the planet and our solutions are designed for all types of work. Team collaboration through our tools makes what may be impossible alone, possible together. We believe that the unique contributions of all Atlassians create our success. To ensure that our products and culture continue to incorporate everyone's perspectives and experience, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. All your information will be kept confidential according to EEO guidelines. To provide you the best experience, we can support with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team during your conversation with them. To learn more about our culture and hiring process, visit <a href="http://go.atlassian.com/crh" target="_blank">go.atlassian.com/crh</a>. <a href="https://globalcareers-atlassian.icims.com/jobs/15227/emea-benefits-program-manager/job?mode=apply" target="_blank">Apply for this job</a>

Senior EMEA Benefits Specialist

About the roleThe Senior Strategic Business Developer, Financial Solutions is an experienced sales and business leader with deep expertise in sales, financial information systems, accounting, and Blackbaud’s Financial Solutions pillar solutions. The right candidate for this role is skilled at cultivating and nurturing relationships with C-level decision-makers in the market. Additionally, they are comfortable working in a matrixed environment, coordinating stakeholders across the business to lead and drive key sales strategy &amp; enablement initiatives, including leading deal pursuits in an advisory role.What you'll do<ul> <li>Drive Financial Edge bookings and accountability across all sales teams (Commercial, Enterprise, &amp; Strategic) across assigned verticals</li> <li>Deliver bookings results vs. targets</li> <li>Help build and execute our holistic Financial Solutions sales strategy</li> <li>Provide rapid expansion of FE market coverage, share, and penetration of client base</li> <li>Consistently champion and evangelize the value of Blackbaud’s Financial Solutions</li> <li>Develop sales talent capable of selling financial solutions across Commercial and Enterprise sales teams via team and individual enablement programs</li> <li>Coach Account Executives and Sales Managers via Financial Solutions deal pursuits &amp; enablement workshops</li> <li>Maintain the “FE Selling Guide”</li> <li>Produce additional sales enablement programs and content as required</li> <li>Assist in building impactful demand generation campaigns, both marketing-led &amp; AE-initiated via SalesLoft cadences</li> <li>Assist in building impactful market-facing messaging &amp; collateral with Product Marketing</li> <li>Enablement of Partner channel/ educate sales / expand partner-influenced bookings</li> <li>Successfully navigate matrixed relationships with Sales, Product Management, Marketing, Finance, Success, Sales Enablement, and Partners to drive initiatives forward and deliver results</li> <li>Participate in sales forecasting with shared accountability for forecast accuracy </li> <li>Be a Blackbaud Financial Solutions brand ambassador</li> <li>Partner with Product Management to drive future product enhancements based on customer feedback</li> <li>Be a Competitive Market intelligence expert</li> <li>Influence Post Sale Relationships with FE Clients</li> <li>Partner with Customer Success to drive successful onboarding and account penetration </li> <li>Consult with Customer Success on implementation strategy</li> <li>Enable Customer Success in support of employee sales lead program</li> <li>Partner with Customer Success to improve our reference program</li> </ul>What you'll bring<ul> <li>Financial Operations and/or Accounting experience required </li> <li>5-10+ years of experience working with Blackbaud Financial Solutions or equivalent industry experience </li> <li>5-10+ years of software sales experience or equivalent industry experience</li> <li>Ability to operate under minimal supervision leading cross-functional initiatives</li> <li>Ability to operate under minimal supervision leading deal cycles in an advisory role </li> <li>Strong listening skills; demonstrated ability to ask effective need-development questions </li> <li>Ability to influence others through presentations, demonstrations, and written communication </li> <li>Experience developing &amp; delivering presentations both to executive-level &amp; staff-level audiences</li> <li>Ability to translate features &amp; functionality into business benefits &amp; client value</li> <li>Ability to recommend strategic workflows and policies as it relates to finance office operations </li> <li>Analytical bent and a knack for problem solving &amp; solution development with high attention to detail </li> <li>Knowledge and experience working within a solution-selling or consultative selling environment </li> <li>Ability to travel as needed, but no more than 20% of the time </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 salary and annual proposed commission is $122,200.00 to $168,600.00. Blackbaud may pay more or less based on employee qualifications, market value, sales quota, 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

Senior Strategic Business Developer, Financial Solutions

<h2>At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.</h2> Primary Duties and Responsibilities<ul> <li>Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.</li> <li>Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.</li> <li>Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.</li> <li>Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.</li> <li>Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.</li> <li>Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.</li> <li>Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.</li> <li>Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.</li> <li>Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.</li> <li>Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.</li> <li>Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.</li> <li>Other responsibilities may be assigned as necessary.</li> </ul>Qualifications<ul> <li>Bachelor's degree in business, finance or related field.</li> <li>Series 7 License required.</li> <li>Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.</li> <li>Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.</li> <li>Confidence in counseling representatives on a variety of proactive approaches and solutions.</li> <li>Strong analytical skills, problem solving, attention to detail and accuracy.</li> <li>Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.</li> <li>High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.</li> <li>3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.</li> </ul>This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Required Certifications:Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start:$75,180.00Pay Range - End:$139,620.00Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, 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. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click <a href="http://careers.northwesternmutual.com/media/aeqlexgx/paytransparencyguide.pdf" target="_blank">here</a> for additional information relating to location-based pay structures.<h2>Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! </h2>We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> for information pertaining to compensation and benefits.

Northwestern Mutual

Financial Planning Business Consultant

<h2>Job Description</h2> At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities <ul> <li>Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity</li> <li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li> <li>Demonstrate a deep understanding of financial markets and sound business judgement</li> <li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li> <li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li> <li>Provide a holistic view of clients’ needs and financial coaching beyond investments</li> <li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li> </ul> Required qualifications, capabilities, and skills <ul> <li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li> <li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li> <li>Demonstrated ability and commitment to goals-based planning and advice</li> <li>A valid and active Series 7</li> <li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment </li> <li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li> </ul> Preferred qualifications, capabilities, and skills <ul> <li>Certified Financial Planning (CFP®) certification is preferred</li> <li>Bachelor’s degree preferred</li> </ul> INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.

J.P. Morgan

J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, Oklahoma

Maher & Maher

Accounting Associate

Benefits &amp; Absence Analyst What you can expect Join our team as a Benefits &amp; Absence Analyst to administer and communicate Zoom's benefits programs. You'll manage plan options, policy features, and enrollment, enhance operational processes, ensure regulatory compliance, and support employees with benefits and leave inquiries. About the Team We support Zoom’s overall business strategy by supporting the needs of our most important resource, our people. We help teams identify, hire, onboard, develop, reward, and continually improve the employee experience for all Zoomies. Responsibilities <ul> <li>Improving Processes: Evaluate our current benefit administration processes to identify gaps and deficiencies, and propose actionable recommendations for enhancements. </li> <li>Overseeing Vendor Management &amp; Market Analysis: Support vendor management with benchmarking and benefits research, analyzing market data to assess position and recommend enhancements. Overseeing Program Administration: Oversee and communicate the company's benefits programs, ensuring that employees are well-informed about plan op</li> <li>tions, enrollment processes, and compliance with applicable laws. </li> <li>Planning Programs: Support the planning and implementation of benefits initiatives, including wellness programs, while assessing costs and employee engagement levels. </li> <li>Auditing Data: Conduct regular audits to ensure data accuracy across systems, identify process gaps, and maintain updated documentation. </li> <li>Supporting Employees and Stakeholders: Build stakeholder relationships for vendor onboarding and contract approvals, while serving as the primary contact for employee benefits and leave inquiries.</li> </ul> What we’re looking for <ul> <li>Hold a Bachelor’s degree in Human Resources, Business Administration, or a related field. </li> <li>Have a minimum of 4 years of experience in benefits administration or a similar HR role. </li> <li>Have in-depth understanding of employee benefits, including wellness and retirement programs, and regulations governing leaves of absence (e.g., FMLA, ADA). </li> <li>Be proficient in HRIS systems (ideally Workday) and benefits administration software. </li> <li>Have excellent analytical, communication, and interpersonal skills with keen attention to detail and </li> <li>discretion in handling sensitive information. </li> <li>Have the ability to work independently with minimal supervision while effectively collaborating within a team. </li> </ul> <ul> <li>Have demonstrated ability to prioritize tasks, follow up diligently, and resolve problems efficiently. </li> <li>Have a proven track record of thriving in fast moving environments, successfully managing multiple tasks, and adapting to changing priorities. </li> </ul>Salary Range or On Target Earnings:Minimum:$76,800.00Maximum:$186,200.00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:11/11/24Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment. Our Commitment​ We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

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