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H logo
Hill RegionZionsville, Indiana

$108,000 - $187,000 / year

Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance About Modern Woodmen: Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Follow this link to learn more about the people and culture of the Hill Region: https://reps.modernwoodmen.org/lhill About the Role: Managing Partner (once necessary industry licenses are achieved): As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Meet the Heartbeat of the Hill Region, Our People: Lucas Hill: Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry. Outside of Work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer. About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education. Beau: Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood. Time in Seat: 4 years as Managing Partner. Outside of Work: Enjoys golfing, traveling, and volunteering in his local community. About: Married with two children, integrates his passion for sports and community service into his personal and professional life. Kurtis: Experience: Senior Financial Advisor at MWA. Time in Seat: 7 years in Wanatah, Indiana. Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family. About: Focuses on fostering strong personal and financial relationships. Amanda: Prior Experience: Former counselor, now a Financial Advisor at MWA. Time in Seat: 1 year in the financial sector. Outside of Work: Plays professional soccer for Indy Eleven. About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising. Our Competitive Difference: At Modern Woodmen, our unique fraternal component sets us apart in giving back. While many companies contribute to charitable causes, our distinct approach involves making a local impact. We run programs that directly channel funds to communities on a grassroots level. While contributing to larger organizations like the Red Cross or United Way is commendable, there's a profound significance in writing a $4,000 check to a local community striving to build a playground or help cure a kid battling cancer. At Modern Woodmen, we don't have clients; we have members, fostering a sense of belonging to something greater than oneself. This inclusive approach makes giving back, both in terms of time and money, effortlessly meaningful. Why Choose Modern Woodmen: A Winning Culture: We are a tight-knit community with values aligned to deliver the best for our team and members. We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way. Quality Training and Development: With the passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar. Exceptional Earning Potential: Our Managing Partners across the state have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future. Growth: Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. We are committed to fostering your continuous growth and propelling you to greater career heights. Perks/Benefits: Starting income ranging from $108K to $187K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher. Exclusive training/development with the financial services professional supporting you. An environment and culture of mutual support and growth. Attainment of prestigious credentials and recognition. Consistent opportunities for growing your income and character. Strong benefits and retirement package. 401(k) with matching Dental, health, and vision insurance Flexible schedule Life insurance Professional development assistance Referral program Retirement plan Qualifications: Desire to create deep rooted connectedness in your community. Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. Active Licenses: Life License Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain) Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Deadline: Apply soon as this position will go fast. Flexible work from home options available. Compensation: $108,000.00 - $187,000.00 per year

Posted 1 day ago

B logo
Bellwether Enterprise Real Estate CapitalBirmingham, Alabama
Summary: This position supports mortgage bankers responsible for originating Fannie Mae and Freddie Mac market rate and affordable housing transactions including multifamily, MHC, students and seniors’ products. This position will provide the foundation necessary to succeed in mortgage banking and provide exposure to a variety of career paths and opportunities within the BWE growing platform. Major Responsibilities: Conduct the preliminary screening and structuring of Agency lending opportunities. Reviewing materials provided by clients and ensure needed information for preliminary loan analysis is received. Assessing the strengths and weaknesses of a transaction. Reviewing and analyzing deal and borrower information to determine the best execution to match a client's financing needs. Staying current with Fannie Mae DUS and Freddie Mac Optigo Guidelines and Programs. Preparing preliminary loan packages for presentation and submission to the BWE credit committee and Agencies as required. Submit to the Senior Associate or Team Lead for review. Participating in the transition of loans from application to underwriting. Developing and maintaining internal and external relationships to ensure a timely and efficient loan submission process. Special projects as needed. Minimum Requirements: Experience in the financial analysis (cash flow modeling, market, property, and borrower analysis) of multifamily and other income properties is beneficial. Experience with Fannie Mae DUS and Freddie Mac Optigo transactions is beneficial. Commercial real estate experience is a plus. Bachelor’s Degree required with a major in Business, Finance or Accounting. Possess computer literacy and have a strong working knowledge of Microsoft Excel (including developing complex financial models), Word, PowerPoint, and Adobe Acrobat Ability to operate effectively in a team environment as well as able to work independently. Ability to meet deadlines and work in a fast-paced environment. Excellent written and verbal communication skills. Highly attentive to detail and accuracy. We encourage you to explore the career opportunities we have available here at BWE!

Posted 1 week ago

Snow Companies logo
Snow CompaniesWilliamsburg, Virginia
Client Finance Manager FLSA Status: Exempt JOB SUMMARY : The Client Finance Manager will work closely with each assigned account team to manage the financial aspects of Snow’s projects with its clients. This individual will possess leadership skills and commitment to a team approach, achieve tight deadlines, and take initiative on multiple projects. The Client Finance Manager will follow proper company procedures to reach the financial objectives of the client projects. This individual will demonstrate creative critical thinking skills as well as develop and recommend solutions for problems or situations. The Client Finance Manager must have a comprehensive knowledge of project management principles and their relevance to Snow. Snow’s business is centered around the patient journey, and the Client Finance Manager, like all positions at Snow, must be open, compassionate, and sensitive to the unique life experiences of these patients and caregivers. The Client Finance Manager must be able to incorporate the unique patient/caregiver experience into the strategies and solutions we provide to our clients. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES : The Client Finance Manager must be able to perform the following essential duties and functions: Report to the Assistant Controller with accountability to the Chief Financial Officer and EVP/SVP, Client Services Manage the financial activities of a large book of business (45 or more individual brands), including but not limited to, monthly tracking and invoicing Provide support to Account Team on all financial needs, including but not limited to, report pulls and organization and review of all financial documents Have strict adherence to all financial deadlines (internal and external) Track the execution of client contracts (Purchase Orders/Statements of Work) and provide status updates to finance leadership Prepare and submit internal paperwork to set up new Purchase Orders/Statements of Work (new and existing clients) Maintain detailed reports tracking monthly forecast across individual brands Interface directly with clients on invoicing questions and reports as needed Identify and implement methods to improve area operations, processes, efficiency, and service to both internal and external customers Weekend & Night Work: Although your day-to-day work should primarily take place during regular office hours, there will be occasions when you are required to work late into the evening and/or over the weekend. Candidates selected for the Client Finance Manager position should have the expectation that the workload and nature of the work will require hours that may extend past the normal business hours of the company. This includes working on the weekends. Flexibility: The core business hours that you work may change based on business needs. Collaboration/Teamwork: The size and nature of our company will require that you work in collaboration with people in other departments. Candidates must demonstrate their willingness/ability to step into other roles as needed to drive the success of the company. You will need to demonstrate your ability to be a contributing member of a team that has goals that are broader than an individual job description or function. Language Skills/Communication: Candidates must have the ability to read and comprehend general documents relating to the pharmaceutical/biotechnology industry that include, but are not limited to, medical education, medical periodicals, clinical trial data, package inserts, medical procedures, industry regulations, and reimbursement/tax guidelines. You must have the ability to prepare and present business reports and correspondence. Candidates will have demonstrated their ability to effectively and professionally communicate with managers, clients, customers, Ambassadors, and the general public. Working with patients requires the candidate to exercise discretion and empathy as patients are living with chronic conditions. Fluency in a foreign language is a plus. Patient Privacy: The core of our business is working with patients. It is most likely that you will come in contact with Personal Consumer Information (PCI) of patients living with chronic illness. It will be required that you take training courses that include, but are not limited to: Snow Policy Training Health Insurance Portability and Accountability Act (HIPAA) Adverse Event (AE) Reporting Training US Food and Drug Administration (FDA) Training Computer Skills: Candidate must have excellent computer skills in a Microsoft Windows environment to include: Word processors (Word) Spreadsheets (Excel) Presentation software (PowerPoint) Email (Outlook) Internet and World Wide Web Mathematical Skills: Candidate will have the ability to comprehend and utilize basic mathematics as well as business statistics including percentages, ratios, discounts, interest, commissions, and proportions. Reasoning Ability: Candidate will have the ability to: Identify and define problems while applying effective problem-solving skills through collecting data, establishing facts, and drawing valid conclusions. Deal with a variety of concrete variables in situations where only limited standardization may exist; Interpret a variety of instructions furnished in written, oral, diagram, or schedule form; and Apply industry benchmarks to create standardized practices. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands (to finger, handle, or feel); reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Work Environment/Environmental Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. No or very limited exposure to physical risk. Education and Experience: Bachelor's degree from a four-year college or university and three to five years of related experience and/or training preferred. Omnicom Health is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we’re focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us—we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice .

Posted 6 days ago

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Hugh White CDJR Nissan Honda AthensAthens, Ohio
Are you experienced in dealership management, automotive sales, retail sales, warranty processing or customer service and support? We are looking for a Finance & Insurance Manager with an in-depth knowledge of dealership financial processes and insurance procedures. If this sounds like you, then consider applying to join our motivated team as an F&I Manager ! Who We Are At Hugh White Honda of Athens, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at WHugh White Honda of Athens is absolutely critical to its success and we’re always looking for smart, engaging, creative and dynamic people who want to join a team where they matter. Our goal is to exceed a client’s total expectation when they arrive at our dealership, so we realize we must first provide that level of investment to our employees through continual training, career development and opportunities for growth. Your professional development is one of our top priorities. That's why we're proud to offer our staff members a comprehensive benefits package, competitive compensation plans, and abounding avenues to grow your career with us! What We Offer Medical, Dental, and Vision Insurance Life Insurance 401(k) Savings Plan with 4% Employer Match Paid Vacation Paid personal days 6 Company Holidays Paid Training 5 day work week Ongoing Professional Development Employee Discounts Closed on Sundays Saturday Lunches Provided Legacy Company (over 100 years in business) Employee Pot-Lucks, Luncheons, and Team Activities Tight-Knit and Inclusive Culture Internal Career Progression and Promotions Custom and Competitive Wage Plans Long-Term Job Security Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience. Ensure sales are structured to produce the highest profitability. Maintains proficiency and certifications as required for the position. Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals. Ensure every deal is fully aligned with local, state and federal guidelines. Prepares paperwork, contracts and delivers deals. Accurately audit team deals Post-Sale and deeply analyze for improvements. Guarantee the expeditious funding of all contracts. Qualifications Eagerness to improve College degree preferred or equivalent experience Knowledge of dealership finance and insurance procedures Proficient at structuring deals for maximum profitability Well-versed in title laws and registration process Professional personal appearance and extraordinary verbal/written communication skills Expertise in negotiation and presentation skills Valid driver’s license Willing to submit to a background check and drug screen We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Posted 30+ days ago

Pettus Automotive logo
Pettus AutomotiveDe Soto, Missouri
Now Hiring: Automotive Finance Manager Location: Pettus Automotive Group (Multiple Dealership Locations Across Southeastern Missouri) Employment Type: Full-Time | Salary + Commission Pettus Automotive Group is looking for a skilled and customer-focused Finance Manager to help our customers secure vehicle financing and protection products with professionalism and transparency. If you’re ready to work with a high-volume, supportive dealership group—we’d love to have you on board. What You’ll Do: Present financing options and F&I products clearly and effectively Maintain strong lender relationships to maximize approval opportunities Accurately complete all financial documentation and contracts Ensure compliance with all regulatory requirements Collaborate with the sales team to ensure a smooth and positive customer experience Maintain high CSI scores and promote transparency throughout the process What We’re Looking For: 2+ years of experience as an F&I Manager in an automotive dealership Proven ability to meet and exceed F&I performance goals Strong understanding of finance products, lender programs, and compliance Proficiency with tools like RouteOne, MenuMetrics, Autosoft, etc. Excellent communication and organizational skills Ability to thrive in a high-volume, fast-paced environment CDJR, or Ford experience is a bonus but not required What We Offer: Competitive base pay + commission and bonus structure Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Opportunities to grow within the Pettus Automotive Group A supportive, team-first environment Ready to drive your career forward? Apply today and join the Pettus Automotive family!

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankJuneau, Wisconsin

$21 - $39 / hour

Description Summary: The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions. Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties & Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters. Responsible for ensuring ownership interest in the equipment and/or security interest in the collateral is perfected by either filing a UCC and/or review of appropriate searches, release, subordinations and necessary recordings. Accurately prepare transaction documentation packages, specific to each approved transaction request. Responsible for coordinating efforts among internal departments to resolve information discrepancies to ensure accurate and timely document creation. Throughout the documentation process continually monitor transactions for compliance and adherence to company policy and procedure. Coordinate any necessary approval modifications based on changes to transaction structure or pricing. Understand product, pricing and documentation structures. Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure. Independently identify specific items needed to prepare transactions for funding and when appropriate, engaging in follow up activities with the client for documentation return or other applicable transaction conditions. Maintain accordance with key departmental performance measurements and service level agreements Performs other duties as assigned. Basic Qualifications: Bachelor’s degree or 2+ additional years in equipment finance 2+ years of contracts experience or related business experience Preferred Qualifications: Equipment Finance experience Strong written and verbal communication skills with attention to detail Ability to multitask in a deadline driven fast-paced environment Ability to deliver customer focused solutions Demonstrated analytical problem solving and troubleshooting skills. Ability to make sound, responsible decisions in a timely manner Strong PC skills, including Excel Demonstrated analytical problem solving and troubleshooting skills. Previous leasing, financial or lending services experience CRM system knowledge Working knowledge of UCC/Lien requirements Proven track record in process optimization and improvement #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $21.00 - $39.42 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 day ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersAtlanta, Nebraska

$124,000 - $280,000 / year

Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance.As part of our finance team, you’ll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. 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 Senior 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: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 7 year(s) Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner. Keeping leadership informed of progress and issues. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC 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: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlinesThe salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 6 days ago

Huntington National Bank logo
Huntington National BankColumbus, Ohio

$93,000 - $189,000 / year

Description Summary: Senior Relationship Manager for CSG - Corporate Mortgage Finance , will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer’s needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group’s RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank’s footprint. Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: Sourcing additional cross-sell and relationship deepening opportunities Stress Testing/Forecasting/Concentration Analysis Macroeconomic and industry evaluations Conduct portfolio reviews with RM Team Lead and portfolio management Manage special projects as assigned in coordination with management Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance : Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: Satisfactory loan review, audit and OCC review results of all assigned credit relationships. Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management’s direction. Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: Build relationships and deliver new business development results in the CMFG space. Coverage areas include: Mortgage Servicing Assets(“MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests , modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews Review and negotiate loan documentation in consultation with legal counsel , the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. Originate, analyze, structure and close profitable loan transactions. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. Promote and cross-sell other bank products and services as appropriate to customer requirements. Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics Promote the organization’s values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: Bachelor's Degree or 5 or more years industry equivalent experience 5+ years’ experience in mortgage related asset-backed lending experience. Preferred Qualifications: Proven ability to lead strategic client dialogue and business development/relationship management. 7+ years’ experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions Extensive network of relationships with middle market and large target market clients and referral sources Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 day ago

S logo
StrataTech Education GroupJacksonville, Florida
Student Finance Representative – Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you’ll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You’ll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student’s success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You’ll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values:We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you’re ready to change lives while building a rewarding career, apply now and start making an impact. Interested? Apply now!

Posted 30+ days ago

SpartanNash logo
SpartanNashGrand Rapids, Michigan
At SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, “I can’t live without them.” Our SpartanNash family of Associates is 20,000 strong, ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists. Each of them plays an integral role in SpartanNash’s People First culture, Operational Excellence and Insights that Drive Solutions. Ready to contribute to the success of our food solutions company? Apply now! Location: 850 76th Street S.W. - Byron Center, Michigan 49315 Job Description: Position Summary: This role is responsible for performing financial, operational, and accounting analysis within the Wholesale segment, as well as occasionally in support of other business areas. This analyst role supports regular financial reporting and decision-making, contributes to special projects and strategic initiatives, and assists with core accounting functions. The position partners with cross-functional teams to ensure sound financial practices and insights. Here’s what you’ll do: Participate in business decisions through operating and trend analysis, value-added assessments, and risk/opportunity analysis. Assist in the preparation of financial analysis and reporting including, but not limited to, monthly variance analysis, profitability analysis, and operational reviews. Participate in financial diligence and other preliminary activities related to potential business combinations. Support integration activities for completed acquisitions. This includes activities such as financial statement mapping and period-based reporting, as well as process improvement and alignment activities. Assist with the preparation of routine Wholesale segment reporting. Evaluate operations to assist with operational management decision-making. Consult and educate associates and management on financial analysis and reports to address business issues. • Maintain current knowledge of regulations and best accounting practices; make recommendations to ensure compliance with US GAAP and internal control over financial reporting.• Support accounting activities through preparing account-level financial analysis, and in some cases assisting with preparation of journal entries and period-based account reconciliations, ensuring resolution of reconciling items.• Lead or contribute to special projects and strategic initiatives, including process and internal control improvement, information technology implementations, and financial evaluations for potential new business initiatives.• Provide ad hoc financial analysis as requested.• Additional responsibilities may be assigned as needed. Here’s what you’ll need: • Bachelor’s Degree in Accounting, Finance, or related field.• Five years of accounting and/or financial analysis experience.• Knowledge of US Generally Accepted Accounting Principles (GAAP).• Experience with core accounting activities including journal entries, account reconciliations, and reporting processes.• Excellent communication skills; ability to collaborate across departments and with all levels of leadership.• Strong analytical, problem-solving, and organizational skills.• Excellent spreadsheet and financial modeling skills.• Proficient in MS Office (Excel, Word, PowerPoint); experience with financial systems.• Demonstrated ability to manage multiple priorities and meet deadlines in a dynamic environment.• Experience supporting or managing special projects. Physical Requirements: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.May be required to lift and/or move 20 pounds. The associate is frequently required to sit/stand/walk. While performing the duties of this position, the associate is subject to a typical office environment and is rarely exposed to outside weather conditions. Temperatures may vary for those subject to any of the following areas: computer/server room, print shop, production area). The noise level in the work environment is usually low to moderate but may be high in distribution settings. Travel requirements vary by assignment. As part of our People First culture, SpartanNash is proud to offer a robust and competitive Total Rewards benefits package . SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans. We are not able to sponsor work visas for this position.

Posted 1 day ago

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The Nuclear CompanyReno, Washington

$118,000 - $140,000 / year

The Nuclear Company is the fastest growing startup in the nuclear and energy space creating a never before seen fleet-scale approach to building nuclear reactors. Through its design-once, build-many approach and coalition building across communities, regulators, and financial stakeholders, The Nuclear Company is committed to delivering safe and reliable electricity at the lowest cost, while catalyzing the nuclear industry toward rapid development in America and globally. About the role This position is ideal for a highly analytical finance professional who thrives at the intersection of infrastructure, energy, and capital markets. The Senior Associate will collaborate closely with cross-functional teams across the organization (commercial, technical and legal) to facilitate origination, structure contracts, optimize project economics, and execute complicated and multi-party capital financing transactions to support TNC’s execution. Responsibilities Financial Modeling & Analysis Build and maintain detailed project-level and portfolio financial models incorporating capital costs, operating assumptions, and financing terms. Perform scenario and sensitivity analyses to evaluate key drivers of project economics and risk-return profiles. Support valuation of structured financing transactions including sponsor equity, tax equity, project debt, and public-private partnerships. Transaction Support Support the execution of complex project finance transactions, including due diligence, documentation review, and coordination with internal and external stakeholders. Prepare investment materials, term sheets, and presentation decks for internal leadership, lenders, and investors. Conduct market and comparable analysis to benchmark financing terms and support negotiation strategy. Strategic Collaboration Partner with cross-functional teams (Legal, Development, Engineering, and Government Affairs) to align financing structures with technical, regulatory, and policy objectives. Closely coordinate with FP&A to assess impact of project-level economics in TNC’s corporate financial plan. Support the development of project pipelines and capital deployment strategies aligned with company growth plans. Interface with potential lenders, investors, and advisors to build strong external relationships and represent the company in financing discussions. Process & Systems Development Contribute to building internal project finance processes, tools, and templates to support repeatable, scalable deal execution. Help establish key performance metrics and reporting standards for project-level and portfolio-wide financial performance. Required Experience Mission-driven, with a passion for accelerating clean energy and infrastructure development. Education & Experience Bachelor’s degree in Finance, Economics, Business, Engineering, or related field; MBA or advanced degree preferred. 5+ years of experience in project finance, investment banking, private equity, or corporate finance — ideally within energy, infrastructure, or industrial sectors. Skills & Competencies Exceptional analytical and quantitative skills, with advanced proficiency in Excel and financial modeling of levered non-recourse projects. Excellent communication and presentation skills, with the ability to convey complicated concepts to both technical and non-technical audiences. Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced startup environment. Preferred Qualifications Experience with modeling tax equity partnership economics (including full capital account build-ups) Familiarity with government-backed financing mechanisms, tax incentives, or DOE/loan guarantee programs is a plus. Benefits Competitive compensation packages 401k with company match Medical, dental, vision plans Generous vacation policy, plus holidays Estimated Starting Salary Range The estimated starting salary range for this role is $118,000 - $140,000 annually less applicable withholdings and deductions, paid on a bi-weekly basis. The actual salary offered may vary based on relevant factors as determined in the Company’s discretion, which may include experience, qualifications, tenure, skill set, availability of qualified candidates, geographic location, certifications held, and other criteria deemed pertinent to the particular role. EEO Statement The Nuclear Company is an equal opportunity employer committed to fostering an environment of inclusion in the workplace. We provide equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. We prohibit discrimination in all aspects of employment, including hiring, promotion, demotion, transfer, compensation, and termination. Export Control Certain positions at The Nuclear Company may involve access to information and technology subject to export controls under U.S. law. Compliance with these export controls may result in The Nuclear Company limiting its consideration of certain applicants.

Posted 30+ days ago

Roswell Hyundai logo
Roswell HyundaiRoswell, New Mexico
FINANCE MANAGER We are currently seeking a Automotive Finance Manager to join our team at Roswell Hyundai. As the Finance Manager, you will be responsible for overseeing the financial operations of the company. This includes budgeting, financial planning, financial analysis, and ensuring compliance with legal and regulatory requirements. In addition, you will play a key role in managing financial risks and identifying strategies for improving financial performance. Responsibilities Develop and implement financial policies, procedures, and internal controls. Manage the preparation of financial statements and reports. Monitor cash flow, liquidity, and financial health of the company. Provide financial analysis and support to management decision-making. Manage relationships with external stakeholders, such as auditors, tax consultants, and banks. Ensure compliance with accounting standards and regulations. Requirements Automotive Car Dealership experience is a must CDK DMS experience in Finance, Accounting. 5+ years of experience in financial management. Strong knowledge of Auto finance and billing necessary. Excellent analytical and problem-solving skills. Ability to work independently and meet deadlines. Strong communication and interpersonal skills. Benefits Competitive compensation package. Healthcare benefits. Retirement plan. Opportunities for professional growth. About the Company Roswell Hyundai is a leading automotive dealership located in Roswell, New Mexico. We are committed to providing our customers with exceptional service and a wide selection of high-quality vehicles. With a dedicated team of professionals, we strive to exceed our customers' expectations and build long-lasting relationships. Join us and be part of our success!

Posted 30+ days ago

Johnson & Johnson logo
Johnson & JohnsonBrunswick, Ohio

$102,000 - $177,100 / year

At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at https://www.jnj.com Job Function: Finance Job Sub Function: Finance Business Partners Job Category: Professional All Job Posting Locations: New Brunswick, New Jersey, United States of America Job Description: Johnson & Johnson is recruiting a Finance Manager, Strategic Transitions for an exciting 24-month project. This role offers flexibility to work from our corporate offices in New Brunswick, Raritan, or Titusville, NJ, with a preferred presence in New Brunswick, NJ. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at https://www.jnj.com/ Position Overview and Responsibilities: This Finance Manager, Strategic Transitions will be responsible for providing financial support to GS functions and other areas: Develop a cost model for regional GS resources and one-time costs related to Orthopedics divestiture project for North America. Leadership role within the global team for consolidations, commentary and submissions related to the Orthopedics project. Work with regional and global business partners on communication and alignment of the resource and one-time cost model. Implement quarterly closing process, including allocations or reclasses, to accurately reflect the GS financials related to the project. Track actual spend globally, provide leaders with budget vs, actual spend analysis, lead BVA reviews. Provide actionable recommendations to stakeholders in order to deliver financial commitments. This includes, a clear understanding of the big picture, high accuracy for LT cycles, and communicating risks and opportunities. Provide accurate financial reporting requirements, this includes Bravo, TM1, SharePoint site etc. Manage cost charge outs to J&J affiliates on a global basis as well as for NAM region. Partner with COEs and other finance teams globally to coordinate budget and cost transfers, reconcile any gaps Implement new policy and procedures, and best practices Close coordination with global Strategic Transitions team. The role will demonstrate the Leadership Imperatives of Connect, Shape, and Deliver regarding performance by utilizing metric driven insights to drive towards addressing unmet needs, challenging the status quo, and holding accountable key stakeholders to act with speed and agility. Qualifications: A minimum of a Bachelor’s degree is required, preferably with a major in Finance, Economics, Data Analytics or Accounting 5-7 years of finance or related business experience is required. Prior FP&A and relevant systems skills such as SAP / TM1 experience is preferred. Clearly demonstrated leadership skills, prior people management a plus. Strong Analytical & conceptual skills and Advanced Microsoft Excel skills are required (i.e. Pivot Tables, Formulas, VLOOKUP functions) Must work well in a dynamic environment and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously Must work well in a dynamic environment and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson and Johnson is committed to providing an interview process that is inclusive of our applicants’ needs. If you are an individual with a disability and would like to request an accommodation, please email the Employee Health Support Center (ra-employeehealthsup@its.jnj.com) or contact AskGS to be directed to your accommodation resource. #Li-Hybrid Required Skills: Preferred Skills: Budget Management, Coaching, Execution Focus, Expense Controls, Financial Analysis, Financial Competence, Financial Forecasting, Financial Reports, Financial Risk Management (FRM), Financial Trends, Internal Controls, Process Improvements, Risk Management, Sarbanes-Oxley Compliance, Strategic Thinking, Technical Credibility, Training People, Vendor Management The anticipated base pay range for this position is : $102,000-$177,100 Additional Description for Pay Transparency: The Company maintains highly competitive, performance-based compensation programs. Under current guidelines, this position is eligible for an annual performance bonus in accordance with the terms of the applicable plan. The annual performance bonus is a cash bonus intended to provide an incentive to achieve annual targeted results by rewarding for individual and the corporation’s performance over a calendar/performance year. Bonuses are awarded at the Company’s discretion on an individual basis. Employees and/or eligible dependents may be eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Employees may be eligible to participate in the Company’s consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company’s long-term incentive program. Employees are eligible for the following time off benefits: Vacation – up to 120 hours per calendar year Sick time - up to 40 hours per calendar year; Holiday pay, including Floating Holidays – up to 13 days per calendar year of Work, Personal and Family Time - up to 40 hours per calendar year Additional information can be found through the link below. http://www.careers.jnj.com/employee-benefits The compensation and benefits information set forth in this posting applies to candidates hired in the United States. Candidates hired outside the United States will be eligible for compensation and benefits in accordance with their local market.

Posted 1 week ago

Mercor logo
MercorSan Francisco, California
About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast-paced and deeply committed team. You’ll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in-person five days a week in our new San Francisco headquarters. About The Role As we scale, we’re building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid-growth mode and directly influence product strategy, investment decisions, and long-term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You’ll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product-line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product-level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We’re Looking For 2–5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high-growth tech company. Strong analytical and modeling skills , with comfort working with incomplete or complex data. High ownership and execution , able to run workstreams end-to-end in a fast-paced environment. Clear communicator and cross-functional partner who can synthesize insights and influence decisions. Process-oriented and adaptable , with interest in building and improving systems and workflows.

Posted 1 week ago

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Wonder GroupParsippany, New York
About Wonder Everything’s on the menu at Wonder. Except compromise. The Wonder app is the premiere platform to feed every craving, all in one order. Our 25+ award-winning restaurant partners span every cuisine you can think of, from Greek to Thai, and come from the minds of the best chefs in the industry—Bobby Flay, José Andrés, Marcus Samuelsson, and more. And our diners don’t have to choose just one: they can mix and match dishes from as many Made by Wonder restaurants as they’d like, or order from neighborhood gems near them. Everything is made to order at our brick-and-mortar locations across the East Coast and delivered fast and free, and more locations are opening every week. The best in the business are coming to Wonder, working every day to make us the destination for every mealtime moment. Join a team of technology, culinary, and logistics pioneers, backed by top-tier venture capitalists, and help us make great food more accessible. About the role As Director, Finance (FP&A), you will play a pivotal role in shaping Wonder’s financial future and driving operational excellence across the organization. Your strategic vision will define and champion the long-term financial consolidation strategy, aligning it with Wonder’s overall strategic direction. Your insights will directly influence how we scale our business operations, balancing efficiency with profitability. By building robust financial infrastructure, detailed models, leading cross-functional planning, and mentoring a high-performing team, you’ll elevate the finance function to a true strategic partner. Your leadership will not only enhance financial clarity and accountability but also empower business leaders with the data and tools they need to make faster, smarter decisions—accelerating growth and reinforcing Wonder’s competitive edge in a fast-moving industry. Key Responsibilities Lead Financial Planning for High-Impact Teams: Own and oversee the annual budgeting, re-forecasting and monthly reporting process for Grubhub’s and Wonder’s, enabling the FP&A team to partner with their cross functional leaders on opportunity sizing and scenario planning. Ensure consolidated financial trajectory is aligned with broader company objectives. Drive Strategic Business Partnership: Serve as the primary finance partner to senior leaders across HR, Governance, and Finance, helping to inform strategy, allocate resources, and assess trade-offs with financial rigor. Exert significant influence across the organization at a leadership level, driving alignment on financial processes and reporting standards across the business. Build strong financial infrastructure: Oversee the implementation and maintenance of a Business Performance Management software (Anaplan) providing insight into historical financial results and models to forecast the financial trajectory across all Wonder businesses. Oversee and Develop FP&A Talent: Build high-performing team. Provide hands-on mentorship, performance coaching, and career development to elevate the team’s analytical skills and business impact. This role will build to 2 direct reports. Own enterprise KPI Monitoring Reporting: Monitor and evaluate key metrics and business drivers. Build Scalable Financial Models: Drive excellence in financial modeling—creating complex, scenario-driven models to support business planning, new initiatives, and long-term growth strategies. Strengthen FP&A’s modeling toolkit and lead by example. Support Board and Executive-Level Reporting: Prepare financial updates, strategic analyses, and performance insights in materials for the Executive Team and Board of Directors. Communicate clearly and confidently across audiences with varying levels of financial fluency. Lead Cross-Functional Financial Strategy: Work closely with Accounting, Data Science, Investor Relations, and Corporate Strategy to ensure aligned financial narratives and data-driven recommendations. Influence company-wide initiatives through financial insight, consensus building & strategic alignment. Foster a Culture of Curiosity and Insight: Instill a mindset of intellectual curiosity within the team—encouraging proactive discovery of trends, risks, and opportunities that can drive smarter business decisions. Recruit and Develop Top Talent: Attract, retain, and grow a world-class team. Build a strong leadership bench and support the professional development of rising analytics talent. The experience you have Experience: 10-12 years in FP&A, strategic finance, or similar roles, including 5+ years in people and team leadership roles. Proven experience building and leading analytics teams that deliver strategic impact Education: Bachelor’s degree in Finance, Economics, Accounting, or related analytical field. MBA, CFA, or equivalent advanced credentials are a strong plus Technical & Analytical Skills: Advanced skills in designing, implementing and maintaining Business Performance Management software Advanced Excel and financial modeling capabilities; deep experience with forecasting and scenario planning. Proficient in SQL for financial and operational analysis. experience with BI tools (e.g., Tableau) Financial Acumen: Strong command of financial statements , forecasting techniques, and cost structure analysis and a deep understanding of unit economics , pricing dynamics, and operational trade-offs. Leadership & Influence: Executive presence and ability to influence senior leadership through data-driven storytelling. High emotional intelligence and a people-first leadership style. Strong project management and cross-functional collaboration skills Strategic Thinking & Business Insight: Ability to connect financial analysis to broader business strategy. Experience leading finance through organizational change, growth phases, or performance optimization initiatives Base Salary: $210,000 per year. Wonder uses geographic-specific salary structures, which means the salary offered may vary depending on where the job is located. The final salary offer will take into account various factors, such as the candidate's skills, education, training, credentials, and experience. Our hybrid model requires 3 days a week in the office. That said, many team members choose to come in more often to take advantage of in-person collaboration and connection. You're welcome—and encouraged—to be in the office up to 5 days a week if it works for you. #LI-Hybrid Benefits We offer a competitive salary package including equity and 401K. Additionally, we provide multiple medical, dental, and vision plans to meet all of our employees' needs as well as many benefits and perks that are not listed. A final note At Wonder, we believe that in order to build the best team, we must hire using an objective lens. We are committed to fair hiring practices where we hire people for their potential and advocate for diversity, equity, and inclusion. As such, we do not discriminate or make decisions based on your race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. If you have a disability, please let your recruiter know how we can make your interview process work best for you. We look forward to hearing from you! We'll contact you via email or text to schedule interviews and share information about your candidacy .

Posted 1 week ago

Robert Half logo
Robert HalfLos Angeles, California

$68,440 - $75,000 / year

JOB REQUISITION Talent Manager – Full-Time Finance & Accounting Engagement Professionals LOCATION CA LOS ANGELES DOWNTOWN JOB DESCRIPTION Job Description Robert Half is looking for professionals to join our Full-Time Engagement Professional Talent Manager team. As a Talent Manager and core revenue driver in the Finance & Accounting Practice, you will focus on business development and recruiting skilled professionals for client project and interim needs within corporate finance and accounting, accounting operations, shared services, tax, payroll, and audit functions. Full-Time Engagement Professionals are a group of practitioners, hired as full-time employees of Robert Half , across a variety of specializations — accounting and finance, technology, legal, and marketing and creative. These professionals are deployed on clients’ mission-critical projects or engaged to backfill open positions created due to turnover or absences. They apply their strong technical and communication skills and proven industry experience to keep our clients’ businesses moving forward. These professionals assist clients with short-term projects, long-term initiatives, and recurring or seasonal work. As full-time employees of Robert Half , they receive a salary, a comprehensive benefits package, and are eligible to earn impactful discretionary bonuses to help maximize their total annual earnings. If you are a result driven and disciplined professional with a strong work ethic, excellent communication skills, who thrives in a fast-paced environment, contact us today. The typical salary range for this position is 68,640 to $75,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. Business Development Introduce our services via video, telephone, and in-person meetings with new and existing clients. Develop and maintain client target lists, to purse new client relationships and expand existing book of business. Generate leads via professional relationships, candidate interviews, and other interactions that support business development/sales efforts. Develop enterprise-wide relationships with key stakeholders to present Robert Half’s suite of offerings for client’s staff augmentation and/or project initiatives, requiring accounting and finance professionals. Collaborate with colleagues to promote the unique Full-Time Engagement Professionals solution to clients. Expand current business through regular contact with both clients and Full-Time Engagement Professionals on engagements, by identifying additional business opportunities. Negotiate bill rates for our Full-Time Engagement Professionals. Utilize proprietary business development technology tools to be most efficient and effective in business development pursuits. Build your professional network through involvement with networking organizations. Stay current on industry trends, mergers and acquisitions activity, emerging and rapidly changing technology, regulatory environment, and high growth market segments. Redeployment/Bench Management Responsibilities Match Full-Time Engagement Professionals with client’s staff augmentation or project needs. Utilize pre-built searches and proprietary functionality in SFDC to identify and match Full-Time Engagement Professionals from the national practice to open Job Orders. Utilize proprietary business development technology tools to be most efficient and effective in bench management and redeployment activities. Partner with colleagues to promote Full-Time Engagement Professionals for deployment on current client engagements and future project needs. Recruiting Recruit and hire highly skilled finance and accounting professionals into the national practice. Meet weekly interview metrics, based on skillset matrix needs and growth goals. Utilize proprietary recruiting technology tools to assist with sourcing high caliber talent. Build your professional network through involvement with networking organizations. Ongoing Management, Full-Time Engagement Professionals Resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction. Provide on-going and consistent communication with these employees while offering professional and value-added career development. Execute customer experience calls with both the clients and the Full-Time Engagement Professionals on active billing engagements to ensure expectations are met and to identify additional project or staff augmentation needs. Manage, counsel, and provide performance feedback. Perform annual career discussions and merit pay reviews. Qualifications: Bachelor’s degree in accounting, finance, human resources or related fields CPA, CMA, MBA or other professional designation desired. 2+ years finance, accounting experience strongly preferred. 2+ years’ experience with Business Development in a Metrics Driven environment. At least one with success in developing new business in a multi‐call, multi‐decision maker environment. Prior success marketing to and building trusting relationships with both C-level and manager level decision makers. Working knowledge of current Windows Operating System, Microsoft Office Suite, and any Contact Management Application (Salesforce). Excellent written and verbal communication skills. Exceptional work ethic and organizational skills. History of exceeding individual goals while contributing to a winning team. Top Reasons to Work for Robert Half: EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER – For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. PERFORMANCE = REWARD – We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . UPWARD MOBILITY – With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. TOOLS FOR SUCCESS – We provide world-class training, client relationship management tools and advanced technology to help you succeed. RESPECTED WORLDWIDE – Robert Half has appeared on FORTUNE magazine’s list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world. OUTSTANDING CORPORATE RESPONSIBILITY – We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. JOB LOCATION CA LOS ANGELES DOWNTOWN

Posted 30+ days ago

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YETI CoolersAustin, Texas
At YETI, we believe that time spent outdoors matters more than ever and our gear can make that time extraordinary. When you work here, you’ll have the opportunity to create exceptional, meaningful work and problem solve with innovative team members by your side. Together, you’ll help our customers get the high-quality gear they need to make the most of their adventures. We are BUILT FOR THE WILD™. We are seeking a highly skilled and experienced SAP Finance Solution Architect to join our team onsite in Austin, TX. This role is critical in designing, implementing, and optimizing SAP Finance solutions that support enterprise-wide financial operations and compliance. The ideal candidate will have deep expertise in SAP S/4HANA Finance and SAP Public Cloud, with a strong understanding of core financial processes. A background as an Accountant is highly preferred, bringing valuable insight into the practical application of financial systems. Key Responsibilities: Architect and lead the implementation of SAP Finance solutions, including FI, CO, Asset Accounting, and related modules. Design and deliver solutions within SAP S/4HANA Public Cloud, ensuring alignment with business goals and cloud best practices. Collaborate with finance and IT stakeholders to gather requirements and translate them into scalable SAP solutions. Ensure seamless integration with other SAP modules (e.g., SD, MM, PP) and third-party applications. Oversee configuration, testing, and deployment activities. Provide leadership in change management, training, and user adoption strategies. Troubleshoot and resolve complex issues related to SAP Finance processes and cloud operations. Stay current with SAP innovations, especially in cloud technologies and finance transformation. Qualifications: Bachelor’s degree in Accounting , Finance, Information Systems, or related field. CPA or prior experience as an Accountant is highly preferred. 10+ years of experience in SAP Finance, including at least 2 full lifecycle implementations. Proven experience with SAP S/4HANA Public Cloud Finance solutions. Must have the right to work in the US without visa sponorship Strong knowledge of financial processes such as GL, AP, AR, Asset Management, and Controlling. Excellent communication, leadership, and stakeholder engagement skills. Preferred experience with SAP Fiori, SAP Analytics Cloud, and cloud integration tools. Preferred Understanding of financial compliance frameworks (e.g., SOX, GAAP). Preferred familiarity with Agile methodologies and project management tools. Preferred experience with Vertex tax solutions. #LI-DB1 Benefits & Perks: Click here to learn about the benefits and perks we offer at YETI. YETI is proud to be an Equal Opportunity Employer. Our commitment to creating a diverse, equitable, and inclusive culture is at the center of everything we do for our employees. We embrace all applicants looking to bring their authentic selves to YETI and contribute to our mission of keeping the wild WILD. Find out more about our commitment to DE&I at yeti.com/esg.html. All applicants for employment will be considered without regard to an individual’s race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. YETI Applicant Privacy Notice YETI welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you require accommodation in order to apply for a job, please contact us at accommodationrequest@yeti.com .

Posted 30+ days ago

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Starwood Powersports ArdmoreArdmore, Oklahoma
Position Overview: As the Finance Manager at Starwood Powersports , you’ll play a crucial role in the exciting world of powersports. Starwood Powersports is known for its dynamic, customer-focused culture, and commitment to adventure enthusiasts. You'll oversee all financial transactions and secure financing solutions for customers purchasing motorcycles, ATVs, UTVs, and watercraft. Join a passionate team that thrives on delivering top-notch service and an outstanding buying experience while ensuring compliance with local, state, and federal regulations. This is a great opportunity to contribute to a fast-paced, engaging environment where every day offers something new. Key Responsibilities: Customer Financing: Work with customers to secure financing solutions, ensuring a smooth and efficient loan process. Communicate effectively to help them understand finance options and products. Financial Product Sales: Promote and sell financial products such as extended warranties, insurance, and service contracts to meet customer needs. Lender Relations: Establish and maintain strong relationships with banks, credit unions, and other lending institutions. Negotiate competitive loan terms for customers. Compliance & Documentation: Ensure all documentation is accurate, complete, and compliant with legal and regulatory requirements. Stay updated on laws affecting powersports financing. Sales Collaboration: Partner with the sales team to assist in closing deals by offering financing options that support customer purchases. Profit Maximization: Analyze financing opportunities to maximize dealership profitability while maintaining customer satisfaction. Offer solutions that balance the customer’s financial needs with store profitability. Reporting & Analysis: Track and report on financing activity, deal profitability, and performance metrics. Provide analysis to management to support financial decision-making. Training & Development: Train sales staff on financing products, processes, and best practices to improve customer service and increase overall sales. Qualifications: Proven experience in a finance management role, preferably in a dealership or retail environment. Strong understanding of powersports products, financing processes, and lender relations. Knowledge of state and federal regulations related to consumer finance. Excellent communication, negotiation, and problem-solving skills. Ability to work effectively in a fast-paced, team-oriented environment. Proficiency with dealership management systems (DMS) and financial software. Strong analytical skills and attention to detail. Preferred: Experience in the automotive or powersports industry. Familiarity with local lenders and financial institutions in Oklahoma. Compensation & Benefits: Competitive salary plus commission and performance-based bonuses. Health, dental, and vision insurance. 401(k) retirement plan. Employee discounts on powersports products and services.

Posted 30+ days ago

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Truist BankBoca Raton, Florida
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A Service Finance Inside Sales Representative will play a critical role in acquiring, onboarding, and managing contractor and dealer accounts. This position serves as the primary point of contact for prospective partners, educating them on our financing programs, demonstrating platform value, and helping them integrate financing into their sales process to close more deals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings. 2. Present and explain financing products, benefits, and platform tools to prospective partners. 3. Guide contractors through the onboarding process, including documentation, training, and activation. 4. Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume. 5. Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume. 6. Collaborate with sales, marketing, and operation teams to improve partner experience and retention. 7. Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce). 8. Stay up to date with product features, pricing, market trends, and competitor offerings. QUALIFICATIONS 1. Bachelor’s degree or an equivalent combination of education and related work experience. 2. 2+ years of inside sales, account management, or business development experience (B2B preferred). 3. Self-motivated, goal-oriented, and eager to learn. 4. Proven track record of meeting or exceeding sales targets in a phone-based environment. 5. Strong verbal and written communication skills; confident presenting to decision-makers. 6. Excellent organizational and time management skills; able to handle multiple accounts and priorities. 7. Tech-savvy with the ability to learn and demonstrate web-based platforms. 8. Proven proficiency with CRM tools (e.g. Salesforce) and Microsoft Office suite of products. Preferred Qualifications: 1. Experience selling SaaS, financial products, or services to contractors or small business owners.2. Knowledge of the home improvement, remodeling, or construction industry. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 5 days ago

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Mid Florida Cancer CentersOrange City, Florida
At Mid Florida Cancer Centers, we utilize the latest technology and research to provide the most effective treatments possible. From chemotherapy to radiation to nutrition and exercise, our doctors, caregivers and researchers are dedicated to your health and well-being. Why Join Us? Our team values the work components of every member to create a culture of people helping people and making a difference in our lives and those we serve. Job Description: Mid Florida Cancer Centers is a comprehensive Hematology & Oncology practice with four locations in Orange City, Deland, Oviedo, and Sanford. Our physicians offer a wide range of services with the goal to provide our patients with the highest quality of care and patient experience. Mid Florida Cancer Centers is seeking a Finance Counselor with intentions to grow with the practice. Though experience is highly preferred, it is not required as we are willing to teach you the skills if you are willing to bring a positive attitude and fierce work ethics to our office every day. If you are a diligent, self-motivated, detail-oriented, fast-paced, quick learner, we will move you to the top of our list! The ideal candidate will understand the importance of good customer service and have medical office experience ESSENTIAL DUTIES AND RESPONSIBILITES: FINANCIAL COORDINATOR: Reading and Explaining EOB's Sorting, Working Patient AR Spreadsheets Reporting and Notating Attempts to Collect Customer service EMR Benefits and Eligibility Verification Setting up payment plans Monthly reports and spreadsheets Audit daily schedules Scanning and faxing Patient follow up HIPAA compliance Other duties as assigned by management MINIMUM QUALIFICATIONS: High school diploma or equivalent required Professionalism Phone etiquette Team Player At least 1 Year experience scheduling patients in a medical office Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule: 8 hour shift Monday to Friday Ability to commute/relocate: Orange City, FL 32763: Reliably commute or planning to relocate before starting work (Required) Work Location: In person

Posted 30+ days ago

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Finance Team Managing Partner

Hill RegionZionsville, Indiana

$108,000 - $187,000 / year

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Job Description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
About Modern Woodmen: Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Follow this link to learn more about the people and culture of the Hill Region: https://reps.modernwoodmen.org/lhillAbout the Role: Managing Partner (once necessary industry licenses are achieved): As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community.
Meet the Heartbeat of the Hill Region, Our People:
Lucas Hill:
  • Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry.
  • Outside of Work: Avid golfer and enjoys traveling, watching Pacers games, and playing soccer.
  • About: Grew up in a Chicago suburb, attended college south of Indy, deeply values real financial planning and education.
Beau:
  • Prior Experience: Former director of a youth soccer academy, now a Managing Partner in Greenwood.
  • Time in Seat: 4 years as Managing Partner.
  • Outside of Work: Enjoys golfing, traveling, and volunteering in his local community.
  • About: Married with two children, integrates his passion for sports and community service into his personal and professional life.
Kurtis:
  • Experience: Senior Financial Advisor at MWA.
  • Time in Seat: 7 years in Wanatah, Indiana.
  • Outside of Work: Loves outdoor activities with his wife and spending quality time with friends and family.
  • About: Focuses on fostering strong personal and financial relationships.
Amanda:
  • Prior Experience: Former counselor, now a Financial Advisor at MWA.
  • Time in Seat: 1 year in the financial sector.
  • Outside of Work: Plays professional soccer for Indy Eleven.
  • About: Originally from Cincinnati, now living in Indianapolis, dedicated to blending her skills in counseling with financial advising.
Our Competitive Difference: At Modern Woodmen, our unique fraternal component sets us apart in giving back. While many companies contribute to charitable causes, our distinct approach involves making a local impact. We run programs that directly channel funds to communities on a grassroots level. While contributing to larger organizations like the Red Cross or United Way is commendable, there's a profound significance in writing a $4,000 check to a local community striving to build a playground or help cure a kid battling cancer. At Modern Woodmen, we don't have clients; we have members, fostering a sense of belonging to something greater than oneself. This inclusive approach makes giving back, both in terms of time and money, effortlessly meaningful.
Why Choose Modern Woodmen:
  • A Winning Culture: We are a tight-knit community with values aligned to deliver the best for our team and members. We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way.
  • Quality Training and Development: With the passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar.
  • Exceptional Earning Potential: Our Managing Partners across the state have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future.
  • Growth: Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. We are committed to fostering your continuous growth and propelling you to greater career heights. 
Perks/Benefits:
  • Starting income ranging from $108K to $187K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher. 
  • Exclusive training/development with the financial services professional supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • 401(k) with matching
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
Qualifications:
  • Desire to create deep rooted connectedness in your community. 
  • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer,  etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. 
ActiveLicenses:
  • Life License
  • Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain)
Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. 
Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.

Compensation: $108,000.00 - $187,000.00 per year

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