Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...
A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. Complete ongoing training and development, rev...
The MRM (Financial) Analyst will primarily provide support to the MRM team through routine annual review and validation activities of financial models. While focused on independent annual review or validation of models, the MRM Analyst team will contribute to all administrative elements of the MRM P...
Senior Business Analyst/Project Manager. Momentum3 is a forward-thinking technology company based in Tulsa, Oklahoma, and we are actively seeking a versatile professional to join our team in the combined role of Senior Business Analyst and Project Manager. Proven experience conducting workshops with...
Nine or more years of experience working as a business analyst or ‘requirements translator’ between technical and non-technical personnel, with 3 or more years of Medicaid and Medicare experience preferred. Join the group that solves business challenges and enhances the way we work and grow. Coordin...
Creates, analyzes, and distributes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Analyzes, interprets, and communicates complex market, financial and business trends, and provides recommendations to support positive performance. Completes comp...
Financial Planning analyst Remote, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi,...
As a Financial Reporting Analyst with OMES you will enjoy:. Overtime will be required in order to meet financial reporting deadlines. Contributes to the preparation of the State’s Annual Comprehensive Financial Report. Communicates with agencies to obtain financial information. ...
INTEGRIS Health Baptist Medical Center, Oklahoma’s largest not-for-profit health system has a great opportunity for a Financial Analyst II in Oklahoma City, OK. The Financial Analyst responsibilities include, but are not limited to, the following: . Advanced personal computer skills using Excel and ...
Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Would you like to own a meaningful financial services pract...
The Finance Business Analyst is responsible for supporting multiple lines of business within Brown & Brown Insurance from a financial and operational perspective. We're excited to continue solidifying that foundation as we are looking for a Finance Business Analyst to join our growing team. It's an ...
Are you looking to expand your career and be part of a successful team? SelectQuote is looking to hire individuals for our Sales Development Advisor ("SDA") team within our SelectQuote Qualifications Team, where team members are responsible for handling all of SelectQuote's insurance product inquiri...
Nine or more years of experience working as a business analyst or ‘requirements translator’ between technical and non-technical personnel, with 3 or more years of Medicaid and Medicare experience preferred. Join the group that solves business challenges and enhances the way we work and grow. Coordin...
To help carry us even further, we are seeking an Associate Controllership Analyst to join our expanding, problem-solving team, supporting our Long Term Care Operations functions. Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, fin...
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or ability to certify in Workday Financials Products and effectively deploy the solution. Demonstrates an understanding of Financ...
This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and document...
Serving as the primary point-of-contact for all automotive service and repair matters, the Service Advisor must listen and thoroughly understand customer problems, arrange for appropriate service/repairs, and set/manage expectations on the part of the customers and the technicians in terms of servic...
Nine or more years of experience working as a business analyst or ‘requirements translator’ between technical and non-technical personnel, with 3 or more years of Medicaid and Medicare experience preferred. Join the group that solves business challenges and enhances the way we work and grow. Coordin...
Our Consultants have a deep understanding of Workday Financials applications. Ability to certify in other Workday Financials functional areas and to deploy the solution. ...
The Pricing Operations Senior Analyst will review guarantee performance by client on a monthly basis, prepare financial performance reporting, provide reporting and information for audit requests, and partner with Underwriting, Networks, Sales/Account Management, Audit and Legal, to review contract ...
Senior Executive Compensation and Total Rewards Analyst. The Senior Executive Compensation and Total Rewards Analyst is a key member of the Compensation Team supporting the design, analytics, implementation, and delivery of our executive compensation programs. Wellness support including gym membersh...
As a PeopleSoft Business Analyst I with OMES you will enjoy:. Accounting, Business, Computer Sciences or related field; and at least three (3) years professional experience in accounting or financial management or closely related work;. ...
Uses regular judgement and discretion to collaborate with customers in order to: Understand capability needs; Gather project specifications; Create business cases and cost sheet analysis; Translate high-level business needs into detailed requirements for new capabilities (and change request/enhancem...
Model Risk Advisor, Senior will be responsible for promoting effective governance practices, assist in the maintenance and adoption of the AI policies and standards framework, streamlining and optimizing governance processes, and identifying actionable insights to close compliance gaps. BELIEVE in a...