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As a member of the Risk and Performance Team, and under the general supervision of the Finance Manager/Team Leader, the Financial Analyst will support the credit union's interest rate risk management, liquidity management, and revenue and expense strategies.
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Experience and subject matter expertise in one or more of the following relevant systems and technologies: student management system (e.g., PeopleSoft), Common Origination and Disbursement (COD), EdConnect, FAFSA, FAA Access, NSLDS, customer relationship management software (e.g., TargetX), WSAC, Department of Veterans Affairs electronic transmission software, halFile, Bank Mobile, National Association of Financial Aid Administrators (NASFAA) tools/library, Microsoft Office products.
$4,602 - $6,198 a monthExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals.
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Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management.
$40,000 - $65,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC.
$53,125 - $84,995 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Obtains procedure pre-authorization for patients by verifying insurance coverage and benefits with third-party payers; obtains procedure prepayment when required; assists and advises the patient in obtaining alternative financial sources to finance their obligations; coordinates with physician and clinical staff.
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Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're:Self-motivated, independent and driven to succeed.
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Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
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Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in our firm to provide the best solutions to our clients across the globe. Apply your skills and knowledge as a Chief Financial Officerto assist your clients as needed with leadership, turnarounds, taking them to the next level, Executive coaching, building effective teams, etc.
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Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures. Audit financial statements, quarterly financial information, and clients' annual reports.
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May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately. Identify referral opportunities to ensure all of the client's financial needs are met.
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Sit on local ministry teams to provide analytical support regarding the team's financial performance. Collect, research and organize financial and operational data to create and report monthly financials, variances and trending analyses.
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This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
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You'll provide the Finance Team and Senior Management with a forecast of the company's profit and loss and operational performance to highlight the effectiveness of the company's strategic plans and investments for 10 companies across WA, OR, ID, MT & CA. You'll be responsible for a wide variety of tasks including preparing and presenting financial reports and analyses, providing commentary, and supporting the annual budget cycle and strategic planning processes.
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Senior Analyst, Financial Planning & Analysis (FP&A) Senior Analyst, Financial Planning & Analysis. Preparation of SMART financial dashboards with key financial insights to enable the business heads & controllers to take business decisions.
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Title: financial Company: Electric Power Research Institute in Spokane, WA
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