Senior Accountant
Finance Analyst Job In Lincoln, NE
Under the direct supervision of the Chief Financial Officer, the Senior Accountant is responsible for the management of assigned accounting tasks for the organization. The Senior Accountant supports several essential functions for the organization including fixed assets, operational and cost accounting, month-end closing, and budgeting.
ESSENTIAL FUNCTIONS
Operational Accounting:
Maintenance of chart of accounts in NetSuite
Processing journal entries as directed by Chief Financial Officer
Maintenance of fixed asset schedule for the organization
Ensure accurate and timely completion of month-end and year-end closing procedures.
Assist in the preparation of financial statements and management reports.
Support external audits by providing documentation and reconciliations.
Participate in continuous improvement initiatives to enhance accounting processes
Provide support to agency administration for all accounting functions executed at the agency level
Cost Accounting:
Maintain and enhance the cost accounting system to accurately allocate costs and expenses across different programs and departments
Assist in the development and implementation of cost control measures and performance
Budgeting:
Assist with the development of the annual master budget for Apace
Support the budgeting process by providing financial data and preparing budget-related reports.
Compliance:
Ensure compliance with GAAP, company policies, and relevant financial regulations.
Provide guidance to accounting and administrative staff on accounting compliance and company processes.
Performs other duties as assigned.
Requirements:
MINIMUM QUALIFICATIONS
Bachelor's degree in Accounting, Business Administration, Finance, Economics or related field.
Applicable work experience may be substituted for degree completion
At least 5 years of progressively responsible experience in accounting and financial reporting.
The salary for this position is commensurate with experience and education.
Proficiency with using MS Excel for financial reporting and data analysis.
DESIRED QUALIFICATIONS
Master's Degree in Business Administration, Accounting, or related field
Experience with accounting and payroll software including NetSuite and Paylocity
Knowledge of governmental (GASB) and non-profit accounting standards.
Work experience directly related to governmental accounting
Compensation details: 58000-70000 Yearly Salary
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Operational Event Management Analyst
Finance Analyst Job In Bellevue, NE
Job Description
Project Background:
Nuclear Command, Control, and Communications (NC3) represents the capabilities which enable the President to exercise nuclear command and control authorities and the Department of Defense’s (DOD’s) nuclear forces to act upon the President’s direction. The NC3 Enterprise is critical to deterrence and credible nuclear warfighting, but it has not progressed at the pace of technological innovation. The NC3 Enterprise Center (NEC) was established to address future strategic environments, monitor and assess current capabilities, define future NC3 architectures and ensure modernized NC3 capabilities align with the nuclear triad.
Job Details:
The contractor shall support the government assessment of future system requirements. The team shall provide operational context during requirement definition, system development and integration for future NC3 capabilities. The findings will ensure future systems support operational needs, address future NC3 capabilities, and align with future NC3 roadmap.
Job Requirements:
At least 5 years of experience in the following:
NC2/NC3 operation capabilities and procedures, and experience in the operations platforms, communications, and modes of operations, to include current efforts in developing survivable and endurable NC2/NC3 capabilities.
At least 3 years of experience in the following:
Working with, maintaining and extracting pertinent data from large databases into spreadsheets, graphs, charts etc., to meet customer needs. Background and training in one or more of USSTRATCOMs assigned UCP missions, assignment at the Combatant Command, Joint Staff, Service, or MAJCOM level.
Staffing complex packages and adjudicating content
Security Clearance Required:
A Top Secret (TS) security clearance with eligibility for Sensitive Compartmented Information (SCI).
We are an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Constellation West will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
About The Organization
Constellation West is an award winning company that delivers Information Technology (IT) engineering services and solutions and non-IT subject matter expertise worldwide. Established in 1997, Constellation West is an industry leader, partnering with key organizations. As a prime contractor or preferred subcontractor, we have a continual list of opportunities to fill nationwide with multiple agencies such as the Department of Veteran Affairs, the Department of Defense, civilian agencies, and the national intelligence community. Many positions supporting the U.S. federal government require our employees to be granted security clearances.
Constellation West is dedicated to delivering comprehensive solutions encompassing all facets of system and network engineering, administration, and management. Our goal is to attract individuals who are ready to tackle exciting challenges and contribute to a dynamic team. Do you have the expertise and skills to solve intricate problems? If so, we invite you to join us and become part of a stimulating work environment that recognizes your hard work and commitment. Don't let this incredible opportunity to make an impact pass you by!
Benefits include but are not limited to:
• Tuition reimbursement
• Competitive 401(k) plan
• Competitive Health Benefits
• 11 Paid Holidays!!
• 5 hrs. of PTO prepay period starting on day 1!
• Veteran Hiring Preference
Constellation West is proud to be an EEO/AA employer M/F/D/V
Financial Advisor - Career Change Opportunity
Finance Analyst Job In Nebraska City, NE
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Bi-lingual Operations Analyst
Finance Analyst Job In Columbus, NE
Job DescriptionBI-LINGUAL Operational Excellence Analyst | Competitive Pay | Day Shift | Direct Hire Why This Role Stands Out
Direct hire opportunity in a stable and growth-oriented company
Day shift schedule – enjoy your evenings and weekends
Salary - $110K to $120K
What You'll Do
As an Operational Excellence Analyst, you'll be instrumental in identifying inefficiencies, driving productivity, and instilling a continuous improvement mindset throughout the organization. Working cross-functionally with teams across manufacturing and business operations, you’ll lead Lean initiatives and practical problem-solving efforts to enhance safety, quality, cost performance, delivery, and employee engagement.
Key Duties
Identify and lead improvement opportunities using Lean methodologies, prioritizing results in safety, quality, delivery, inventory, productivity, and employee engagement
Partner with managers and frontline teams to structure, schedule, and facilitate improvement projects and events, from planning to post-event follow-up
Track and communicate measurable outcomes of Lean initiatives, ensuring sustainability and ongoing accountability
Promote operational efficiency through the development and implementation of standardized work and best practices
What You Bring
Proficiency in English and Spanish, both written and verbal
Bachelor’s degree in Business, Engineering, Operations, or a related discipline
At least 5 years of hands-on experience in engineering, manufacturing, or operations leadership
Lean certification required; Six Sigma certification preferred
Strong grasp of Lean tools and principles, such as Standard Work, Kanban, Value Stream Mapping, or Visual Management
Benefits and Perks
Competitive salary and comprehensive health benefits
Opportunities for advancement and leadership development
Paid time off and holidays
Your New Company
Be part of a forward-thinking organization where your ideas and skills are valued. Our team embraces change, takes initiative, and celebrates wins together. Our client is committed to cultivating a workplace where operational excellence supports both the bottom line and employee satisfaction.
Your Career Partner
The Reserves Network is a veteran-founded, family-owned staffing and recruitment firm dedicated to helping you reach your full potential. We partner with industry-leading companies to match top talent with career-defining opportunities. We encourage applicants from diverse backgrounds to apply and are proud to be an equal opportunity employer.The base pay range for this position is $110,000 - $120,000 annually, excluding bonuses or other compensation. Actual compensation will reflect your experience, qualifications, and location.
Financial Planning and Analysis Analyst
Finance Analyst Job In Omaha, NE
td id="gnewton JobDescriptionText" div div This is an outstanding opportunity to join a young, growing workers' compensation company. As a member of the Finance Department, this individual will join an experienced and committed group of entrepreneurial leaders building an exceptional insurance and employer services organization./div
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divb Summary/b/div
div We are seeking a proactive and analytical Financial Planning and Analysis (FPamp;A) Analyst to join our finance team. This role is critical in driving data-driven decision-making by providing financial insights, forecasting, and strategic analysis. The FPamp;A Analyst will partner with business leaders to evaluate performance, manage budgets, and support long-term financial planning. As a member of the accounting/finance team, this individual also serves as a positive, professional role model who embraces and supports our culture, which combines exceptionally high standards for performance and behavior with an upbeat, ethical, and friendly environment. This position reports to the Chief Financial Officer./div
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divb Responsibilities /b/div
div /div
div Planning amp; Budgeting:/div
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li Key resource to the CFO for developing the annual budget and quarterly forecasting processes in coordination with department leaders./li
li Develop financial models and tools to support scenario planning and long-term strategic forecasting./li
li Consolidate departmental budgets and ensure alignment with corporate financial objectives./li
/ul
div Financial Reporting amp; Analysis:/div
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li Analyze monthly and quarterly financial results, comparing actuals to budget and forecasts./li
li Provide insightful variance analysis and commentary on key drivers of financial performance./li
li Track key performance indicators (KPIs), operating metrics, and trends to support business decisions./li
/ul
div Business Partnering:/div
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li Serve as a financial advisor to cross-functional departments, helping them understand and manage their budgets and financial impact./li
li Present financial findings and recommendations to senior leadership./li
li May assist Accounting leadership as needed./li
/ul
div Strategic Support:/div
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li Support strategic initiatives, investments, and business cases with financial analysis and ROI evaluations./li
li Assist in board and investor reporting by preparing presentations and financial summaries./li
/ul
div Process Improvement amp; Systems:/div
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li Drive improvements in forecasting, reporting, and financial planning tools and processes./li
li Ad hoc projects for C-Suite/li
li Utilize and maintain financial systems (e.g., Excel modules) to enhance accuracy and efficiency./li
/ul
divb Qualifications/b/div
ul
li Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA is a plus./li
li2+ years of experience in FPamp;A, corporate finance, or a related field./li
li Strong analytical, modeling, and Excel skills./li
li Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders./li
li Strong attention to detail and ability to manage multiple priorities in a fast-paced environment./li
/ul
divb Preferred Qualifications:/b/div
ul
li Experience in the insurance industry a plus./li
li Prior experience supporting senior leadership and board-level reporting./li
li Demonstrated ability to improve planning processes or implement new financial systems./li
/ul
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Investment Analyst
Finance Analyst Job In Omaha, NE
Who We Are
The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact.
Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact.
We are made up of mission-aligned people who have one thing in common; purpose.
We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline.
Who We Want
We re seeking an experienced investment analyst to join our team. As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ideal candidate possesses strong analytical skills, a deep understanding of financial markets, and the ability to provide insightful recommendations to drive the financial growth process.
What To Expect
Investment Research & Analysis:
Conduct in-depth research and financial analysis on potential investment opportunities across various asset classes (e.g., public equities, private equity, real estate, hedge funds, venture capital, private credit).
Develop and maintain financial models to evaluate investment performance, risk, and return potential.
Prepare comprehensive investment memos and presentations summarizing research findings and investment recommendations.
Monitor existing portfolio investments, track performance, and prepare periodic performance reports.
Portfolio Management Support:
Assist in portfolio construction, rebalancing, and risk management activities.
Conduct due diligence on potential investment managers and conduct manager reviews.
Participate in investment committee meetings and contribute to investment decision-making.
Strategic Planning & Growth:
Contribute to the development and implementation of the Family Office's long-term investment strategy.
Identify and explore new investment opportunities and asset classes.
Assist in developing and implementing strategies for portfolio growth and diversification.
Administrative Support:
Maintain accurate and up-to-date investment records and documentation.
Assist with the preparation of various financial reports.
Manage and maintain investment databases.
What You Need
Bachelor's degree in Finance, Economics, or a related field.
Minimum 2 years of relevant investment experience within a family office, investment management firm, or relevant financial institution.
Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
Excellent research, writing, and presentation skills.
Proficiency in Microsoft Excel, PowerPoint, and financial data analysis tools.
Strong work ethic, attention to detail, and the ability to work independently and as part of a team.
Demonstrated facility in managing multiple projects simultaneously in a fast-paced, entrepreneurial setting.
Committed to communicating with clarity and professionalism with teammates, vendors, members, and others.
Comfortable using all available channels to ensure that the goals and realities of all projects are constantly and clearly communicated to all stakeholders.
Committed to process and product improvement through constructive and productive dialog.
Demonstrated facility in building, managing, and interpreting complex datasets.
Demonstrated ability in synthesizing data for consumption via PowerPoint and/or written reports.
Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics.
Preferred Qualifications:
CFA, CAIA, or other relevant professional designations.
Experience with alternative investments (e.g., private equity, venture capital, real estate).
Familiarity with portfolio management software (Addepar) and data analytics platforms.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
2025 Corporate Analyst Program (Omaha, NE)
Finance Analyst Job In Omaha, NE
Calling all innovators - find your future at Fiserv.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
2025 Corporate Analyst Program (Omaha, NE)
What does a successful Corporate Analyst do at Fiserv?
The Corporate Analyst Program at Fiserv is designed for recent graduates who are looking to jumpstart their careers in a dynamic and innovative environment. This program offers valuable hands-on experience, professional development, and the chance to work with experienced professionals across the enterprise. Participants will engage in rotational assignments, receive mentoring, and build a strong foundation for future leadership roles within Fiserv. The program has candidates experience two structured assignments over a 2-2.5-year period. Analysts will have opportunities to contribute to significant projects and gain exposure to senior leadership.
What you will do:
Collaborate with stakeholders to analyze business processes and requirements, identify improvement opportunities, and offer innovative solutions.
Assist in planning and coordinating projects, track progress, resolve issues, and identify risks.
Participate in meetings, documentation efforts, and client interactions.
Support data gathering, configuration, and testing of solutions.
Collaborate with managers and stakeholders to ensure success of projects.
What you will need to have:
Recent graduate of a bachelor's degree program completed in December 2023 or after with a major in Business, Economics, Analytics, Management, or Operations
Must possess unrestricted work authorization and not require future sponsorship to work in the United States
3.0+ GPA
0-2 years of professional work experience
What would be great to have:
Military-affiliated applicants are encouraged to apply (Veterans, Military Spouses, Guard/Reservists)
Excellent written and verbal communication skills
Technical acumen and aptitude with ability to analyze data
Ability to think strategically and tactically
Detail-oriented with excellent organizational skills
Ability to handle diverse workloads and multiple deadlines
Experience in Excel and PowerPoint, with a technical aptitude to learn new applications quickly
#FSAP
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.
Thank you for considering employment with Fiserv. Please:
Apply using your legal name
Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Manager Financial Planning & Analysis
Finance Analyst Job In Omaha, NE
At Children's Nebraska, our mission is to improve the life of every child through exceptional care, advocacy, research and education. As the state's only full-service pediatric healthcare center, we provide comprehensive, holistic care to our patients and families-from primary and specialty care to behavioral health services and everything in between. Dedicated to a People First culture, we foster an environment with joy, belonging, wellbeing, learning and growth. Turn your passion into purpose and make a difference where it matters most. Children's is committed to diversity and inclusion. We are an equal opportunity employer including veterans and people with disabilities.
A Brief Overview
Serves as the leader of the Financial Planning team to support leadership in strategic and tactical decision making and guide future business performance through financial reporting, analysis, insights, recommendations and guidance. May serve as the lead financial liaison for multiple business units. Builds strong working relationships and collaborates with a wide range of stakeholders. Oversees all the daily operations and functions of the Financial Planning team.
Essential Functions
Defines operational standards for providing financial support to operational leaders, organizes these activities to achieve optimum service delivery, setting high performance objectives for the team. Holds self and others accountable to meet stated objectives, outcomes, goals, timetables, and commitments, adhering to standards even in the face of unforeseen circumstances. Leads a team of finance business partners to deliver high quality solutions, identify opportunities to facilitate organizational improvement and success, and develops, recommends, and executes related strategies.
Financial Support, Reporting & Analytics
Responsible for accurate and timely internal financial reporting.
Analyzes actual results against budgets and forecasts, performs variance analysis to explain changes in performance, and makes recommendations for improvements.
Analyzes financial data to identify trends, anomalies, and deviations, and recommends strategies for improvement to increase efficiency, accuracy, and profitability.
Identify and communicate to senior leadership financial risks and strategies to mitigate such risks.
Researches, analyzes and synthesizes data from multiple sources into business information to support enterprise initiatives and objectives.
Supports executive leadership on ad hoc analyses, special projects and board meeting preparation.
Responsible for development and distribution of reports and dashboards for leadership to support decision-making and communicating financial insights.
Develops and delivers presentations to leadership.
Financial Stewardship • Leads business-partnering role with leaders to deliver positive results
Responsible for the development and operationalizing the enterprise financial stewardship program, including flex targets, variance commentary, and reporting to drive optimal financial performance.
Responsible for financial management and productivity reporting programs, including communicating financial results, metrics and actual to target variances.
Leads process of gathering variance commentary and supporting operational leaders in developing and implementing improvement opportunities.
Research and pursue best practices for metrics, tools, processes, etc. to increase overall engagement and enable stakeholders to better manage the financial performance of their business.
Develops and delivers financial education to organizational leaders
Business and Strategic Planning
Supports leadership in evaluating strategic objectives.
Develops financial models and analysis to be used in the strategic planning process and development of business plans including but not limited to pro-formas, ROI, NPV, and IRR.
Performs and leads what-if analyses, as well as analyzes the financial impact of changes in business and new business opportunities/acquisitions.
Budget, Forecasting, and Projections
Leads annual and flex budget and planning cycles in partnership with the Budget Program Manager.
Develops, recommends, and provides input to budget and forecast assumptions, targets, and projections (volume, revenue, expense, UOS, and FTEs)
Develops and recommends budget assumptions, targets, and projections.
Leads discussions with operational leaders and stakeholders to develop budget targets for their business units.
Analyzes projections with respect to various operating strategies, targets and other metrics or objectives.
Analyzes actual results to understand variances, revising projections as appropriate.
Develops and maintains financial models and forecasts to predict future outcomes, considering economic and business trends and past performance.
FTE Requisitions and Labor Benchmarking
Recommends and supports implementation of improvement opportunities for the FTE requisition and labor benchmarking processes, in partnership with the Labor & Productivity Program Manager and Workforce Optimization Council
Leads review, analysis, education, and communication of labor benchmarking process, results, and targets to stakeholders and operational leaders.
Supports operational leaders in identification of labor efficiency opportunities and achieving labor targets
Financial Planning Systems
Coordinates operations of financial planning systems and reporting platforms
Manages the maintenance and utilization of financial planning systems in collaboration with the Mgr Financial Decision Support, Labor & Productivity Program Manager, and Budget Program Manager.
Stays current on latest technologies and tools to support effective financial planning processes and recommends new and improved functionality and tools.
Operational/Financial Management • Responsible for the implementation and execution of business plans or activities for the team. May assist in the development of business plans.
Makes decisions guided by the business plan and resource availability that impacts service levels and the team's ability to meet objectives.
Analyzes processes and procedures and makes recommendations and/or decisions on guidelines for daily processes/activities within department. May recommend policy changes related to the department. Implements new or revised policies, processes, and procedures within the work area.
Applies business and management expertise to identify problems/opportunities, determine solutions, and measure results.
Ensures compliance with quality assurance, safety practices, policies, regulatory, and legal requirements.
Serves as liaison with other children's hospitals, local hospitals, and professional organizations to gather and exchange information and keep abreast of changes in health care.
Maintains knowledge of current trends and developments in the field by reading appropriate books, journals and other literature and attending seminars to develop business intelligence which can be used to support strategic operations.
Personnel Management
Selects/hires employees and trains and/or oversees the training on job related tasks.
Conducts employee performance management duties including completion and delivery of performance evaluations, setting goals, dissemination of information, coaching, addressing performance issues/routine correction actions, and recommending termination of employment.
Makes salary recommendations.
Submits notifications for personnel actions (e.g., status changes, terminations).
Makes recommendations for human resource needs. Operational/Financial Management
Responsible for the implementation and execution of business plans or activities for the department. May assist in the development of business plans.
Makes decisions guided by the business plan and resource availability that impacts service levels and the team's ability to meet objectives.
Analyzes processes and procedures and makes recommendations and/or decisions on guidelines for daily processes/activities within department. May recommend policy changes related to the department. Implements new or revised policies, processes, and procedures within the work area.
Develops the annual budget, monitors and prepares budget variance reports for the department.
Applies business and management expertise to identify problems/opportunities, determine solutions, and measure results.
Ensures compliance with quality assurance, safety practices, policies, regulatory, and legal requirements.
Education Qualifications
Bachelor's Degree Bachelor's degree in business or healthcare administration, management information systems, finance or related field Required
Master's Degree MBA or related field Preferred
Experience Qualifications
Minimum of 8 years of business experience in finance, financial analysis, planning, and reporting, including knowledge of healthcare reimbursement, financial planning and benchmarking methodologies, forecasting and modeling, physician revenue modeling, and financial planning technologies. Required and
5 years experience working in a healthcare setting Required
Experience with Stratajazz, CHA Prospect, Oracle, and EPIC Preferred
Skills and Abilities
Ability to work independently (High proficiency)
Consensus building (High proficiency)
Interpersonal skills (High proficiency)
Leadership skills (High proficiency)
Presentation skills (High proficiency)
Strategic planning (High proficiency)
Critical thinking skills (High proficiency)
Ability to work with tight deadlines and identify priorities in a fast-paced, highly visible environment while maintaining attention to detail. (High proficiency)
Fosters creativity, innovation and divergent thinking in self and others. (High proficiency)
Ability to effectively implement change. (High proficiency)
Demonstrated experience teaching, mentoring and developing skills sets, where appropriate. (High proficiency)
Ability to take complex analytical data and synthesize it in reportable and understandable context. (High proficiency)
Strategic and forward-thinking (High proficiency)
Flexible and creative (High proficiency)
Project Management (High proficiency)
Licenses and Certifications
Certified Public Accountant (CPA) Upon Hire Preferred
Children's is an equal opportunity employer, embracing and valuing the unique strengths and differences of people. We cultivate an inclusive environment of respect and trust where we all belong. We do not discriminate based on race, ethnicity, age, gender identity, religion, disability, veteran status, or any other protected characteristic.
IND123
Sr Revenue Analyst
Finance Analyst Job In Nebraska
If you've ever used an ATM, paid a bill through your phone, sent money to a friend, or shopped online, chances are your transaction was safeguarded and processed using our software. Now it's your turn to serve the payment needs of organizations and people the world over.
Our people are the core of our business. Our ACI team represents a globally diverse, passionate, and dedicated group of thousands of individuals around the world who share a common commitment to making our customers successful by driving the future of payments.
As Senior Revenue Analyst in Omaha, Nebraska you will join a diverse, passionate team, dedicated to making possibilities happen in the payments industry!
Summary:
Perform analyses (such as contract reviews, variance analysis and fair value analysis) to evaluate and monitor revenue recognition. Complete all required month-end close activities including revenue reconciliation and management reporting. May work with legal, sales and other departments in reviewing revenue contracts to ensure adherence to company policies. Follows control procedures and interacts with audit or other functions to ensure compliance with company policy.
Responsibilities:
• Review customer contracts to determine and document revenue recognition conclusions in accordance with US GAAP.
• Review SSP (fair value) compliance and prepare related analysis.
• Interact with the company's sales, legal, and business units within assigned channels or regions to support revenue recognition related questions or guidance.
• Participate in close related functions such as contract reviews, variance analysis, etc.
• Prepare, analyze, or review revenue related reports.
• Coordinate with the Manager of Revenue Recognition, Account Management, and Project Management to analyze activities impacting revenue.
• Assist in developing and driving cross-functional process improvements to increase productivity and efficiency.
• Participate in cross-functional projects as subject matter expert to support business, regulatory, and other operational changes.
• Analyze and review deferred revenue and unbilled reconciliations.
• Assist in the assessment of internal controls related to revenue recognition and accounting operations to ensure compliance with Company policies and SOX requirements.
• Assist in gathering documentation for internal and external audits.
• Assist with other revenue related projects/areas as necessary.
• Understand and Adhere to all Corporate Policies to include but not limited to ACI Code of Ethics and Global Information Security.
Minimum Requirements:
• Bachelor's degree in accounting, finance, or related field.
• 4+ years accounting or finance experience.
Preferred Skills:
• Ability to organize and prioritize responsibilities effectively in order to meet deadlines.
• Ability to recognize problems, gather data, draw valid conclusions, and effectively present information to managers, peers, and internal customers.
• Ability to work effectively with a wide variety of people.
• Strong verbal and written communication skills and presentation skills.
• Solid PC skills with excellent Excel skills.
• Strong work ethic. Ability to work extended hours and weekends when warranted (primarily at quarter-end).
Benefits: In return for your expertise, we offer growth opportunities and a competitive compensation and benefits package in a casual work environment.
Visit all ACI Opportunities at careers.aciworldwide.com - reference position #16000
#LI-Omaha
#LI-LL
Revenue Analyst
Finance Analyst Job In Lincoln, NE
**About the Role & Team** Every day at Disney Cruise Line we take pride in bringing the magic of Disney to life. We find joy in creating cherished memories and form genuine connections with our guests. We hold each other to the highest degree and always act responsibly while ensuring the safety of fellow crew and guests. United by our Disney values, we work toward excellence in all we do. As a part of our team, you can live and work in a diverse and inclusive environment amidst a professional and supportive community. If you are ready to create unforgettable experiences and grow as a person and as a professional, apply today!
As a Shipboard Revenue
Analyst, you will take charge of ensuring all Guest accounts are correct, and payment is collected. You will play a key role in reconciling and maintaining the accuracy of all sales and payment systems for guest and crew accounts, pre-paid items and amenities, group functions, officer company cards, and system accounts onboard.
You will report to Business Office Manager
Level: Officer (2 stripes)
**Responsibilities :**
**How You Will Make a Difference**
+ Reconciliation and Balancing of:
+ Sales and Payment Systems
+ Cash and credit card balances and settlement system
+ Amenities
+ Guest and Crew Accounts
+ Group Accounts
+ System Accounts
+ Update and distribute Daily Revenue Reports
+ Reconcile, research, and correct all sales posting discrepancies for all Revenue Centers including Castaway Cay and Lookout Cay
+ Set up of Group Master Accounts
+ Perform voyage closing procedures
+ Prepare the end of voyage reports
**Basic Qualifications :**
**What You Will Bring to the Team**
+ Minimum of 2 years professional work experience in accounting or an accounting degree
+ Knowledge and understanding of accounting principles, surrounding transaction processing, and revenue and expense reporting
+ Experience with
financial reporting, internal controls and audit processing
+ Experience with computer systems, especially Microsoft programs
+ Build spreadsheets with the ability to perform complex functions
+ Pursue continuous improvement opportunities
+ Prior experience in cash handling
+ Strong guest services skills and an ability to handle stressful situations
**Preferred Qualifications:**
**How You Will Stand Out**
+ Ship experience preferred
+ Understanding of
Financial Systems: Fidelio, Simphony, Gratuity Distribution System (GRATS)
**Additional Information :**
This is a **shipboard** role
Benefits offered year-round, on contract and off-contract, as long as return contract is signed, including Major Medical Coverage, Short & Long Term Disability, Life Insurance and Retirement Savings Plan Option
You must:
+ Be genuinely interested in a career at sea and willing to live and work onboard a Disney Cruise Line vessel
+ Be willing to follow and perform safety role, emergency responsibilities and associated responsibilities as specified in the ship Assembly Plan
+ Be willing to uphold the general safety management responsibilities as specified in the Safety Management System in areas and operations under their control
+ If applicable, be willing to share a confined cabin with other crew members and appreciative of working and living in a multicultural environment that has strict rules and regulations
Your Responsibilities:
+ Have a valid passport and C1/D Seaman's visa (DCL will provide you with documents to obtain this)
+ Complete a pre-employment medical
+ Obtain a criminal background check
+ Bring approved work shoes
**Disney Cruise Line is a drug-free workplace. All new hires are required to undergo drug/alcohol testing within the first week onboard and throughout their contracts. Failure to pass the drug/alcohol testing will result in immediate termination.
**Job ID:** 1250360BR
**Location:** United States
**Job Posting Company:** "Disney Cruise Line"
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email
[email protected] with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
Investment Banking Analyst
Finance Analyst Job In Omaha, NE
WHO WE ARE
At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York.
WHAT WE'RE LOOKING FOR
Bridgepoint is seeking Analyst candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for firm input, promotion, unmatched client and prospect interaction, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank - focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation.
This is an opportunity for growth, impact and responsibility for the ideal candidate.
WHAT YOU'LL DO
Deal Execution: Play a pivotal role in deal teams, managing the deal process from origination to execution.
Financial Modeling: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials.
Transaction Support: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources.
Client Diligence: Participate in the due diligence of current and potential clients and prospects.
Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans.
Client Materials: Prepare high-quality client presentations and industry reports.
Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers.
Business Development: Build prospecting lists for MDs to attend industry events and conferences.
YOU POSSESS
Education: Bachelor's Degree required (not a current student)
Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred)
Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality.
Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth.
Attention to Detail: Exhibit strong attention to detail and personal accountability.
Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus.
Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure.
Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up.
Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment.
Teamwork: A team player who is energetic, responsive, and takes initiative.
Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred).
Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial.
ENVIRONMENT
In-office position located in Omaha, NE (not considering remote candidates)
Hybrid - Omaha in-office Monday through Thursday, virtual Fridays unless needed in office from time to time
Medical, Dental and Vision coverage | 100% premium coverage for employee, 25% for dependents
Flexible PTO
401K
Annual firm retreat
Employer-sponsored employee giving
Corporate Chaplain and access to performance coaches
At Bridgepoint you will be challenged and rewarded for leadership, technical excellence and inspired perspectives.
Manufacturing Financial Analyst/Cost Accountant
Finance Analyst Job In Omaha, NE
LALA US manufactures Yogurt Smoothie with Probiotics, Frusion Yogurt Smoothie, Crema Mexicana, and Blended Yogurt. The facility provides a clean work environment, well-lit, highly automated production facility and career advancement opportunities. LALA US provides a competitive total benefits package including:
* Competitive pay
* Annual increases based on merit and Company performance
* Medical, Dental, & Vision Insurance
* 401k with Company match
* Paid vacation, personal days, and holidays
* The expected salary range for this position is $80,000 - $90,000 annually.
Position Summary:
The manufacturing financial analyst position is an on-site position that ensures the correct control, use and management of financial resources in the production plant, with the objective of improving financial performance and internal control. The manufacturing financial analyst supports the plant management team to manage financial resources, identify risks and opportunities to trigger actions to improve performance, as well as analyze and generate proposals to control product costs and plant inventories. This position will be part of the supply chain finance team working closely with plant operations team, supporting the supply chain team and collaborating with the corporate finance team.
Duties and Responsibilities:
* Identify areas of opportunity in factory spending in conjunction with the operating areas for compliance with the budget and unit spending objectives, through the implementation of actions and projects that ensure the control and optimization of spending.
* Monitor the correct use of plant assets and ensure internal control by:
* Implementing, analyzing, and auditing plant operational and financial indicators and control points.
* Controlling fixed assets.
* Ensuring the correct management and reliability of raw material, finished product and spare parts inventories.
* Conducting regular physical counts of inventories at plant locations.
* Analyze manufacturing variations and product cost to identify areas of opportunity in material usage and implement action plans.
* Analyze, generate recommendations, and take actions to ensure the correct use of financial resources through:
* Management of expenses and factory budget for unit cost control.
* Reliability and good management of inventories.
* Analyze and detonate actions for the correct use of materials in the production process.
* Management of material sales, claims, donations, among other management processes of the plant.
* Identify, validate, and request financial records to reflect expenses, variances and business decisions related to expenses and assets.
* Identify risks and opportunities so that together with the operation and the Plant Controller establish controls and measures to safeguard the plant's resources.
* Assist Plant Controller in month end close, reporting, internal and external audits, and ad hoc projects.
* Other duties as assigned.
Requirements:
* Bachelor's Degree in Accounting, Finance or a related field is required.
* 2-5 years of previous industry accounting and costing experience handling manufacturing costing, financial analysis, accounting reconciliation and month end close.
* Bi-lingual (Spanish) is preferred.
* SAP experience preferred.
* Strong knowledge of product costing, standard cost, and other accounting functions.
* GAAP and IFRS knowledge is a plus.
* Ability to travel up to 20%
* Successful candidates will be subject to a comprehensive background check and drug screening as part of the hiring process
Working Conditions:
* Full time, on-site, reporting at the plant
* Normal office environment with little exposure to noise, dust and temperatures.
* The ability to lift, carry or otherwise move objects of up to 10 pounds is necessary.
* Frequently stands, walks, and sits.
* Frequently type/keyboard, grip, and repetitive hand use.
* Occasionally bends at the waist, twists, and turns, kneels, and squats.
* Work hours may vary depending on assignments.
* Frequently exposed to loud noises when on the production floor.
LALA US is an equal opportunity employer.
Employee Benefits Financial Analyst
Finance Analyst Job In Omaha, NE
Are you a bright, outgoing, people-oriented person? If so, this is the career for you. At HUB, we value education and continuous learning and are excited to assist you along your career development path.
As an Employee Benefits Financial Analyst, you will provide analytical support to the Strategic Account Executives. You will build relationships with internal and external customers while providing guidance and assistance. You will have continuous learning and development opportunities to work towards your career goals.
What makes us different than all the rest?
Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
Entrepreneurship: We encourage innovation and educated risk-taking.
Integrity: We do the right thing every time.
Teamwork: We work together to maximize results.
Accountability: We measure and take responsibility for outcomes.
Service: We serve customers, communities and colleagues.
We are the perfect fit if you:
Are seeking a progressive work environment at a rapidly growing organization
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
Are focused on learning and development to enhance your industry knowledge and expertise
Are a self-starter willing to invest time and energy to learn the technical aspects of our business
Believe in integrity and building success by developing relationships with others
Your job responsibilities as an Employee Benefits Financial Analyst:
Provide analytical support to the Strategic Account Executives to meet the data and reporting needs of the firm's clients.
Serve as a reporting and analytics Subject Matter Expert (SME) for internal and external stakeholders, providing information and guidance in resolving inquiries.
Develop routine reports for clients to include renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.
Create custom reports as needed to assist in answering customer inquiries, including plan cost variances, plan change analysis, claim history, claim projections, etc. and conduct complex analysis of data when required.
Prepare renewal information, which includes plan data, census, renewal history, obtaining renewal rates from the carrier, including any alternates, ensures commission schedule is correct.
Create bid specifications for carrier proposal requests, obtain proposals from carriers, and prepare analysis of proposal results.
Attend and participate in client meetings.
Qualifications:
Bachelor's degree from an accredited college or university preferred
Minimum two years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
Must be a critical thinker, with strong communication, interpersonal, multi-tasking and organizational skills
Excellent verbal and written communication skills
The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment
Strong communication, interpersonal, multi-tasking, and organizational skills required
Must be thorough, detail-oriented and is responsible for working with confidential information
Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
Ability to function independently with minimal supervision
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 16,000 professionals in 500 offices across North America.
What we offer you:
A rewarding career helping local businesses in the community
Rewards for top performers
Medical/dental/vision/life insurance
Parental Paid Leave
Health Savings Account
401k matching program
Voluntary insurance options
Life and Disability Plans
A rewarding career helps local businesses in the community
A work/life balance because that's important for all of us
Opportunity to learn from the expertise of your coworkers
Growth- HUB is growing, and so can your career
Ability to be part of a motivated, winning team
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Financial Analyst II
Finance Analyst Job In North Platte, NE
The position is responsible for working with department managers, healthcare professionals, and senior level management to provide quality data, create business performance reports, and assist in the development and maintenance of a centralized reporting database. This position reports to and works closely with the Finance Manager on special projects.
Education
Graduated from an accredited college or university with a bachelors degree in Accounting, Finance, or related field.
Credentials
HFMA certification preferred
Essential Functions
Maintain the centralized reporting database and corresponding data repository (EPSi). This system is used for the budget, product line analysis, pricing strategy and modeling, payroll, and reporting. Responsibilities include managing and maintaining accurate statistical, demographic, clinical, and financial data for the decision support system.
Development of training materials and assist with training employees in the use of the EPSi systems and reporting tools. Collaborates with Finance Manager on security of the EPSi modules (General Ledger, Capital, Activity Costing, Product Line Analysis, and Payroll) for end users.
Assists Finance Manager with planning, management, and development of the annual budget. Works with management on setting productivity targets, statistical volumes, and labor distribution. Assists Chief Financial Officer with development of the budget presentation.
Prepare proformas upon request to provide support to management in the development of service line data for presentation to management and board. Completes a follow-up proforma to measure profitability and help guide direction of service line.
Analyzes moderately complex clinical/quality data and assists in preparing data relating to presentations for the department initiatives.
Prepare contracting and payor analysis for Great Plains Health Innovation Network (GPHIN).
Assists in month-end close procedures to close the month and provide accurate financial statements to the board.
Back-up for the Financial Analyst I.
Other duties and projects as assigned.
Join us. Join great. Join the dynamic team at Great Plains Health and be a part of something truly exceptional. At Great Plains Health, we embody a culture defined by authenticity, integrity, and a genuine commitment to listening to both our patients and each other.
As a member of our team, you'll experience a supportive environment where collaboration is key, and every voice is valued. We work together seamlessly, leveraging our collective strengths to provide the highest quality care to our community.
Passion drives us forward, propelling us to constantly strive for excellence in everything we do. If you're seeking a rewarding career in healthcare surrounded by like-minded individuals who share your dedication and enthusiasm, Great Plains Health is the place for you. Come join us and be part of a team that's making a real difference every day.
Senior Financial Reporting Analyst II
Finance Analyst Job In Omaha, NE
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Financial Reporting Analyst II to join our Financial Reporting and Analysis Team in Omaha NE or Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
As a Senior Financial Reporting Analyst II you'll move Pacific Life, and your career, forward by working closely with external auditors and regulators to support audits and resolve inquiries while collaborating with cross-functional teams to improve financial processes and resolve discrepancies. You will fill an existing role that sits on a team of three people in the Financial and Reporting Division. .
How you will make an impact:
* Responsible for the preparation and completion of quarterly and year-end U.S. Statutory financial statements and supplemental filings in compliance with NAIC guidelines and state regulations for assigned US insurance companies at Pacific Life
* Coordinate with divisions on the timing and accuracy of inputs for the statutory statements
* Analysis of assigned financial statements and schedules, which would include researching and resolving inconsistencies by conducting initial investigation
* Analysis and appropriate application of disclosure requirements based on the relevant disclosure checklists
* Assist in the quarterly planning meetings with various business stakeholders
* Ensure proper controls over the reporting process are performed for all assigned statements, filings, and reports
* Assist stakeholders with statutory guidance related to assigned reporting requirements
* Assist in completion of various projects and tasks as assigned by internal management including support of the finance transformation initiatives of Pacific Life
* Working closely with external auditors and regulators to support audits and resolve inquiries
* Collaborate with cross-functional teams to improve financial processes and resolve discrepancies
* May lead functional teams or projects
The experience you will bring:
* 8 + years of relevant experience
* Bachelor's Degree in Accounting, Finance, or related field
* Public accounting experience and CPA license are preferred
* Ability to meet and manage responsibilities under tight time frames
What makes you stand out:
* Strong technical, analytical, organizational and problem-solving skills
* Experience in the completion or review of U.S. Statutory financial statements
* Excellent communication skills both oral and written
* Process improvement mindset
* Ability to work independently with minimal guidance
* Experience in the Life Insurance Industry
* Proven attention to detail
#LI-KB1
You can be who you are.
People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.
Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation.
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Financial Analyst I
Finance Analyst Job In Lincoln, NE
divp style="text-align:left"bThe work we do matters!/b/pp style="text-align:left"bHiring Agency:/b/pInsurance - Agency 22p style="text-align:left"br/bLocation: /b/pLincoln, NEp style="text-align:left"br/bHiring Rate:/b/p$24. 808p style="text-align:left"br/bJob Posting:/b/pJR2025-00016813 Financial Analyst I (Open)p style="text-align:left"br/bspan Applications No Longer Accepted On /span/bspan(If no date is displayed, job is posted as open until closed):/span/pp style="text-align:left"br/bJob Description:/b/pInsurance is a unique product in that an insurance company collects premiums upfront with the promise to pay in the future; as a result, there is strong need for financial regulations and related ongoing monitoring to ensure insurance companies remain solvent.
br/br/Our Financial Regulation Division is responsible for monitoring the financial solvency of one of the largest domestic industries in the country.
As part of our financial solvency monitoring, we conduct ongoing analysis of quarterly financial statements and other statutory filings and conduct on-site financial examinations every three to five years.
We take a risk-focused approach and strive to identify financial issues early to address problems and/or rehabilitate companies prior to insolvency.
br/br/Our financial analysts are experts in monitoring the financial well-being and compliance for more than one hundred (100) insurance companies, which is a very important service to the citizens of Nebraska, as well as citizens in other states.
br/br/Please note this job is not eligible for remote work.
Work is performed at our office location in Lincoln, NE.
br/br/Starting Salary is $51,600.
64/ year.
Advancement does require completion of at least three hours of management coursework which can be acquired after hire, as well as meeting other requirements such as experience and verification of proven technical abilities.
br/br/Look at what we have to offer! br/br/• 13 paid holidays br/• Vacation and sick leave that begin accruing immediately br/• Military leave br/• 156% (that's not a typo!) state-matched retirement br/• Tuition reimbursement br/• Employee assistance program br/• 79% employer paid health insurance plansbr/• Dental and vision insurance plans br/• Employer-paid $20,000 life insurance policy br/• Public Service Loan Forgiveness Program (PSLF) through the Federal government br/• Wide variety and availability of career advancement as the largest and most diverse employer in the State br/• Opportunity to be part of meaningful work and make a difference through public service br/• Training and Development based on your career aspirations br/• Fun, inviting teammates br/• A safe and secure environment br/br/At the State, we stand by our core values of treating others with dignity and respect, acting ethically in all situations, and creating an environment where our customer is our top priority.
Apply to join our team today!p style="text-align:inherit"br /br/ppbu Job Duties:/u/b Perform in-depth analysis of financial statements and supplemental filings to assess insurance company's financial condition, to identify prospective risks and to detect possible regulatory/compliance violations.
Review and interpret laws, regulations and statutory accounting principles as they apply to insurance companies.
Complete work in conformance with the National Association of Insurance Commissioners (NAIC) timelines and best practices.
Review independent rating agencies' reports, SEC filings, holding company filings, current trade periodicals, news items, legislation, and NAIC tools, policies and guidelines.
Correspond with company executives, department staff, and other regulators to discuss and evaluate compliance and whether regulatory actions are needed.
Prepare and present summary reports and recommended actions to the Assistant Chief Examiner and other NDOI senior management as assigned.
Organize and maintain files containing insurance company information and workpapers.
Other duties as assigned within the scope of the classification.
/pp/ppub Requirements / Qualifications/b/u/ppb Minimum Qualifications: /b Bachelor's Degree from an accredited college or university in a business-related field (accounting, economics, finance, risk management, etc.
) with a preference for accounting or finance courses including auditing.
Accounting/auditing work experience is beneficial.
In addition, applicant should have at least three hours of Business Law.
/pp/ppb Other:/b Regular and reliable attendance is required.
/pp/pp style="text-align:inherit"br /br/ppbu Knowledge, Skills, amp; Abilities:/u/b /pp• Analytical mindset/pp• Organized/pp• Detail-oriented/pp• Self-started and ability to work independently with support/pp• Knowledge of theory and practice of accounting and auditing/pp• Working knowledge of Microsoft Excel, Word, and Outlook/pp• Ability to analyze financial data, company operations and preparation of reports/pp• Effective communication skills, both orally and written, to present information, comments, and recommendations clearly, concisely and comprehensively/pp style="text-align:inherit"br /br/ph2brbuBenefits/u/b/br/h2pWe offer a comprehensive package of pay, benefits, paid time off, retirement and professional development opportunities to help you get the most out of your career and life.
Your paycheck is just part of your total compensation.
brbr Check out all that the State of Nebraska has to offer! Benefit eligibility may vary by position, agency and employment status.
For more information on benefits, please visit: a href="******************
nebraska.
gov/index.
html#benefits" target="_blank"u******************
nebraska.
gov/index.
html#benefits/u/a/br/br/pp/pp/ppbu Equal Opportunity Statement/u/b/pp The State of Nebraska values our teammates as well as a supportive environment that strives to promote diversity, inclusion, and belonging.
We recruit, hire, train, and promote in all job classifications and at all levels without regard to race, color, religion, sex.
age, national origin, disability, marital status or genetics.
/pp style="text-align:inherit"/pp style="text-align:left"span class="emphasis-3"bCurrent employees of the State of Nebraska should NOT apply on this external career.
Instead go to Workday and access the Jobs Hub - Internal Apply app from your home landing page.
/b/span/p/div
Financial Analyst I
Finance Analyst Job In Lincoln, NE
The work we do matters!
Hiring Agency:
Insurance - Agency 22
Hiring Rate:
$24.808
Job Posting:
JR2025-00016813 Financial Analyst I (Open)
Applications No Longer Accepted On (If no date is displayed, job is posted as open until closed):
Job Description:
Insurance is a unique product in that an insurance company collects premiums upfront with the promise to pay in the future; as a result, there is strong need for financial regulations and related ongoing monitoring to ensure insurance companies remain solvent.
Our Financial Regulation Division is responsible for monitoring the financial solvency of one of the largest domestic industries in the country. As part of our financial solvency monitoring, we conduct ongoing analysis of quarterly financial statements and other statutory filings and conduct on-site financial examinations every three to five years. We take a risk-focused approach and strive to identify financial issues early to address problems and/or rehabilitate companies prior to insolvency.
Our financial analysts are experts in monitoring the financial well-being and compliance for more than one hundred (100) insurance companies, which is a very important service to the citizens of Nebraska, as well as citizens in other states.
Please note this job is not eligible for remote work. Work is performed at our office location in Lincoln, NE.
Starting Salary is $51,600.64/ year. Advancement does require completion of at least three hours of management coursework which can be acquired after hire, as well as meeting other requirements such as experience and verification of proven technical abilities.
Look at what we have to offer!
• 13 paid holidays
• Vacation and sick leave that begin accruing immediately
• Military leave
• 156% (that's not a typo!) state-matched retirement
• Tuition reimbursement
• Employee assistance program
• 79% employer paid health insurance plans
• Dental and vision insurance plans
• Employer-paid $20,000 life insurance policy
• Public Service Loan Forgiveness Program (PSLF) through the Federal government
• Wide variety and availability of career advancement as the largest and most diverse employer in the State
• Opportunity to be part of meaningful work and make a difference through public service
• Training and Development based on your career aspirations
• Fun, inviting teammates
• A safe and secure environment
At the State, we stand by our core values of treating others with dignity and respect, acting ethically in all situations, and creating an environment where our customer is our top priority. Apply to join our team today!
Job Duties: Perform in-depth analysis of financial statements and supplemental filings to assess insurance company's financial condition, to identify prospective risks and to detect possible regulatory/compliance violations. Review and interpret laws, regulations and statutory accounting principles as they apply to insurance companies. Complete work in conformance with the National Association of Insurance Commissioners (NAIC) timelines and best practices. Review independent rating agencies' reports, SEC filings, holding company filings, current trade periodicals, news items, legislation, and NAIC tools, policies and guidelines. Correspond with company executives, department staff, and other regulators to discuss and evaluate compliance and whether regulatory actions are needed. Prepare and present summary reports and recommended actions to the Assistant Chief Examiner and other NDOI senior management as assigned. Organize and maintain files containing insurance company information and workpapers. Other duties as assigned within the scope of the classification.
Requirements / Qualifications
Minimum Qualifications: Bachelor's Degree from an accredited college or university in a business-related field (accounting, economics, finance, risk management, etc.) with a preference for accounting or finance courses including auditing. Accounting/auditing work experience is beneficial. In addition, applicant should have at least three hours of Business Law.
Other: Regular and reliable attendance is required.
Knowledge, Skills, & Abilities:
• Analytical mindset
• Organized
• Detail-oriented
• Self-started and ability to work independently with support
• Knowledge of theory and practice of accounting and auditing
• Working knowledge of Microsoft Excel, Word, and Outlook
• Ability to analyze financial data, company operations and preparation of reports
• Effective communication skills, both orally and written, to present information, comments, and recommendations clearly, concisely and comprehensively
Benefits
We offer a comprehensive package of pay, benefits, paid time off, retirement and professional development opportunities to help you get the most out of your career and life. Your paycheck is just part of your total compensation.
Check out all that the State of Nebraska has to offer! Benefit eligibility may vary by position, agency and employment status. For more information on benefits, please visit: **************************************************
Equal Opportunity Statement
The State of Nebraska values our teammates as well as a supportive environment that strives to promote diversity, inclusion, and belonging. We recruit, hire, train, and promote in all job classifications and at all levels without regard to race, color, religion, sex. age, national origin, disability, marital status or genetics.
Current employees of the State of Nebraska should NOT apply on this external career. Instead go to Workday and access the Jobs Hub - Internal Apply app from your home landing page.
Investment Consultant II - Merrill Premium
Finance Analyst Job In Lincoln, NE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
Desired Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$26.44 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Real Estate - Land Acquisitions and Agreements
Finance Analyst Job In Omaha, NE
Kansas City, MO; Lincoln, NE; Omaha, NE ** We are Olsson, a team-based, purpose-driven engineering and design firm. Our solutions improve communities, and our people make it possible. Our most meaningful asset is our people, and we are dedicated to providing an environment where they can continue to learn, grow, and thrive. Our entrepreneurial spirit is what has allowed us - and will continue to allow us - to grow. The result? Inspired people, amazing designs, and projects with purpose.
**Job Description**
At Olsson, we support our clients by acquiring real estate and/or various property rights needed for their expansion and capacity projects. As an associate, you would research property ownership, prepare various agreements and deeds, create and update maps, exhibits and kmz files depicting acquisitions, track the progress of acquisitions through various databases and matrices and contact and negotiate directly with landowners. Travel to inspect projects and meet with landowners would be required.
**Qualifications**
**You are passionate about:**
+ Working collaboratively with others
+ Having ownership in the work you do
+ Using your talents to positively affect communities
**You bring to the team:**
+ 3-5 years of experience negotiating right of way agreements
+ Experience in URA guidelines required
+ Experience reviewing and/or negotiating real estate contracts
+ A bachelor's degree is required; a master's degree or Juris Doctor (JD) is preferred
+ Ability to research public land records and prepare various agreements and deeds associated with acquisitions
+ Experience communicating and working directly with affected landowners
+ Must be capable of performing well within a remote team, and representing Olsson's real estate group in this geographical area
+ Ability to obtain a notary public and/or real estate license in Missouri, Arkansas, Nebraska and other states as needed
+ Experience with survey and title services and the ability to interpret both as they apply to acquisitions preferred
+ Experience reviewing engineering design plans as they relate to acquisitions preferred
+ Strong communication skills
+ Ability to contribute and work well on a team
\#LI-AF1
**Additional Information**
Olsson is a nationally recognized, employee-owned firm specializing in planning and design, engineering, field services, environmental, and technology. Founded in 1956 on the very mindset that drives us today, we're here to improve communities by making them more sustainable, better connected, and more efficient. Simply put, we work to leave the world better than we found it.
As an Olsson employee, you'll receive our traditional benefits package (health care, vision, dental, paid time off, etc.), plus you'll:
+ Become an owner in the company after your first year through our Employee Stock Ownership Plan (ESOP)
+ Engage in work that has a positive impact on communities
+ Receive an excellent 401(k) match
+ Participate in a wellness program promoting balanced lifestyles
+ Benefit from a bonus system that rewards performance
+ Have the possibility for flexible work arrangements
**Please note:** The benefits listed above apply to full-time employees. If you're applying for an internship, you can learn more about internship-specific offerings and experiences at Olsson by visiting ********************************** .
Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status.
Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices.
For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** .
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College Financial Representative, Internship Program
Finance Analyst Job In Columbus, NE
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.