Finance Analyst Jobs in Temple, TX

2025-2026 School Year Calendar 295: 230 Work Days Resume and Cover Letter Required Entry Qualifications: Bachelor's degree from an accredited college or university and seven years of related experience, including three years in a supervisor capacity. Supervision Exercised: Supervise and evaluate the performance of assigned staff. Round Rock ISD does not discriminate against any applicant for employment because of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, military status, genetic information, or on any other basis prohibited by law. Employment decisions will be made on the basis of each applicant's job qualifications, experience, and abilities. In accordance with Title IX, the District does not discriminate on the basis of sex and is prohibited from discriminating on the basis of sex in its educational programs or activities. The prohibition against discrimination extends to employment. Inquiries about the application of Title IX may be referred to the District's Title IX coordinator, to the Assistant Secretary for Civil Rights of the Department of Education, or both. The District designates and authorizes the following employee as the Title IX coordinator for employees to address concerns or inquiries regarding discrimination based on sex, including sexual harassment: Jasmine Wightman, Senior Staff Attorney, 1311 Round Rock Avenue, Round Rock, Texas, 78681 [email protected], ************. Code : 7011-5 Location : FINANCIAL OFFICER Job Family : ADMINISTRATIVE Posting Start : 06/18/2025 Posting End : 12/30/9999 Details : Job Description SALARY: $124,050.50-$149,458.60

Job Details Experienced Georgetown Plant - Georgetown, TX Full Time 4 Year Degree DayCost & Operations Analyst As a CPI Cost & Operations Analyst, you will occupy a key role in working with and for a company that builds the physical infrastructure that powers, protects and secures the world's digital technology. Day to day, you will be responsible for general operations unit accounting, cost and inventory accounting, operations unit financial reporting. Responsible for ensuring timely and accurate accounting and reporting for the operations-related activities for the Round Rock and Georgetown Operations of the company. Responsible for planning and implementing accounting changes resulting from business process changes while ensuring compliance with internal controls. This position would ultimately grow into a Divisional Controller role. If you've ever wondered what owning your own business is like, just ask an Employee Owner of Chatsworth Products (CPI). Better yet, become one! CPI has an immediate need for a Cost & Operations Analyst in CPI's Georgetown, Texas location. ESSENTIAL FUNCTIONS Directly supervises all accounting activities at the operational level and functionally supervises accounting activities at the corporate level. Directly responsible for the Operations Accounting, and Cost & Inventory Accounting functions. Ensures that cost and inventory transactions are properly recorded each month by downloading and analyzing the detailed WIP capture report. Ensures, each month that all financial accounts are properly stated, reserve accounts are adequate, and balance sheet accounts are reconciled. Leads various cost reduction and profit improvement teams from a financial perspective. Engages various individuals from within the company to ensure team objectives are met. Nurturing relationships with the key personnel in the operating unit to ensure financial oversight of significant issues. Responsible for the administration of capital expenditure (AFE) and purchase requisition process. Responsible for coordinating audit related activities for the operations with the Company's external financial auditors. Assists in the coordination and completion of the Annual Operating Plan. Responsible for the closure of the Georgetown Plant manufacturing jobs. Provides information and support for the preparation and filing of tax returns and other tax and government filing requirements (property tax filings, government surveys, census forms, etc.). ADDITIONAL FUNCTIONS: Provides full back-up support for all positions in the Accounting and Treasury area. Makes recommendations for company-wide process and organizational improvements. Performs other related duties as assigned by management. QUALIFICATIONS Core Competencies Ethics, Values, Integrity & Trust - Adheres and acts in line with CPI core values. Customer Focus - Gives high priority to customer satisfaction. Ownership & Accountability - Proactively models, guards and demonstrates all of CPI's core values. Interpersonal Skills - Uses diplomacy and tact. Uses collaborative skills. Action Oriented & Adaptability - Takes initiative; acts promptly; is proactive. Technical Competencies Minimum of BS degree in accounting. Minimum of 2-4 years' work experience in a manufacturing accounting. Strong written and verbal communication skills. Strong numeric aptitude, including proficient math skills. Strong computer skills, including Microsoft Office, and various accounting software. Intermediate/advanced spreadsheet skills, including data uploads/downloads and data manipulation. Experience with Tableau, MS Access or Power BI is a plus In-depth knowledge of GAAP and federal and state tax laws. Physical/Environmental Requirements Works on computer majority of the day. Ability to lift up to 25 lbs. to move file boxes, etc. as needed. Some travel may be required both by automobile and airplane. As a CPI Cost & Operations Analyst, you will also enjoy the unique benefits of becoming a CPI Employee Owner. These include having an equal share and stake in the company's success and revenue-whether through annual profit sharing, vested ownership shares or a long list of standard benefits that remind our Employee Owners they're valued, respected and trusted to help guide the company's future. Equal Opportunity Employer/Veterans/Disabled

Stanley Ford McGregor Texas is seeking a Talented Automotive Controller who is looking for a place where their skills are tested, their ideas are welcomed, and their contributions are valued. We are looking for a person who wants to win and have the team win with them. We want a person who takes action and delivers clear and concise financial information. Looking for a person who is constantly innovating the approach to the everyday challenges with fresh ideas and a collaborative mindset. If you want . . . * To work for a company where you could send your Grandmother to buy a car and you never have to be there because you trust your co-workers and the company culture * To be part of something unique and cutting edge providing exceptional customer service to employees and customers * To be a contribution to your coworkers, your company, and our customers * To work in a company that values your opinion and your hard work If the possibility of joining a team in this environment excites you, please fully complete our online application process and include information about your last 5 years' experience or last 3 jobs whichever is greater! MUST HAVE AT LEAST 3 YEARS AUTOMOTIVE DEALERSHIP CONTROLLER EXPERIENCE! We look forward to visiting with you about this unique opportunity!

Purpose of the Job: The Controller manages the finance and accounting function for the assigned business units ("BU"); providing information about company activities that will assist management in making educated economic decisions. This role is responsible for the BU's monthly close process, the consolidation of financial reports for the assigned entities and ensuring that appropriate policies and procedures are met. Responsibilities include generating monthly financial statements, operational analysis, project milestone review & billing, depreciation, G/L, budgeting and forecasting, inventory control, internal controls, payroll, and cash management. Reports to the BU's General Manager with a dotted line to the Corporate Controller. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential job functions unless doing so will present an undue hardship on the Company's business operations. Essential Job Duties and Responsibilities: You will have responsibility for providing financial insight and analysis to support the business in managing its performance in addition to ownership over the accounting, reporting and internal control environment. Specific areas of activity and ownership include: * Accounting and Reporting: * Month End Close Process: Responsible for running an accurate and timely close, including project review meetings, month end journal preparation/ review, account reconciliations, variance analysis and reporting. * Oversee all general ledger, accounts payable, billing and collections, payroll, and fixed asset activities, ensuring accurate and timely processing of transactions and compliance with internal policies. * Manage annual audits of applicable BU location, serving as primary contact to Corporate and external auditors. * Operational Analysis & Reporting: Assist General Manager with analysis on the business' performance, prepare the monthly BU ops reporting deck, and provide any requested variance analysis from the Corporate team. * Budgeting/Forecasting: Lead budgeting and forecasting processes for the business, including providing all necessary supporting documentation and supplemental reporting requirements. * Internal Controls: * Review, document, implement and communicate the enforcement of correct and appropriate accounting policies, procedures, and internal controls in accordance with GAAP. * Driving improvements to financial and operational controls in the context of a business that provides both a) repair and maintenance services utilizing work tickets and b) design/build project services utilizing percentage of completion (POC) accounting. * Management: Provide guidance, training and assistance for the site's accounting personnel to ensure that reporting and compliance objectives are achieved while supporting talent development initiatives and performance. * Support M&A and integration activities while providing financial and strategic advice to management on these matters. * Ad-hoc requirements - supporting the business, and General Manager, with any ad-hoc reporting or request. Such areas may include system implementation/enhancements, ad-hoc business analysis/ modelling, and local tax reporting and compliance. Required Education/Experience: * Undergraduate degree in accounting or finance and a CPA License (preferred) * An MBA or other advanced degree preferred * 8+ years in accounting leadership roles, including demonstrated management experience leading an accounting team * Public accounting or experience working in a private equity owned company preferred * Experience in a multi-project-based company, preferably in Construction, Engineering, or other project-based industry experience * Experience and demonstrated understanding of percentage of completion accounting (POC highly preferred) * Experience with M&A, Due Diligence and Integration in an acquisition environment preferred; or similar demonstrated process improvement and change management experience * Systems savvy with implementation experience and proficiency preferred * Proficiency in G/L, business intelligence and reporting tools preferred * MS Office suite proficiency required Competencies * Financial Management * Attention to detail and ability to work independently * Organized with the ability to multi-task in a fast-paced environment * Effective stakeholder partner who will leverage an understanding of the business to provide meaningful support * Drive a continuous improvement approach * Strong communicator, who embraces change and operates effectively within a decentralized reporting environment that is undergoing change Physical Demands: This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Other Duties: Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Employee understands the above and agrees to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employee understands that the Company reserves the right to delegate, remove, expand or change any and all responsibilities. Employee acknowledges that he/she can fulfill the above duties with or without reasonable accommodation.

Job Details Experienced NYLE MAXWELL OF KILLEEN LLC - KILLEEN, TX Full Time 4 Year Degree Negligible Day AccountingDescription The Controller provides sales and expense analyses for all departments, represents the financial condition of the dealership, develops controls necessary for the proper conduct of the business, and maintains accurate records. This position interacts daily with the Chief Financial Officer, General Manager and Management team members. The Controller supports the entire accounting function and financial reporting for our dealership. This position will work closely with Management and other departments to help ensure harmonious and productive operations, which will help maximize the success of the dealerships. Successful candidates must be able to maintain excellent business relations with customers, both internally and externally. Candidates will also be expected to help develop and motivate accounting associates to ensure that performance metrics are being met or exceeded. Prepare complete financial statements and submit to the manufacture and management in accordance with established timeframes. Interpret and analyze financial statements. Manage the day-to-day accounting operations of the store to ensure that all transactions are recorded in compliance with dealership accounting processes and policies. Close the books accurately each month. Prepare and submit required statements and reports. Manage and safeguard the stores assets and ensure that internal controls are in place. Assist department managers in reading and interpreting their financial reports and in creating action plans needed to improve their operation. Respond to request for information and assistance in a timely manner. Work with General Manager to improve revenue or reduce expense in order to meet or exceed budget and grow the business. Work with staff to ensure that corporate initiatives are attained. Qualifications Bachelor's Degree Minimum 5 years automotive dealership accounting experience Extensive knowledge of CDK software Extensive knowledge of manufacture, bank, and floorplan reconciliations Extensive knowledge of accounting schedules/controlled accounts/general ledger Extensive knowledge, and proficiency, in the use of Microsoft Excel and Word Working knowledge of dealership financial statements Working knowledge of dealership accounting month-end close Working knowledge of state sales and tax returns Working knowledge of all accounting office positions Supervisory experience Strong work ethic/attendance accountability Strong process improvement involvement(problem/resolution) Ability to explain technical financial information in an understandable manner Excellent communication skills COMPANY BENEFITS Profit-sharing and 401k WITH MATCH, medical insurance with prescription coverage, dental and vision insurance, life insurance, supplemental short- and long-term disability coverage, paid vacation, continued paid training, and employee discounts! Nyle Maxwell of Killeen also provides all employees the opportunity to earn a *** NO-COST, NO-DEBT COLLEGE DEGREE *** through Degrees@Work, a partnership between the dealership, FCA US, and Strayer University. Attend college while working at our dealership! - Individual college classes - Associate, Bachelor's, and Master's degrees - Tuition, fees, and textbooks included! Applicants must have excellent communication skills. All applicants must be authorized to work in the USA. All applicants must be able to demonstrate the ability to pass pre-employment testing to include a background check, drug screen, and have a valid driver's license.

With a history dating back to 1941, Brazos Electric has grown and evolved over the years to serve the changing needs of our member-owner co-ops and their customers throughout Texas. Brazos Electric Cooperative provides transmission and distribution services for 16 Texas electric co-ops whose service territory extends across 68 counties from the Texas Panhandle to Houston. Those 16 co-ops are the member-owners of Brazos Electric, and our board of directors is comprised of one representative from each of our member-owners. Brazos Electric offers competitive pay and benefits for you and your family, a welcoming culture, and the opportunity to advance. Search our current career opportunities: ************************************* Job Skills / Requirements Brazos Electric Power Cooperative-Waco, TX Assistant Controller - Property and Treasury Power Your Career With Purpose At Brazos Electric Power Cooperative, we're more than a utility - we're a cooperative powering the lives of millions across Texas. We deliver energy with integrity, efficiency, and a commitment to our members, employees, and communities. Now, we're looking for an experienced financial leader to join our team as Assistant Controller - Property and Cash Management and help shape the future of our cooperative. About the Role The Assistant Controller - Property and Cash Management plays a key leadership role within our General Accounting team, overseeing property accounting, treasury operations, payroll, accounts payable, RUS loan administration, and more. This role ensures financial accuracy and regulatory compliance while driving continuous improvement across accounting processes and systems. As a key strategic partner, you will lead and support a team of supervisors, mentor future leaders, and help guide financial decision-making that supports the Cooperative's mission and growth. What You'll Do Strategic & Operational Leadership Lead all aspects of Property Accounting and Treasury operations, including construction work orders, PP&E, payroll, accounts payable, property tax, and RUS loan tracking. Direct the preparation of the transmission cost of service for regulatory filings and rate-setting purposes. Develop and implement internal controls and process improvements for increased accuracy and efficiency. Optimize cash flow through effective cash management strategies and oversight. Ensure timely and compliant processing of all financial obligations, including vendor payments and payroll. Coordinate internal and external audits and contribute to the development of accounting policies. People & Culture Lead, mentor, and support a team of supervisors and technical staff to promote professional development and high team performance. Collaborate with HR on recruiting, performance evaluations, training, and employee development initiatives. Foster a culture of accountability, continuous improvement, and cross-functional collaboration. Set clear departmental goals aligned with Brazos Electric's strategic direction and monitor team performance. Support team members in navigating career development paths and technical training. Cross-Functional Engagement Work closely with leaders across Finance, Engineering, Operations, and Regulatory Affairs to ensure accurate reporting and compliance. Serve as a subject matter expert in RUS and utility accounting standards. Provide financial analysis and ad hoc reporting to senior leadership and stakeholders. What You'll Bring Education Bachelor's degree in Accounting or a related field with a major in accounting required. Experience At least seven (7) years of progressive accounting experience. Minimum three (3) years in a supervisory or team leadership role, managing multiple direct reports or supervisors. Experience in the electric utility industry or with RUS accounting standards is highly preferred. Familiarity with Texas PUC regulatory filings is a plus. Certifications Certified Public Accountant (CPA) required. Why Join Us? At Brazos Electric, you'll enjoy: A collaborative, mission-driven culture focused on service, reliability, and innovation. Competitive compensation and comprehensive benefits. Opportunities for career growth, technical advancement, and leadership development. The chance to be part of a team that powers communities and makes a difference every day. Ready to Energize Your Career? Join a team where your leadership and expertise will be valued, your voice heard, and your contributions recognized. Apply today at ************************************* Certification Requirements (All) Certified Public Accountant (CPA) Additional Information / Benefits Brazos Electric Power Cooperative, Inc. is an Equal Opportunity Provider and Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other protected status Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays, Short Term Disability, Long Term Disability, 401K/403b Plan, Educational Assistance This is a Full-Time position

Finance Manager Location: Gatesville, TX, 76528 The Automotive Finance Manager is responsible for overseeing the financial operations of the dealership's automotive sales department. This includes managing the finance and insurance (F&I) department, ensuring compliance with all state and federal regulations, and maximizing profitability. Responsibilities: Manage the finance and insurance (F&I) department Ensure compliance with all state and federal regulations Maximize profitability through effective management of finance and insurance products Develop and maintain relationships with lending institutions and other financial partners Train and mentor staff to ensure high levels of customer service and sales performance Work closely with sales staff to ensure seamless customer experience Prepare and submit financing and leasing applications to lending institutions Review and approve all F&I paperwork Ensure accurate and timely completion of all F&I transactions Provide exceptional customer service to all customers Requirements: Minimum of 3 years of experience in automotive finance and insurance Strong knowledge of state and federal regulations related to automotive finance and insurance Excellent communication and interpersonal skills Ability to work in a fast-paced environment Strong attention to detail and organizational skills Proficient in Microsoft Office and other relevant software

Job Details Experienced The Original Nyle Maxwell - Taylor, TX Undisclosed N/A Full Time 4 Year Degree Undisclosed None Day FinanceDescription The key responsibilities for a Finance Contractor include selling new and used car buyers financing and insurance programs and working with financial lenders to give fair interest rates to buyers and programs. You must be driven, organized and willing to work hard. Requirements: Experience with sub-prime a plus. 3+ years of automotive sales experience and five years in a dealership position. Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction. Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations. Strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership. Applicant must have excellent communication skills. All applicants must be authorized to work in the USA. All applicants must be able to demonstrate ability to pass pre-employment testing to include background check, drug screen, and have a valid driver's license. Benefits PROFIT SHARING & 401(K) Retirement Plan with MATCH! Health, dental, vision, prescription and life insurance Disability Coverage Paid Vacation & Paid Holidays Employee Discounts Continued PAID TRAINING Nyle Maxwell of Taylor provides all employees the opportunity to earn a NO-COST, NO-DEBT COLLEGE DEGREE through Degrees@Work, a partnership between the dealership, FCA US and Strayer University. Attend college while working at our dealership! Individual college classes Associate, Bachelor's and Master's degrees Tuition, fees and textbooks included!

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By "Connecting Convenience" across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We're a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth. Role Overview: Our PDI Fuel Management team is in search of a Fuel Services Analyst that can provide bookkeeping and accounting services for the convenience store industry. Our customers rely on PDI's services to support fuel management, logistics distribution, fuel reconciliation services. Using PDI software, the PDI Fuel Management team helps its customers implement innovative technological solutions, increase efficiency, reduce labor costs, and maintain a competitive advantage. This is an ideal role for professionals with bookkeeping, accounting, data processing, dispatching and/or convenience store experience as our Fuel Services Analysts assist customers with end-to-end support in everything from A/P to A/R as it pertains to their fuel operations. Key Responsibilities * Provides financial software support and timely customer service * Maintains and records business transactions for assigned accounts, including A/P and A/R functions routine accounting activities * Interface with customers to ensure efficient store processing, providing timely and accurate data, preparing statements and basic financial reports * Review and analyze monthly operating results for accuracy and reasonableness, providing recommendations when opportunities for improvement are presented * Follow up on accounting/system issues that affect accounts to ensure proper reporting of financial data * Develop and maintain financial reporting and tracking tools Qualifications * Strong attention to detail and organizational skills * Strong verbal and written communication skills * Excellent customer service skills Preferred Qualifications * Convenience Store or Retail experience is a plus $16 - $18 an hour PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.

Dealership:L0457 Kia of Round RockKIA of Round Rock If you are an automotive Finance & Insurance professional (F&I Manager) and you are looking for an opportunity in a Fortune 500 company (NYSE: LAD) we want to talk to you! We are committed to growing our company and Growing our People! Responsibilities: The F&I Manager is responsible for providing exceptional customer service while helping customers choose products that protect their vehicle purchase. In addition this individual works with lenders to obtain financing approval and completes all vehicle purchase and associated paperwork accurately and on time. The F&I Manager is responsible for following up on and collecting receivables. Help customers choose protection packages for their vehicle by presenting all products and their benefits. Ensure financing for customers; by building professional relationships with lenders and working with them to get the best financing available for our customers. Submit deals to bank electronically using appropriate dealer system. Enter transactions accurately into ADP and bank approval systems. Process all transaction paperwork and ensure it is accurate and meets the needs of the Office, state specific DMV and lender requirements. Track deal receivables and follow-up on outstanding items to ensure collection of all money and bank stipulations for contract funding. Participate in store meetings including Sales Receivables, Save-a-Deal and Store Manager meetings. Interact with sales team and sales managers to ensure transactions are completed accurately and to the customer's satisfaction. Follow-up with customers as courtesy reminder for purchased products requiring customer action (ex. Protective coating applied) Assist Sales Team with customer engagement in the sales department during peak traffic times. Obtain all appropriate licensing within 90 days from date of hire Qualifications: 2+ years of dealership finance experience is required Prior automotive sales management experience is a plus A team player focused on providing exemplary customer service Self motivated with the ability to set and achieve targeted goals Excellent interpersonal communication with working knowledge of computers Acceptable driving record and a valid driver's license in your state of residence We offer best in class industry benefits: Competitive pay Medical, Dental and Vision Plans Paid Holidays & PTO Short and Long-Term Disability Paid Life Insurance 401(k) Retirement Plan Employee Stock Purchase Plan Lithia Learning Center Vehicle Purchase Discounts Wellness Programs High School graduate or equivalent, 18 years or older required. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment. Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions. Prospects include individual families, court appointed trusts, nonprofits, corporations and both DB and 401(k) plans. Critical Tasks: New business development for Wealth & Trust Team Build Money Guide Pro financial plans for clients and prospects Attend sales meetings with trust officers and collaborates with partners to close the sale Generate awareness, deliver solutions and drive new revenue through centers of influence Assist trust officers with delivery of financial plans Qualifications: Bachelor's degree required Masters degree or certifications such as CFP a plus Experience: 5+ Years in financial services Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco Banks is a member FDIC.

Unleash Your Potential as a Financial Advisor - Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity tailor-made for you! Why Join Us? We're not just offering a job-we're providing a pathway to career fulfillment and financial success. Our unique synergy with our estate planning sister organization ensures you'll engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting: we provide a steady stream of qualified, pre-set appointments so you can focus on what you do best-serving clients and closing sales. We're only seeking 1 or 2 Agents and Advisors per state, guaranteeing exclusivity and maximizing your opportunity for success. You must reside in the state for which you are applying. The Opportunity As a Financial Advisor specializing in annuity sales, you'll experience a career transformation like no other: Pre-Engaged Clients: Meet with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding. Lucrative Commissions: Our commission structure rewards your hard work and dedication, with strong six-figure income potential. Unparalleled Support: Enjoy a dedicated appointment scheduler, comprehensive product portfolio, and full back-office support so you can focus on client relationships and expert advice. Growth & Impact: Be more than just another advisor-become a vital part of our elite team, making a real impact on clients' financial futures. Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 license, or be willing to obtain it within 90 days (or have an active Series 7 & 66, or ChFC designation). Have a clean U4 record (if currently registered). Reside in the state for which you are applying. Enjoy face-to-face meetings with clients in their homes. Demonstrate proven sales ability with a track record of successful, needs-based sales. Be proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Be willing to travel within your home state to meet with qualified clients. As a Senior Market Financial Planner with Us, You Will Enjoy: Six-Figure Earning Potential: Thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter: 10-12 pre-scheduled appointments per week, ensuring ample opportunities to meet with potential clients. Dedicated Case Manager: Work with a case manager to design the perfect financial plan for your clients and handle all paperwork, allowing you to focus on providing expert advice. Flexible Schedule: Manage your own calendar to create personalized solutions while maintaining work/life balance. Comprehensive Product Access: Access a wide range of high-quality providers and financial products tailored to our client base's unique needs throughout retirement. Ready to embrace a career that guarantees a steady flow of qualified clients, robust support, and substantial income potential? Apply now with your current resume. Join our elite team and redefine your path to success in the world of financial planning!

What is the Opportunity? At Cembrane/Ovivo, we offer you the opportunity to expand your skills and professional experience while collaborating with worldwide experts in water treatment. As an Assistant Controller, you will be an acting member of the management team and have broad responsibilities in the financial management of a manufacturing services business. This position will work closely with the management team to ensure strong financial controls and will act as a key advisor to the senior management team. Joining Ovivo means being part of a global team of innovative and passionate professionals who are committed to preserving water, our planet's most critical resource. It also means combining our efforts and talents towards a more sustainable future - together. This role is based in Hutto, Texas facility but will have ocassional travel to Denmark. What is the role? * Ensuring the timely and accurate production of Periodic, Quarterly & Year End Accounts for submission to the Corporate Head Office in Canada for consolidation under IFRS & Ovivo Accounting Policies * Approve appropriate financial and management reports that summarize and forecast (including budget) company business activity and financial position in areas of income, expenses, and earnings based on past, present, and expected operations as well as other KPIs * Financial Planning: Assist in long-term financial planning and strategy development * Role includes the oversight of the Financials of our Denmark facility working in close relationship with our Office Manager (who handles the accounting locally) for financial reporting, budget, and alignment of financials between Texas and Denmark facilities * Liquidity Forecasting: Ensure accurate and timely liquidity forecasting to manage cash flow effectively * Maintain and manage company Working Capital * Ensure timely cash reporting to corporate Treasury team * Actively participate in the continuous development of the Ovivo business management ERP system (SyteLine/CSI010) * In all transactions, ensure that corporate risk is managed in line with corporate expectations * Facilitate the preparation of budgets and forecasts and sign-off with Management Team * Work with Corporate tax team on various tax matters related to the business * Cost Price Development: Collaborate with Procurement and COO to develop and monitor cost prices * Supporting management with strategies to achieve corporate goals and improve business profitability * Provide information to Corporate Head Office for annual insurance renewal * Oversee all aspects of financial and business administration including all accounting functions, auditing payroll, and entering in general ledger, balance sheet reconciliation reviews, cash management, and FP&A * Other duties as assigned * Role will focus on Cembrane, but will also serves as a shared resources to our Municipal division Does this sound like you? * Minimum of 5 years of finance or accounting experience. * Public accounting experience or CPA (preferred) * Manufacturing experience, post qualification * Global corporate environment experience * Excellent work ethic with the ability to multi-task in a small company setting Don't meet every single requirement? If you carry a strong sense of ownership and teamwork in everything you do, we'd like to hear from you any way. What we offer as an employer At Ovivo, teamwork is at the heart of everything we do. We value work-life balance and strive to provide an engaging work environment along with excellent benefits and career progression opportunities. Benefits - all full-time employees are eligible for Ovivo's generous benefits package that includes: * Medical, Dental and Vision benefits * 401k Match (up to 4%) * Parental Leave * Company paid life insurance along with company paid short and long-term disability * 11 paid holidays * Three weeks of PTO to start (hire date determines number of PTO hours for the first year) * Roll over of 64 PTO hours to the following year * Sixteen personal hours (hire date determines number of personal hours for the first year) * Days off between Christmas Eve and New Year's Day - paid by the company with no impact to PTO balance. * Profit sharing/bonus opportunity At Ovivo we are committed to providing working environments where everyone is included and treated fairly and with respect. Dive in - Apply Today! Let's change the future of water together. About Ovivo/Cembrane Ovivo is a global provider of equipment, technology, and systems producing among the purest water and treating some of the most challenging wastewater in the industry. Ovivo is a powerful global brand with renowned trademarks, possessing more than 150 years of expertise and references in water treatment, supported by its proprietary products, advanced technologies, and extensive system integration knowhow. Ovivo delivers conventional to highly technological water treatment solutions for the industrial and municipal markets and leverages its large installed base of equipment around the world to offer parts and services to its customers. Ovivo is dedicated to innovation in an industry that is in constant evolution and offers water treatment solutions that are cost-effective, energy-efficient, and environmentally sustainable. Cembrane, part of Ovivo, is the world's largest producer of Silicon Carbide (SiC) membranes, operating out of Texas and Denmark to enable safe drinking water and responsible wastewater treatment in over 60 countries. Visit our website to learn more about Ovivo : *******************************

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. Required skills: - Sets and accomplishes goals, achieving whatever you put your mind to. - Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. - Communicates clearly and confidently with clients from all walks of life. - Works well with others and collaborates productively to get things done. - Can manage complexity, prioritize tasks and execute in a fast-paced environment. - Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. Desired skills: - Strong computer skills with an ability to multitask in a demanding environment. - A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

NON TECH - NO DATA ANLAYST The Business Analyst II will support the Business Management department. This department will be supporting top management with reporting, presenting, and action plan management, among others, working closely with Sales & Marketing, Operations, and Engineering. Areas of focus will include KPI, inventory, accounts receivable, and productivity. This position will be highly visible with the opportunity to effect change. Ideal candidate should be motivated self-starter with strong analytical skills. Advanced Excel and SAP a plus. ESSENTIAL DUTIES AND RESPONSIBILITIES KPI Management Assist in establishing KPI Administration Guidelines (applicable to all business units and departments, including the methods of audit) In the beginning of each half, collect KPI (including objectives and benchmarks) from business units and supporting departments, and make adjustments for KPI to be connected with President's KPI Following the end of the half, assist in preparation for KPI evaluation review, calculating scores as the base of HR's performance review Assist in preparation of President's KPI presentation to Headquarters, including gathering information from managers Business Management Assist in Obtaining Sales Forecast Data By each month end, consolidate each business unit's sales forecast for the following month. (by customer/product/region/project) Weekly, report sales progress P&L Forecast Before the 10 th each month, collect P&L forecast from each business unit and provide to supervisor Assist with conducting variance analysis between actual and forecast (including the variances in sales/expense/gross profit) Inventory Management In the beginning of the year, work with the business units to review the slow moving inventory Assist with tracking the progress of the action plan Accounts Receivable Management Itemize the newly added overdue AR and consolidate the reasons for their being overdue Productivity Management Assist with productivity calculation of each business unit/supporting department Assist with Company-wide Policy & Procedure Administration Any additional duties and responsibilities as required or assigned SCOPE, PURPOSE, AND FREQUENCY OF CONTACTS The position requires daily contact with all levels of TECO-Westinghouse and customers. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND EXPERIENCE Bachelor's degree (B. A. in Financial Accounting, Business Management, or Industrial Management) from four-year college or university; and three to five years related experience and/or training in general accounting or equivalent combination of education and experience Advanced Excel, PowerPoint, and data analytics

With a history dating back to 1941, Brazos Electric has grown and evolved over the years to serve the changing needs of our member-owner co-ops and their customers throughout Texas. Brazos Electric Cooperative provides transmission and distribution services for 16 Texas electric co-ops whose service territory extends across 68 counties from the Texas Panhandle to Houston. Those 16 co-ops are the member-owners of Brazos Electric, and our board of directors is comprised of one representative from each of our member-owners. Brazos Electric offers competitive pay and benefits for you and your family, a welcoming culture, and the opportunity to advance. Search our current career opportunities: ************************************* Job Skills / Requirements Brazos Electric Power Cooperative- Waco, TX Assistant Controller - General Accounting Energize Your Career with Purpose At Brazos Electric Power Cooperative, we don't just power the grid-we empower people, progress, and possibility. We're a member-focused, mission-driven utility committed to providing reliable and affordable electricity across Texas. As we continue to evolve, we're looking for an experienced accounting professional to join our leadership team as the Assistant Controller - General Accounting. About the Role As the Assistant Controller - General Accounting, you will be at the financial core of Brazos Electric, overseeing the accuracy, compliance, and operational efficiency of our General Accounting group. This critical role provides leadership and strategic direction for functions including financial reporting, billing, lender compliance, ERCOT transmission access accounting, debt management, financial forecasting, and rate administration. You'll also oversee the Brazos Securitization and Hardship Fund programs. You'll guide a team of supervisors, lead financial planning and reporting processes, and collaborate with the Controller and Manager of Fiscal Services to ensure the Cooperative's continued financial strength and regulatory compliance. What You'll Do Financial Leadership & Oversight Manage monthly, quarterly, and annual financial reporting to ensure completeness, accuracy, and timeliness. Supervise billing operations for both member and non-member entities. Ensure lender covenant compliance through accurate and timely reporting. Oversee ERCOT transmission access accounting and maintain strong internal controls. Track and manage debt service obligations and assist with debt financing activities. Support the preparation of budgets, forecasts, and variance analyses. Administer the Brazos Securitization and Hardship Fund with full regulatory and financial compliance. Ensure timely ERCOT data submissions and electric meter polling. Serve as the primary liaison for income tax filings and external audit coordination. Drive process improvements across accounting systems and procedures. Team & Culture Leadership Coach and support supervisors and staff to foster a high-performing, accountable, and collaborative team. Align department goals with the Cooperative's strategic vision and monitor progress. Support career development and technical training for accounting team members. Promote a positive culture centered around integrity, safety, and teamwork. Participate in recruitment, staffing decisions, and performance management practices. Facilitate conflict resolution and act as a trusted advisor and mentor to the team. Promote knowledge sharing and lead cross-functional collaboration. What You'll Bring Education Bachelor's degree in Accounting, or in finance/business with a major in accounting, is required. Experience Minimum seven (7) years of progressive accounting experience, including three (3) years in a leadership or supervisory role. Experience managing multiple direct reports or supervisors preferred. Experience in the electric utility industry, especially with transmission/distribution cooperatives and regulatory reporting, is highly desirable. Certifications Certified Public Accountant (CPA) required. Why Join Us? At Brazos Electric, you'll enjoy: A collaborative, mission-driven culture focused on service, reliability, and innovation. Competitive compensation and comprehensive benefits. Opportunities for career growth, technical advancement, and leadership development. The chance to be part of a team that powers communities and makes a difference every day. Ready to Energize Your Career? Join a team where your leadership and expertise will be valued, your voice heard, and your contributions recognized. Apply today at Certification Requirements (All) Certified Public Accountant (CPA) Additional Information / Benefits Brazos Electric Power Cooperative, Inc. is an Equal Opportunity Provider and Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other protected status Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays, Short Term Disability, Long Term Disability, 401K/403b Plan, Educational Assistance This job reports to the Brent Fox This is a Full-Time position

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We're a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth. Role Overview: Our PDI Fuel Management team is in search of a Fuel Services Analyst that can provide bookkeeping and accounting services for the convenience store industry. Our customers rely on PDI's services to support fuel management, logistics distribution, fuel reconciliation services. Using PDI software, the PDI Fuel Management team helps its customers implement innovative technological solutions, increase efficiency, reduce labor costs, and maintain a competitive advantage. This is an ideal role for professionals with bookkeeping, accounting, data processing, dispatching and/or convenience store experience as our Fuel Services Analysts assist customers with end-to-end support in everything from A/P to A/R as it pertains to their fuel operations. Key ResponsibilitiesProvides financial software support and timely customer service Maintains and records business transactions for assigned accounts, including A/P and A/R functions routine accounting activities Interface with customers to ensure efficient store processing, providing timely and accurate data, preparing statements and basic financial reports Review and analyze monthly operating results for accuracy and reasonableness, providing recommendations when opportunities for improvement are presented Follow up on accounting/system issues that affect accounts to ensure proper reporting of financial data Develop and maintain financial reporting and tracking tools QualificationsStrong attention to detail and organizational skills Strong verbal and written communication skills Excellent customer service skills Preferred QualificationsConvenience Store or Retail experience is a plus $16 - $18 an hour PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.

Job DescriptionUnleash Your Potential as a Financial Advisor – Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity tailor-made for you! Why Join Us? We’re not just offering a job—we’re providing a pathway to career fulfillment and financial success. Our unique synergy with our estate planning sister organization ensures you’ll engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting: we provide a steady stream of qualified, pre-set appointments so you can focus on what you do best—serving clients and closing sales. We’re only seeking 1 or 2 Agents and Advisors per state, guaranteeing exclusivity and maximizing your opportunity for success. You must reside in the state for which you are applying. The Opportunity As a Financial Advisor specializing in annuity sales, you’ll experience a career transformation like no other: Pre-Engaged Clients: Meet with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding. Lucrative Commissions: Our commission structure rewards your hard work and dedication, with strong six-figure income potential. Unparalleled Support: Enjoy a dedicated appointment scheduler, comprehensive product portfolio, and full back-office support so you can focus on client relationships and expert advice. Growth & Impact: Be more than just another advisor—become a vital part of our elite team, making a real impact on clients’ financial futures. Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 license, or be willing to obtain it within 90 days (or have an active Series 7 & 66, or ChFC designation). Have a clean U4 record (if currently registered). Reside in the state for which you are applying. Enjoy face-to-face meetings with clients in their homes. Demonstrate proven sales ability with a track record of successful, needs-based sales. Be proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Be willing to travel within your home state to meet with qualified clients. As a Senior Market Financial Planner with Us, You Will Enjoy: Six-Figure Earning Potential: Thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter: 10–12 pre-scheduled appointments per week, ensuring ample opportunities to meet with potential clients. Dedicated Case Manager: Work with a case manager to design the perfect financial plan for your clients and handle all paperwork, allowing you to focus on providing expert advice. Flexible Schedule: Manage your own calendar to create personalized solutions while maintaining work/life balance. Comprehensive Product Access: Access a wide range of high-quality providers and financial products tailored to our client base’s unique needs throughout retirement. Ready to embrace a career that guarantees a steady flow of qualified clients, robust support, and substantial income potential? Apply now with your current resume. Join our elite team and redefine your path to success in the world of financial planning!

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.