Director of Accounting & Financial Reporting managing financial operations at the Obama Foundation. Overseeing financial reporting and internal controls while leading the accounting team.
About the role
- Financial Advisor assisting clients in securing their financial futures through tailored insurance solutions. Building strong client relationships and providing ongoing support in a collaborative environment.
Responsibilities
- Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
- Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
Requirements
- Bachelor's Degree (preferred)
- Prior insurance or financial services experience is not required
Benefits
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Detail - oriented Financial Reporting Senior Analyst preparing financial statements for compliance with regulatory standards at U.S. Bank. Overseeing audit processes and providing training to new staff on procedures.
Financial Analyst role at U.S. Bank providing financial analyses, forecasting, and consulting for management. Develops presentations and resolves data issues for business decisions.
Financial Consulting Director overseeing professionals assisting clients with financial planning and investment options. Responsible for developing strategies to achieve clients' financial goals.
Manager, Point of Sale Rebate Operations providing operational and technical support for POS Rebates program. Requires extensive experience in data analytics and knowledge of analytic programming tools.
Junior Project Manager Finance in the Public Sector managing software implementations for public administrations. Collaborating with clients and ensuring project quality, time, and budget compliance while engaging in hands - on projects.
Financial Analyst supporting financial planning, budgeting, and reporting at Mara Renewables. Collaborates on data analysis and dashboards to drive business insights with a hybrid work model.
Lead budget and fiscal expert guiding full budget lifecycle at Oregon Department of Energy. Delivering advanced fiscal analysis and safeguarding agency’s fiscal health with collaboration.
Manager in Global Financial Controls assessing key risks and controls at Fidelity Investments. Collaborating with senior leaders to streamline processes and enhance financial auditing procedures.
Financial Navigator guiding patients through their financial journey during their stay and post discharge at healthcare facilities. Involves educating patients and addressing financial queries.