Banking and Financial Services Jobs in Pikesville Md Flexible
100 positions found
FULL-SERVICE SHOPPER
Start earning quickly with a flexible schedule
Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.
Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.
As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.
What you get as a shopper:
- Start earning quickly on a flexible schedule*
- Weekly pay with the option of instant cashout
- Potential to earn tips
- Special earnings promotions
Basic requirements:
- 18+ years old (21+ to deliver alcohol)
- Eligible to work in the United States
- Consistent access to a vehicle and a recent smartphone
Additional information:
Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.
Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.
Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.
Review the Independent Contractor Agreement here
*Subject to availability of batches in your area.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Field position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the Baltimore, Maryland area, as this is a Field position.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We are looking for customer focused team members to join our Sales Department and directly impact our growth
As an Inside Sales Representative you will ensure a best-in-class customer experience.
Process: We train you, then you do a great job of helping customers. Great pay, great benefits, great friendships. Through our Leadership Program and our sales training you will also gain skills required to become a corporate and community leader
Responsibilities
- Effectively prepare and present customized solutions to potential customers
- Follow up on inbound, direct marketing leads
- Provide a high level of service to customers via email and phone
- Qualify inbound leads to ensure expectations are being met
- Maintain and update account records
- Work honestly and ethically with customers, team, and business partners to achieve desired goals
Compensation + Benefits:
- $75,000-100k+ 1st Year OTE
- Average experienced employee makes 150k+ OTE
- Benefits: Medical/ Vision/ Dental/ 401K/ FSA
Recognition:
- Fortune 500
- Corporate Leadership Award 2024
- Ranked Forbes Best Employer
- Forbes Ranked 24th Large Employers
- Proud Sponsor of PGA & LPGA Golfers
Qualifications:
- 1 - 3 Years of Sales Experience
- Strong Work-Ethic
- Ambitious Mindset
- High Energy
- Positive Attitude
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:
- Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Career Changers are encouraged to apply!
You must be local to an office in our region: Annapolis, Maryland; Baltimore, Maryland; Ellicott City, Maryland; Frederick, Maryland; Hunt Valley, Maryland; York, Pennsylvania.
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
- Performance-based earnings and revenue1:
- Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
- Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support2
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
- Bachelor’s degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
About Northwestern Mutual
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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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:
- Top 5 US Independent Broker-Dealers4
- Unsurpassed financial strength with total company assets of $366 billion5
- Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
- Fortune 500® company (June 2024)
- Forbes’ Best Employers for Diversity (2023)
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
- 2024 Training APEX Award winner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5Among 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: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at
- 100% in office
- Building out the construction finance team for a well established company This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $190,000 per year A bit about us: We are seeking a dynamic and experienced VP of Finance to join our team in the construction industry.
This is a permanent position where the successful candidate will be responsible for the strategic financial direction of the company.
They will oversee all financial operations including draw schedules, loan requisitions, and funding coordination with lenders and investors.
The candidate will be responsible for cash flow management, budgeting, forecasting and month-end close.
They will also handle capital allocations and have experience with Yardi, Builder Trend, and QuickBooks.
Why join us? Medical, Dental, Vision Over 30 days off (PTO and Holidays) 2% 401K match Annual bonus Free lunches 100% in office Ability to build your own team Job Details Responsibilities: As VP of Finance, you will be in charge of: 1.
Managing all financial operations including draw schedules, loan requisitions, and funding coordination with lenders and investors.
2.
Ensuring effective cash flow management and implementing strategies to optimize financial performance and profitability.
3.
Developing and overseeing the company's budgets and forecasts, ensuring financial targets are met.
4.
Leading month-end close process and preparing financial statements in compliance with official guidelines and requirements.
5.
Managing capital allocation process to ensure the company's financial resources are optimally deployed.
6.
Utilizing financial software systems such as Yardi, Builder Trend, and QuickBooks to streamline financial operations.
7.
Providing strategic financial input and leadership on decision-making issues affecting the organization.
8.
Ensuring compliance with all audit requirements and maintaining relationships with external auditors and financial institutions.
Qualifications: 1.
Bachelor's degree in Finance, Accounting, or related field.
An MBA or CPA is preferred.
2.
A minimum of 5 years of experience in a senior financial managerial position, preferably in the construction industry.
3.
Proven experience with draw schedules, loan requisitions, and funding coordination with lenders and investors.
4.
Strong knowledge of cash flow management, budgeting and forecasting, and month-end close.
5.
Extensive experience with financial software systems such as Yardi, Builder Trend, and QuickBooks.
6.
Excellent leadership and team management skills, with the ability to inspire and motivate a team.
7.
Exceptional communication and presentation skills, with the ability to articulate complex financial information to non-financial stakeholders.
8.
Strong strategic thinking and problem-solving skills, with the ability to make sound financial decisions that contribute to the company's strategic objectives.
This is a fantastic opportunity for a seasoned financial leader looking to make a significant impact on the strategic direction of a growing company in the construction industry.
If you have the necessary skills and experience, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Talento Human Capital has been engaged by a leading private equity firm who is growing a business in the supply chain & distribution space with revenues in excess of $250m. This business unit will serve as key platform for expansion in this global industry that represents nearly $10 Trillion in market cap.
Job SummaryAs the CFO you will contribute to the development of the organization’s long term and short term business plans with a focus on planning, budgeting, and financial performance management. The CFO is a leadership position that contributes meaningfully to the strategy for the company with a well-rounded approach to general business matters across a variety of topics. Reporting to the CEO, the CFO ensures integrity by providing process knowledge, technical expertise, and reporting leadership with a strong focus on timeliness, accuracy, and consistency. The CFO's management skills, knowledge of accounting and financial forecasting, and skillful partnership building play a crucial role in advancing the company’s vision and goals. This role will drive the creation & maintenance of robust operating & financial models, manage annual budgets, oversee quarterly & annual planning process, track performance against forecast, and maintain a seat at the table in steering the business.
ResponsibilitiesLeadershipDevelop a comprehensive plan for the organization to plan and execute on its objectives.
Create balanced scorecards and define the organization’s KPI’s for effective management.
Provide insights and recommendations to CEO and leadership team ensuring the organization is on track to execute on its short-term and long-term growth plans.
Implement policies, procedures and processes to scale and manage the organization effectively.
Mentor and develop finance team, managing work allocation, systems training, performance evaluations, and the building of an effective and efficient team dynamic. Serve as talent champion developing the future leaders of the company.
Develop a holistic understanding of the company's financing needs and options.
Develop a strong “feel” for the business & operations. Constantly suggest and implement ways to improve business performance.
Work with executive leadership & functional heads to establish product-level P&Ls and department budgets.
Ensure all finance & accounting functions (month-end close process, FP&A, treasury, tax, accounting, payroll, etc.) are operating smoothly.
Interface with institutional investor, private equity, banks, and multiple finance entities on behalf of the organization.
Develop organization FP&A strategy and ongoing rhythms; implement a method to managing the business financially taking into account the needs of the peer group and overall company. Coordinate Monthly Business Reviews and Materials.
Create and establish yearly financial objectives that align with the company’s plan for growth and expansion; Direct and coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency
Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts; Analyze operations to evaluate performance of a company or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, policy change or revenue/profit optimization.
Analyze and review financial data, reporting financial performance, preparing budgets, and monitoring expenditures and costs.
Manage cash flow planning process and ensure funds availability, as well as investments and asset management areas.
Oversee monthly operating budget and annual company operating budget.
Coordinate and direct the preparation of budgets, financial forecasts, and report variances; Review and analyze monthly financial results and provide recommendations
Compares performance with operating plans, budgets, and standards to interpret and report to CEO & leadership team.
Direct, plan, and implement accounting / finance policies, objectives, or activities for the organization in order to ensure continuing operations, maximize returns on investments, or increase productivity.
Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies. Ensure adequate revenue and cost accounting.
Manage all tax matters across the organization varying from state, income, federal and all other applicable tax dominions.
Enhance and implement financial and accounting systems, processes, tools and control systems while maintaining checks and balances.
Remain current on audit best practices as well as state, federal and local laws regarding company operations; Formulate internal controls and policies to comply with legislation and established best practices.
Assures protection for the assets of the entities through internal control, internal auditing, and assuring proper insurance coverage.
Partner with supply chain, operations & produce teams to ensure effective procurement management providing detailed budgeting and cost management support.
Lead and engage external, 3rd parties on Audits and Tax matters. Ensure accuracy of work delivered.
Responsible for reporting to lenders/creditors (if applicable)
Develop and implement strategies to hit planned day sales outstanding targets.
Work with management to establish and maintain credit and collection policies per PC guidelines.
Review aged accounts receivable and take proper action to reduce risk.
Develop financial valuation models for capital investments.
Perform due diligence with business unit and corporate/private equity M&A team on bolt-on acquisitions.
Partner with corporate investment team, legal teams and other teams and 3rd parties to develop effective integration and onboarding of new companies.
Lead projects and perform other duties as directed by Private Equity investors or Business Unit leadership.
Master’s degree in accounting, finance, or similar field
10+ years of work experience, with a deep focus in finance across topics such as financial effectiveness, CFO advisory, process and policy, technology, operations, organizational structure and strategy, and/or transformation.
Experience in supply chain intensive businesses with a preference for fast-moving food & beverage distribution.
Proven experience as a Finance executive in a high organization with expertise in organizing and professionalizing business functions.
Exceptional practical knowledge of accounting and financial processes, including budgeting, financial closures, and reporting.
Significant experience working with external auditors, internal controls and compliance-related issues.
Experience leading business & finance transformation initiatives.
Solid knowledge of GAAP (Generally Accepted Accounting Principles) and regulations.
Proficiency in MS Office, particularly Excel
Expertise in accounting software
Superior attention to detail and problem-solving ability
Strong analytical and strategic planning skills
Effective communication, presentation, and interpersonal skills
Enjoys working in an entrepreneurial environment with a passion for living a good life in a great industry alongside good people.
Superior problem-solving skills and ability to work well under pressure in a demanding environment.
Enjoys big picture and vision with a balance on tactics and execution; Thinks strategically/end-to-end.
Excellent verbal and written communication skills with interpersonal skills.
Demonstrated leadership ability, confidence and executive presence.
Focused and determined at accomplishing objectives while treating people with dignity, respect and compassion.
TalentoHC is a high growth talent & organizational solutions firm. Through Talento Recruiting, we are transforming the customer experience standards in the recruiting services arena. The company was founded in 2017 with the belief that human capital should be viewed as an asset on the balance sheet. Through its integrated human capital services, the Talento team has supported 65+ enterprise, middle market and startup/high growth organizations in 15 countries with recruiting, contingent workforce management, employer branding, strategy, transformation, organization design & implementation, career pathing, outplacement, employer branding and leadership development solutions. Some of the benefits of working for Talento HCM are as follows:
Talento Human Capital (HC) is an equal opportunity employer, people are at the center of what we do!
People + Passion + Perseverance = Progress
#J-18808-Ljbffr
Job Type: Full-time
About the Firm
We’re partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm’s continued strategic growth.
This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement—all while working with high-quality clients in a supportive environment.
Key Responsibilities
- Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals
- Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency
- Review complex returns and research technical tax issues to ensure compliance with federal and state regulations
- Build and maintain strong client relationships, serving as a trusted tax advisor
- Mentor, train, and develop staff members
- Stay current with evolving tax laws and advise clients proactively
- Support business development initiatives, including new client opportunities and firm growth efforts
Qualifications
- Active CPA license required
- Bachelor’s degree in Accounting or related field
- 4+ years of public accounting experience focused on tax
- Strong technical knowledge of federal and state tax regulations
- Excellent analytical, communication, and client service skills
- Ability to work independently and collaboratively in a hybrid or remote environment
Why Join This Firm?
Hybrid work environment with flexible scheduling
Competitive compensation including base salary + performance bonuses
Comprehensive benefits: health, dental, 401(k) match, and profit sharing
Generous PTO and paid holidays
A leadership team that invests in professional development and long-term career growth
If you’re a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence — we’d love to connect.
Apply by sending your resume to
Direct: 6
#J-18808-Ljbffr
The ideal candidate will have a minimum of 4 years of public accounting experience focused on tax, a strong understanding of tax regulations, and excellent communication skills.
This role offers competitive compensation, flexible scheduling, comprehensive benefits, and a supportive environment for career advancement.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Life Insurance Signature / Authority Limits
1M Signature / 5M Authority.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Job Summary
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities:
Field & Client Experience
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes.
Develops and demonstrates change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Develops proficiency with Reinsurance programs and determining where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance.
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement.
Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.
Discusses cases with peer reviewers with medical and technical staff, as needed.
Understands and meets all quality, service, and production goals.
Solves issues & escalations, with guidance as needed.
Partners with Underwriting Support for case management
Cross-functional leadership
May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed.
Qualifications
A bachelor's degree or equivalent combination of education and experience is preferred.
1.5 years of traditional underwriting experience.
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
Highly organized with the ability to establish priorities and meet deadlines.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$61,530.00Pay Range - End:
$114,270.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsInformation Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Remote working/work at home options are available for this role.
Do you desire a Change? Check out Diamond where we to blend hard work and FUN!
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.
Supervisory Responsibilities:
No direct reports
Essential Functions:
- Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
- Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
- Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
- Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
- Negotiate terms and conditions of real estate loans with borrowers.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Must meet loan originator standards under the Truth in Lending Act.
- Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
- Ability to pass FBI background check.
- Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
- Strong sales skills.
- Ability to function well in a high volume, fast paced environment.
- Ability to work through member situations and provide effective and accurate resolutions.
- Strong organizational skills and attention to detail.
- Proven ability to meet deadlines.
- Proficient with Microsoft Office Suite and mortgage origination systems.
- Ability to travel.
- Ability to network with realtors if the opportunity presents itself.
- Ability to participate in member educational activities.
- Knowledge and understanding of different loan types and products.
Education / Experience:
- Bachelor's degree in business administration or related discipline or equivalent experience.
- Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
- Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
- Experience in using an automated loan origination systems including automated underwriting platforms.
- Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
- Experience with government programs such as FHA/VA is a plus.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
- Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
- Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
- Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
- Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
- Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
- Coordinate, test and update the Credit Union's business continuity plan.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Advanced research, analytical and problem-solving skills.
- Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
- Ability to travel.
Education / Experience:
- Bachelor's degree in business, related discipline, or equivalent experience.
- Four plus years of compliance experience in the financial industry.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
Responsibilities include assisting in security investigations, conducting forensic analysis, and collaborating with team members.
Candidates should have a degree in Cybersecurity or related field, a strong understanding of operating systems, and experience with forensic tools.
This role offers career growth and competitive compensation.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
This role involves building client relationships, developing tailored solutions, and managing the full consultative selling process.
The ideal candidate must have over 10 years of experience in complex managed services sales and demonstrate strong leadership and strategic thinking skills.
The position offers flexibility to work from anywhere in the US.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.
With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.
The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.