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Oracle Cloud Financials Solution Architect
✦ New
$250 +
San Francisco, CA 1 day ago
Introduction

A career in IBM Consulting is built on long‑term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long‑term career development while valuing your unique skills and experiences.


Your role and responsibilities

Currently, we are looking for a Senior Oracle Cloud Financials Solution Architect to join our team. This is a key role playing an integral part in our growing Oracle ERP practice. This is a full‑time position that can sit anywhere in the United States. Must be willing to travel to support clients onsite as needed.


The ideal candidate will have operated in a senior Architect capacity previously, is someone who can anticipate needs and take action to drive deliverables for continued project success. This position needs a leader who will not only architect solutions on implementations but also be part of a senior task force to help the practice grow. This includes maximizing sales opportunities by architecting and acting as the lead in creating Proposals, presenting and implementing Oracle ERP Cloud solutions to potential customers. The individual should be able to play multiple roles, be able to work in a very fast‑paced, enriching environment and is looking for a career rather than just a job.


What You’ll Do:

The Solution Architect is responsible for the overall solution identification and architectural design for assigned projects and initiatives. Key responsibilities of the role are as follows:



  • Support client engagements to provide subject matter expertise in Oracle Cloud Financials implementations.
  • Assume accountability for the solution design and the successful implementation of the full solution for on Oracle Cloud ERP Projects. May include hands‑on development, design, prototyping and/or other efforts required to keep the project on a successful track.
  • Ensure that the proposed solution meets the client’s requirements, is architecturally complete, and all architectural risks are quantified within their assigned area.
  • Ensures that the solution aligns with and utilizes the portfolio offerings that result in profitable revenue growth.
  • Work with client stakeholders to evaluate the solution requirements and supports the management and traceability of requirements during the engagement
  • Review Customer’s current process and the requirement and design customer specific solutions based on industry specific best practices
  • Act as a technical interface to the client and assumes a proactive role for developing business opportunities.
  • Lead implementation team in the execution of testing cycles including ensuring the completeness in the development of testing scenarios, test cases and test scripts.
  • Implements quality solutions that meet the requirements and advises clients on AST offerings, strategy, designs, implementation approaches and alternatives / tradeoffs.
  • Work with Project Manager and provide input to the project plan and work breakdown structure and assist in managing timelines and milestones to ensure timely completion of all deliverables
  • Identify opportunities for new or follow‑on business and assists in creating change orders.
  • Provide thought leadership to the growth of the Practice
  • Participate in strategic planning activities and business case development.
  • Participate in strategy presentations to clients including features, implementation approach, technical requirements, impacts, and benefits.
  • Perform responsibilities including solution proposal management, solution design, solution review, risk analysis, proposal preparation and client presentations.
  • Provide technical oversight for technical estimates created with standards tools, portfolio Work Breakdown Structures, statements of work and industry standard estimating techniques.
  • Assumes a proactive role for developing business opportunities. Assists in presales cycles by creating architectural demo’s, effort estimates and proposal development.
  • Maintains knowledge of technologies, industry trends, standards and design techniques.

Required technical and professional expertise

  • 10+ years ERP implementation experience
  • Played a Senior Solution Architect role on a minimum of 2 full lifecycle Oracle Cloud implementation projects in the USA
  • Public Sector domain (city/state/local/county government) experience considered an asset
  • Knowledge and experience in GASB Accounting and Reporting, Encumbrance Accounting, Fund Accounting, Projects and Grants Accounting and Management
  • Hands‑on technologist with strong background in designing and building modular, scalable, testable enterprise systems in in Oracle Cloud Financials
  • Ideal to have project exposure to other Cloud module areas such as: Supply Chain and HCM Applications
  • Ability to work in a fast‑paced environment with a diverse group of people
  • Capability to work independently, take initiative with minimal supervision yet can participate as a team member with a willingness to help where needed
  • Excellent verbal and written communication skills, including ability to communicate clearly and concisely to all audiences of all levels, spanning from technical peers to executive management
  • Organized and detailed oriented
  • Ability to fully utilize Microsoft Office (Word, Excel, PowerPoint)
  • Ability to adapt to new projects quickly with a can‑do, jump‑right‑in attitude
  • Ability to work on multiple projects concurrently
  • 4‑year Bachelor degree (or equivalent experience)

IBM is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.


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Financial Services Professional
Salary not disclosed
Augusta, Maine 2 days ago

Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions

As a Bankers Life Financial Services Professional Expect To:

  • Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
  • Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
  • Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
  • Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

How Bankers Life will provide support:

  • Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
  • Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
  • Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
  • Advancement Opportunities - Benefit-eligible management positions within local branch structure.

What makes a great Financial Services Professional?

  • Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
  • Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
  • Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
  • Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

  • Commission structure designed to grow with you
  • Renewable income and Bonus programs
  • Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP, and more
  • Retirement Savings Program
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Consumer Financial Services, Data & Technology Associate Attorney
Salary not disclosed
Tampa Oaks, Florida 2 days ago

The Miami, Ft. Lauderdale and Tampa offices of Akerman LLP seek Associates with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of The Florida Bar.

About the Firm

Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions

  • Top 100 U.S. Law Firms (The American Lawyer)
  • Among the Most Innovative Law Firms (Financial Times)
  • Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
  • Ranked among the Top Large Law Firms for Diversity (Law360)
  • Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
  • Leadership Council on Legal Diversity, 2023 Top Performer

Equal Employment Opportunity Policy

We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.

Note to Search Firms

Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.

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Oracle Financial Consultant
✦ New
Salary not disclosed
Santa Clara, CA 1 day ago

Oracle FDI Developer/Analyst

Contract

Palo Alto, CA (Remote or Hybrid if in SF Bay Area)


This position pays around $60 - $70/hr on W2


Responsibilities:

  • Business Discovery & Analysis

-Lead requirements for workshops with FP&A, Accounting & Procurement.

-Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO cycle times) to source systems and FDI subject areas.


  • Data Modeling & Development & Go live (Oracle FDI)

-Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, and data products).

-Build/Configure reports, dashboards, and self-service datasets.

-Implement drill paths, prompts/filters, row-level security, and data

entitlements.

-Establish data quality checks & build/maintain documentation

-Conduct UAT and migrate in production environment


  • Demos, Enablement & Iteration

-Run demos and showcases with Finance leadership and business stakeholders; collect feedback and iterate fast.

-Create playbooks and training (how-to guides, release notes, KPI definitions) to drive adoption and self-service analytics.


Required Qualifications:

  • Hands-on experience implementing and configuring Oracle Financial Data Intelligence (FDI)
  • Experience leading requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement
  • Strong understanding of financial metrics and KPIs such as revenue, COGS, operating expenses, cash flow, AP/AR aging, and procurement cycle times
  • Proven ability to design and build data models, semantic layers, dashboards, and self-service datasets within Oracle FDI
  • Experience configuring drill paths, prompts, filters, row-level security, and data entitlements
  • Knowledge of Oracle subject areas, views, and data products
  • Experience mapping business metrics to source systems and reporting structures
  • Ability to establish data quality checks and validation processes
  • Experience conducting user acceptance testing and managing production migrations
  • Strong documentation skills covering data models, configurations, and processes
  • Ability to create training materials, playbooks, and how-to guides for end users
  • Excellent communication skills with the ability to present to finance leadership and business stakeholders
  • Ability to work autonomously with minimal supervision
  • Strong organizational and prioritization skills


Preferred Qualifications:

  • Experience with Oracle Cloud Financials (General Ledger, Accounts Payable, Accounts Receivable, Procurement)
  • Familiarity with Oracle Analytics Cloud, OTBI, or Oracle Business Intelligence
  • Background working directly with FP&A teams on budgeting, forecasting, or financial planning processes
  • Experience with data integration tools or Oracle Integration Cloud
  • Prior experience in a consulting or systems integrator environment
  • Background working in multinational organizations or with global finance teams
  • Experience driving self-service analytics adoption across an organization
  • Knowledge of Agile methodologies and iterative delivery practices CBAP , PMP , or Oracle certifications


Core Competencies:

  • Analytical Thinking: Ability to break down complex business problems, identify root causes, and develop structured solutions
  • Technical Aptitude: Comfort working hands-on with data models, configurations, and reporting tools while understanding underlying data structures
  • Business Acumen: Strong understanding of finance and accounting processes, terminology, and how data supports decision-making
  • Communication: Ability to convey technical concepts to non-technical audiences and translate business needs into technical requirements
  • Stakeholder Management: Skill in building relationships, managing expectations, and engaging effectively with finance leadership and cross-functional teams
  • Attention to Detail: Commitment to data accuracy, documentation quality, and thorough testing
  • Adaptability: Ability to iterate quickly based on feedback and adjust to evolving priorities
  • Ownership & Accountability: Self-directed approach with a strong sense of responsibility for outcomes and deliverables
  • Enablement Mindset: Focus on empowering end users through training, documentation, and self-service capabilities
  • Collaboration: Ability to work effectively with technical and business teams across functions and geographies
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Bookkeeper – Financial Administrative Assistant – General Accounting
✦ New
Salary not disclosed
Riviera Beach 12 hours ago
Bookkeeper – Financial Administrative Assistant – General Accounting Job Description PrideStaff Financial, a recruiting firm specializing in general accounting and financial positions, is seeking a dynamic and industrious Bookkeeper for their clients.

In this important role, you will compute, classify and record numerical data to keep financial records complete.

This will include calculating and processing checks as well as reviewing invoices for accuracy and completeness.

The Bookkeeper will use his skills in general accounting and finance, along with accounting software to record, store and analyze information.

Bookkeeper – Financial Administrative Assistant – General Accounting Job Responsibilities As a Bookkeeper, you will classify, record and summarize numerical and financial data to compile and keep financial records.

There will also be additional administrative assistant duties associated with this position.

Additional responsibilities for the Bookkeeper include: Processing invoices for payments Posting transactions to journals, ledgers and other records Posting payroll data and preparing routine reports Maintaining employee records Bookkeeper – Financial Administrative Assistant – General Accounting Job Requirements As a Bookkeeper, you must have basic mathematical aptitude.

You must also be highly organized and communicative, as others will rely on the accuracy of your information to make key decisions.

We are also seeking someone with a diverse background in software.

Additional requirements for the Bookkeeper include: Minimum 2 years of experience in a similar role Bachelor’s degree, preferred Bookkeeper – Financial Administrative Assistant – General Accounting Join Us.
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Financial Call Center Specialist
✦ New
Salary not disclosed
Rio Rancho 12 hours ago
A-Line Staffing is now hiring a Full-Time, On-Site, Financial Call Center Specialist in Rio Rancho, NM! (THIS POSITION ON SITE! THE HOURS VARY WITH WEEKEND WORK).

About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.

We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.

Being a Great Place to Work is core to how we grow responsibly.

We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.

We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.

Here, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.

You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.

Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.

· Respond to client inquiries and concerns with tailored solutions.

· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.

· Identify client needs for licensed sales functions and refer to Line of Business partners.

· Manage risk in every transaction using available tools.

· Build rapport and create a positive client experience through active listening and addressing questions.

Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.

Ability to engage clients, understand their needs, and communicate solutions clearly.

Team-oriented with flexibility to work weekends and holidays.

Comfort with receiving feedback and adapting to ongoing changes.

Intermediate computer proficiency.

Self-motivated with strong organizational, decision-making, and problem-solving skills.

Desired Qualifications Experience providing card solutions.

Background in banking or financial services.

Call center or telephone sales experience.

Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
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Information Technology Professional
🏢 US Navy
Salary not disclosed
Laredo, Texas 3 days ago
When warfare moves at the speed of technology, we need personnel who can always keep us one step ahead of our enemies. As an Information Professional Officer, you lead your team of Enlisted Information Systems Technicians to ensure the delivery of communications capabilities by operating, maintaining and securing our networks around the globe. Assist with top secret cyberwarfare missions and discover tactical and strategic advantages afloat and ashore. IPO is a big job, but your team will always have your back.

Want to start your journey with the Navy?

Apply Now

Officer None

What to Expect

Information Professional Officer

More Information

Responsibilities

Information Professional Officers (IPOs) oversee the seamless operation of the global Naval network environment. Their responsibilities include:

Leading the Naval network warfare missions in developing tactics and procedures to realize tactical, strategic and business advantages afloat and ashore
Driving interoperability with joint, allied and coalition partners
Building professional excellence through education, training and certification and milestone qualifications
Optimizing organizational effectiveness through cutting-edge technologies, knowledge management techniques and a culture of innovation
Helping to develop and deploy information systems, command and control and space systems
Serving as a key part of the Information Dominance Corps in its mission to gain a deep understanding of the inner workings of adversaries
Overseeing the work of Information Systems Technicians - Enlisted Sailors (no degree required) who serve as specialists in information technology

Work Environment

Information Professionals serve in challenging roles of increasing scope and responsibility both afloat and ashore. This could include:

Serving as part of Battle Group staffs on ships at sea
Working in C4I/Space/Surveillance on shore tours
Serving on major Navy and joint staffs
Serving in command of key communication and surveillance facilities around the globe

Training & Advancement

Those pursuing an Information Professional Officer position are required to attend Officer Candidate School (OCS) in Newport, RI.

Upon completion, candidates typically attend a five-week IP Basic Course of instruction in Pensacola, FL, before or during their initial assignment. IPOs must complete specific qualifications as part of their training during Fleet tours and are expected to pursue advanced education opportunities.

Promotion opportunities are regularly available but competitive and based on performance.

Post-Service Opportunities

Specialized training received and work experience gained in the course of service can lead to valuable credentialing and occupational opportunities in related fields in the civilian sector.

Education Opportunities

Wherever you are in your professional career, the Navy can help ease your financial burdens and advance your career with generous financial assistance and continuing education programs. Beyond professional credentials and certifications, Information Professional Officers can advance their education by:

Pursuing opportunities at institutions such as Naval Postgraduate School (NPS) or Navy War College (NWC)
Completing Joint Professional Military Education (JPME) at one of the various service colleges

Postgraduate education is important to the success of the Information Professional. Most IPs will complete a master's degree in C4I, space, information systems, computer science or modeling and simulation.

There's also potential to pursue a graduate certificate, DoW certifications, federal executive fellowships and information assurance scholarships and internships.

Qualifications & Requirements

A degree from a four-year college or university is a minimum educational requirement to become a Commissioned Officer. Candidates seeking an Information Professional Officer position must have a bachelor's degree from a regionally accredited institution in a technical field, preferably in one of following fields: Information Systems, Electrical Engineering, Computer Engineering, Information Operations, Computer Science, Systems Engineering, General Engineering.

All candidates must also be: U.S. citizens, willing to serve worldwide, eligible for a Top Secret/Sensitive Compartmented Information (SCI) security clearance and qualified for sea duty.

General qualifications may vary depending upon whether you're currently serving, whether you've served before or whether you've never served before.

Part-Time Opportunities

There are part-time opportunities available as an Information Professional Officer.

Serving part-time as a Navy Reserve Sailor, your duties will be carried out during your scheduled drilling and training periods. During monthly drilling, Information Professional Officers in the Navy Reserve typically work at a location close to their homes.

For annual training, Information Professional Officers may serve anywhere in the world, whether on a ship at sea or at bases and installations on shore.

Take a moment to learn more about the general roles and responsibilities of Navy Reserve Sailors.

Most of what you do in the Navy Reserve is considered training. The basic Navy Reserve commitment involves training a minimum of one weekend a month (referred to as drilling) and two weeks a year (referred to as Annual Training) - or the equivalent of that.

Information Professional Officers in the Navy Reserve serve in an Officer role. Before receiving the ongoing professional training that comes with this job, initial training requirements must first be met.

For current or former Navy Officers (NAVET): Prior experience satisfies the initial leadership training requirement - so you will not need to go through Officer Training again.

Officers who previously held a commission in another United States Military Service, National Oceanic and Atmospheric Administration, Public Health Service, or United States Coast Guard are exempt from attending ODS or LDO/CWO Academy.

Compare Navy Careers

See how a career as a Special Operations Careers compares to other Navy jobs.
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Financial Security Advisor for Military Families (COLORADO SPRINGS)
🏢 Usaa
Salary not disclosed

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

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.

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.

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Assistant Vice President, Investment (Technology & Consumer - Americas)
$250 +
San Francisco, CA 3 days ago
Assistant Vice President, Investment (Technology & Consumer - Americas)

Location: San Francisco, CA 94111


Travel: Requires up to 20% domestic & International travel.


Telecommuting: Up to 1 day per week.


DUTIES

  • Identify and assess investment opportunities in companies across several sub‑sectors of U.S. Tech & Consumer across private and public stages.
  • Evaluate, conduct due diligence, and execute investments.
  • Monitor the performance of portfolio companies and help to lead them into public listing or divestment.
  • Lead due diligence, financial modelling, draft of investment papers, co‑ordination of internal approval processes and finalization of legal documentation in transaction processes.
  • Establish and cultivate relationships with companies, corporate partners and other relevant institutions.
  • Develop, and coach junior members of the team.
  • Develop and renew industry/sector knowledge as well as macro and regulatory changes.

REQUIREMENTS

  • Bachelor's degree or equivalent in Business Administration, Finance, Accounting, Economics, Engineering or related field of study.
  • 3 years of experience in any job title/occupation/position involving investing in the areas of private equity, growth, or public markets.
  • Experience specified must include each of the following:
  • 3 years of experience with financial analysis to support investment decision utilizing general accounting and finance principles including Profit & Loss modeling and valuation analysis.
  • 3 years of experience with researching and explaining market events utilizing quantitative and analytical skills.
  • 3 years of experience with MS Office (Excel and PowerPoint).
  • 3 years of experience with research resources including Capital IQ and PitchBook.
  • 2 years of experience in investing in the Technology and Consumer sub‑sectors.
  • Telecommuting permitted up to 1 day per week.
  • Requires up to 20% domestic & International travel.

WORK LOCATION

101 California Street, Suite 3700, San Francisco, CA 94111


SALARY

Salary: $221,400 to $273,000/year


Hours: M-F, 40 hours/week


LEADERSHIP AND BENEFITS

Internal Referrals for this position are eligible for the Employee Referral Program.


NEAREST MARKETS

Nearest Major Market: San Francisco


Nearest Secondary Market: Oakland


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Financial Security Advisor for Military Families (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 3 days ago

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

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

  • Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

  • Documents relevant information as it relates to building a retirement income portfolio.

  • Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

  • Develops and communicates appropriate retirement income strategies based on individual member needs.

  • Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

  • Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

  • Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).

  • Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

  • Integrate risk management tools, products, and strategies to create an effective retirement income plan.

  • Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

  • Required maintenance of FINRA Series 7 license.

  • Required maintenance of FINRA Series 66 (or 63 and 65) license.

  • Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

  • 4 years of financial industry and/or sales experience.

  • Experience delivering frequent written and oral communication.

  • Experience processing and analyzing information.

  • Experience fulfilling requests and meeting deadlines.

  • Experience resolving conflict and negotiating.

  • Experience multi-tasking in an operating systems environment.

  • Experience participating in or leading teams.

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner.

  • 3+ years of direct Annuity Sales Experience

  • Experience working in an Inbound/Outbound Call Center

  • Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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.

Not Specified
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Member Financial Protection Consultant (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 2 days ago

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

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

  • Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in a team environment

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $51,340 - $86,630.

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.

Not Specified
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Financial Security Advisor - Member Services (SAN ANTONIO)
🏢 Usaa
Salary not disclosed
San antonio, TX 2 days ago

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

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 2 years of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 4+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

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.

Not Specified
View & Apply
Financial Security Advisor (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 2 days ago

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

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (Central)
  • An 8 hour shift will fall within these hours
  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs experience working in a call center environment 
  • CLU® - Chartered Life Underwriter or comparable designation
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

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.

Not Specified
View & Apply
Financial Sales Consultant
Salary not disclosed
Westport, CT 2 days ago

Financial Representative

A career with Northwestern Mutual brings mutual success!

You bring your:

-Talent

-Hard work experience


We offer the:

-Training

-Mentorship

-Resources

We help you achieve your definition of success and discover your unlimited potential – in leadership, income, and community impact.


Role:

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice as a representative then advisor, you bring together the right insurance and investment strategies for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents.


Our commitment to our career changers exploring this opportunity is providing the top Financial Advisor training program in the nation as well as mentorship for the first five years of your career from industry experts and top-rated Forbes Advisors.


We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have:

  • Bachelors degree from a Four - Year Institution
  • Prior sales and/or business experience preferred
  • Possess a history of personal and professional success


Why Join Us:

  • BuiltIn New York's Top Places to work 2025
  • Crain's Best Places to work 2024, 2025
  • Award winning AND top producing office on National Scale
  • Top Training program in the nation for FA role


Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance


Compensation:

Performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression:



In Office position full time for first year, flexible schedule afterwards

Not Specified
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Workday Financials-- PANDC5750980
✦ New
Salary not disclosed
Rockville, MD 1 day ago

Role: Workday Financials

Location: Rockville, MD (hybrid)

Duration: 12 months


Note: Prefer hybrid but would consider min 2 days/month onsite at client location.


Skills required:

  • Knowledge of Workday Financials, Revenue Management, Cash Management, Accounts Receivable, Billing, Customer account, Banking among others.
  • Hands on experience with Workday report creation. (Simple, Advanced and matrix. And also calculated fields). Should be experienced in developing Custom Reports, Advanced Reports and Calculated fields using different business objects.
  • Good understanding of Workday Customer Contracts, Invoices, Billing schedules, Revenue Recognition Schedules and Financial Management.
  • Expertise in all phases of Workday lifecycle starting from Requirement gathering, Analysis, Configuration and testing. This includes Business Analysis, Business Process Flows. Should be able create end to end business processes including approval workflow.
  • Experience with Workday bi-annual feature releases. Should be able to review release notes. Identify new functionality to leverage. Regression test existing functionality. And ensure there are no SLA impacts.
  • Good Working Knowledge of JIRA and J Queries.
  • Should be able to review Workday roadmap items to determine what is beneficial. Should be able to advise on best practices.
  • Knowledge with Kainos test automation.
  • Prior experience in communicating with Workday consultants to resolve issues.
  • Experience with JAMS Jobs Scheduler.
  • Expertise in with Workday Security and assigning User based Security Groups. Prior experience with debugging any issues with access. Should be familiar with Role Based Security and User Based Security.
  • Analyze and fix production support issues.
  • Perform and Document Root Cause Analysis for the production issues.
  • Experience with Vertex is a plus.
  • Excellent communication skills.
  • Excellent stakeholders management skills.
  • Ability to work in a fast pace environment.
  • Prepare and present status report.
  • Provide guidance to junior team members.
  • Independent worker and fast learner.
  • Motivated and Self Driven.
  • Good Team Player.
  • 8-10 years experience.
Not Specified
View & Apply
Financial Risk Analyst – Life Insurance Team (SAN ANTONIO)
🏢 Usaa
Salary not disclosed
San antonio, TX 3 days ago

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 seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

  • May make recommendations for model adjustments and improvements, when appropriate.

  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

  •  Do you have one of the following:

  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

  • US military experience through military service or a military spouse/domestic partner

  • FSA (Fellow of the Society of Actuaries) designation

  • Experience using Moody’s AXIS software

  • 2 or more years of experience with asset liability management or cash flow testing

  • Prior Actuarial experience with Life Insurance and Annuity Products

  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

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, 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.

Not Specified
View & Apply
Actuarial Analyst – Financial Projections (PLANO)
🏢 Usaa
Salary not disclosed
Plano, TX 2 days ago

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 seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

  • May make recommendations for model adjustments and improvements, when appropriate.

  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

  •  Do you have one of the following:

  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

  • US military experience through military service or a military spouse/domestic partner

  • FSA (Fellow of the Society of Actuaries) designation

  • Experience using Moody’s AXIS software

  • 2 or more years of experience with asset liability management or cash flow testing

  • Prior Actuarial experience with Life Insurance and Annuity Products

  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

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, 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.

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Chief Financial Officer (Chief School Business Official), Decatur, IL
✦ New
$250 +
Decatur, IL 1 day ago
Chief Financial Officer (Chief School Business Official)

Decatur Public Schools, located in Decatur, Illinois, seeks an individual to administer the business and operations of the district in such a way as to provide the best possible educational services with financial resources available. This includes but is not limited to all matters involving financial planning, budgeting, grants, and expenditures. The salary will be in the range of $156,376.00 to $194,213.00 plus includes an excellent comprehensive benefits package. The final salary for the successful candidate will be negotiated and determined based upon proven experience, qualifications and meeting District criteria.


Interested candidates may apply online at : 319/393-3115 E-mail:


Application Deadline: April 30, 2026

Please do not contact the Superintendent, School, Board or District directly.


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Senior Oracle Cloud Financials Architect for ERP Impact
✦ New
🏢 IBM Computing
$250 +
San Francisco, CA 1 day ago
A leading consulting firm is seeking a Senior Oracle Cloud Financials Solution Architect to join their team.

In this pivotal role, you will lead client engagements, design and implement Oracle ERP solutions, and ensure successful adoption of technology.

The ideal candidate will have over 10 years of ERP experience, having successfully led full lifecycle Oracle projects.

A Bachelor’s degree is required, along with strong communication skills and the ability to work in a fast-paced environment.

This is a full-time position based in the United States.
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Financial Analysis Manager I
✦ New
$250 +
Town of Chester, NY 2 hours ago

At Ecolab, you can help take on some of the world’s most meaningful challenges, delivering critical insights and innovative solutions to help our customers achieve clean water, safe food, abundant energy and healthy environments. With our worldwide reach and ambitious growth plans, you will have the opportunity to own your future and impact what matters. Are you ready to make an impact?


Ecolab is seeking a FP&A Manager to be responsible for the financial planning and analysis activities for the North America region. The primary role of the FP&A manager is to serve as a point contact for the Division Finance team and provide financial performance outlook and business insights to divisional leadership. This position requires partnership across multiple stakeholders within the organization and will have significant exposure and growth opportunities. As FP&A manager, work closely with the NA divisional finance teams to drive results.


What’s in it For You:

  • You will join a growth company offering a competitive salary and benefits.
  • The ability to make an impact and shape your career with a company that is passionate about growth.
  • The support of an organization that believes it is vital to include and engage diverse people, perspectives and ideas to achieve our best.
  • Feel proud each day to work for a company that provides clean water, safe food, abundant energy and healthy environments.

What You Will Do:

  • Support the team of sales or gross margin or SG&A analysts to ensure that all deliverables are completed and divisional analytics packs are prepared and have the right analytics that support the underlying movements.
  • Own the delivery of services as described in the service-level agreement with the divisions.
  • Drive Divisional FP&A transformation goals to optimize, simplify, and automate P&A tasks.
  • Partner with division finance teams to understand external and internal business dynamics and their impact on results.
  • Lead the development of the annual plan by working across multiple key stakeholders.
  • Coordinate close and forecast activities, including communicating guidance, facilitating system loads, analyzing results, and preparing content for business reviews with senior leadership.
  • Develop sustainable content for use in monthly business reviews (MBRs) and provide ad-hoc financial analytics and deep dives to facilitate decision making.
  • Partners with broader finance and business stakeholders drive critical reporting needs and capabilities.

Qualifications:

  • Bachelor’s degree in finance, Accounting, or Economics
  • CA or other professional preferred
  • Minimum 12 years of Finance experience
  • Relevant FP&A work experience ideally in an FMCG environment
  • Proficiency in BI tools such as Tableau, Power BI, or similar platforms.
  • Knowledge of financial and commercial reporting basics
  • Excellent analytical, problem‑solving, and decision‑making skills.
  • Exceptional communication and interpersonal skills with the ability to interact effectively with stakeholders at all levels.
  • Ability to work independently and as part of a team in a fast‑paced environment.

A trusted partner for millions of customers, Ecolab is a global sustainability leader offering water, hygiene and infection prevention solutions and services that protect people and the resources vital to life. Building on a century of innovation, Ecolab has annual sales of $15 billion, employs more than 47,000 associates and operates in more than 170 countries around the world. The company delivers comprehensive science‑based solutions, data‑driven insights and world‑class service to advance food safety, maintain clean and safe environments, and optimize water and energy use. Ecolab’s innovative solutions improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets. J-18808-Ljbffr

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