Corebridge Financial Jobs in Usa

6,169 positions found — Page 3

Military Community Financial Consultant (TAMPA)
✦ New
🏢 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

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: Tampa, FL. 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: $69,920.00 - $125,850.00.

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
Military Community Financial Advisor (PHOENIX)
✦ New
🏢 Usaa
Salary not disclosed
Phoenix, Arizona 1 day 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 an Intermediate 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. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Phoenix, AZ. 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 plan. 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 retirement advice and strategies and understand the steps in creating an effective retirement income plan.
  • 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 intermediate 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.
  • May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
  • 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.
  • 1 year 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
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years of direct Annuity Sales Experience
  • Experience Working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $67,520.00 - $121,530.00.

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
Member Financial Security Advisor - Insurance Focus (TAMPA)
✦ New
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 1 day 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 will be based on the Tampa, FL (Crosstown) 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 - $81,580.00.

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
Retirement Financial Consultant (TAMPA)
✦ New
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 1 day 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 an Intermediate 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. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. 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 plan. 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 retirement advice and strategies and understand the steps in creating an effective retirement income plan.
  • 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 intermediate 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.
  • May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.
  • Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
  • 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.
  • 1 year 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
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years of direct Annuity Sales Experience
  • Experience Working in an Inbound/Outbound Call Center
  • Retirement Income Certified Professional Designation (RICP)
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $63,590.00 - $114,450.00.

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
Financial Advisor Wealth Management
Salary not disclosed
Houston, Texas 4 days ago

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

Not Specified
Product Manager - Financial Services/Private Markets
✦ New
Salary not disclosed

Product Manager – Financial Services / Private Markets

We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.

The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.

Your Impact:

  • Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
  • Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
  • Lead product discovery and definition across:
  • Investment Operations workflows
  • Fund accounting and transaction lifecycles
  • Market and Security Reference Data
  • Data ingestion, enrichment, and distribution
  • Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
  • Ensure accurate data management and data mapping across multiple upstream and downstream systems.
  • Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
  • Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
  • Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
  • Support regulatory, audit, and reporting needs through strong data governance and product controls.
  • Measure product success through KPIs, user feedback, and operational efficiency improvements.

Your Skills & Experience:

  • 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
  • Strong hands-on experience in Investment Management and Investment Operations.
  • Deep knowledge of Private Markets, including: Private Equity, Private Credit
  • Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
  • Experience working with Market and Security Reference Data.
  • Proven background in data management, including data mapping between multiple systems.
  • Strong SQL skills for data analysis, validation, and troubleshooting.
  • Experience working in agile delivery environments with technology and data engineering teams.
  • Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.

Preferred Qualifications

  • Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
  • Familiarity with data governance, data quality frameworks, and control processes.
  • Experience supporting large-scale system integrations or platform modernization initiatives.
  • Background working in asset management firms, asset servicers, or financial technology organizations.
Not Specified
Licensed Financial Consultant
✦ New
Salary not disclosed
Phoenix, Arizona 1 day ago

Financial Compliance and Reporting Consultant

Pay: $48.11 per hour (Weekly Pay)

Location: Phoenix, Arizona 85007 (Hybrid)

Schedule Details: Monday - Friday | 8 AM - 5 PM

  • 3 Days in Office, 2 Days at Home

Job Summary

Working in a consultative capacity under direction from the DES Deputy Accounting Administrator, this position provides high-level financial and governmental accounting expertise to the Department and programmatic management, the General Accounting Office (GAO), and the Auditor General's Office (AGO).

The primary focus of this consultant-type role is to review multiple bank accounts, advise on

proper reconciliation procedures and oversight, and establish robust checks and balances for Annual Comprehensive Financial Report (ACFR) reporting.

The role requires deep knowledge of Governmental Accounting Standards Board (GASB) pronouncements, State of Arizona Accounting Manual (SAAM) policies, risk mitigation, and continuous process

improvement.

Responsibilities

  • Consultation & Bank Reconciliation Oversight Evaluates and reviews multiple bank accounts to ensure accuracy and procedural compliance.
  • Advises management on designing and implementing proper reconciliation procedures, establishing oversight mechanisms, and mitigating financial risks.
  • ACFR Checks & Balances Establishes and monitors critical checks and balances for the compilation of the ACFR.
  • Works closely with program partners to ensure financial schedules are completed timely and in strict alignment with the ACFR, Schedule of Expenditure of Federal Award (SEFA), and Single Audit guidelines.
  • GASB & Governmental Accounting Expertise
  • Serves as a Subject Matter Expert (SME) to research, interpret, and implement new GASB pronouncements to ensure the organization remains in full compliance.
  • Ensures all complex financial statements and reports are in strict accordance with both Generally
  • Accepted Accounting Principles (GAAP) and GASB standards.
  • Internal Controls & Process Improvement
  • Provides comprehensive financial and accounting expertise to DES management and external partners.
  • Participates in the establishment of guidelines and policies, specifically advising on internal accounting controls, reconciliation oversight, and ACFR reporting procedures.

Required Knowledge

  • Generally Accepted Accounting Principles (GAAP) and Governmental
  • Accounting Standards Board (GASB) standards.
  • Extensive knowledge of Federal, State, and local laws regarding the ACFR,SEFA, and the Single Audit.
  • Best practices in accounting trends, bank reconciliation oversight, and internal controls.

Required Skills / Abilities

  • Advanced techniques are required to evaluate and maintain accounting records through automated systems.
  • Internal consulting, identifying problems, and recommending solutions in a clear, concise, and proactive manner.
  • Developing and recommending revisions to governing policies and procedures.
  • Work independently as an internal consultant and make mature business decisions.
  • Demonstrate excellence in managing ACFR deliverables, establishing checks and balances, and evaluating financial reports.
  • Establish and maintain effective working relationships with managers and all stakeholders in an advisory capacity.

Required Education, Licensure, Certification

  • A Bachelor's Degree in accounting, finance, or a closely related field.
  • A minimum of five years of accounting experience.

Preferred Education, Licensure, Certification

  • Strongly Preferred: Active Certified Public Accountant (CPA) license.
  • Expert-level knowledge and hands-on application of GASB standards, fund accounting, and governmental financial reporting.
  • Demonstrable experience with the preparation and review of an ACFR.
  • A minimum of 5 years of progressive accounting experience, with at least 3 years spent directly within a government agency, municipality, school district, or public accounting firm specializing in governmental audits
Not Specified
Financial Planning Analyst
✦ New
Salary not disclosed
Denver, Colorado 1 day ago

Job Summary:

Our client is seeking a Financial Planning Analyst to join their team! This position is located in Denver, Colorado.

Duties:

  • Analyze and reconcile complex financial accounts, ensuring accuracy and identifying key trends
  • Prepare comprehensive variance reports with clear, concise annotations, highlighting performance drivers and areas for improvement
  • Collaborate closely with operating teams to translate strategic plans into robust financial forecasts and budgets that guide business growth
  • Conduct thorough research to evaluate the accounting implications of various approaches, providing valuable insights for informed decision-making
  • Confidently present your financial analysis to management, translating complex data into actionable insights that drive business strategy

Desired Skills/Experience:

  • 2+ years of hands-on experience in a related financial analysis role
  • Thorough understanding of accounting and finance principles, coupled with in-depth knowledge of financial statements
  • Excellent verbal and written communication skills, enabling you to clearly articulate financial concepts to diverse audiences
  • Proficiency in Microsoft Excel, Word, and PowerPoint is essential
  • Working knowledge of popular financial management applications, specifically Essbase, is a plus

Benefits:

  • Medical, Dental, & Vision Insurance Plans
  • Employee-Owned Profit Sharing (ESOP)
  • 401K offered

The approximate pay range for this position starting at $48,000-$70,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

Not Specified
Financial Analyst II
Salary not disclosed
Akron 4 days ago
Financial Analyst Akron, OH
- Onsite 24 Months Pay: $38.57 per hour Position Summary: This role supports client’s Vegetation and Program Management teams by developing and maintaining financial and operational reports, dashboards, and analytics.

The position ensures accurate budget tracking, performance monitoring, and executive reporting to support reliability, compliance, and strategic decision-making.

Key Responsibilities • Develop and maintain financial and program performance reports and dashboards.

• Track budgets, forecasts, and expenditures for vegetation and infrastructure programs.

• Perform variance and trend analysis.

• Extract, validate, and reconcile data from enterprise systems.

• Utilize SAP, Power BI, Databricks, SQL, and Python to support reporting and analytics.

• Support management, regulatory, and audit reporting.

• Automate and improve reporting processes.

• Provide ad hoc analysis for leadership and business partners.

Required Qualifications • Bachelor’s degree in finance, Business Analytics, Information Systems, or related field.

• 3+ years of experience in financial analysis or reporting.

• Advanced Excel skills.

• Experience using SAP, Power BI, Databricks, SQL, and Python.

• Strong analytical, organizational, and communication skills Preferred Qualifications • Utility or regulated industry experience.

• Experience supporting large operational or capital programs.

Work Environment • Full-time, in-office position.

• Fast-paced, deadline-driven environment with high visibility.

• Work cross-functionally across departments to drive success • Shared responsibility for outcomes.
Not Specified
Financial Analysis Manager I
$250 +
Town of Chester, NY 2 days 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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