Experior Financial Group Jobs in Usa

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

*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.

Position Summary:

Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.

Responsibilities include but not limited to:

Product & Stakeholder Collaboration

• Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
• Own and manage incoming projects, ensuring alignment with business goals and timelines.

System Enhancement & Support

• Lead enhancements and troubleshoot issues across the SAP ecosystem.
• Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.

Quality & Documentation

• Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
• Assist with audit and security activities to maintain data integrity and compliance.

Technology Leadership & Learning

• Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
• Build expertise in SAP technologies including:
• Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
• Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
• Scheduling & Reporting: Control-M, SAP Fiori Tiles

Continuous Improvement

• Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.

Qualifications:

• Previous experience working with financial systems such as SAP.
• Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
• Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
• Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
• Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
• Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.
  

Preferred Qualifications:

• 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
• Hands-on experience with SAP modules such as ABAP and FPSL.
• Bachelor's degree in Computer Science, Finance, Business, or a related field.
• Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
• Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
• Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.
  

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes)you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

Job Title: District Manager

Location: Travel Required

Reports To: Director of Operations

Department of Labor Classification: Salary Exempt

Work Week: 50 to 55-hour work week with varied scheduled to support business needs.

Travel Requirements: Willing to travel approximately 25% or more when

Our Culture is much more than a page on a website or an inspirational poster on a wall. To us, our culture is who we truly are and what we love to do. We use it to make every decision in our company. We encourage our team to live by it and hold each other accountable to it. We base hiring, promotions, team member reviews, performance and communication off of it.

Our Culture consists of the 4 Core Values mentioned and we use them every day. Walk into any of our cafes and you will see them prominently displayed. We believe our culture is one trait that sets DYNE Hospitality Group apart from the rest.

• 
  
• Invest In People
  
• Understand Why
  
• Make Smart Decisions
  
• Make It Happen
  

DYNE Hospitality Group offers competitive wages, benefits, and long-term career growth.

Job Summary:

The focus of this position is to provides operational support for General Managers for up to 8 – 10 cafes.

Duties/Responsibilities:

• 
  
• Recruit, train, and develop General Managers.
  
• Ensure that the cafes adhere to company policies, procedures, safety & cleanliness standards.
  
• KPI: Managing and meeting café targets.
  
• Manage and monitor the cafe's P&L reports.
  
• Address operational and people issues in a timely manner.
  
• Ensure guest satisfaction goals are being met.
  

FINANCIAL RESULTS:

• 
  
• Monitor Daily & Weekly KPI metrics.
  
• Monthly P&L review
  
• Develop strategies for sales growth.
  

DYNE CULTURE / LEADERSHIP:

• 
  
• Models and lives out the DYNE mission and Pillars of Culture.
  
• Responsible for people development and succession planning.
  
• Commitment to personal development & strive to continuously improve your leadership skills.
  

Required Skills/Abilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• 
  
• Excellent verbal and written communication skills
  
• Excellent management and supervisory skills.
  
• Excellent written and verbal communication skills.
  
• Excellent organizational and time management skills.
  
• Proficient in Microsoft Office Suite or similar software.
  

Education and Experience:

• 
  
• Bachelors degree preferred or equivalent experience.
  
• 2-5 years or more of related experience is required.
  

PI0da11b18d547-3631

Are you a leader who has the following traits?

• Competitive
• Business-minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you

You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and-benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations6

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide clients

• 5.1 million LIVES PROTECTED.
• Includes all owners of individual life insurance and annuity policies.
• $983 million LIFETIME ANNUITY INCOME PAID.
• Includes all payouts on individual income annuity products.
• $6 billion IN LIVING BENEFITS AWARDED.
• Includes life and annuity cash value accumulation and qualifying policy dividends paid.
• Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
• Includes term, whole, and universal life.

$120,555

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  
• Develop and deliver risk management strategies for each customer based on their risk profile
  

What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.

You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. 

• High school diploma required; bachelor’s degree preferred
  
• Some experience with accounting or sales lead software is beneficial
  
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  
• Some computer skills with ability to use Microsoft Office is required
  

• Experience in financial services or insurance industry is preferred, but not required.
• Ability to build and maintain strong client relationships through effective communication and trust-building.
• Proven track record of meeting or exceeding sales targets and quotas.
• Strong analytical skills to assess client needs and develop tailored financial solutions.
• Ability to stay informed about industry trends and regulatory requirements.
• Excellent organizational skills to manage multiple client accounts and documentation efficiently.
• Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Compensation details: 12 Yearly Salary

PId0114d66

Description

This position may sit in:

Reed City, MI

Murfreesboro, TN

Londonderry, NH

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

As a Finance Analyst, the role will carry out responsibilities such as but not limited to supporting the reliability of financial information and operational key performance indicators to make appropriate decisions.

Additionally, this position will collaborate with the operation management control team to ensure efficient processes, accurate financial reporting, and adherence to industry standards.

The role involves an intensive training program designed to propel you to the next stage of your career. For 12 months, you'll benefit from a customized on-boarding and coaching process, including:

• Virtual training to open your knowledge on various topics
• In class training with experienced internal trainers from LACTALIS USA to anchor knowledge and get familiar with the LACTALIS financial tools.
• On-the-job training supported by your manager to develop your industrial culture and finance practices.

This accelerator framework is designed to promote you to an upper position within 2 years across the US. To support your US mobility, LACTALIS Group provides you with a mobility package.

From your STORY to ours

1. Financial Analysis

• Assist in financial analysis and reporting, including budgeting, forecasting, and variance analysis.
• Collaborate with cross-functional teams to gather financial data and ensure accuracy.
• Participate in capital investment requests.
• Respond to ad hoc requests from managers.
• Prepare costing and evaluate the new projects related to operations.

2. Process Improvement

• Identify areas for process improvement within operational management control.
• Work with team members to implement streamlined and efficient processes.

3. Data Management

• Maintain and update financial databases, and systems.
• Ensure the integrity and accuracy of financial data.

4. Documentation and Reporting

• Prepare regular reports on key performance indicators (KPIs) for operational control.
• Assist in the documentation of financial policies and procedures.

5. Communication and Collaboration

• Communicate financial information effectively to team members and stakeholders.
• Collaborate with various departments to gather operational data for financial analysis.
• Participate in actions plans and follow ups on activity improvement.

6. Audit Support

• Provide support during internal and external audits.
• Ensure compliance with regulatory requirements and company policies.

Requirements

From your EXPERTISE to ours

Education

• Bachelor's degree in finance, accounting, food science, engineering

Experience

• 1-2 years of experience in financial analysis or operational management control.

At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

Job Summary

The Senior Manager of Financial Planning & Analysis for Ancillary Services will drive financial excellence by providing oversight of budgeting and financial management as well as ownership of the P&L.

Essential Job Functions

• Prepare, maintain, and analyze P&L statements and budgets to identify variances, cost trends, and growth opportunities.

• Execute financial planning and analysis activities to support profitability improvement and operational efficiency initiatives.

• Develop, update, and maintain financial proformas and annual budgets.

• Track and report on gross margin performance, identifying drivers of variance and recommending practical improvements.

• Work closely with internal departments and practice leaders to gather financial data, validate assumptions, and support performance improvement initiatives.

• Provide detailed financial analysis to support decision-making.

• Assist in implementing programs and initiatives designed to drive cost-effective and high-quality operations.

• Support the documentation and consistent application of financial policies, procedures, and internal controls.

• Prepare accurate and timely month-end, annual, and ad-hoc financial reports.

• Complete special projects and additional responsibilities as assigned.

*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.

Education, Experience, Skills, and Requirements

• Bachelor’s degree in finance or accounting required; CPA/MBA preferred.

• At least 3-5 years of accounting/finance experience in the healthcare industry.

• Proficient in MS Office applications and accounting software.

• Knowledge of financial systems, financial principles and control mechanisms, guiding financial excellence.

• Proactive mindset with an innate ability to anticipate emerging business challenges.

• Exceptional communication skills, both written and verbal, combined with outstanding interpersonal and customer service abilities

• Some travel as needed.

• Knowledge of HIPAA Security preferred.

Core Competencies

Accountability:

• Demonstrate an understanding of the link between one's own job responsibilities and overall organizational goals and needs.

Analytical Thinking:

• Demonstrate the ability to deconstruct information into smaller categories in order to draw conclusions.

Decision Making:

• Manage to make the right decision in complex situations.

Management and Leadership:

• Demonstrate the ability to influence and guide members of an organization.

Result Oriented:

• Demonstrate knowledge in setting and achieving challenging goals.

The Organization

Contra Costa Health (CCH) is an integrated public health system within Contra Costa County government responsible for the health and well-being of more than 1.1 million residents. As the County’s largest department, CCH employs approximately 5,500 staff and operates with an annual budget of approximately $4 billion.

CCH delivers care and services across a broad and highly integrated continuum spanning acute care, ambulatory services, managed care, behavioral health, public health, and community-based programs. Core components of the system include:

• Contra Costa Regional Medical Center (CCRMC), a 167-bed acute care hospital serving as the County’s primary safety-net hospital
• Nine community-based health centers and clinics, collectively providing more than 550,000 ambulatory visits annually
• Detention Health Services, providing 24/7 medical, mental health, and substance use services within County correctional facilities, ensuring continuity of care, medication management, crisis intervention, and coordinated discharge planning to support safe transition back to the community.
• Contra Costa Health Plan (CCHP), serving approximately 270,000 members across Medi-Cal, Medicare, and commercial lines of business and operating as the Single Plan Model for Medi-Cal managed care in the County
• Behavioral Health Services, delivering comprehensive mental health and substance use services
• Community Health and Safety divisions, including Public Health, Environmental Health, Emergency Medical Services, Hazardous Materials, Health, Housing & Homeless Services, and Community Response

The Position

Chief Financial Officer

Reporting to the Chief Executive Officer of Contra Costa Health, the Chief Financial Officer serves as the senior financial leader and strategic advisor for the department. The CFO is responsible for planning, organizing, and directing all financial strategy and operations, including budgeting, financial reporting, revenue cycle oversight, capital planning, and regulatory compliance.

The CFO leads the Finance Division of approximately 160 staff and provides fiscal leadership for an integrated public health system with an annual operating budget of approximately $4 billion.

Direct Reports:

• Three Deputy Chief Financial Officers (Hospital/Health Centers; Health Plan; Controller/General Programs)
• Assistant Director – Contracts/Procurement
• Assistant Director – Revenue Cycle (Position Under Development)
• Director of Patient Financial Services
• Director of Financial Counseling

Key Stakeholder Relationships:

The CFO works closely with the County Administrator’s Office, Auditor-Controller, Treasurer, Information Technology, Human Resources, Labor Relations, and the Board of Supervisors.

Experience/Qualifications

Education

• Possession of a master’s degree from an accredited college or university with a major in Business, Finance, Accounting, Public Administration, or a closely related field.

Experience

• Ten (10) years of full-time financial management experience in a healthcare environment, including at least five (5) years in an executive-level role within a large, diverse program or public agency providing healthcare to the public.
• Demonstrated experience in complex healthcare systems; experience spanning both delivery systems and managed care environments is strongly preferred.
• Knowledge of public reimbursement structures and fiscal strategy across funding streams, including Medi-Cal, Medicare, and supplemental funding programs.
• Experience operating in unionized environments and supporting labor negotiations through financial modeling and analysis.
• Strong financial planning, forecasting, and analytical expertise, including budget development, revenue cycle oversight, capital planning, and enterprise financial reporting.
• Experience leading enterprise financial systems modernization initiatives, including ERP optimization, cost accounting implementation, and large-scale operational system projects.
• Demonstrated project management capability involving complex, cross-functional initiatives.

Certifications (Must hold at least one within one (1) year of appointment)

• Certified Public Accountant (CPA) issued by the State of California
• Certified Health Financial Professional (CHFP) issued by the Healthcare Financial Management Association
• Certified Government Financial Manager (CGFM) issued by the Association of Government Accountants
• Certified Public Finance Officer (CPFO) issued by the Government Finance Officers Association

Licensure

• Valid California driver’s license (or ability to obtain).

Substitution for Education:

The qualifying Master’s degree may be substituted with both:

1. Possession of a Bachelor’s degree from an accredited college or university in Public Health, Business or Public Administration, Social or Behavioral Sciences, Health Sciences, Social Work, Finance, Accounting, Architecture, Engineering, Construction/Project Management, Urban Planning, or Facilities Management; and
2. A minimum of three (3) additional years of relevant work experience, including at least two (2) years in an executive-level role within a large, diverse program or public agency providing health or human services to the public.

Compensation

For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $434,126-$527,682 dependent upon experience, deferred compensation, a full suite of benefits, and up to $10k may be approved for relocation assistance on a case-by-case basis.

Senior Financial Analyst

This role will play a key part in supporting financial planning, analysis, and strategic decision-making across the organization. The ideal candidate will bring strong analytical skills, intellectual curiosity, and the ability to translate financial data into meaningful insights that help drive business performance.

This position offers an excellent opportunity for a finance professional who enjoys partnering with leaders across the business and wants to contribute to a collaborative, growth-oriented environment.

Key Responsibilities

• Support the annual budgeting process, financial forecasting, and long-term planning initiatives
• Develop and maintain financial models and business performance analyses
• Prepare and analyze monthly and quarterly financial reports, identifying key trends and variances
• Partner with cross-functional leaders to provide financial insights and strategic recommendations
• Develop and track key performance indicators (KPIs) to support business objectives
• Present financial analyses and findings to leadership in a clear and actionable manner
• Identify opportunities to improve financial reporting, forecasting accuracy, and operational efficiency
• Participate in special projects and strategic initiatives that support company growth

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years of experience in financial analysis, FP&A, corporate finance, or a related role
• Strong financial modeling and analytical skills
• Advanced proficiency in Microsoft Excel
• Experience with financial reporting tools or business intelligence platforms is preferred
• Strong communication skills with the ability to explain financial concepts to non-financial stakeholders
• Ability to work both independently and collaboratively in a team-oriented environment

Why Join the Team

This organization is known for its strong culture, collaborative leadership team, and commitment to employee development. Team members benefit from:

• A supportive and inclusive work environment
• Leadership that values ideas, collaboration, and continuous improvement
• Emphasis on work-life balance and flexibility
• Opportunities for professional development and career advancement
• Exposure to strategic initiatives and senior leadership

Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.

The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.

Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.

Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.

Investment Real Estate Expertise

• Supporting the valuation process, creating spreadsheets and preparing financial analysis
• Conducting research on comps and similar data
• Creating pitch presentations for new listings
• Scheduling inspections and managing due diligence
• Drafting letters of intent / purchase and sales agreements
• Drafting correspondence
• Overseeing transactions through to closing including reviewing written agreements
• Showing properties

Sales

• Making introduction calls (Cold Calls and Warm Calls) to potential new clients
• Supporting the Senior Vice President with his pipeline of potential new clients
• Managing marketing processes to support the sales process

Project Management

• Managing deal-flow in Salesforce
• Ensuring that deadlines are met
• Tracking and monitoring negotiations
• Seeing tasks through to completion

Core daily functions will include:

• Project Management
• Sales
• Operations Support

Required Skills and Experience

~ 4 Year Bachelor’s Degree

~ Mastery of Microsoft Office, especially Outlook, Word, and Excel

~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.

Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.

About the Job

Redwood Electric Group is seeking a proactive and detail-oriented Administrative Assistant to support our on-site Project Management and Field teams. This role is essential to keeping project operations running smoothly and efficiently, requiring strong organizational skills, financial awareness, and the ability to communicate effectively across teams.

About Us

Redwood Electric Group provides electrical construction and design services across the Greater Bay Area and Northern Nevada, with offices in Santa Clara, San Leandro, Vacaville, Sacramento, and Reno. Our success is rooted in our commitment to customer satisfaction, innovation, and a team dedicated to exceeding expectations.

Duties/Responsibilities

• Provide administrative support to ensure efficient office operations, including answering phone calls, scheduling meetings, and supporting visitors.
• Perform general administrative tasks such as filing, typing, copying, scanning, and making travel arrangements for senior staff.
• Assist with the preparation and submission of project proposals and bids.
• Facilitate the project process from setup to closeout by organizing initial documentation, coordinating necessary approvals, tracking project milestones, maintaining project documentation, managing transmittals and submittals, creating O&M manuals, drafting warranty letters, and preparing closeout documents.
• Manage insurance certificates and bonds, including bid, payment, and performance bonds.
• Handle contracts and change orders, ensure approvals, and provide copies to accounting.
• Oversee the Potential Change Order (PCO) process within ProjectSight, ensuring accurate reconciliation of the PCO log with the accounting software.
• Support special projects and organize occasional job-site or office meetings, lunches, and breakfasts.
• Copy, scan, and order drawings for projects as requested.

Required Skills/Abilities

• Proficiency in computer software, including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and Bluebeam.
• Strong organizational and priority management skills.
• Excellent interpersonal, verbal, and written communication skills.
• Strong administrative writing and reporting skills.
• Competence in managing processes and analyzing information.
• Ability to solve problems efficiently and effectively.
• High level of professionalism and integrity.

Education and Experience

• High school diploma or GED required.
• Minimum of 3 years of administrative assistant experience, preferably in the construction industry.

Working Conditions

• This position is based in our Redwood City office and is not eligible for remote work.
• Work may be performed in an office or on active job sites, depending on role and project needs.
• Office work includes sitting, typing, and using a computer for extended periods.
• Noise levels range from quiet (office) to high (job sites).
• May require occasional travel to project locations or meetings.
• REG will provide reasonable accommodations as required by the ADA and applicable state law.

Disclaimer

The duties and responsibilities listed above are representative of the work typically performed in this role, but are not intended to be a comprehensive list. Actual responsibilities may vary depending on department needs, project scope, or business requirements. Employees may be assigned additional tasks as needed to support company goals and operations.

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.

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.

Akkodis is seeking Advanced Specialist Business Transformation (Financial Strategist) in Auburn Hills, MI 48326

Job Title: Advanced Specialist Business Transformation (Financial Strategist)

Location: Auburn Hills, MI 48326

Salary:$67k - 95k (The pay range may be negotiable based on experience, education, geographic location, and other factors)

Duration: Direct Hire

Job Description:

Strategic Analysis & Planning

• Conduct comprehensive business analysis to identify transformation opportunities and areas for operational improvement
• Perform detailed financial analysis including cost-benefit analysis, ROI modeling, and financial impact assessments for transformation initiatives
• Analyze market trends, competitive landscape, and industry benchmarks to inform strategic decision-making
• Support the development and execution of transformation roadmaps and strategic plans

Executive Communication & Reporting

• Prepare and present high-quality executive presentation materials for C-suite and board-level audiences
• Develop compelling business cases and recommendations supported by data-driven insights
• Facilitate executive meetings and workshops to drive alignment on transformation priorities

Project Support & Implementation

• Collaborate with cross-functional teams to design and implement transformation initiatives
• Lead coordination and financial reporting of transformation projects, serving as a key business partner to project sponsors and DRIs (Directly Responsible Individuals)
• Support change management activities and stakeholder engagement throughout transformation projects
• Monitor and evaluate the effectiveness of implemented changes, recommending adjustments as needed
• Work across functions, reporting the right level of information in a timely manner and delivering the right uplift strategy analysis to stakeholders

What is required:

• 4+ years of experience in business analysis, corporate strategy, strategic finance, FP&A, or 2+ years of experience in transformation consulting or private equity
• Bachelor’s degree in business, finance, economics, or related field (advanced degree a plus – MBA or equivalent)
• Strong business acumen and proven project management skills are required
• Proficiency in PowerPoint and Excel
• Ability to create and deliver executive-level presentations
• 4 days per week in office located in Auburn Hills, MI
• Experience working for or with manufacturing companies strongly preferred, automotive industry experience a plus
• Spanish proficiency a plus

Equal Opportunity Employer/Veterans/Disabled

Benefits offerings include but are not limited to:

· 401(k) with match

· Medical insurance

· Dental Insurance

· Vision assistance

· Paid Time Off

To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

· The California Fair Chance Act

· Los Angeles City Fair Chance Ordinance

· Los Angeles County Fair Chance Ordinance for Employers

· San Francisco Fair Chance Ordinance

Puneet Rajput

Resource Development Manager

T

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Akkodis is a commercial brand under which both AKKA & Modis entities operate.

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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.

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.

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.
  

• 
  
• 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.