Nova Financial Partners Llc Jobs in Usa

16,370 positions found

Financial Controller
Salary not disclosed
Job Description

Job Description

RELOCATE TO BEAUTIFUL KLAMATH FALLS, OREGON
Find meaningful work, inspiring colleagues, career growth, great compensation, and excellent benefits as a Financial Controller for Stewart Restaurant Group, LLC. The Financial Controller will be supporting the CFO by planning and directing accounting operational functions, handling the accumulation and consolidation of financial data for internal and external financial statements, and evaluating accounting and internal control systems. Previous management and accounting experience is required. This is a full time except position than cannot be performed remotely.
Job Duties:

* Preparation of financial reports and analysis
* Cash flow management
* Account reconciliations
* Ensuring compliance with statutory law and financial regulations
* Ensure that all financial transactions are properly recorded, filed and reported
* Maintenance of financial reporting systems
* Manage the work and development of employees

Job Requirements:

* 5+ years of progressive accounting experience
* BA/BS in Accounting or Finance
* Self-driven motivator who takes initiative on projects with a strong ability to understand and solve creative challenges
* Experience with hiring, developing and training employees in the accounting department
* Research, plan and implement Accounting Department initiatives including software and system implementation
* Deep understanding of Accounting Principles, GAAP
* Work closely with senior management as well as managers on accounting related items
* Ability to meet deadlines
* Strong organizational skills with efficient time management
* Outstanding written and verbal communication skills
* Attention to detail

Stewart Restaurant Group celebrates diversity and is committed to creating inclusive and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. or any other basis covered by appropriate law. Our employment decisions are based on qualifications, merit, and Company need. Company Description
Stewart Restaurant Group, LLC is a privately owned and operated Company located in Klamath Falls, OR. We continue to experience steady and stable growth operating approximately a 150 restaurants in states from the Pacific Northwest, Southwest and up through the Midwest. The Company has been successful because of our employees and that success is shared. We offer a competitive salary and benefit package.

Company Description

Stewart Restaurant Group, LLC is a privately owned and operated Company located in Klamath Falls, OR. We continue to experience steady and stable growth operating approximately a 150 restaurants in states from the Pacific Northwest, Southwest and up through the Midwest. The Company has been successful because of our employees and that success is shared. We offer a competitive salary and benefit package.
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Financial Call Center Specialist
✦ New
Salary not disclosed
Rio Rancho 8 hours ago
A-Line Staffing is now hiring a Full-Time, On-Site, Financial Call Center Specialist in Rio Rancho, NM! (THIS POSITION ON SITE! THE HOURS VARY WITH WEEKEND WORK).

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

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

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

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

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

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

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

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

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

Β· Respond to client inquiries and concerns with tailored solutions.

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

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

Β· Manage risk in every transaction using available tools.

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

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

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

Team-oriented with flexibility to work weekends and holidays.

Comfort with receiving feedback and adapting to ongoing changes.

Intermediate computer proficiency.

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

Desired Qualifications Experience providing card solutions.

Background in banking or financial services.

Call center or telephone sales experience.

Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to meβ€”feel free to call, e-mail, or apply to this posting!
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Senior Financial Planning Analyst
🏒 Bare Home
Salary not disclosed
Forest Lake, MN 6 days ago

About Us:

JP Ecommerce (dba Bare Home) has been named one of the top-ten, fastest growing businesses in Minnesota by Inc. 5000 for the past four years in a row. We provide customers with high-quality bedding through our brand Bare Home. As a leading textile retail company, we source premium products from key regions including China, India, Pakistan, and Turkey. Our commitment to excellence has earned us a reputation as an industry leader in sustainable and ethical textile sourcing.


Position Overview:

As a Senior Financial Analyst, you'll serve as a strategic financial partner to our CFO in our $100M+ bedding and mattress business, driving critical cash flow management, cost analysis, and pricing strategy across our complex multi-platform ecommerce operations. This role requires a versatile financial professional who can tackle any financial challengeβ€”from building 13-week cash flow forecasts to optimizing landed costs across 6,000+ SKUs to analyzing profitability by platform and promotional strategy.


This position offers exceptional growth opportunities for an experienced financial analyst ready to become a trusted advisor to executive leadership in a high-growth environment where your analytical insights directly impact company profitability and strategic decisions.


Key Responsibilities:

Cash Flow Management & Financial Forecasting:

  • Develop and maintain comprehensive cash flow forecasting models including 13-week rolling forecasts and long-range cash projections
  • Monitor daily/weekly cash positions and provide proactive recommendations for working capital optimization Analyze cash conversion cycles and identify opportunities to improve
  • Days Sales Outstanding (DSO), inventory turns, and vendor payment timing
  • Partner with CFO on cash management strategy, credit line utilization, and liquidity planning
  • Build scenario models for cash flow impacts of business decisions including expansion, inventory investments, and seasonal fluctuations


Cost Analysis & Profitability Management:

  • Analyze true costs and profitability across channels, platforms, SKUs, and product lines to identify where the business makes or loses money
  • Evaluate comprehensive cost structures including COGS, landed costs, duty calculations, freight, platform fees, and total cost of ownership
  • Conduct detailed margin analysis by product category, sales channel (Amazon, Walmart, Target, ), and promotional activity Identify cost variance drivers and provide actionable recommendations for margin improvement and cost optimization
  • Partner with operations and procurement teams to validate cost data accuracy and drive cost reduction initiatives

Pricing Strategy & Competitive Analysis:

  • Develop pricing strategies for multi-platform ecommerce operations balancing competitive positioning with profitability goals
  • Analyze promotional pricing effectiveness and margin impact across different sales channels and product categories
  • Conduct competitive pricing analysis and market positioning research to inform strategic pricing decisions
  • Evaluate price elasticity and recommend optimal pricing for new product launches and existing SKU optimization
  • Track platform-specific fee structures (Amazon, Walmart, Target) and incorporate into pricing and profitability models


Financial Planning & Analysis (FP&A):

  • Lead annual budgeting process and monthly/quarterly forecasting cycles with detailed variance analysis and commentary
  • Build financial models for strategic initiatives including facility expansion, international sourcing decisions, and capital investments
  • Develop executive dashboards and KPI reporting frameworks using Power BI for CFO and CEO decision-making
  • Analyze business performance trends and provide insights on revenue drivers, cost trends, and profitability improvements
  • Support monthly financial close process with variance analysis, trend reporting, and actionable business insights


International Trade & Supply Chain Financial Analysis:

  • Analyze financial impacts of international sourcing decisions across China, India, Pakistan, and Turkey considering tariffs, duties, and trade restrictions
  • Evaluate landed cost components including freight costs, customs fees, currency fluctuations, and total supply chain costs Assess VAT, tax, and tariff implications on product pricing and overall business profitability
  • Support real estate and facility decisions with financial analysis including lease vs. buy evaluations and expansion ROI modeling


Strategic Financial Partnership:

  • Serve as trusted financial advisor to CFO/CEO on complex business questions requiring analytical problem-solving
  • Present financial analysis and strategic recommendations to executive leadership with clear, actionable insights
  • Collaborate cross-functionally with operations, inventory, procurement, marketing, and finance teams
  • Translate complex financial data into business insights that drive strategic decision-making


Qualifications & Experience:

Required Experience:

  • 7-10 years of progressive financial analysis experience with demonstrated expertise in FP&A, cost analysis, and pricing strategy
  • Strong background in retail, manufacturing, ecommerce, or consumer products with complex cost structures and multi-channel operations
  • Proven experience building and maintaining cash flow forecasting models and working capital management
  • Experience analyzing profitability across multiple channels, platforms, or business units with detailed cost allocation
  • Background in international business, supply chain finance, or import/export cost analysis preferred
  • Track record of translating financial analysis into actionable business recommendations for executive leadership


Technical Skills - Must Have:

  • Expert-level Excel proficiency including advanced formulas, pivot tables, complex financial modeling, macros, and scenario analysis
  • Advanced Power BI skills for dashboard creation, data visualization, and executive reporting SQL proficiency for data extraction, manipulation, and complex financial reporting
  • Strong financial modeling capabilities for forecasting, budgeting, scenario planning, and ROI analysis
  • Experience with data analytics platforms and ability to work with large datasets across multiple systems

Financial & Business Acumen:

  • Deep understanding of P&L management, margin analysis, and cost accounting principles Knowledge of cash flow management, working capital optimization, and liquidity planning Understanding of ecommerce marketplace dynamics including platform fee structures and channel profitability
  • Familiarity with international trade finance including tariffs, duties, VAT, landed cost analysis, and currency impacts


Preferred Qualifications:

  • NetSuite ERP experience (we're implementing soon) with focus on financial planning and reporting modules
  • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related quantitative field
  • Multi-industry exposure (retail + manufacturing + real estate) demonstrating versatility and broad business knowledge
  • Experience in textile, home goods, bedding, or consumer products industries with complex international supply chains



What Makes You Successful:

  • Versatile financial problem-solver who can tackle any analytical challenge from cash flow to cost optimization to pricing strategy
  • Strong business acumen with ability to connect financial data to operational realities and strategic decisions
  • Exceptional analytical skills with meticulous attention to detail when working with complex datasets and financial models
  • Strategic thinker who can see the big picture while maintaining tactical excellence in day-to-day analysis
  • Proactive and solutions-oriented mindsetβ€”you don't just report numbers, you provide insights and recommendations
  • Self-starter who thrives in entrepreneurial environments where priorities shift and no two days are the same Intellectual curiosity and eagerness to learn new aspects of the business beyond traditional finance functions


Work Environment:

  • 100% On-site position in Forest Lake, MN Monday-Friday, 8:00 AM - 4:30 PM
  • Collaborative, entrepreneurial culture where your ideas quickly become action
  • Direct partnership with CFO with high visibility and impact on strategic decisions Fast-paced environment where analytical insights drive real business decisions and company growth


Compensation & Benefits:

  • Competitive salary range: $90,000 - $130,000 (commensurate with experience)
  • Performance-based bonus opportunities Medical, Dental, and Vision Insurance STD and Life Insurance, Paid Family Leave, 401(k) with Company Match
  • Paid Time Off and Holidays Professional development opportunities in a rapidly growing company


Application Process:

To be considered for this strategic opportunity, please submit:


  • Detailed resume highlighting FP&A, cash flow management, cost analysis, and pricing experience with specific examples of financial modeling and business impact
  • Brief cover letter describing your approach to complex financial problem-solving and experience working across multiple business functions (finance, operations, supply chain) Specific experience breakdown with Excel, Power BI, SQL, and financial modeling tools
  • Examples of financial analysis projects that drove meaningful business decisions or profitability improvements


Submit your application to: or


Come see us: Bare Home, we strive to create a culture where all people come first. We are committed to attracting and retaining a diverse workforce. Therefore, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Bare Home is an equal-opportunity employer, and by doing so, we aim to sustain and promote an inclusive culture that supports future growth for all.

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Director Financial Services Sales
Salary not disclosed
West Des Moines 5 days ago
Director Financial Services Sales The Director Financial Services Sales is responsible for recruiting, developing, and leading a team of life, annuity, investment, and fiduciary professionals, including Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs).

This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.

We deliver on our promise every day to protect livelihoods and futures.

We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.

Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.

Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.

Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.

Align sales and marketing strategies by working closely with executive leaders and field leadership.

Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.

Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.

Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.

Serve as the primary liaison with mutual fund and managed‑money partners.

Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.

Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.

Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.

Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.

Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.

FINRA Registered Representative Series 7 & 24 and 65/66.

CFP preferred.

Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.

Excellent communication and organization skills as well as the ability to maintain confidentiality required.

Strong customer service and public relations skills required.

Experience managing in a highly matrixed organization is preferred.

Extensive travel required and valid driver's license.

Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

Applicants must be currently authorized to work in the United States on a full-time, permanent basis.

We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.

For example, we are not considering candidates with OPT status.
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Financial Advisor
Salary not disclosed
New York 2 days ago
About Us At Indexed Financial, we do more than offer financial services β€” we help individuals build better futures through financial education, protection, and planning.

Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.

We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.

Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.

What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.

No prior financial experience is needed β€” we provide full training and support to get licensed and build your business.

Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.

Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.

Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.

If you're looking for a career change, side income, or a chance to build something of your own while helping others β€” we'd love to connect.

Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
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Associate Financial Advisor
Salary not disclosed
Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at the Mid-Atlantic Financial Group of Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Mid-Atlantic firm.

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Professional is a key member of our team.

After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: Β· Developing relationships with clients (both existing and prospective) Β· Gathering client information and using that information to build robust financial plans Β· Helping clients prepare for their retirement Β· Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
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Entry-Level Financial Advisor-in-Training
Salary not disclosed
Miami, FL 4 days ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.

This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.

Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.

Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
* Paid sick leave as determined by state or local ordinance, prorated based on start date
* Paid holidays (7 days per year, based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.

Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.

Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.

We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
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Chief Financial and Administrative Officer
Salary not disclosed
Nashville, TN 6 days ago

We have been retained by one of Middle Tennessee’s most respected nonprofit organizations to recruit its next Chief Financial and Administrative Officer. Goodwill Industries of Middle Tennessee (Goodwill) is dedicated to changing lives through education, training, and employment helping thousands of Tennesseans each year gain skills, find meaningful work, and build brighter futures. Goodwill’s programs and services provide second chances and new opportunitiesβ€”making a lasting impact in our communities – creating hope and transforming lives across Tennessee. Goodwill believes a job does more than pay the bills β€” it brings dignity, purpose, and independence and that a hand-up is better than a handout. When someone finds meaningful work, the entire community benefits. The ripple effect of one person’s success strengthens families, builds confidence, and uplifts neighborhoods. Goodwill is changing livesβ€”one job, one opportunity, one future at a time.


The Chief Financial and Administrative Officer (CFAO) is responsible for providing strategic leadership, direction, and oversight for all financial, treasury, and administrative functions of the organization. This role partners with the Chief Executive Officer and executive leadership team to prioritize and execute business initiatives in a financially responsible and mission-aligned manner, ensuring the organization’s long-term sustainability and growth. The CFAO balances enterprise-level strategic leadership with effective oversight of tactical operations and provides executive leadership for Finance, Human Resources, and Information Technology. The role oversees the Vice President of Finance, Vice President of Human Resources, Vice President of Information Technology, and the Senior Project Manager and ensures that corporate support functions operate as strategic enablers of organizational performance and mission impact.


Essential Functions of the Role:

Financial and Enterprise Leadership

  • Provide strategic financial leadership to ensure alignment of financial strategy with organizational vision, mission, and strategic priorities.
  • Oversee all financial management, accounting, and treasury functions, including financial reporting, grant management, compliance, audits, tax, treasury, borrowing, cash management, and internal controls.
  • Ensure fiscal responsibility through disciplined expense management, revenue optimization, and stewardship of organizational resources.
  • Ensure adequate working capital and assess organizational performance against budget, providing clear, actionable recommendations.


Strategic Planning, Risk, and Growth

  • Partner with the CEO and executive team to develop, prioritize, and implement short- and long-term strategic plans that support organizational growth and mission advancement.
  • Lead enterprise-level risk and reward analysis related to growth initiatives, capital investments, and strategic opportunities, ensuring alignment with organizational risk appetite and long-term sustainability.
  • Oversee relationships with external service providers, including auditors, tax advisors, insurance providers, and risk management partners.


Data, Analytics, and Decision Support

  • Champion the development and execution of an enterprise data roadmap that promotes data integrity, analytics capability, and the use of SMART goals to drive informed, high-quality decision-making across the organization.
  • Establish and maintain systems and controls that ensure the integrity of financial and operational data and enhance organizational value.


Information Technology Leadership

  • Oversee technology strategy to ensure applications, infrastructure, cybersecurity, and telecommunications align with organizational goals.
  • Position Information Technology as a strategic partner and thought leader in driving business growth, operational efficiency, mission impact, and customer and donor satisfaction.


Human Resources and Culture Leadership

  • Provide executive oversight of Human Resources strategy, including payroll, benefits and wellness, employee training and development, engagement, talent acquisition, onboarding, retention, and succession planning.
  • Serve as a steward of organizational culture by fostering a productive, inclusive, and high-performing work environment and holding leaders accountable for talent development and employee engagement.


Governance and Board Engagement

  • Serve as the primary financial liaison to all Goodwill of Middle Tennessee Boards of Directors and Trustees.
  • Coordinate and lead Finance and Audit Committee meetings and report at Board and Trustee meetings with clarity, transparency, and sound judgment.

Qualifications Desired:


Leadership Competencies

The CFAO is expected to demonstrate the following leadership competencies critical to long-term organizational success and succession readiness: Growth mindset and commitment to continuous learning

  • Decisiveness balanced with approachability and collaboration
  • Effective delegation and empowerment of leaders
  • Visionary and strategic thinking with strong execution discipline
  • Thought leadership that challenges the status quo and advances organizational maturity

Leadership Behaviors

The CFAO consistently demonstrates: Integrity, sound judgment, and ethical leadership

  • Ability to motivate and inspire others to achieve organizational goals
  • Adaptability and effectiveness in ambiguity and change
  • Willingness to challenge assumptions and improve systems and processes
  • Continuous learning and professional curiosity

Education

  • Master’s degree in Finance, Accounting, or a related field, or equivalent experience.
  • CPA certification desired but not required.

Experience

  • Significant direct management experience in a corporate accounting or finance operation (Controller, Chief Financial Officer, or equivalent).
  • Minimum of twelve years of progressively responsible leadership experience across finance, human resources, risk management, and/or information technology.
  • Public accounting background highly desirable.
  • Demonstrated ability to lead and provide strategic direction in areas without deep tactical expertise.

Knowledge, Skills and Abilities

  • Demonstrated financial and accounting acumen, including budgeting, forecasting, analysis, reporting, compliance, and negotiation.
  • Strong presentation and interpersonal skills, with the ability to translate complex financial and technical information into clear, actionable insights for diverse audiences.
  • Proven ability to build effective relationships with executives, board members, staff, donors, vendors, and community partners.
  • Strong organizational skills with the ability to learn new processes quickly and manage multiple priorities.
  • A thought leader with a proven track record of leading through change and ambiguity, possessing a broad blend of technical expertise, business acumen, and leadership skills.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
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Chief Financial Officer - Lifeline Connections
Salary not disclosed
Vancouver, WA 6 days ago

Health e Practices LLC, is excited to partner with Lifeline Connections to identify their next Chief Financial Officer.


The Chief Financial Officer works closely with the President/CEO in agency financial planning and sustainability, financial program planning, and agency strategic planning. The CFO provides oversight and supervision to the Controller, Accounting and RCM teams. CFO provides financial training to staff and ensures compliance with state and federal codes and state and county contracts. The CFO manages, plans, and coordinates the financial activities of the organization’s budget; provides financial coordination activities with programs and outside agencies, and provides highly responsible and complex financial analysis and budget assistance to program staff. Responsible for working with the President and CEO, agency staff, community leaders, and other stakeholders in addressing high-risk programs and the development and implementation of new programs. In fulfilling these duties, the CFO performs the following duties independently:


  • Coordinate the organization, staffing, training, and operational activities for the accounting and finance departments, including the Controller, payroll, and revenue cycle management;
  • Ensures that the agency is in compliance with all federal, state, and local requirements, contracts, and is in compliance with WACs, RCWs, CARF standards, GAAP and Federal Regulations;
  • Ensures that the agency treatment programs are maintained in such a way to be in substantial compliance with the Division of Behavioral Health and Recovery (DBHR), CARF standards, and the Department of Health (DOH) certification reviews;
  • Prepares and submits statistical reports to the President/CEO for program compliance with contract performance indicators;
  • Supervises finance and accounting staff;
  • Identifies and pursues program expansion and service opportunities in conjunction with the President/CEO;
  • Ensures finance and accounting procedure manuals are developed, adhered to, and reviewed at least annually;
  • Routinely reviews and analyzes agency wide and program specific systems and operations to ensure optimum utilization of resources and services;
  • Initiates and participates in staff recruitment activities;
  • Serve as resource to the Board of Directors Finance Committee;
  • Participate in the development and implementation of financial and budgetary goals, objectives, policies, and priorities for the organization; identify resource needs; recommend and implement policies and procedures; ensure GAAP compliance;
  • Develop, prepare, and oversee the implementation of short and long-range financial plans of the organization; as well as participate as an integral member of the executive management team in the overall operations and strategic planning of the organization;
  • Develop an annual organizational budget, directly manage the organizational budget; communicate with the Finance Committee, Chief Executive Officer and Program Directors; participate in operational and financial audits as required; work with external entities to effectively coordinate finance, budgetary and grants management matters; forecast additional funds needed for staffing, equipment, materials, and supplies; direct the monitoring of expenditures; recommend adjustments as necessary;
  • Regularly meet with Program Directors to provide status to budget versus actual revenues and expense, along with analysis and recommendations pertaining to minimizing activity costs and maximizing activity revenues;
  • Serve as administrative budget controller, managing costs and budget variances. Prepare administrative budget submissions and necessary revisions for the operating budget process;
  • Ensure all contracted services and grant awards are billed timely and accurately, maximizing revenue and limiting outstanding receivables; monitor expenditures and revenues for compliance with appropriate budgets;
  • Participate in the development of budgets for competitive grant proposals and for use in the solicitation, selection and contracting of services;
  • Serve as a key member of the senior leadership team, contributing to organizational strategy and overseeing financial and operational functions;
  • Report directly to the CEO, acting as a key advisor on financial and operational matters while collaborating with the leadership team to align strategies with organizational priorities;
  • Foster a culture of inclusivity and belonging by modeling leadership that supports all team members across diverse identities, while championing diversity, equity, inclusion, and belonging efforts throughout the organization.
  • Other duties as assigned;



KNOWLEDGE AND SKILLS REQUIRED FOR THE POSITION

  • Degree in Business Administration, Accounting, or Finance required.
  • Certified Public Accountant and/or Certified Management Accountant designation highly preferred.
  • Eight to ten years of experience in financial management required. Preference will be given to candidates who exhibit experience related to nonprofit work and large governmental and MCO contracts.
  • Eight to ten years of supervisory experience required.
  • Excellent management and supervisory skills
  • Excellent analytical, time management, and organizational skills.
  • Proficient in database and accounting computer application systems.
  • Excellent written and verbal communication skills
  • Demonstrated ability to develop and work effectively within a team environment;
  • Able to articulate large-scale issues affecting the agency and community;
  • Demonstrated knowledge of program development, implementation and management;
  • Ability to professionally represent the agency in all interactions;


GUIDELINES

The incumbent relies on specialized training and/or equivalent experience in the field of nonprofit accounting, behavioral healthcare, DBHR, DOH, WACs, GAAP, CARF and RCWs of Washington and the performance standards developed for the position.


COMPLEXITY

The incumbent provides program and personnel oversight and supervision on behalf of patients who differ widely in age and socioeconomic status with a wide variety of specialized needs and who may possess a variety of chronic and serious social, behavioral and psychological problems. Autonomy, clinical maturity, sound judgment, and creativity are required to help identify and monitor policies and treatment activities that will meet the complex needs of both patients and staff. Ability to analyze the needs and available resources of the local community is necessary in order to be responsive in the development of new programs and utilization of new service models.


PERSONAL CONTACTS

Contacts are staff, patients, Board of Directors, representatives of county, state and private contractors, local, state and national politicians, representatives of various community agencies specializing in the treatment of behavioral health conditions and related community representatives including lawyers, probation officers, and other court officials. All personal contacts are carried out in accordance with federal and state laws dealing with the confidentiality of behavioral health patient records.


PHYSICAL REQUIREMENTS

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
  • Must be able to access various departments of a given location.


WORKING ENVIRONMENT & CONDITIONS

  • Most working hours are spent indoors in offices or meeting rooms.
  • Occasional supervision of outdoor activities, visits to community agencies, and participation in staff retreats and staff development activities may be required.
  • In state and national multiple-day travel may be required occasionally.
  • Evening and weekend work responsibilities occasionally required.


IMMEDIATE SUPERVISOR: President/Chief Executive Officer

Not Specified
View & Apply
Technology & Outsourcing Law Partner
Salary not disclosed

Lateral Partner or Of Counsel - Technology & Outsourcing - Boston or Remote

Our client is a top mid-sized firm, seeking a seasoned Lateral Partner or Of Counsel for its growingTechnology & Outsourcing Practice Group. This position can be in Boston or fully remote. Some portable business is preferred. The T&O practice handles cutting-edge work in emerging technologies, including IoT, AI, open-source licensing, social media, and e-commerce. The firm is known for its collegial culture, financial growth, flexible work arrangements, and women leadership.

Qualifications

  • Significant experience in technology and outsourcing transactions, including SaaS agreements, business process and IT outsourcing arrangements.
  • Some portable business is strongly preferred.
  • Ability to hit the ground running, with excellent interpersonal skills and desire to work within a collaborative team.

About Us

Marina Sirras & Associates LLC is a boutique legal recruiting firm committed to connecting exceptional legal talent with top-tier law firms and in-house legal departments nationwide. With decades of experience and a personalized, relationship-driven approach, we take pride in understanding the unique needs of both our clients and candidates.

We are a proud member of the National Association of Legal Search Consultants (NALSC) and strictly adhere to the NALSC Code of Ethics. Marina Sirras, our founder, is a former President and Chairperson of the organization, reflecting our longstanding commitment to integrity and professionalism in legal recruiting.

To learn more about our team and services, please visit us at

Not Specified
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Financial Consultant II
✦ New
Based on experience
Rochester, NY 8 hours ago
Hours:

40


Schedule:

Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.


Comprehensive Benefits:

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.


Pay and Incentive Plan:

Pay Range: $37.19 - $46.88


Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.


Purpose:

A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.


Accountabilities:

Business development and client relationship building



  • Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
  • Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
  • Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
  • Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
  • Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
  • Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
  • Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
  • Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours

Cultivate and maintain productive working rapport with credit union personnel on all levels



  • Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
  • Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
  • Serve as subject matter expertise
  • Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
  • Mentor licensed Bankers and FC1 within assigned market

Personal and professional development



  • Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
  • Maintain industry education and work toward advanced designations (CFP, ChFC)

Maintain excellent compliance and operational standards.



  • Understand and adhere to all internal written supervisory principals
  • Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
  • Timely completion of all required regulatory continuing education
  • Proficiency with all paperwork and processes

Qualifications:

  • Bachelor's degree or 4 years of equivalent directly related experience
  • Minimum of 6 years directly related experience
  • Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
  • Must have experience in providing planning and implementing strategies (software and product solution expertise)
  • Strong Knowledge of investment and insurance products
  • Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
  • Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper

Preferred Qualifications:

  • CFP, ChFC
  • Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.


225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:


The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.


#LI-JF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a037f192-134c-42d0-bd0f-aa48c2434232
permanent
View & Apply
Licensed Financial Services Representative - Cobblestone/Victor Branches
✦ New
🏒 ESL Federal Credit Union
Based on experience
Victor, NY 8 hours ago
Hours:

40


Schedule:

Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs.


Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.


Pay:

$31.11 per hr.


Belong to something bigger

At ESL, we have a greater purpose and so do you. It’s more than a job, it’s your unique journey.


Your Journey Begins Here

ESL is seeking for a Financial Service Representative to support our Cobblestone and Victor offices which supports the financial needs of these growing communities. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.


The Cobblestone and Victor offices have been identified as one of ESL’s leading markets for wealth opportunities. In this role you will work closely with ESL’s wealth management team to share best practices and foster career growth.


ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.


What You Bring With You:
Qualifications:

  • Bachelor’s Degree or 4 years of directly related experience.
  • In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
  • FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
  • FINRA Series 6 or Series 6 top off license is required.
  • FINRA Series 63 license required (Series 66 will meet this requirement)
  • NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
  • High proficiency in building customer and peer relationships
  • Strong analytical, critical thinking, problem solving and decision making abilities
  • Excellent written and verbal communication skills
  • Effective time management skills
  • Proficient in the use of Microsoft Office applications
  • Demonstrates a high degree of flexibility in support of customer needs
  • Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
  • Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
  • Ability to build rapport with diverse member base within the community
  • Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.


225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:


The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.


#LI-JF1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a12f605b-a7b8-4a0c-8c17-4849b2e3a928
permanent
View & Apply
Financial Professional
🏒 New York Life
Salary not disclosed
Job Description

Job Description

Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- 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. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life 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 jobβ€”it's a career with purpose and opportunity. You'll provide peace of mind to your 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 your 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 years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also 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 your 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 funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your 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 investment advisory division, 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. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4)
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 over 175 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 our clients.

Awards & Accolades...
We're proud of our financial strength. (5)
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.(6)
- Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to provide our clients.(7)
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
- $4.5 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.(8)

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: -awards-and-recognition
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
V1_AR1 SMRU 5 Exp. Company Description
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades...
We're proud of our financial strength3
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)

We're proud of our positions in the industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- Training Magazine's Training Top 100 for 20216

We're proud to be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity

We're proud of the help we've provided and continue to provide our clients
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

Company Description

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
\r
We're proud of the help we've provided and continue to provide our clients\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Not Specified
View & Apply
Delivery Driver - Salix Logistics LLC
✦ New
Salary not disclosed
Mount Joy, PA 2 hours ago
Salix Logistics LLCΒ is an Amazon Delivery Service Partner (DSP) looking for enthusiastic, team players to deliver Amazon packages. DSPs are independent businesses that partner with Amazon to deliver packages. Our Delivery Drivers strive to get every Amazon order to the customerÒ€ℒs door on-time. We offer full-time and part-time opportunities. We needΒ reliable,Β independent,Β flexible,Β hard workersΒ who areΒ detail oriented, have excellentΒ problem solvingΒ skills, areΒ adaptableΒ and thrive in aΒ fast-pacedΒ environment! Ideal candidates are enthusiastic, communicate effectively, and are ready to get the job done!Β  Successful delivery associates enjoy being out on the road driving, put safety first, and care deeply about customer expectations and satisfaction.Β  We are looking for team players who desire to grow with Salix Logistics!

Benefits & Scheduling:Β  23.75/hourΒ base pay (up toΒ 25.25/hourΒ with incentives!) paidΒ weeklyΒ  10-hour shifts are typical but days vary Up to a 4-day work week,Β 40 hoursΒ is typical One weekend day per weekΒ required A minimum of two paid 15-minuteΒ breaksΒ during your shift and one unpaid 30-minute meal breakΒ  Medical InsuranceΒ offered 401KΒ with company match Paid time off (PTO)Β begins accruing immediately Tuition ReimbursementΒ program PaidΒ training and overtime Β  Key Duties & Responsibilities: Successfully handle andΒ deliverΒ packagesΒ on timeΒ  SafelyΒ drive and perform safetyΒ inspectionsΒ on an Amazon branded vehicle DeliverΒ SMILESΒ and provideΒ excellent customer serviceΒ and satisfaction Keep paceΒ inΒ aΒ physically demandingΒ job working in allΒ weatherΒ conditions and on various routes LiftΒ packages up to 50 lbs Deliver up toΒ 180-200Β stops per day; up toΒ 300-400Β packages Load and unload packages in delivery vehicle Communicate effectivelyΒ with support team and ensure deliveries are completed Support the team in daily work requirements including participation in rescue calls when other team members need assistance with their routesΒ 
Requirements: Must beΒ at least 21 years oldΒ  Must hold a valid driverÒ€ℒs license and be authorized to work in the United States Must pass aΒ 4-Panel Drug ScreeningΒ (does not include THC inΒ pre-employment testing)
Why YouÒ€ℒll Love Working For Salix Logistics:Β  Competitive pay and performance incentives Be recognized for your work through driver appreciation events and activities Opportunities for professional growth with a growing company Stay active in a fast-paced, fun, and ever-changing environment Connect with and be a service to your local community I started my journey delivering SMILES as a delivery associate and became an owner in a few years! With a positive mindset, hard work, and a can-do attitude, this could be your story too. The sky is truly the limit so start your own journey with Salix Logistics today! We are an Equal Opportunity Employer.Β  All qualified applicants will be considered for employment, regardless of age, national origin, race, color, disability, religious beliefs, or sexual orientation. PandoLogic. Keywords: Pick Up and Delivery Driver, Location: Mount Joy, PA - 17552
Not Specified
View & Apply
Defense Litigation Attorney - Partner Track
✦ New
Salary not disclosed
Cincinnati, OH 1 day ago

Defense Litigation Attorney - Exciting Career Opportunity in Cincinnati, OH!


A well-established regional firm with a robust workload and a local presence is seeking an experienced litigation attorney to join its team. With multiple partners nearing retirement, this role presents a unique opportunity for a skilled attorney to take on a diverse range of small to medium-sized defense cases. Responsibilities include case analysis, drafting, and filing motions, conducting depositions, and managing all aspects of litigation.


Case Types:

The firm's portfolio includes representing corporations in liability matters such as slip-and-fall incidents and fatality cases. Additionally, the role involves defending professionals against claims related to their licenses, construction disputes, tort-based and contract interpretation cases, wrongful death, and serious personal injury matters.


Ideal Candidate Profile:

The firm is seeking a candidate with:

  • A strong work ethic and organizational skills
  • A commitment to client responsiveness
  • A proactive approach to managing cases and ensuring their successful resolution


Why Join This Firm?

The firm boasts:

  • Financial stability and a solid reputation
  • 20+ offices and a partner-track opportunity (or immediate partner-level consideration)
  • A collegial and supportive work culture with autonomy in case management
  • High-profile clients and opportunities for professional development, including mentoring
  • Competitive compensation, unlimited PTO (as long as 2000 billable hours are met), including base salary plus bonuses and a comprehensive benefits package


This is an excellent opportunity for an attorney ready to advance their career while working on impactful cases in a dynamic and supportive environment.


If interested, please reach out to Shelley Baxter at Aspen Careers at or 614-992-1010 for immediate and confidential consideration.

Not Specified
View & Apply
Financial Services Professional
✦ New
🏒 New York Life
Salary not disclosed
Houston, Texas 8 hours ago
Job Description

Job Description

Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic

If the answer is yes , consider becoming a financial services professional 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 jobβ€”it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial services profressional, 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 your 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 your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our topperforming financial professioanls.

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 your 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 your 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, 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 financial services profressionals.

How we will compensate you
We're proud to be recognized by the following organizations. 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. For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial - professionals/incomeand -benefits.

Company Description
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 over 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades...
We're proud of our financial strength3
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of our positions in the industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- Training Magazine's Training Top 100 for 20216
We're proud to be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients7
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

Company Description

About New York Life\r
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
We're proud of the help we've provided and continue to provide our clients7\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.\r
Dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Not Specified
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IT Manager, Financial & Merchandising Systems
Salary not disclosed
Bernville, PA 6 days ago

IT Manager, Financial & Merchandising Systems


Experienced IT professionals β€”bring your experience to work for you where people love to shop! Boscov's is a chain of full-service department stores serving the total family needs of our customers. For over 100 years, Boscov's has been known for its great values and famous brands, and for offering a broad selection of quality merchandise in its stores and online. We are looking for an IT Financial Systems Manager to join our team.


The IT Systems Manager is responsible for the overall planning, development, implementation, and maintenance of the organization's financial, merchandising, and logistics systems. The ideal candidate will have a strong understanding of financial systems and processes, as well as experience with PeopleSoft. They will also be a strategic thinker with the ability to lead and manage a team. As part of a multi-faceted Information Technology team, you will deliver IT solutions working closely with Business teams.


Responsibilities

  • Develop and execute the strategic roadmap for financial, retail and merchandise reporting systems aligned with the company's overall IT strategy and business objectives.
  • Collaborate with senior management and business stakeholders to prioritize IT initiatives that drive operational efficiency and support growth strategies.
  • Lead the design, implementation, and support of robust IT systems for financial, retail and merchandise reporting, ensuring scalability, reliability, and integration with existing systems.
  • Manage a team of IT professionals responsible for the development, maintenance, and support of financial, retail and merchandise reporting systems.
  • Foster a culture of innovation, collaboration, and continuous improvement within the IT team.
  • Collaborate with vendors, consultants, and internal stakeholders to evaluate, select, and implement third-party solutions that enhance retail capabilities.
  • Negotiate contracts, service level agreements (SLAs), and manage vendor relationships to ensure quality delivery and cost-effectiveness.
  • Establish and enforce data governance policies, procedures, and standards to ensure the accuracy, integrity, and security of financial, retail and merchandise data.
  • Stay abreast of emerging technologies and industry trends in retail analytics and reporting systems.
  • Drive initiatives to optimize retail operations, improve forecasting accuracy, and enhance customer satisfaction through data-driven insights.
  • Monitor expenditures, track ROI, and report on financial performance related to IT projects and initiatives.


Qualifications

  • Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent work experience
  • Proven experience (8+ years) in IT leadership roles with a focus on financial, retail and merchandise reporting systems in a large-scale retail environment.
  • Deep understanding of retail operations, merchandising processes, or inventory management principles.
  • Excellent leadership, communication, and interpersonal skills with the ability to influence stakeholders and drive cross-functional collaboration.
  • Experience managing complex IT projects, including system integrations, upgrades, and migrations.
  • Knowledge of project management methodologies (e.g., Agile, Waterfall), and IT governance frameworks.


Benefits

At Boscov's, we value our employees, and that's why we provide a competitive compensation and benefits package. As a Full-Time member of our team, you will be eligible to receive:

  • Comprehensive benefits package, including medical/dental/vision
  • Short term disability/ Long term disability- voluntary
  • Life Insurance (company paid)
  • 401(k) w/ company match
  • Weekly Pay
  • Paid vacation
  • Liberal employee discount


Work where people love to shop!

Equal Opportunity Employer

Not Specified
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Divisional Director – Financial Advisor
Salary not disclosed
Toledo, OH 6 days ago
Description:

Golden Reserve is looking for an experienced advisor to lead the Toledo region supporting 2 locations. This leadership role will have the opportunity to execute client meetings and lead a team of financial retirement planners. The expectation will be to establish yourself as a top-tier sales performer in the first 12-month period, then you will assume management and leadership of your team. This is a player-coach role that is 75% client-facing sales and 25% leadership management.


We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire.


Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost.


Golden Reserve lead generation is driven by its nation-wide radio and television show (https:// ), seminar workshops, digital and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states and we are just getting started.


We Provide:

- Salary

o $200,000 - $225,000 salary, based on experience

o Additional uncapped production and bonus compensation

o Guaranteed $50,000 salary bump increase after first 12 months

- Prospects

o You don’t need a book of business – we provide you with pre-qualified leads

- Benefits

o Generous PTO policy, Health & Dental, 401(k) & Life Insurance


We Require:

- Five (5)+ Years of new client selling experience (not servicing)

- State Life & Health Insurance Licenses

- FINRA Series 65, or equivalent

- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.


BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (
Requirements:




Compensation details: 2 Yearly Salary



PI46f1e9c

Not Specified
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Physician / Anesthesiology / Maryland / Permanent / $100k Sign Bonus/Cardiac Anesthesia/Partner Trac
✦ New
$575,000
Chevy Chase, Maryland 8 hours ago
ANESTHESIOLOGIST OPPORTUNITYCOMMUNITYSuburban Maryland locations include central Maryland, Baltimore & within 25 minutes of District of Columbia.

Short drive to culture, metropolitan amenities, fine dining, professional sports, outdoor recreation activities & more.ROLE OVERVIEWAn established private group is hiring Cardiac AnesthesiologistsSchedule ' average 50-55 hours per weekHospital & Ambulatory Surgery Center settingsNo trauma + No Airway coveragePerform 90% of your own casesApproximately 300 open hearts are performed annuallyTAVR, MitraClip & Watchman are covered exclusively by cardiac anesthesiology.Cardiac anesthesiologists are also requested for complex cardiac patients for non-cardiac surgery, (vascular/thoracic, Afib ablations/transeptal procedures, etc).Director path availableNon Partner Options with NO CALLPACKAGESalary up to $575,000$100k Sign on BonusMSO Partnership Available Enjoy Passive IncomeProfit Sharing plus 401k retirement plan with employer contribution8 weeks PTOPartnership Track Option with zero buy in Malpractice insurance with Tail, Medical, Dental, Vision, Disability
permanent
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Partner Track/Physician / Otolaryngology / California / Permanent / ENT - Join Established Group Job
✦ New
🏒 Accolades Physician Resources LLC
$550,000
OTOLARYNGOLOGIST OPPORTUNITYCOMMUNITYOnly an hour to Napa and a two-hour drive to the Lake Tahoe area takes you to the highest concentration of ski resorts in the country, with record-breaking annual snowfall and views of Lake Tahoe and the Sierra Nevada mountains.

Greater Sacramento offers a unique blend of laid back life while the thriving local economy has low unemployment and booming commerce.

Enjoy a cost of living near the national average, without congestion or traffic.

1 hour 45 minutes to San Francisco & under 30 minutes to Davis, CA, a well-known university town.

Nearby waterways include the Yolo Bypass and Sacramento River, Willow Slough & Cache Creek.OVERVIEWJoin a physician led /owned multispecialty group with partner track.

Established referral patterns ensure success in year 1.

EMR CernerROLEPractice alongside tenured otolaryngologists Full-time, general adult practice (some PEDS); no cosmetics Ear surgery experience a plus Shared practice-only call (1:7)No ED Call Good work-life balanceOne clinic, one hospital Opportunities for leadership within medical group PACKAGE2 Year Shareholder TrackSalary up to $550k for 18 monthsProductivity Model (WRVU) Starting month 19Relocation of $20,000 direct payment6 weeks PTO 8 weeks starting year 3Medical Malpractice & CME AllowanceMedical, Dental, Vision insurance coverage401(k) with employer matchPSLF Site
permanent
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