Optum Financial Jobs in Usa

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

What you'll do:

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

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

• Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

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

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

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

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

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

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

Work Hours:

• Monday – Friday / 7:30am – 8:00pm (Central)

• An 8 hour shift will fall within these hours

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

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license and/or acquisition within 90 days

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

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

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in a team environment

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

What sets you apart:

• Active Group 1 Life and Health license

• 1+ yrs experience working in Sales with life insurance or financial services products

• 1+ yrs experience working in a call center environment 

• CLU® - Chartered Life Underwriter or comparable designation

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

Compensation range: The salary range for this position is: $45,470.00 - $79,110.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

What you'll do:

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

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

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

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

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

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

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

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

• products and services.

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

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

• Guides and influences less experienced team members.

Work Hours:

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

• An 8 hour shift will fall within these hours

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

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

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

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

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in or leading teams

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

What sets you apart:

• 4+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

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

Compensation range: The salary range for this position is: $66,340 - $111,940

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

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

What you'll do:

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

• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.

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

• Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.

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

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

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

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

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

• May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.

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

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

What you have:

• High School Diploma or General Equivalency Diploma required.

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

• Required maintenance of FINRA Series 7 license.

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

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

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

• Experience delivering frequent written and oral communication.

• Experience processing and analyzing information.

• Experience fulfilling requests and meeting deadlines.

• Experience resolving conflict and negotiating.

• Experience multi-tasking in an operating systems environment

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

What sets you apart:

• 2+ years of direct Annuity Sales Experience

• Experience Working in an Inbound/Outbound Call Center

• Retirement Income Certified Professional Designation (RICP)

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

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

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About the Role

The Senior Financial Reporting & Treasury Accountant is a hybrid role supporting both Financial Reporting and Treasury functions. We are seeking a highly motivated and detail-oriented individual to join our Ariat team. In this role, you will be responsible for consolidating monthly financial statements for multiple entities, handling intercompany reconciliations, monitoring cash flow, and supporting month-end close activities. This is a great opportunity to take on challenging and rewarding tasks in a fast-paced, deadline-driven environment.

You'll Make a Difference By

• Consolidating monthly financial statements for multiple entities, including managing intercompany eliminations.
• Coordinating the monthly settlement and reconciliation of intercompany balances.
• Reconciliation of general ledger accounts, performing variance analysis against budget and prior year performance.
• Supporting month-end, quarter-end, and year-end close activities to ensure timely and accurate reporting.
• Recording, maintaining, and reconciling company finance leases in compliance with ASC 842.
• Participating in the financial audit process and preparing audit schedules.
• Monitoring daily cash positions and managing movement of funds to meet daily operating needs
• Partnering with finance and accounting teams to create a routine cash forecasting process, including reviewing detailed variance analysis and explanations
• Bank account management including account openings, closures, maintenance, and administration of online banking systems
• Creating and maintaining bank master data for vendor payments in SAP
• Assisting the Accounting department with special projects and driving process improvements to enhance efficiency and accuracy.
• Other duties as assigned.

About You

• Bachelor’s degree in Finance or Accounting.
• CPA license is highly preferred.
• 4-5 years of experience as an accountant, with at least 2 years of relevant experience in financial reporting.
• Advanced proficiency in Microsoft Excel, including lookup and reference functions, if statements, and data importing. Knowledge of SAP is preferred, with experience in Adaptive being a plus.
• Strong communication and analytical skills, with the ability to clearly explain financial data and trends.
• Comfortable working in a fast-paced, deadline-driven environment while maintaining accuracy and attention to detail.
• Exceptional organizational, prioritization, multitasking, and time management skills.
• Positive attitude, professional demeanor, and a collaborative team player.
• Ability to work independently and take initiative with minimal supervision.

About Ariat

Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style.

The salary range for this position is $85,000 - $95,000 per year.

The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future.

Ariat’s holistic benefits package for full-time team members includes (but is not limited to):

• Medical, dental, vision, and life insurance options
• Expanded wellness and mental health benefits
• Paid time off (PTO), paid holidays, and paid volunteer days
• 401(k) with company match
• Bonus incentive plans
• Team member discount on Ariat merchandise

Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice.

Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email

Please see our Employment Candidate Privacy Policy at to learn more about how we collect, use, retain and disclose Personal Information.

Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.

City of Kirkland

$105,059.34 - $137,078.61 Annually

Kirkland, WA

Full-Time

202100644

Finance & Admin. - Deputy Director Management

02/24/2026

Continuous

Exempt

MAC

The Financial Operations Supervisor, under the general direction of the Deputy Director of Finance & Administration, leads and directly supervises the daily operations of the city's centralized purchasing functions, accounts payable, accounts receivable, and mail services.

Considered a working supervisor, the Financial Operations Supervisor ensures that tasks within the operations division are completed accurately and timely, according to established standards. This position oversees the development and implementation of policies, procedures, and goals, and is responsible for supervising staff, evaluating, assigning tasks, and balancing workloads.

Distinguishing Characteristics: The Financial Operations Supervisor is well-versed in the functional areas overseen and provides technical support to staff. This position oversees multiple functions within financial operations, but differs from the Financial Operations Manager position, which manages the division, prepares recommended division budget, and determines resources needed to accomplish program goals. The incumbent operates with considerable autonomy and independent judgment.

Essential Functions: Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:

• Supervises the day-to-day activities of financial operations staff assigned to purchasing, accounts payable, accounts receivable and mail services.
• Supervises subordinate personnel, including motivating, training, and delegating assignments; monitoring performance; conducting performance evaluations; taking disciplinary/corrective action; recommending salary increases and promotions; and recommending hirings and terminations.
• Monitors and interprets changes in applicable laws, regulations, and technology that may affect departmental operations. Develops, analyzes, and implements policy and procedural changes after approval; monitors for compliance.
• Evaluates various financial operations functions to improve customer service, productivity, and efficiency, and assists with work-related issues that cannot be addressed by staff; performs research as needed.
• Oversees the purchasing function including the citywide procurement of goods and services, the issuance of purchase orders and contracts, the preparation of bids, cooperative purchase agreements with other public agencies, the surplus program, and the purchasing card program.
• Assists with the development and execution of various types of interlocal cooperative agreements including mutual aid agreements.
• Supervises the operations of accounts receivable and accounts payable and serves as backup to staff as needed. Manages vendor and customer relations, setups, inquiries, and approvals related to quotes, wage rates, taxes, and billing. Ensures accurate record-keeping and efficient processing of payments, invoices, refunds, and customer billing for various taxes and fees.
• Collaborates with internal customers, managers, and directors to provide strategic procurement, contracting, and program support to fulfill adopted strategic priorities.
• Ensures that all city expenditures adhere to purchasing policy, procedures and applicable procurement law. Ensure accountability, compliance, and consistent interpretation and application with all current and applicable state and federal laws, agency policies and procedures, rules, and regulations.
• Serves as the primary contact on procurement issues for federal and state auditors on annual audits. Responds to questions regarding procurement policies, compliance with laws and regulations, internal controls, variances, exceptions, and procurement methods and procedures.
• Solves complex technical and managerial problems utilizing an understanding of intra- and inter-departmental relationships where no precedent exists.
• Provides leadership and guidance to departmental staff in proper work methods and procedures; reviews multi-departmental activity for accuracy and compliance.
• Reviews and audits payment and billing entries, proactively resolving discrepancies. Provides leadership and guidance to the team on best practices, ensuring full compliance with GAAP. Addresses challenges promptly, ensuring adherence to policies and procedures.
• Provides guidance and expertise to departments and city staff in the interpretation of purchasing requirements and procedures as prescribed by state and federal agency regulations, grant stipulations, and City policy. Recognizes and assesses strategic and operational risks and opportunities and addresses them appropriately during the procurement and contracting process.
• Fosters a positive and supportive work environment; promotes diversity, equity, inclusion, and belonging in the workplace, contributing to an environment of respectful living and working in a multicultural society.

• Presents procurement-related agenda items at City Council meetings.
• Performs duties of assigned staff as needed.
• Performs functions as assigned in the City's emergency response plan in the event of an emergency.

Why Kirkland?

Ranked as one of the most livable cities in America, Kirkland is an attractive and inviting place to live, work, and visit. We have big city vision while maintaining a small-town, community feel. If you are a candidate with the desire to join an organization looking to innovate into the future, the City of Kirkland is the place for you!

If you ask our employees why they love where they work, they will tell you about the great people, work environment, supportive leadership and City Council, and fearless innovation.

We also invest in you!

Competitive Wages: We strive to maintain competitive compensation packages and work to provide wages that meet the knowledge, skills, and abilities of our employees.

Awesome benefits: The City offers benefits that are unmatched by most other employers. Please click on the benefits tab above to view more details.

Childcare Programs: To help address the challenge of finding reliable childcare, the City of Kirkland has reserved spots for City employees at local and regional providers, available at a discount. New employees gain access to Kirkland's reserved spots as soon as they start employment. Learn more!

Training and Career Development: The City of Kirkland believes in developing it's employees. You will have access to training opportunities designed for career development and advancement based on your position, skills, and interests.

• Knowledge of governmental procurement principles, methods, practices, techniques, and procedures.
• Knowledge of applicable federal, state, and local laws, codes, regulations, and grant requirements related to assigned activities, including procurement, contracting, disposal of surplus, and Washington public works bid laws.

• Ability to analyze and reconcile general or subsidiary ledger for validity and accuracy.
• Ability to use and administer automated financial management systems and advanced proficiency in the use of personal computer software, including word processing, spreadsheet, database, report writing, and presentation graphics programs.

• Ability to attract, retain, motivate, lead and supervise professional, paraprofessional, and clerical staff.
• Ability to establish and maintain effective working relationships with a variety of internal and external customers.
• Ability to prepare and deliver presentations to staff, City Council, or community groups.
• Advanced organizational, public relations, problem solving, and communication skills (both verbal and written). Ability to convey ideas and information in writing, using language that is appropriate to both the complexity of the topic and the knowledge and understanding of the reader.
• Comprehensive knowledge of governmental finance practices, principles, procedures, regulations and techniques, with the ability to interpret and explain these rules, legal requirements and policies and develop effective internal practices.
• Ability to communicate policy and procedures to a variety of staff.
• Ability to keep abreast of changing laws, codes and regulations that will impact the division's policies and procedures and incorporate into existing ones.

Minimum Qualifications:

• Education: Bachelor's degree in business administration, purchasing and materials management, business law, public administration, or closely related field.
• Experience: 5 years' experience in purchasing and accounts payable/accounts receivable, preferably in the public sector. 2 years' experience in a supervisory position preferred.
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

• Preferred certification in one of the following: Certified Professional Public Buyer (CPPB), Certified Public Procurement Officer (CPPO), or Certified Purchasing Manager (CPM).

Physical Demands and Working Environment

• Work is conducted in a typical office setting. Position typically requires extended periods of sitting while performing keyboard operations.
• Work involves walking, talking, hearing, using hands to handle, feel or operate objects, tools, or controls and reach with hands and arms.
• Vision abilities required by this job include close vision and the ability to adjust focus.
• The noise level in the work environment is usually moderately quiet.

Position requires a resume and cover letter for consideration of application. Please note how you meet minimum qualifications within the cover letter. Applicants who are selected for next steps in the hiring process will be invited by phone or e-mail. Candidates are encouraged to apply at the earliest possible date as screening, interviewing, and hiring decisions will be made through the recruitment period, until such time as the vacancy is filled. Position is open until filled, with first review of applicants made by 15th day of original posting.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf at 711.

The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management. 

• Create and present financial and tax strategy recommendations to CEO
• Support the financial planning and analysis efforts
• Oversee cash flow, cash management, working capital, and company audits
• Prepare financial statements and reports
• Ensure legal compliance on all financial functions
• Manage relationships with banks

Qualifications

• Strong finance-based analytical skills
• 7 - 10 years' of finance experience
• CPA or MBA preferred but not required

Required Skills & Experience

- 1-2+ years of experience within a medical facility, doctors office, or medical business office.

- Experience working with insurance verifications, collections, financial counseling, and HIIPA knowledge.

- Proficient in Microsoft Office.

- High School Diploma.

- 3 doses of COVID vaxx and Flu Shot

Job Description

The Financial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately conclude the admission.

This individual will be responsible for assessing patients and collecting financial information to guide them to the appropriate services. Admissions occur daily, with referrals coming from various ER departments across the region. As a result, patient volume can fluctuate, typically ranging from 5 to 20 cases per day.

In addition to admissions support, this role involves assisting with general financial planning and conducting patient screenings for insurance eligibility. Not all patients will be on a self-pay plan, so familiarity with different coverage types will be important.

KEY RESPONSIBILITIES:

- Consistently demonstrates professionalism, courtesy, tact, and knowledge of the facilities programs when dealing with potential clients/family, reviewers, and third-party payors.

- Performs insurance verification.

- Provides adequate financial counseling to parents/guardians relating to the self-pay and/or co-pay of account balances.

- Reviews initial and reappointment applications and data for accuracy, completeness and any quality issues.

- Prepare daily financial counseling report prior to Flash Meeting.

- Review all Financial needs of patients and refer them to appropriate agencies for assistance, such as Covered California, M-Cal Office, Medicare etc.…

- Coordinate all cash collections.

- Go see patients that need daily follow up & meet with patients and or visitors that walk in to pay.

- Know the case rates for IP, OP, and CD as well as, all levels of care, review daily census admit and discharges, follow up with discharge patients that have liability.

Willbee Transit Mix Co Inc is a construction company headquartered in Jackson, Michigan, specializing in providing high-quality materials and services. Located at 2323 Brooklyn Rd, the company is dedicated to delivering reliable solutions to its clients in the construction industry. Known for its commitment to excellence, Willbee Transit Mix Co Inc has built a strong reputation in the region. The company offers a supportive environment for professionals to grow and contribute to industry-leading projects.

This is a full-time, on-site role for a Financial Business Controller, based in Jackson, MI. Responsibilities include overseeing financial planning, conducting business control activities, preparing financial reports, and performing financial analyses. The role requires collaboration with cross-functional teams to ensure compliance with company goals and financial regulations.

• Strong expertise in Business Control and Financial Planning
• Proficiency in Financial Reporting and understanding regulatory compliance
• Demonstrated Analytical Skills and ability to evaluate data for decision-making
• Solid foundation in Finance and accounting practices
• Proficiency in financial software and tools is advantageous
• Detail-oriented with excellent strategic thinking abilities
• Bachelor's degree in Finance, Accounting, Economics, or a related field is preferred
• Relevant industry experience or certifications (e.g., CPA, CMA) are a plus

ABOUT US

First Capital Advisors (“FCA”) is a private real estate investment firm that owns and operates high-quality real estate throughout the United States. Since 2013, FCA has owned 23 multi-family properties (3,600 apartment units), 13 retail properties (130,000 square feet), and invested in various other real estate ventures. FCA is pursuing new acquisition and development opportunities in the multi-family and retail sectors.

First Capital Advisors was founded in 2013 and is an affiliate of First Trust Portfolios, a financial services firm established in 1991. FCA is headquartered in the western suburbs of Chicago, IL, with a primary geographic focus on the Midwest and South. We are in search of qualified candidates to join our growing team in the role below.

JOB DESCRIPTION

First Capital Advisors is seeking an Asset Management Analyst for our expanding portfolio of multi-family and retail properties. In this key position, you will play an important role in maximizing the value of existing company-owned assets. Your efforts will help ensure peak property performance and support decision-making, directly impacting our team’s investment strategy and operations.

This is a full-time position based in Wheaton, IL, reporting to and working heavily with our Texas-based Director of Asset Management. Occasional travel throughout Texas is required. Job responsibilities include, but are not limited to, the following:

• Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements, etc.
• Oversee the completion of replacement reserve requests and lender inspections
• Conduct various research and analysis to support decision-making
• Prepare updates for management meetings and quarterly investor reports
• Review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational issues
• Assist in creating and managing property budgets (operating and capital)
• Ensure each property performs in accordance with its business plan; suggest modifications when necessary
• Perform cash flow modeling and produce financial proformas
• Conduct site visits, which will require occasional travel throughout Texas
• Coordinate with various third-party vendors
• Monitor market conditions, including supply and demand dynamics, changing tenant preferences, etc.

QUALIFICATIONS

The ideal candidate will possess most, but not necessarily all, of the following qualifications:

• Bachelor’s Degree (business, finance, economics, or real estate concentration preferred)
• 1-3 years of experience working in a financial analysis capacity within the CRE industry (multi-family preferred)
• Basic knowledge of accounting required; ability to read and interpret financial statements
• Experience creating and analyzing financial models
• Understanding of financial concepts, including return metrics (yield on cost, IRR, NPV, DCF, etc.)
• Understanding of capital structures (senior debt, mezzanine, preferred equity, etc.)
• Strong quantitative and analytical skills
• Basic understanding of construction concepts
• High level of proficiency in Microsoft Word, Excel, and PowerPoint
• Experience with Yardi, CoStar, and RealPage is preferred
• Ability to work with remote teams and properties; must be self-accountable and have strong initiative
• A self-motivated person who is driven to further their career in real estate

COMPENSATION / BENEFITS

• Competitive pay based on experience (salary range: $70,000 +)
• Benefits package available
• Full-time (Monday – Friday)
• Paid Time Off
• Annual performance bonus opportunities based on review

First Capital Advisors Holdings, LLC is an Equal Opportunity Employer and Drug Free workplace. Employment offers are contingent upon successful completion of a background check and drug screen.

This role is onsite 5 days a week in our Chicago office.

About Us

Perform Properties is a Blackstone Real Estate portfolio company focused on high-performing retail and office properties with People-Appeal - vibrant spaces where people actively choose to work, shop, and gather. With expertise in transactions, development, leasing, and management, the company oversees over 33 million square feet of retail and office properties across the U.S. Learn more: .

Role Summary

The Director of Financial Planning & Analysis (FP&A) plays a critical leadership role in driving financial insights, operational transparency, and strategic decision‑making across Perform Properties. This position leads the company’s budgeting, forecasting, and performance reporting across a diversified commercial real estate portfolio of office and retail assets.

This role partners closely with executive leadership, portfolio and asset management, investments, accounting, and leasing teams to deliver timely, decision-ready financial insights, support asset, fund, and portfolio reporting, and deliver high-quality materials for senior management at Perform Properties and Blackstone.

The Director of FP&A plays a critical role in translating performance into clear financial narratives, key performance indicators, and market informed analyses that support strategic planning and capital allocation decisions.

This role also partners with our technology teams to continually evaluate and enhance budgeting systems, forecasting processes, financial analytics, and reporting.

The ideal candidate combines strong technical expertise with exceptional communication skills and a collaborative mindset.

This role reports to VP, FP&A and is based in the office, 5 days a week.

Essential Job Functions

Budgeting & Forecasting Leadership

• Lead the annual budget, quarterly reforecast, and long-range planning processes across property level and fund level P&Ls.
• Coordinate inputs from asset management, leasing, property management, and other corporate functions to ensure consistent assumptions and timelines.
• Partner with asset management to develop/analyze scenario analyses and sensitivity models related to occupancy, rent growth, leasing velocity, operating expenses, and capital spending.
• Perform and review analytics on financial projections by sector, market, and investment; validate completeness, accuracy, and reasonableness of forecasts and analyze trends to identify risks, opportunities, and performance drivers.
• Collaborate with corporate departments, centralized shared services teams, and executive leadership to review and obtain approval of the annual budget and quarterly reforecasts.
• Monitor variance to budget and forecast, identify key drivers, and communicate risks and opportunities to leadership.
• Provide ongoing support to property management, market teams, and corporate partners, including training, troubleshooting, and user guidance related to budgeting systems and processes.

Reporting & Performance Insights

• Develop and own FP&A’s monthly, quarterly, and annual P&L reporting packages for office and retail assets, including same-store, fund, and total portfolio views.
• Partner with accounting to ensure alignment between GAAP results and management reporting.
• Analyze trends in NOI, SSNOI, operating margins, recoveries, and corporate overhead.
• Prepare executive level summaries, dashboards, commentary, and board book materials that clearly explain performance drivers and outlook.
• Produce analysis related to leasing, touring activity, rental rates, financial performance, and broader operational trends.
• Create and refine content, metrics, assumptions, and messaging to ensure accuracy, clarity, and consistency in format and messaging across all forms of reporting.
• Evaluate existing processes, identify opportunities for enhancement, and implement improvements to increase efficiency, accuracy, and scalability.

Team Leadership & Development and Cross‑Functional Support

• Mentor, coach, and guide analysts, including direct reports, to support skill development and high‑quality output.
• Partner with the VP of FP&A, executive leadership, and market teams on an ongoing basis.
• Partner with Technology, Accounting, and Data & Research teams on reporting tools and data integration.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 10+ years of progressive FP&A or corporate finance experience, ideally within real estate or a related industry.
• Strong understanding of office and retail asset economics, including leasing, recoveries, capital expenditures, and NOI drivers.
• Experience supporting executive leadership-level reporting and analytics, managing budgeting/forecasting processes and systems, and working with cross‑functional teams.
• Strong analytical skills and business acumen, and advanced financial modeling capabilities.
• Strong PowerPoint, Excel, and analytical skills; experience with BI tools, Argus, or Yardi is a plus.
• Proven leadership experience with a track record of developing high‑performing teams.

Benefits & Compensation

Benefits:The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).

Base Salary Range: $190,000-$205,000. This represents the presently-anticipated low and high end of the Company’s base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience.

The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.

Closing

EEO Statement

Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email

#LI-Onsite

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

The Asset Protection Financial Analyst will serve as support for the Asset Protection Department in the monthly and annual budgeting processes, performing closing and accrual analysis and preparing monthly financial forecasts, preparing other recurring monthly reporting and ad hoc analysis for distribution to departmental and executive management and identifying profit improvement opportunities

Specific responsibilities include but are not limited to:

• Serve as the primary budget contact for Asset Protection business owners in preparation of the monthly/quarterly/annual budgets.
• Work with business owners to develop department level budgets.
• Validate and challenge budget assumptions used by business owners and verify accuracy of the information.
• Prepare the monthly closing and accrual reports.
• Prepare the monthly budget and forecast reporting and tracking for departmental and executive management.
• Generate monthly budget vs. actual reporting including variance analytics for review by departmental and executive management.
• Assist in preparing the annual Capex and Opex business case scenarios
• Monthly tracking and forecasting of capital projects and ROI performance to goals to ensure spending is aligned with expectations.
• Prepare other recurring monthly reporting and ad hoc analysis for distribution to departmental and executive management.
• Assist the AP Coordinator, Sr Business Analyst and AP Cash Analyst in completing special projects, process improvements, and strategic initiatives.

Minimum Requirements/Qualifications:

• 4-year undergraduate degree in Accounting or Finance
• 0-2 years minimum of related experience
• Ability to effectively manage multiple work streams simultaneously
• Ability to meet deadlines
• Attention to detail required
• Proficiency in Excel, databases, and other financial software applications

Preferred Qualifications:

• Experience with financial modeling
• Experience with SQL Experience with IBM Planning Analytics
• Experience with dashboarding tools such as Power BI
• Experience with Lawson GL system
• Experience with various financial software applications, i.e. Blackline, IBM Analytics, Showcase, etc.
• Experience in producing and maintaining departmental budgets and forecasts
• Advanced data analytics background

Senior Financial Analyst, HomeGoods FP&A

*Hybrid work model, 2 days per week in office

Are you looking to lead strategic analysis for a multibillion-dollar organization? Are you someone that is analytical and data driven? Do you get excited to work with and present to executives and senior leaders on a regular basis? If so, then the Senior Financial Analyst role on our Business Planning and Analysis team is the place for you to learn from industry leaders and grow in your career.

Ways you will make a difference:

• Lead analysis on strategic projects for HomeGoods to provide actionable recommendations that support the organization’s objectives
• Partner with various operating groups and divisional stakeholders to develop potential initiatives and implement strategies
• Create complex financial models and reporting that facilitate analysis of key initiatives
• Present results and recommendations across all levels of management, including senior members of Finance, Operating Groups, and executives

Potential Projects:

• Capital Investment Decision Process – evaluate projects to determine if they meet return-on-investment criteria and support the long-term growth of the business
• Real Estate – analyze new store opportunities and offer recommendations to senior leaders
• Store Performance – analyze operational efficiencies and top line opportunities to maximize performance across store portfolio
• Marketing Campaigns – partner with Marketing to evaluate advertising and media campaigns and optimize financial return
• Merchandising Initiatives – evaluate impact of inventory / merchandising initiatives
• Support Senior Management – KPI reporting and presentation preparation

Ideal Candidate:

• 3+ years of finance experience; background in Consulting, FP&A or Investment Banking preferred
• Understanding of and experience with key financial concepts, including but not limited to the financial statements, cash flow, net present value, and return on investment
• Excellent communication skills, both verbal and written. Ability to simplify complex projects and present key details / conclusions
• Self-starter who takes ownership of their work and has strong attention to detail
• Demonstrated analytical and quantitative abilities
• Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
• Proven aptitude with Microsoft Office applications with advanced Excel skills

Location:

USA Home Office Framingham MA 770 Cochituate Rd

This position has a starting salary range of $85,100.00 to $109,000.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive.

Med College is seeking a detail-oriented Financial Aid Processor to support students through the financial aid process at our Hialeah campus. This entry-level position is ideal for candidates interested in higher education administration or student services. Training is provided.

• Process financial aid applications and documentation
• Assist with eligibility verification and recordkeeping
• Answer student financial aid questions
• Maintain accurate data entry and compliance standards
• Provide professional customer service

• Administrative or customer service experience preferred
• Strong organizational and communication skills
• Basic computer proficiency required
• Willingness to learn financial aid regulations (training provided)
• Join a team dedicated to helping students build successful healthcare careers.

Pay: $260,000.00 - $365,000.00 per year

Why This Is a Great Opportunity

• Join a premier transactional platform advising sophisticated financial institutions and major market participants.
• Work on complex, high-value financial services transactions in one of the strongest legal markets in the country.
• Build strong deal experience in a collaborative, high-performance environment known for excellence and professional development.
• Gain meaningful responsibility on sophisticated matters while working alongside top-tier attorneys and clients.
• Grow your career at a firm known for elite training, strong mentorship, and long-term advancement opportunities.

Location: New York, NY. This is a full-time, on-site role based in the office.

Note: Must have 3+ years of law firm transactional experience within financial services, finance, or closely related corporate transactions.

About Us

We are a top-tier law firm known for advising leading financial institutions, companies, and investors on complex legal and business matters. Our team is collaborative, ambitious, and committed to excellence, client service, and long-term professional growth. Confidential Employer.

Job Description

• Advise clients on sophisticated financial services and related transactional matters
• Draft, review, and negotiate transaction documents and related agreements
• Support deal execution from diligence through closing
• Analyze transaction structures, legal issues, and business terms
• Manage portions of transactions with increasing independence
• Work closely with clients, counterparties, and internal teams in a fast-paced environment
• Conduct legal research and draft practical, business-oriented analysis
• Collaborate with partners and specialists on complex transactions

Qualifications

• 3+ years of law firm transactional experience
• Experience in financial services transactions, finance, corporate transactions, or closely related deal work
• Strong drafting and negotiation skills
• Strong analytical, writing, and communication skills
• Ability to manage components of transactions independently
• Strong business judgment and client service orientation
• Team-oriented with a strong work ethic and desire for increased responsibility
• Admitted in New York or eligible to waive in
• BigLaw or other sophisticated transactional law firm background strongly preferred

Why You Will Love Working Here

• Elite transactional platform with sophisticated, high-level work
• Strong exposure to major clients and meaningful deal responsibility
• Collaborative culture with high standards and strong mentorship
• Clear path for growth and long-term development
• Excellent benefits and family-supportive programs
• Opportunity to deepen your transactional skill set in a highly respected firm

JPC-741

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Patient Financial Services Specialist (Contract)

Location: Gaithersburg, MD (Hybrid)

Duration: 13 Weeks (Opportunity for Extension or Conversion)

Schedule: Full-time

About Us

Pride Health is a minority-owned healthcare staffing firm that connects skilled clinical and non-clinical professionals with leading hospitals and healthcare organizations nationwide. As part of Pride Global, we deliver flexible workforce solutions while supporting quality patient care and career growth for healthcare professionals.

Job Summary

The Patient Financial Services Specialist supports revenue cycle operations by verifying patient insurance eligibility, reviewing financial information, and maintaining accurate patient account records. This role works closely with internal teams and insurance providers to help ensure accurate billing and timely reimbursement while maintaining compliance with healthcare regulations and organizational policies.

Key Responsibilities

• Verify patient insurance eligibility and benefits using electronic systems and payer portals.
• Review and update patient demographic and financial information to ensure accuracy.
• Utilize eligibility verification tools and electronic health record systems to confirm coverage details.
• Communicate with insurance providers and internal departments to resolve eligibility or coverage discrepancies.
• Maintain accurate documentation of eligibility verification and account activity.
• Assist in resolving billing issues and patient account inquiries.
• Identify and escalate account issues that may impact reimbursement timelines.
• Ensure compliance with healthcare regulations, payer requirements, and organizational policies.

Required Qualifications

• High School Diploma or GED required.
• 2–5 years of experience in Patient Financial Services, insurance eligibility verification, or related revenue cycle roles.
• Experience using Cerner systems.
• Experience with Experian eligibility tools (Cerner-based) required.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication and problem-solving skills.

Preferred Qualifications

• Additional experience within healthcare revenue cycle operations.
• Familiarity with payer guidelines and insurance verification processes.

Benefits Disclosure

Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

Equal Opportunity Employer

Pride Health is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.