Personal Financial Advisors

Description

We are a growing company located in Scottsdale, AZ, seeking a Contract-to-Hire Financial Analyst to join our team. The ideal candidate will have strong analytical skills and experience working with Oracle software.

Responsibilities:

+ Analyze financial data and trends to provide insights and recommendations to management

+ Prepare and review financial reports, budgets, and forecasts

+ Conduct variance analysis and identify areas for improvement

+ Assist with month-end and year-end closing processes

+ Develop financial models and scenarios to support decision-making

+ Collaborate with other departments to gather and analyze financial information

+ Perform ad hoc analysis and reporting as requested by management

+ Ensure compliance with financial regulations and company policies

+ Support audit preparations and interact with auditors as needed

+ Provide support for special projects and initiatives as assigned

Requirements

+ Bachelor's degree in Finance, Accounting, Economics, or related field

+ 3+ years of experience in financial analysis or related role

+ Proficiency in Oracle or similar ERP software

+ Strong analytical and problem-solving skills

+ Excellent attention to detail and accuracy

+ Ability to work independently and as part of a team

+ Effective communication and interpersonal skills

+ Advanced proficiency in Microsoft Excel and Office applications

+ Knowledge of financial modeling techniques and principles

This is a contract-to-hire position located in Scottsdale, AZ. The Financial Analyst will play a crucial role in providing financial insights and support to our organization. The role is fully in-office.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

Description We are offering a short term contract employment opportunity for a entry level Financial Analyst in the startup industry based in Scottsdale, Arizona. The chosen candidate will play a critical role in our financial planning and analysis undertakings, working closely with senior finance team members. You will be expected to delve deep into financial data, create insightful reports, and contribute to strategic decision-making.

Responsibilities:

• Assist with financial forecasts and conduct modeling exercises to optimize financial performance.

• Analyze and interpret key metrics for optimization opportunities.

• Participate in month-end processes and handle ad-hoc projects as required.

• Utilize various accounting software systems to monitor and evaluate financial data.

• Process and maintain accounts payable and accounts receivable.

• Collaborate with other team members to improve financial processes and systems.

• Utilize skills in Enterprise Resource Planning (ERP) and IBM AS/400 for financial analysis tasks.

• Conduct check processing and manage other accounting functions as needed.

• Use 'About Time' software to manage and track project timelines and budgets.

• Collaborate with senior finance members to contribute to strategic decision-making. Requirements • Familiarity with Accounting Software Systems

• Proficiency in Acomba

• Knowledge of Cl Programming

• Experience with ERP - Enterprise Resource Planning

• Familiarity with IBM AS/400

• Ability to use About Time software

• Understanding of Accounting Functions

• Experience with Accounts Payable (AP)

• Experience with Accounts Receivable (AR)

• Knowledge of Check Processing

• Entry-level understanding of financial analysis

• Bachelor's degree in finance, accounting, or related field

• Strong analytical and problem-solving skills

• Excellent communication and presentation skills

• Ability to work independently and as part of a team

• Detail-oriented and highly organized

• Strong Microsoft Office skills, particularly in Excel and PowerPoint

• Willingness to learn and adapt in a fast-paced environment

• Understanding and adherence to financial regulations and legislation.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

**The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.**

While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice.

**Job Overview**

**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.**

**Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.**

**We'll give you the support you need. Our team will be there every step of the way, providing:**

+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.

+ Salary for the first four years as you begin to build your practice2

+ A firm-provided branch office in the community

+ Branch office support to help lighten the load so you can focus on your clients

+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

**Benefits:**

+ Includes bonus potential, 401K, and comprehensive health benefits

For more information please visit: Edward Jones Benefits Page

**You can also expect...**

+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel

+ The flexibility that you need to balance your personal and professional lives - the best of both worlds

+ A culture of continuous improvement and professional development

**Key Responsibilities**

+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

**1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration**

**2 As your new asset compensation and commissions increase over the first four years, salary will decrease**

**Skills/Requirements**

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

**What characteristics would make you a successful financial advisor?**

+ An interest in financial services/markets and how they work

+ Love of learning and challenges, including determination to succeed

+ Skilled in long-term relationship building

+ Comfortable in your ability to think critically

+ Passion for new opportunities

**Can you see yourself...**

+ Learning to be a financial advisor through our comprehensive training program?

+ Delivering personalized investment and financial solutions to your clients?

+ Taking ownership of your business's growth and success?

+ Meeting professional and personal objectives as they relate to building your practice?

+ Working in and positively impacting your local community?

**Skills/Requirements**

**Candidates should have at least one of the four qualifications bullets listed below:**

+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

+ Financial services and/or sales experience

+ Financial services registration, licensing, or certification

+ Professional and/or military career progression

**Licensing:**

+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

+ FINRA registrations required within three months. State insurance licenses will be required.

+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

\#LI-USFATA

Position: Bilingual Financial Analyst Location: Yuma, AZ Amphenol High Speed Products Group is the market leader for high speed, high bandwidth electrical connectors for the Telecom/Datacom market (Mobile Networks, Storage, Servers, Routers, Switches, etc.). Our products help to enable the electronics revolution and remain a key enabler for all the major Tier 1 OEMs globally. We have design, sales, and manufacturing locations globally and are currently seeking a Bilingual Financial Analyst based remotely in Yuma, AZ.The Financial Analyst will provide accurate P&L forecasts, help identify operating and material costs, interact with the operations team frequently andwork with all levels of the organization. RESPONSIBILITIES: Create and analyze financial data (i.e. budgets & income statement forecasts) Provide recommendations to reduce costs and improve financial performance Update management team with current month results to identify any forecast gaps Develop financial models and tools to improve forecasting process Work with management team to guide and influence long team & strategic decision making Drive process and policy development initiatives Prepare monthly and quarterly P&L and variances between forecast and actual Investigate any material variance issues Support and audit semi annual physical inventory (May & November) Perform month end closing, including accrual, journal entries and account reconciliations Support corporate or divisional data collection & financial analysis Ability to work from Mexicali factory once per week QUALIFICATIONS: Minimum of 5 years of experience in financial reporting and analysis Proficiency in excel and financial software applications (AX Dynamics preferred) Bachelor's degree in finance or accounting Experience with financial forecasting, cost accounting and analysis Bilingual in English and Spanish Amphenol Corporation is proud of our reputation as an excellent employer. Our main focus is to provide the highest level of support and responsiveness to both our employees and our customers, the world's largest technology companies. Amphenol Corporation offers the opportunity for career growth within a global organization. We believe that Amphenol Corporation is unique in that every employee, regardless of his or her position, has the ability to positively impact the business. Amphenol is an "Equal Opportunity Employer" - Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity/National Origin

Job Description

-Processing of monthly working files for invoice submissions

-Update internal systems with financial data

-Participate in financial audits

-Prepare monthly, quarterly and annual financial reports

-Keep accurate records for all fleet and financial decisions

-Preparing and monitoring budgets and financial forecasts

-Updating internal systems; reconciliation of fleet

-Participate in strategic data analysis, research, and modeling for senior leadership

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

-Excellent analytical and numerical skills

-Strong ethics, with an ability to manage confidential data

-Advanced MS Excel skills

-Advanced Access Database skills

-Solid knowledge of financial and accounting procedures

-Ability to synthesize large quantities of complex data into actionable information

-Knowledge of financial reporting and data mining tools such as SQL, Access, etc null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

**Overview**

GovCIO is currently hiring an experienced Finance Analyst to join our growing company. This position will support the rapidly expanding Fed/Civ business unit reporting to the FP&A business unit manager. This position will be remote full time.

**Responsibilities**

The successful candidate will have excellent finance acumen and proven leadership skill to build strong relationships with business unit executives, program managers and corporate department leads. Typical day to day activities include

• Partner with Division VP and program team to provide analysis and guidance that supports informed decision-making and opportunities to improve financial performance across the organization.

• Identify trends, opportunities, and challenges in the portfolio of programs and recommend actions based on sound analysis.

• Responsible for working with key stakeholder in creating the Division annual budget.

• Maintain and monitor program forecasts, highlight drivers, expose risks and opportunities to achieving or exceed financial targets.

• Support all aspects of program financial management and reporting, interfacing with Program Management, Contracts, Accounting and Project Setup teams to ensure projects are within negotiated parameters and funded levels.

• Understand and explain key drivers of actual results against Budget and Forecast for various contract types (FFP, T&M, LOE and Cost type)

• Prepare Estimate at Completion (EAC) analysis and corporate submission.

• Support Monthly Accounting Close activities to include cost accruals, revenue and profit review and analysis, and indirect expense review.

• Identify corrective actions needed and work with Accounting staff to ensure business unit Profit & Loss accurately reflect financial performance.

• Monitor business unit A/R (invoicing and aged receivables) and work with PMs and Billing to minimize Days Sales Outstanding.

• Support Finance Manager/Director in other ad hoc reporting requirements.

**Qualifications**

• Bachelor’s degree in Finance, Accounting, Business, Math or related discipline

• 8+ years of experience demonstrating career progression and growing responsibility and scope

• Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAA

• Experience with Deltek Costpoint and Cognos tools

• Advanced Excel user including pivot tables, complex formulas and modeling

• Excellent verbal and written communication skills with the ability to relay complex information concisely

• Must be a self-motivated, energetic, critical thinker that is able to work with diverse team

**Company Overview**

GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

**We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

Posted Pay Range

The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

**Posted Salary Range**

USD $110,000.00 - USD $120,000.00 /Yr.

Submit a referral to this job (https://careers-govcio.icims.com/jobs/4041/financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

**Location** _US-Remote_

**ID** _2024-4041_

**Category** _Financial Analysis_

**Position Type** _Full-Time_

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

The Portfolio Manager role presents a dynamic opportunity for a motivated and accomplished financial professional to manage all aspects of the operating expense base for the Technology organization. As a Portfolio Manager, you will establish strong partnerships with Technology Leaders, Finance, and peers across Tech Portfolio Management to ensure sound management of monthly operating expenses and a deep understanding of the investments to support the Technology line of business.

**How will you make an impact in this role?**

+ Manage monthly financial processes and reporting in full collaboration with Technology leaders, with an emphasis on projection accuracy and proactive identification of risks and opportunities.

+ Maintain accurate resource rosters inclusive of linkages to key initiative funding, investment cost model resource mapping components and forward-looking views incorporating strategic workforce plan elements.

+ Collaborate with platform leaders and Finance on the annual budget process and ensure alignment with delivery priorities and talent strategies.

+ Implement and manage vendor labor contracts ensuring contractual obligations are met and appropriate expenses are accrued.

+ Ensure consistent financial management processes are supportive of the technology investment strategy as well as regulatory and accounting standards.

+ Build and improve financial models and cases that support the complex operating environment while taking into consideration the needs of a wide group of partners including Technology leadership, Finance, Portfolio, Talent Strategy, and product and engineering teams.

+ Adapt, Refine and Develop standards, processes and supporting tools for budgeting/monitoring operating expenses and managing resource rosters while considering relevant feedback loops to enable transparency of financial performance against established plans.

+ Build and deliver insightful communication for leadership that highlights performance against targets, comprehensive forecasts, and recommendations for addressing risks and opportunities.

+ Uncover and manage the financial impacts of capacity changes and coordinate with the platform and portfolio teams to align the financial impacts to delivery impacts.

**Qualifications:**

+ Bachelor’s degree in Finance and/or Accounting with a strong record of academic achievement and 5 years relevant experience required.

+ Deep experience and proven thought leadership in a financial role and a good foundation of knowledge in Accounting and Finance. Experience in Technology financial management is a plus.

+ Demonstrated success in translating complex strategies into meaningful financial models.

+ Adept at driving outcomes with relentless attention to detail.

+ Courage and conviction to continuously deliver results in a dynamic environment and navigate high levels of ambiguity comfortably.

+ Proven ability to drive results and pursue efforts with a high level of energy.

+ Lead and influence others without authority at multiple levels across technology, product, and business functions.

+ Adept at building relationships with strong consultative and collaborative skills to partner with leaders across business and technology.

+ Strong verbal and written communication skills, from preparation through execution, with the ability to understand your audience and build presentations to structure messages that effectively inform and persuade.

+ Problem solver with excellent analytical and data management skills.

+ Advanced MS Excel, Oracle/Smart View and Access skills and highly proficient across other MS Office applications is critical.

+ Working knowledge of technology investment planning, resource management and investment cost modeling is highly desirable.

**Qualifications**

Salary Range: $110,000.00 to $190,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

**Job:** Technology

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24006534

The Financial Analyst is a non-traditional ET role which offers experience and exposure for driven individuals to work with a diverse and dynamic set of senior leaders. You will have an opportunity to grow your leadership and collaboration skills while using your expertise in financial acumen. You will gain cross- functional experience by partnering with EPEO Service Teams and the OCETO to financially support critical infrastructure needs for Ford Motor globally. The ideal candidate for this position will embrace multi-tasking, working collaboratively with the ET service teams, leadership, and IT Finance. The candidate must have a continuous improvement mindset and have a strong focus on quality and details.

+ Serving as a guide and consultant to Ford IT customers on the financial forecasting and financial close processes

+ Inputting forecast details and comparing actuals to budget in the Apptio System (soon to be Nicus)

+ Supporting team with Apprio/Nicus reports and analysis to effectively manage forecasts

+ SME for Ford ET Europe accounting practices

+ Identifying and creating accruals, corrections, and amortizations monthly during the financial close process

+ Supporting monthly reviews of the actuals to budget and updating forecasts with customers

+ Strong Microsoft Office skills (especially Excel), coupled with Analytical Skills and a Detail-oriented mindset

+ Advanced Finance/Accounting Skills for corporate environment (forecasts, budgets, actuals, accruals, etc.)

+ Understanding Ford global financial process, especially EU

+ Strong understanding of Apptio and Ariba

+ Customer service mindset

+ Ability to quickly learn new financial tools

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply!

**As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a change maker, a technical expert, a culture builder…or all of the above? No matter what you choose, we offer a work life that works for you, including:**

+ Immediate medical, dental, and prescription drug coverage

+ Flexible family care, parental leave, new parent ramp-up programs, subsidized back-up child care and more

+ Vehicle discount program for employees and family members, and management leases

+ Tuition assistance

+ Established and active employee resource groups

+ Paid time off for individual and team community service

+ A generous schedule of paid holidays, including the week between Christmas and New Year’s Day

+ Paid time off and the option to purchase additional vacation time.

**For a detailed look at our benefits, click here:** Benefit Summary (https://urldefense.com/v3/\_\_https:/fordcareers.co/GSR-HTHD\_\_;!!N\_LtwI-RPugbI9wg0dJn!DsiF5SEXdZDVZwdZgnRezGpR7r347NCo7gj6QzTiwtjge5\_qTcqMFhCCblgcCy1Vja\_vkencOcNa-g$)

**Visa sponsorship is available for this position.**

Candidates for positions with Ford Motor Company must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, If you need a reasonable accommodation for the online application process due to a disability, please call 1-888-336-0660.

**\#** LI-Hybrid

**Requisition ID** : 28081

Entry Level - Wealth Management Associate - AZ, Scottsdale (5105) ( 24000091 )

**Primary Location** : UNITED STATES-AZ-SCOTTSDALE

**Organization** : Equitable Advisors

**Description**

**Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

**Our people**

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

* We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

* Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

* Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

* Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

**Qualifications**

**Training and support**

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

**Benefits and compensation**

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

**Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

**Req ID:** 24000091

Merrill Team Financial Advisor

Gilbert, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Merrill Team Financial Advisor Business Development Program**

**The Merrill Wealth Management Team Financial Advisor (TFA) engages in:**

+ Developing a book of business in order to meet and exceed the required performance hurdles

+ Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs

+ Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan

+ Planning and managing resources (time, people, budget) to run a productive practice

+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

+ Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisoryattention/review/approvalas per compliance guidelines and policies

+ Completing mandated training, assessments, performance goals and continuing education requirements

**The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.**

**The Team Financial Advisor receives:**

+ The strength and name recognition of Merrill and Bank of America.

+ World class training throughout their career with Merrill Wealth Management

+ State of the art software programs to assist in your success

+ Access to a full array of investment and banking products for your clients

+ Coaches or mentors located within your office to work with you towards your success

**Ideal candidates:**

The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

**Essential Duties and Responsibilities:**

+ Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.

+ Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).

+ Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.

+ Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.

+ Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.

**Required Qualifications**

+ Proven ability to engage with and influence others

+ Exceptional interpersonal and relationship building skills

+ Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility

+ Proven ability to assess needs of clients and recommend appropriatesolutions/interventions

+ Proven ability to work collaboratively on a team and with key partners

+ Proven ability to listen and probe for clarity and understanding

+ Goal and results oriented

+ Ability to source clients through prospecting and networking

+ Ability to work in an environment where the majority of your compensation is tied to your performance

+ Strong follow-through skills

+ Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

**Desired Qualifications**

+ At minimum a Bachelor’s Degree

+ Demonstrated track record of success

+ Proficiency in using Sales Force / Client Relationship Manager Tool

+ Strong understanding of the Financial Advisor role

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .