Financial Consultant Salary in Charlotte, NC

**Hybrid in Charlotte, NC.**Our utilities client is looking for a Financial Analyst to join their team.Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.Pay Rate: $42.00 - $50.00/hr on W2Skills, experience, and other compensable factors will be taken into account when determining pay rate. The pay range provided in this posting is a reflection of a W2 hourly rate; other employment options may be available that may result in pay outside of the provided pay range.W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.Responsibilities of the Financial Analyst:Provide and present accurate and relevant financial analysis and management reportingAnalyze and consolidate management financial reportingAnalyze data, identify and correct errors to ensure accuracy and integrity of financial informationCoordinate and support the month-end close activitiesPrepare, check and/or post journal entries and accruals on an as needed basisMaintain good working knowledge of accounting policies and impactsEnsure effective budget & business planning process:Support the budget and business planning processValidate budgets uploaded to correct target amountsDevelop and support department budget, strategic plan and related presentation materialCoordinate the preparation of annual budgets utilizing Hyperion PlanningRequirements of the Financial Analyst:A Bachelor's degree in Computer Science or related field and at least 4 years of experience in related field in addition to degreeExperience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.)Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to managementProficient use of Power BI and Microsoft products such as Excel (i.e. pivot tables, PowerPivot), Word, & PowerPointAbility to meet stated deadlines and respond quickly to changing needs through a teamwork approachAbility to work in a team environment & foster good relationships with teammates & business partnersAbility to build and maintain productive working relationships at all levels within the organizationPlease be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact [email protected] ID: 383835

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Lead Data Management Analystin Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.Contract Duration: 12 Months + possible extensions/conversion Required Skills & Experience5+ years of Data Management, Business Analysis, Analytics, Project Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.Advanced SQL skills (preferably expertise with Teradata).Advanced Microsoft Office skills (Word, Excel, PowerPoint, Visio).Strong verbal and written communication skills.Strong analytical skills with high attention to detail and accuracy.Strong problem-solving skills.What You Will Be DoingOrganize and lead companywide initiatives to ensure that data quality is maintained so that data can effectively support business processes.Oversee analysis and reporting in support of regulatory requirements.Identify and recommend analysis of data quality or integrity issues.Evaluate data quality metrics and data quality audits to benchmark the state of data quality.Adhere to data governance standards and procedures.Identify new data sources and develop recommendations for assessing the quality of new data.Lead project teams and mentor less experienced staff members.Recommend remediation of process or control gaps that align to management strategy.Serve as relationship manager for a line of business.Consult with and provide recommendations to senior management regarding assessments of the current state of data and metadata quality within area of assigned responsibility.Represent client in cross-functional groups to develop companywide data governance strategies.Partner with groups and various levels of seniority companywide to coordinate and drive collaboration on solution design and remediation execution.Lead team activities to complete data aggregation, preparation, and validation in support of regulatory report production.Build and maintain working relationships with upstream data sources, business users, and technology teams to partner on BAU change management and data projects.Develop and execute SQL queries to extract data from ERA databases and perform analyses.Execute change management impact assessments and support BAU change management impacting ERA.

Location: Charlotte, NCDescription: Business Process Consultant 2 -Automation Charlotte NC (3 days in office MANDATORY)Job Description: In this contingent resource assignment, you may: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Business Execution. Review and analyze basic or tactical Business Execution assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Business Execution. Required Qualifications: 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.• Ability to effectively communicate to Sr Business Leadership • Ability to understand complex business problems and identify requisite automation / technology solutions • Ability to collaborate across functional areas and teams to drive execution • Ability to work autonomously and drive execution with minimal supervisionPrior experience • Automation tools and capabilities (RPA, Workflow, AI, Reconciliation etc.) • 3-5 years experience in automation discovery/delivery • Experience in Financial Services or like industryINTAKE This team helps another team provide an automation service across the enterprise by owning intelligent Robotic Process Automation (RPA) workflows. Allows automating controls into the RCSA process. This team is all functional resources while the other has both coders and functional personnel.Will work with senior leaders within the LOB they're supporting as well as with SME's to understand the process they're working with and understand where the automation would work best within that structure. Depending on size and scope of the project, the Sr. BEC may handle the project themselves, team with another, or work with a Project Manager. Project delivery can range from 4-6 weeks to 6-8 months. 2-6 months is the sweet spot.Need to be able to communicate technical processes in layman's terms to the business.3-5 years experience identifying and delivering automation solutions, would lean much more toward the 4-5 years side of that. Having been a Lead the last 2-4 years would be great.Certifications like PMP, Scrummaster, or Six Sigma would be awesome, but not required.Financial industry experience would be preferred. Pharmaceutical, aerospace, automotive or manufacturing would be acceptable as well.Ideal Tools per RTM: • RPA related: o Blueprism, UI Path, Alteryx, Appian • AI related: o Chat GPT, Generative AI • Workflow related: o Jira, Pega, Appian, MS PowerApps, PowerAutomate, Salesforce • Process modeling related: o iGrafx, ARIS, Sigmaflow, SAPJOB DESCRIPTION • Ability to effectively communicate to Sr Business Leadership • Ability to understand complex business problems and identify requisite automation / technology solutions • Ability to collaborate across functional areas and teams to drive execution • Ability to work autonomously and drive execution with minimal supervisionPrior experience • Automation tools and capabilities (RPA, Workflow, AI, Reconciliation etc.) • 3-5 years experience in automation discovery/delivery • Experience in Financial Services or like industry Contact: [email protected] job and many more are available through The Judge Group. Find us on the web at www.judge.com

We are currently hiring for a leadership role within State Street Global Advisors Americas Wealth Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with top financial advisors in the Broker Dealer Channel as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth Group agenda. The position will be based out of Charlotte, NC.As a Broker Dealer Regional Consultant:You will personally own key client and strategic partner relationships as a member of the Americas Wealth Group. The position will cover National, Independent and Regional Broker Dealers across the NC/SC market.You will identify the needs of our clients varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support.You will have a keen investment acumen and operate as an expert on State Street Global Advisors & SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits and what differentiates us from our competitors.You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel.You will be responsible for leading and coordinating travel throughout the Region with various partner firms and index providers including the World Gold Council, DoubleLine Capital, Blackstone Credit, Nuveen, MSCI, and S&P.You will build and maintain relationships with key internal business partners, including Internal Sales, Marketing, Research, and Client Enablement Teams to effectively deliver SSGA and SPDR ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.You will partner with an Internal Sales Team to effectively deliver SPDR ETF and State Street Global Advisor resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.You will facilitate an understanding of State Street Global Advisors and its strategy and priorities.You will mentor and groom internal peers on the team.You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.You will demonstrate initiative to continuously hone sales skills and pursue professional development.These skills will help you succeed in this role:Bachelor's degree requiredSeries 7 and 63 licensedInvestment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desiredMinimum 7 years of experience in the investment management industry with 5 years in Sales/Business DevelopmentStrong technical ability and investment acumenStrong product knowledge of ETFs, mutual funds, separate accounts and related productsSelf-motivated individual that can work both independently and within a team structureDemonstrates integrity, dedication to excellence and motivation to succeedStrong leadership skillsExtraordinary verbal and written communication and sales presentation skillsAbility to learn and adapt quickly while applying creativityAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State Street Global AdvisorsWhat We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Company: State Street Global AdvisorsSalary Range: $100,000 - $167,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Hi Everyone,Hope this email finds you at good health!!I came across your resume today and am reaching out to see if you are actively looking for your next position.Position: SAS /SQL ConsultantLocation: Multiple Location (Onsite 3 Days/ Week)Term: 24 MonthsContract on W2Required:SASSQLTeradataExcelCommunicationFinancial/Banking ExpVineet RaJ | ASSOCIATE RECRUITING DELIVERY LEADOFFICE (408) 650-1056EMAIL [email protected] linkedin.com/in/vineet-raj-93b68b72MOTION RECRUITMENT | 1400 Perimeter Center Terrace // #300 // Atlanta, GA 30346

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):Entrepreneurial journeyCareer advocacy program that supports achieving professional development goals through guidance, and real-time feedbackContinuous learning & development opportunitiesDiversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills Client delivery as part of an on-site or remote project teamDemonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignmentPresent to team members and client contacts the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teamsManage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadershipPerform research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative dataUtilize intermediate methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and VisioCollaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groupsProvide status reporting of progress, dependencies, issues, risks and overall program healthParticipate in the work of one of the functions tracks of a project or in a PMOMaintain program sites as a repository for all project informationBusiness Expertise SkillsSupport practice, thought leadership, and people development activities firmwideDemonstrate a deep knowledge of the issues related to the business unit/line, including a knowledge of recent topics/industry trendsParticipates in the sharing of knowledge and experiences within the firm, acting as an active member with internal knowledge-share oriented activities and organizationsShare experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staffBusiness Development SkillsRelay information relevant to new business activities and prospects to manager, team, and business unit/line leadersParticipate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposalsQualificationsBachelor's degree required preferably in finance, accounting, or risk management2+ years of recent client facing management consulting experienceCertified Independent Auditor strongly preferredCapable of executing internal audit readiness assessmentsUnderstanding of risk management and RCSABroad product and business line exposure within financial servicesAdditional InformationCompensation & Benefits77-99K Salary + Annual Discretionary BonusHealthcare coverage that includes medical, dental, vision and life insurance policiesGenerous time offParental leave paid at 100% of base pay for all new parents regardless of genderFuture Moms Program9 Company Holidays + 1 Floating Holiday401(k) matchingCollege save-up plan & college loan repayment planMonthly cell phone stipendCommuter BenefitsGym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:Gender equality (global Gender Equality Index score of 93/100 for 2023)LGBTQ+Race & EthnicityWorking ParentsDisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):Entrepreneurial journeyCareer advocacy program that supports achieving professional development goals through guidance, and real-time feedbackContinuous learning & development opportunitiesDiversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills Client delivery as part of an on-site or remote project teamDemonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignmentPresent to team members and client contacts the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teamsManage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadershipPerform research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative dataUtilize intermediate methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and VisioCollaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groupsProvide status reporting of progress, dependencies, issues, risks and overall program healthParticipate in the work of one of the functions tracks of a project or in a PMOMaintain program sites as a repository for all project informationBusiness Expertise SkillsSupport practice, thought leadership, and people development activities firmwideDemonstrate a deep knowledge of the issues related to the business unit/line, including a knowledge of recent topics/industry trendsParticipates in the sharing of knowledge and experiences within the firm, acting as an active member with internal knowledge-share oriented activities and organizationsShare experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staffBusiness Development SkillsRelay information relevant to new business activities and prospects to manager, team, and business unit/line leadersParticipate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposalsQualificationsBachelor's degree required preferably in finance, accounting, or risk management3-4+ years of recent client facing management consulting experienceCertified Independent Auditor strongly preferredCapable of executing internal audit readiness assessmentsUnderstanding of risk management and RCSABroad product and business line exposure within financial servicesAdditional InformationCompensation & Benefits104-106K Salary + Annual Discretionary BonusHealthcare coverage that includes medical, dental, vision and life insurance policiesGenerous time offParental leave paid at 100% of base pay for all new parents regardless of genderFuture Moms Program9 Company Holidays + 1 Floating Holiday401(k) matchingCollege save-up plan & college loan repayment planMonthly cell phone stipendCommuter BenefitsGym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:Gender equality (global Gender Equality Index score of 93/100 for 2023)LGBTQ+Race & EthnicityWorking ParentsDisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Business Execution ConsultantHybrid - Charlotte, NC9-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/10/2024Calculated Hire is in search of a Business Execution Consultant for our Fortune 100 Financial Services company. This team is responsible for the facilitation and maintenance of Markets Division supervisory procedures, control documentation, job aides, and other related documentation. Candidate will be a proven self-started capable of driving results independently and in a team setting.In this role, you will:Write, review, and publish Markets Division documentation, primarily but not limited to, supervisory proceduresEnsure timely completion, quality, and complianceIdentify opportunities for process improvement and risk control development and adhere to all policy and regulatory requirementsComplete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity PlanningRequired Qualifications:5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.Financial services experience, preferably in Corporate and Investment Banking businesses or equivalent.Excellent verbal, written, and interpersonal communication skillsIntermediate Microsoft Office skillsEffective organization and prioritizing skillsAbility to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are importantStrong analytical skills with high attention to detail and accuracy

The Structured Products and Alternative Investments Sales Consultant is an internal sales support position with the primary responsibility to use technical expertise to help advisors with a variety of products (e.g. structured products, private equity, hedge funds, managed futures, tax advantaged solutions, etc.) and sales strategies, product rules/regulations and appropriate solutions via consultative outbound and inbound calls to increase sales. In addition, this role will partner 1:1 with a Regional Vice President to drive sales by providing sales strategies via proactive outbound calls to advisors in the assigned region.Key ResponsibilitiesBuild strong working relationship with Regional Vice President. Proactively place outbound calls to advisors in assigned region to provide sales strategies and drive SP&AI initiatives.Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales.Maintain strong working relationships with product partners and other company stakeholders. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs and business objectives.Accurately track all activity and pipeline information in Salesforce.com and track/submit all business expenses in Concur Expense Management system.Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to clients. This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services.Provide support and participate in advisor/client presentations and field facing events. Play a backup for RVP in presentations and events as required.In partnership with RVP, travel within region as required to participate in one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Complete required coursework in order to maintain compliance with state and federal regulations and licenses.Required QualificationsBachelor's Degree or equivalent in a related field5+ years' experience in financial services industry, financial sales or financial wholesaling with proven phone skillsActive Series 7, 63 & 65 (or Series 66) or the ability to obtain within 120 days.Deep understanding of SP&AI products and sales strategies (e.g. structured products, private equity, hedge funds, managed futures, tax advantaged solutions, etc.)Proven ability to establish rapport and credibility quicklyDemonstrated sales and coaching experience and understanding of wholesaling processIndependent self-starter with strong teamwork orientation and relationship skillsExcellent communication and influencing skills.Strong organizational skills and ability to manage multiple priorities.Solid presentation skills for use in one-on-one as well as in frequent large group settingsMust have a clean compliance recordAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessFPPS Wealth Management SolutionsPDN-9bdd6c35-9fe1-40cf-8de7-083a491f0d0f

OVERVIEW Our client base has ongoing, immediate needs for an Strategic Accounting Consultant to support project-based initiatives and interim coverages during peak times, at a Controller-level skill-set, and always doing hands-on work. Vaco Consultants will be responsible for adhering to accounting principles, practices and procedures to ensure accurate and timely financial statements. This position will need to work to tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, year-end client audit projects, and the support of budget and forecast activities. Responsibilities:Overall day-to-day management of financial reporting accuracy and processing of client informationBalance sheet reconciliations, including cash, fixed assets, payroll, and other accrualsReview and approval of account classificationsReview of G/L for any missing transactions and overall accuracyOversight of AP, AR, payroll, cost accounting (if applicable)Assisting in the formulation of the budget and preparing the monthly budget variance analysesTechnical accounting research, including revenue recognition, leases, stock-based compensation, and business combinationsSkills and experience:8+ years of progressive accounting and finance experience, ideally with experience in month-end close and financial reportingBachelor's Degree in Accounting, CPA preferredExperience in a public accounting firm or consulting services environment preferredStrong technical financial accounting (GAAP) knowledgeKnowledge of accounting/ERP software, including NetSuite, Intacct, SAP, Oracle, Microsoft Dynamics Suite, and QuickBooksKnowledge of reporting systems, including with OneStream, Hyperion, Adaptive Planning preferredExperience working in a paperless environment strongly preferredPersonal attributes:Client service-focused team player with a positive "can-do" attitudeAbility to commit for duration of engagementAbility to work autonomously with little directionAbility to upward manage hiring manager overseeing project deliveryStrong interpersonal and relationship building skills