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Finance Manager Salary in Dayton, OH

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Hourly Supervisor & Training
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Information Systems Security Manager (ISSM) - Senior
Modern Technology Solutions, Inc., Dayton
Own Your Future. Modern Technology Solutions, Inc. (MTSI) is seeking a Senior Information Systems Security Manager (Sr. ISSM) in Dayton, OH.Why is MTSI known as a Great Place to Work?Interesting Work: Our co-workers support some of the most important and critical programs to our national defense and security. Values: Our first core value is that employees come first. We challenge our co-workers to provide the highest level of support and service, and reward them with some of the best benefits in the industry. 100% Employee Ownership: we have a stake in each other's success, and the success of our customers. It's also nice to know what's going on across the company; we have company wide town-hall meetings three times a year. 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Sr Dir, Solutions Architect
Vinebrook Homes, Dayton
Sr Director, Solutions Architect Position Summary/Objective The Sr Director, Solutions Architect is responsible for designing and implementing complex software, database, integration, and infrastructure solutions to meet the specific business needs of the organization.  A Solution Architect will work closely with business leaders, product managers, developers, infrastructure engineers, and product support roles to understand requirements and provide an architectural vision that guides the organizations development process.  The Sr. Director, Solutions Architect is a hands-on role with an ability to blend technical know-how with business acumen while providing the technical direction for the organization.  Technical development skills required include Angular/Node JS, SQL, and Azure Data Services.  The Sr. Director, Solutions Architect must work in a blended business applications environment that includes multiple custom and packaged ERP/CRM systems such as SalesForce and Yardi. 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Experience working with packaged ERP/ CRM environments including Yardi and/or SalesForce highly desired. Experience with cloud-based data technology on MS Azure, including Azure Data Factory is highly desirable. Familiarity with data-driven analytics tools such as Tableau and PowerBI. Adaptability and readiness to meet customer needs promptly, with a keen awareness of priorities. Strong communication and interpersonal skills. Experience in modeling and graphic representations of processes using tools like Lucidchart, Visio, PowerPoint, etc. Leadership and motivational skills. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Supervisory Responsibility This position will manage a small team. Travel Will require travel approximately 3 times per year for team events and technical training. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  We recognize that people come with a wealth of experience and talent beyond just the technical requirements of the job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process. VineBrook Homes LLC (“VineBrook”) is proud to be an equal opportunity employer that is committed to diversity and inclusion in the workplace. VineBrook considers all applicants for employment without regard to race, color, sex, sexual orientation, gender, gender identity, age, religion, national origin, pregnancy, child or spousal support withholding, disability, marital status, genetic information, citizenship/immigration status, military/veteran status, or any other status protected by federal, state, or local law. VineBrook makes hiring decisions based solely on qualifications, merits and business needs at the time. Upon request, VineBrook will reasonably accommodate applicants with a disability who need accommodation during the application process, unless accommodation creates an undue hardship to the company.  We are also a Drug Free Workplace. As permitted by law, qualified applicants will also be required to pass a drug screening before beginning employment.  Information Technology
Director, Program Management & Innovation
Vinebrook Homes, Dayton
DIRECTOR, PROGRAM MANAGEMENT POSITION SUMMARY/OBJECTIVE  The Director of Product Management & Innovation is responsible for the delivery, implementation, configuration, user adoption, and maintenance of the organizations enterprise and web applications, including Customer Relationship/Service Management, Enterprise Resource Planning (ERP), Human Resources HRIS/HCM, Knowledge Management (KM), company intranet, and public-facing websites and apps. This role utilizes a comprehensive and deep background in project management, property management, accounting/finance, real estate acquisition, and IT operations to deliver solutions that align with the business goals.  This position manages a team of project managers, learning development specialists, and marketing content specialists who are responsible for ensuring the company realizes the maximum business value from its investments in IT applications. This position works closely with the CTO and business team leaders to select, implement, and support technical solutions to business operational processes.  It is incumbent on this individual to stay abreast of changing technologies, project management strategies, and IT-related business opportunities to support the CTO and serve as a pathfinder to the IT team and the company leadership. This position will be based out of our corporate headquarters in Dayton, OH with strong consideration given to remote candidates in major hub cities including Columbus, Cincinnati, Dallas, Phoenix, and other markets where we have business operations. ESSENTIAL DUTIES AND RESPONSIBILTIES Develop and implement an overarching project management framework that ensures solutions are delivered in a timely fashion while maintaining the right balance between quality assurance and performance Utilize a deep understanding of business needs, processes and risk posture, which realizes the IT strategy within existing resource constraints, leveraging commercial and internally developed software solutions, data structures, and infrastructure to create an information technology environment that furthers enterprise goals and objectives Work closely with business leads to understand their business objectives and processes, providing guidance in leveraging applications to increase mission impact, effectiveness, and efficiency Working closely with key stakeholders to identify viable options for meeting business needs and opportunities to further realize the organizations Information Technology and Business strategy Work closely with senior leadership, the IT team and other stakeholders to implement, configure, integrate, design, build, deploy applications Ensure appropriate confidentiality, data integrity, availability, authentication, and access control methods are in place Act as an advocate for security and performance while maintain compliance with standards Enthusiastically builds synergy and focus for all IT staff members across applications, databases, security, infrastructure, and server maintenance responsibilities Ensures effective issue tracking, handling and documentation processes are well implemented and executed Work within IT, cross-functionally and with vendors, to successfully identify, prioritize, and resolve issues MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES) Excellent working knowledge of package enterprise-class CRM, ERP, and Collaboration solutions including Yardi, SalesForce, and Web Applications Possesses high level understanding in the areas of business process management and project management methodologies Experience in a management role that supervisory experience of project managers and content development specialists Ability to understand internal and external customer needs, to establish and maintain a high level of customer trust with all staff and confidence in the team’s knowledge of and concern for business requirements and user experience Ability to analyze and rapidly assimilate constantly evolving technologies and apply them as potential solutions to business opportunities and needs A passion for providing outstanding User Experiences and Customer Service for internal and external customers Ability to navigate amongst competing priorities in a fast paced dynamic and growing business environment with focus on delivery usable solutions 10+ years’ experience working with enterprise level business applications including Yardi and/or other property management ERP systems 6+ years’ experience with SalesForce; Service Cloud Preferred 5+ years’ experience managing a team consisting of analysts, project managers, content designers, QA/testers, and administrators Demonstrated ability in people management, strategic planning, risk management, change management, and project management Experience with scrum and other agile development methods is a must A track record as a coach, mentor, and developer of talent Excellent judgment, analytical thinking, and problem-solving skills Natural improver, always striving to improve processes, technology, and systems Strong cross-functional collaboration skills, relationship building skills, and ability to achieve results Possesses excellent verbal and written communication skills and the ability to interact professionally with a diverse group of developers, business owners, and subject matter experts Strong sense of personal responsibility and accountability for delivering high quality work aligned with organizational mission and strategy, both personally and at a team level Experience in Property Management, Real Estate and Construction businesses is required Bachelor’s degree or equivalent experience, Master’s degree desirable Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SUPERVISORY RESPONSIBILITY Yes. TRAVEL Up to 25%. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of the job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process. We are an equal opportunity employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law. We are also a Drug Free Work Place. Qualified applicants will also be required to pass a drug screening before receiving an offer or beginning employment. Refusal to submit to testing will result in disqualification of further employment consideration. Information Technology
Structural Engineering Client Program Manager
LJB Inc., Dayton
DescriptionLJB Inc. is a national engineering firm that provides civil and structural engineering, as well as geospatial, safety and environmental services. Our diverse expertise, client base, and geographies have enabled LJB to serve clients in all 50 U.S. states and several countries.At LJB, we think bigger and are committed to improving the quality of life for our clients, communities, and employees. For more than 50 years, LJB has been designing ways to connect people and communities safely and efficiently. As a full-service transportation team, we have the diverse capabilities and proven know-how to design solutions that meet today's needs and tomorrow's demands.We are currently seeking a candidate to fill the role Program Manager for our Safety team. The Program Manager will support existing clients and create new opportunities for LJB. We are open to candidates not local to Dayton, OH; Charlotte, NC; Houston, TX working remotely within the US.PROGRAM MANAGER MAJOR DUTIES AND RESPONSIBILITIES:Develop and implement a plan to build new client relationships.Maintain and develop client relationships to secure new projects.Engages in networking events (e.g., conferences and industry organizations)Conduct discovery meetings with prospects and write meeting summaries.Document events and activities associated with client meetings, events, organizational events, etc.Support, as the client manager, proposal development led by the project manager for services including training, assessments, design, turnkey, inspection, asset management, etc.Collaborate with team members to ensure delivery capability, project execution, continuity of communication, and advancement of client relationships.Attend planning meetings in Dayton and other LJB offices.Additional Duties and Responsibilities:Tracks and manages client engagement activity, using CRM and other methods.Travel to client locations with some overnight travel as required. This may vary depending upon home location and will likely average 30%.Develop and successfully implement strategic client plans.Provide and/or participate in product and service training.Provide timely expense reporting and submissions.Other duties as assigned.PROGRAM MANAGER QUALIFICATIONS AND EDUCATION REQUIREMENTS:.S. degree in architecture, civil engineering, or construction management, or B.A. in sales/marketing related field (10+ years of experience in successful marketing/sales will be considered in lieu of a college degree).Experience in and with professional services (specific to A/E/C industry preferred)Professional Engineer (PE) or another professional license preferred.5+ years of sales experience preferred.Previous experience with as a client manager or with client management requiredCRM database experience preferred.LJB offers competitive compensation packages, which includes paid time off, a 401(k)/profit sharing plan, tuition reimbursement, flexibility, and mobility. LJB Inc. is an Equal Opportunity Employer including veterans/disabilities. If you are a self-starting individual who wishes to join an established team that believes in excellence in the workplace, this opportunity is for you.Note: At the current time LJB will not sponsor applicants for work visas.Recruiters or staffing agencies: LJB Inc. is not obligated to compensate any external recruiter or search firm who presents a candidate, their resume, or profile to a LJB Inc. employee without a current, fully executed agreement on file. Please direct all communications to the HR team.
Member Solution Specialist - Rhea County - Full Time
Tennessee Valley Federal Credit Union, Dayton
Headquartered in Chattanooga, Tennessee, Tennessee Valley Federal Credit Union was founded in 1936 as a non-profit financial cooperative built on the promise of “people helping people". With $2.1 billion in assets, Tennessee Valley Federal Credit Union (TVFCU) is a progressive member-focused financial institution, respected as one of the most financially sound in the industry. With 21 branches and using state-of-the-art technology, TVFCU provides financial services to more than 163,000 members in Southeast Tennessee and Northwest Georgia. As a very high honor, TVFCU was recently named the Best Credit Union in the state of Tennessee by Forbes, and even received the highest score of any financial institution in the nation. JOB SUMMARY:   The primary purpose of the Member Solution Specialist (MSS) is to provide exceptional service to our members by offering personalized financial solutions and assistance. This role is responsible for going beyond processing transactions by building and maintaining strong relationships with members while promoting TVFCU’s products and services.  The MSS will maintain a positive, enthusiastic and investigative mindset while providing excellent communication, problem solving skills, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals.   ESSENTIAL DUTIES AND RESPONSIBILITIES: Promptly welcome members in the branch while promoting an atmosphere of exceptional member service through positive member interactions.  Initiate and maintain engaging member conversations to understand their financial goals and/or concerns.  Address their inquiries by offering personalized solutions and accurate information.       Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services. Process various member transactions and inquiries, including, but not limited to, business deposits, loan closings, issuing debit cards, answer online and mobile banking questions as well as troubleshooting basic online and mobile issues.   Promote the benefits of digital banking by educating members on online and mobile banking.   Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner.  Collaborate with manager and/or relevant departments when necessary.   Meet or exceed established production goals by uncovering needs and offering TVFCU products and services.   Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures. Maintain confidentiality of all member information.  Maintain knowledge and comply with all policies and procedures.  Complete all required training.   Proactively demonstrate TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members. Perform other duties as assigned. EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS:   High school diploma or equivalent; additional certifications in finance or related fields are a plus.   Proven experience in member service or sales role, preferable within the banking or credit union industry. Excellent interpersonal and communication skills, with the ability to explain financial concepts in a clear and understandable manner. Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy. Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals.   Strong attention to detail and accuracy in handling financial transactions and maintaining member records. Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment. Proficiency in using email and Microsoft Office tools.  Flexibility to work weekends and/or extended hours as needed. Demonstrated commitment to providing outstanding member service and building long-term relationships with members. If you are considered for an offer of employment at TVFCU, you must successfully complete a pre-employment screen that includes: Verification of education, employment and other pertinent data included on your employment application, and eligibility to work in United States. Criminal background check and drug screening. Pre-employment credit check required. Pre-employment screening helps TVFCU provide a safe environment for our members and employees, minimize risk, and ensure federal compliance.
FINANCIAL MANAGER
City of Dayton, Dayton
FINANCIAL MANAGERCITY OF DAYTONFinance ManagerJob Title: Finance ManagerFTE: 1.0Department: AdministrationReports to: City ManagerFLSA Status: ExemptDate Developed: April 9, 2024HOURLY RATE: 27.18/hour ($56,534/year to 38.73/hour ($80,558/year); depending upon qualifications.HOURS OF WORK: 40 hours per week.WORK MODEL: Possibility of hybrid - remote and in-office work with the expectation that in-office work will be at least two (2) days a week.GENERAL STATEMENT OF DUTIES: The Finance Manager performs specialized work involving the financial and accounting functions of the City; manages collection, custody, and disbursement of City funds; manages annual and project focused audits; assists with annual budget preparation; completes grant and project finance management.SUPERVISION RECEIVED: Works under the general supervision of the City Manager.SUPERVISION EXERCISED: Provides supervision of the Utility Billing/Court Clerk.TYPICAL EXAMPLES OF WORK: Including, but not limited to, the following:A) Finance Officer:• Maintains the central accounting system which includes maintaining ledgers for all funds assuring accounting operations are accurate, timely and efficiently run.• Maintains accounts receivable, bank checking and savings accounts, and processes monthly bank reconciliation.• Assures internal control processes, policies and standards that properly account for and safeguard the fiscal and physical assets of the city.• Processes monthly budget reports.• Processes monthly payroll and benefits maintaining records documenting compliance with all state and federal payroll regulations.• Creates and maintains employee timesheets in Excel.• Ongoing cash management.• Processes accounts payable.• Processes Transient Lodging Tax accounts receivable.• Assists the auditors by providing the required documentation for the completion of all financial audits and assures the annual audit process finds that the city conducts its financial activities according to Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board GASB.B) Assistant Budget Officer:• Assists the Budget Officer (City Manager) in preparing the yearly budget by providing information and reports as requested.• Completes budgetary reports required by other government agencies. (LB-1)C) Other:• Performs other complex administrative work as directed by the City Manager and as the City's needs dictate.• Provides backup to the front office staff when needed.MINIMUM QUALIFICATIONS:Education: Graduation from an accredited college with a bachelor's degree in accounting or business administration or graduation from an accredited college with an associate degree in a related field and two years of responsible experience in government; or an equivalent combination of education and/or experience that would provide the required knowledge, abilities, and skills.Knowledge, Skills, and Abilities: The following knowledge, skills and abilities must be possessed, or the individual must be able to quickly obtain the knowledge, skills and abilities necessary to perform the essential functions of the job, with or without reasonable accommodation.• Municipal and fiscal accounting principles.• Office practices and procedures including recording cash payments, utility billing, and collection process and procedures.• Ability to analyze a variety of administrative and financial problems and to make sound policy and procedural recommendations.• Basic statistical records keeping.• Data gathering and reporting techniques.• Public relations techniques and effective public service policies.• Make decisions independently in accordance with established policy.• Maintain confidentiality regarding organizational and department records and information.• Organize and plan own work schedule to meet often changing workflow demands in timely and efficient manner.• Demonstrate well developed personal qualities of persuasion, patience, perseverance, thoroughness, firmness, flexibility, and understanding.• Perform recurring tasks with little supervision.• Complete new tasks with limited supervision.• Effectively communicate and work harmoniously with the public, business community, county, state, and federal agencies and contacts, elected officials, coworkers, and the City Manager.• Work under pressure and handle stressful situations tactfully.• Exemplify traits that reflect the City's culture, including integrity, customer service orientation, cultural competency, trustworthiness, and flexibility.• Computers and electronic data processing, Microsoft Word, and Excel.• Business English, grammar, spelling, punctuation, and composition.DESIRABLE QUALIFICATIONS:• Bilingual - SpanishSPECIAL QUALIFICATIONS:• Possess Valid Driver's License.• Must pass a background test.• Must pass an accounting knowledge test.BENEFITS: The following benefits are provided for information only. Award of such benefits maybe subject to specific requirements in the Personnel Policies and/or completion of probationary period.• Medical/Vision/Dental/Long Term Disability• 96 hours sick leave per year• 10 paid holidays 8 hours floating holiday per year• 96 hours vacation per year PERS (employer paid)• Physical, drug test, and criminal background check may be required.PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The work is performed mostly in an office setting. While performing the duties of this job, the employee is frequently required to sit and talk, walk or hear, use hands to finger, handle or feel objects, tools or controls, and reach with hands and arms. Duties involve moving materials weighing up to 10 pounds on a regular basis such as files, books, office equipment, etc., and may infrequently require moving materials weighing up to 40 pounds. The employee must kneel, bend, stand, push and pull, and drive a motor vehicle. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. Hand-eye coordination is necessary to operate computers and various pieces of office equipment. Manual dexterity and coordination are required over 50% of the work period while operating equipment such as computer keyboard, calculator, and standard office equipment. Limited walking may also be required.WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually quiet; standard office atmosphere; may be subjected to occasional verbal abuse from the public; may be required to work occasional overtime.The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.recblid i0qtumptxgq9z4evynla6602ljc2li
Accounting Manager
Beontag, Dayton
SummaryThe Accountant Manager is responsible for all activity areas relating to Accounting management, including month end close and accountable for the ongoing analysis of process constraints and tracing costs back to underlying activities. This position will be responsible for developing and maintaining accounting principles, practices, and procedures to minimize overall risk, and timely processing of all accounting activities. Monitor transactional detail in the ERP system and ensure accuracy.The Accountant Manager supervises five staff Specialist. This position addresses tight deadlines and a multitude of accounting activities including general ledger preparation, general ledger analysis, audit preparation and the support of month end closing activities. The Accounting Manager will have contact with the President and Executive Directors which requires strong interpersonal communication skills both written and verbal.Essential Duties and ResponsibilitiesEnsure smooth day to day operations of Accounting.Assist with the month-end financial close process, including preparation of journal entries, reconciliations, and Balance Sheet analysis.Fully support and help drive initiatives to improve & operationalize processes, innovate, and help resolve cross-functional issues as part of the Finance and Accounting team.Support Accounting Specialist's in general accounting matters and generation of ad hoc projects or requests.Support in external audit including preparing schedules and responding to audit inquiries.Prepare journal entries, worksheets, reconciliations, and other documentation to ensure that transactions are recorded in accordance with GAAP.Review monthly Management Company financial statements in collaboration with the FP&A to ensure that operations are accurately and timely reported.Ensure accuracy of all general ledger entries and reconciliations.Respond prepare and present to various quarterly and year-end audit requests, including the preparation and review of required audit schedules.Prepare general ledger entries by maintaining records and files.Reconcile balance sheet accounts. Calculate and analyze multiple reserve balances and propose adjusting entries.Support the Accounting Specialist that tracks and analyzes the company's rebate and surcharge program, interfacing with the sales team and sales accounting.Prepare, submit, and report operational tax liabilities such as Sales & Use, Personal Property and CAT.Develop and implement accounting procedures by analyzing current procedures, recommending changes.Answer accounting and financial questions by researching and interpreting data, including technical accounting guidance and the company's accounting policies.Support the execution, performance, and results of various inventory programs such as inventory cycle counting and warehouse reconciliations. Assist Plants with resolving issues.Ensure proper reserves are in place for Slow Moving and Obsolete inventory in accordance with GAAP.Assist with Treasury & Cash ManagementProvide training to new and existing staff as needed.Work with each direct report to establish goals and objectives for each year and monitor and advises on the progress to enhance the professional development of staff.Proactively seek out opportunities to implement process improvements, systems, and workflows to allow accounting infrastructure to scale up.Provide training to new and existing staff as needed.Proactively seek out opportunities to implement process improvements, systems, and workflows to allow accounting infrastructure to scale up.Coordinate with IT department for system issues, system enhancements, maintenance, and development such as costing, accounting & finance activities, production, and purchasing.Analyze ad-hoc and complex transactions, defining the relevant accounting treatment and documenting the basis for conclusions.Ensure PP&E are properly recorded and controlled, in accordance with Beontag Group's guidelines.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily.Education and/or Experience:Bachelor's degree in business with an emphasis in Accounting or equivalent experience.Five years of related experience in Accounting/general ledger area.Five years of Supervisory experience.with multinational companies is desirable.verbal and written communication skills and the ability to collaborate with a multi-department team.be PC proficient and able to thrive in a fast pace setting. Experience with INFOR/SyteLine or other large, automated accounting system a plus.in Microsoft Office products.Proficient in technology and equipment used in environmental inspections.verbal and written communication skills and the ability to collaborate with a multi-department team.interpersonal, supervisory and customer service skills required.a CPA and IFRS knowledge are desirable.Corporate Income Tax ExperienceReasoning AbilityAbility to apply common sense understanding to carry out detailed and involved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.The ability to recognize and evaluate technical issues and limitations is required. The ability to define and manage expectations is critical. The ability to make sound decisions and actions is required.Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to use hands to use the computer to complete the computer skills required above. The employee is required to stand, walk and sit. The employee must occasionally lift and/or move up to 20 pounds.Direct ReportsYesTravel0-10%DisclaimerThis job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Financial Advisor
Atria Wealth Solutions, Dayton
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area.Rave Financial was chartered July 30, 1935, as Magnolia Employees Beaumont Texas Federal Credit Union. It was one of the first federal credit unions in Jefferson County. By year-end 1935, the new credit union had 700 members, assets of $10,000 and the potential for over 5,000 members from its sponsor group, Magnolia Beaumont Refinery.In 1959, the credit union changed its name to Mobiloil Federal Credit Union and again to Rave Financial in 2023. Rave Financial is now a community charter and currently has more than 75,000 members and assets exceeding $1 Billion.As a Financial Advisor your responsibilities include, but are not limited to, the following:Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices, and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives, and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)Required Qualifications:Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses Clean U-4 and BackgroundTwo or more years of sales experience in the financial services industry, preferably in a bank or credit unionExcellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you developCommitment to supporting, and contributing to, a team-oriented cultureDesired QualificationsUndergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designationExperience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environmentAn advanced level of performance and work ethic requiring minimum supervisionEOERepresentatives are employed and registered through CFS (Member /). To learn more about CUSO Financial Services, LP visit .CFS (Member
Senior Account Assistant - Business Insurance
MMC, Dayton
About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.The Senior Account Assistant provides administrative and technical support to the team in order to facilitate excellent client service by assisting with the daily management of various administrative and technical aspects of client accounts, as delegated by the Account Manager following Agency and carrier guidelines.ESSENTIAL RESPONSIBILITIES:Determines eligibility by obtaining information on clients including ordering MVR'sCompiles and sends submissions to Markets to obtain quotes and assists in ordering policiesMaintains accurate system Information according to Agency, Carrier and E&O GuidelinesProvides assistance to clients on routine inquiries including certificates and policies, and other items regarding the clients' accountAssists the Account Manager in the administration and preparation of summaries and proposals, direct notice of cancellations, and other assigned notices to clientCompletes ACORD ApplicationsChecks policies, reviews Policy Checker notes and orders appropriate policy correctionsAssists in the administration of endorsements including invoicing and submitting requestsPrepares and sends invoicesAdministers audits and tracking invoicing and received paymentsReviews simple contractsPrepares renewal documents and comparisons by inquiring about updates from client and learns to negotiate renewalsWorks directly with clients, underwriters and Account Managers to ensure client needs are metEnhances position knowledge by learning to understand complex contracts, bid spec/contract review and premium allocationsEDUCATION & EXPERIENCE: High School Diploma or equivalent requiredLearn Basic Property and Casualty Insurance TermsComplete "How Insurance Works" Course or have equivalent knowledgeINS 21 - Property & Liability Insurance PrinciplesSKILLS & ABILITIES:Excellent communication skills, including listening, speaking and writingComputer literacy for correspondence, data entry, e-mail, Internet, Carrier websites, spreadsheets and accessing data from company systems; Proficient in Microsoft Office 2010 (Outlook, Word and Excel)Demonstrate our ValuesIntegrity - Demonstrates professional behaviors with honesty and respectCollaboration - Must be able to establish and maintain positive working relationships with co-workers, clients and carriers.Passion for customer service - Must be able to effectively interact with internal and external clients by demonstrating basic knowledge of the clients' business needs, instilling confidence, revolving issues, following through on commitments, and tapping all available resources in order to meet the clients' expectations.Innovation - Must be able to use problem-solving skills to identify and solve problems or offer solutions using knowledge of the client as well as knowledge of the insurance industry.Accountability - Establishes priorities and organizes time effectively and efficiently to ensure that tasks are completed to meet or exceed customer expectations.These job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.PHYSICAL DEMANDS:Sit for long periods of time, stand, walk, move about the facility, bend, stoop, and climb stairs; demonstrate sufficient hand, arm and finger dexterity to operate computer keyboard and other office equipment; reach above shoulder height, below the waist, and lift to file documents or store materials; lift and move up to 25 pounds; speak and hear sufficiently to communicate in person and over the phone; read words and numbers; maintain visual ability including close vision, distance vision, color vision, peripheral vision, depth perception and to adjust focus; work overtime as required; meet expectations for attendance and punctuality; able to pay attention to details; able to concentrate; interact professionally, cooperatively and productively; perform in a manner that prevents errors and omissions; tolerate a constant, moderate noise level; work independently; carry out assignments to completion within parameters of general instructions, prescribed routines and standard practices; tolerate high levels of stress and a stressful work environment; meet multiple deadlines consistently.Employee typically performs the majority of their work from their desk,and is required to use a computer andtelephone.Work is generally performed in a quiet office environment. A Great Place to Work. A Great Place to Perk.Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:Medical, dental, vision, 401K benefits and moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We AreMMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.#MMAMW#MMABI