Financial Services Representative Salary in Dayton, OH

POSITION PURPOSEThe Plant Staff Accountant is responsible for the plant general accounting function through active involvement in month end-closing assignments, account reconciliations, accounts payable, accounts receivable, monthly internal reporting, and supporting periodic governmental/compliance reporting. This position ensures the success of the of the coil operations accounting function and is required to have strong organization skills, good research skills of using online database tools, good math aptitude, data entry skills, and be able to communicate effectively. PRINCIPAL ACCOUNTABILITIESPerformance of day-to-day accounting/bookkeeping activities for the Dayton TN manufacturing facility.Receives, verifies, and enters vendor invoices and employee expense reports; resolves any purchase order or receiving discrepancies with appropriate departments. Facilitates payment of vendors, including verification of federal ID numbers and ACH information, and entry of payment batch into the accounting system.Reconciliation and entry of purchasing card transactions and collection and verification of supporting documentation.Calculates, reports and monitors sales tax on paid invoices.Creates invoices according to company practices and submits them to the customers. Posts customer payments and transactions related to accounts receivable.Monitors accounts receivable for past dues, submits monthly customer statements and assists Controller or other collections personnel with past due balances.Assists Controller with general accounting duties including month end journal entry preparation and entry, account reconciliations and internal reporting requirements.Responsible for month end inventory consolidation and entry into the business system. Review, reconcile and resolve any unexpected variances.Support Controller with other requirements such as labor reporting, expense and overhead analysis and fixed asset reporting.Assist with internal SOX testing in the areas of Fixed Assets, Management Reporting, Revenue, Procurement & Operations.Serve as a back-up for other departments such as generating purchase or sales orders on an as needed basis.Assist Controller in ad hoc process improvements and special projects as needed.Support the implementation and enhancement of ERP systems – site’s transition from current ERP to SAP NATURE & SCOPEThe Plant Staff Accountant reports directly to the plant Financial Controller. This role interacts with various plant departments as well as BAC Americas finance personnel.   KNOWLEDGE & SKILLSBachelor’s Degree in Accounting or Finance3+ years of Accounting experience, with experience in manufacturing preferred  Strong systems and ERP knowledge – SAGE 100 and/or SAP ERP (S/4 HANA) knowledge preferred.Demonstrated successful communication within all levels of an organization.Proficient in Microsoft Office Suite – specifically Excel, Outlook and Teams.Excellent customer service and communication skills.Ability to manage multiple tasks and projects to meet specific deadlines. WORKING CONDITIONS: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 accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.  While performing this job, the employee will be required to stand and walk up to 30% of the time.  The position requires up to 10% travel and occasional lifting up to 25 pounds. #ZR

POSITION SUMMARY The Infrastructure Management Technician will configure monitoring systems to support our growing critical infrastructure and data center clients. They will perform installation, preventive maintenance, scheduling service for monitoring systems that support our power and cooling equipment.RESPONSIBILITIES • Optimizing Performance • Configuration Management (Planning and Managing Processes) • Asset Management (Managing Physical Assets) • Real-time Monitoring o Real Time Monitoring products include SiteScan, Alber Battery Monitors, Nform, Communication Cards, Rack Monitoring Solutions and Remote Monitoring offerings. The IMT is required to establish, promote and maintain excellent rapport with all customers, co-workers, sales representatives and others as appropriate. • Render technical on-site and phone assistance to customers. • Perform general and preventive maintenance on monitoring systems. • Respond to emergency calls at customers request. • Strive to provide all customers a 'first time fix' for their equipment. • Provide accurate and timely communication to internal and external customers. • Keep current on safety field change notices and service tips. • Provide accurate and timely reporting of time cards, expense reports, etc. • Keep current on safety bulletins, safety field change notices, field change notices and service tips. • Abide by CoHE (Control of Hazardous Energy) standards. • Adhere to work hours policy guidelines - "14 hours rule". • Must wear appropriate PPE (personal protective equipment) as per company guidelines and accordance with job duties. • Report all work related accidents or injuries within 24 hours to the appropriate personnel.QUALIFICATIONS Minimum Job Qualifications: • 4+ years of hands on networking and infrastructure experience. • Familiarity with real-time monitoring systems test equipment and fundamentals. • Ability to read and interpret electrical line diagrams and blueprints. • Ability to evaluate the operating conditions of equipment. • Standard computer skills including Microsoft Outlook, Word, and Excel. • Clear, concise, written, and verbal communication skills. • Ability to interact comfortably with all levels of internal and external customers. • Self-motivated and ability manage own schedule. • Timecards, expense reports, mileage reports, ticket closure, forms and more. • Valid driver's license.EDUCATION AND CERTIFICATIONS • High School Diploma or GED • Bachelor's degree in electronics, networking and/or information technology or military training preferred.PHYSICAL REQUIREMENTS While performing duties of the above jobs, the associate is regularly required to stand, walk, use hands and fingers, handle or feel objects, tools or other components; reach with hands and arms; stoop, kneel, crouch, or crawl; talk, hear and smell. The associate frequently is required to sit and climb or balance. Specific vision abilities required by this job include close vision, distant vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Must be able to consistently lift up to 50 pounds and occasionally up to 75 pounds.Notes: Vertiv will make reasonable accommodations whenever necessary for all qualified employees or candidates with disabilities (as defined by applicable law), provided that (1) the individual is otherwise qualified to safely perform the essential functions of the job and (2) such accommodations due not impose an undue hardship.ENVIRONMENTAL DEMANDS • Extreme cold (below 32*) • Extreme heat (above 100*) • Noise Level (Medium / High need to shout to be heard) • Working around moving machinery (fork-lifts, tractors) • Protective Equipment Required (earplugs, gloves, eyewear, respirator, mask, etc.) • Work outdoors (no effective protection from weather)TRAVEL TIME REQUIRED • 25%At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5.0 billion in revenue, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.OUR STRATEGIC PRIORITIES • Customer Focus • Operational Excellence • High-Performance Culture • Innovation • Financial Strength OUR BEHAVIORS • Own It • Act With Urgency • Foster a Customer-First Mindset • Think Big and Execute • Lead by Example • Drive Continuous Improvement • Learn and Seek Out DevelopmentVertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [email protected] No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, O, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Hyosung America, IncJob Type: Full TimeLocation: USOVERVIEW Nautilus Hyosung America, Inc. (HYOSUNG) is a world leader in ATM self-service technologies. We have built a reputation for innovation by continually researching, developing and delivering quality ATM products – flexible products that adapt to our changing world and our customers’ changing needs. As a rapidly growing company, Hyosung relies heavily on developing strategic relationships and managing our major accounts. We’re searching for an experienced Director - Major Accounts to join our expanding sales team. POSITION SUMMARY:The Director-Major Accounts has global responsibility for all banking activities for assigned primary client(s.) This position is responsible for sales & product strategy, order & delivery management. The successful candidate has a proven sales track records with successful annual quota achievement, experience within a large national company, and extensive experience in presenting to "C" level executives with confidence. ESSENTIAL DUTIES & RESPONSIBILITIES:Create, present and execute a compelling sales plan. Achieve/exceed 100% quota attainment and revenue pipeline through regular sales process. Serve as leader for a key account and as a strong team member within the FI Direct Sales Team.Maintain a high level of customer engagement and build strong, dynamic relationships with key client executives.Maintain robust pipeline in Salesforce.Provide accurate, timely revenue information demonstrating closing strategies and key tactics to top management.Collect and evaluate critical, value-added feedback during the sales process to assist leaders and peers Organize and prioritize strategic marketing and product development initiativesConsistently exhibit Sales Team’s results and impact on building enterprise-wide relationships.EDUCATION AND EXPERIENCE:Minimum of 10+ years of executive level sales experience. Minimum of 10+ years of proven direct sales to Tier 1 and 2 financial institutions. (EDUCATION AND EXPERIENCE continued)Demonstrated depth of understanding of ATM operations in Tier 1 or 2 banks.Solutions-driven decision-makingProven ability to navigate through the large organization infrastructure to reach and influence key decision makers. Verified experience negotiating and closing large multi-million dollar business deals. Highly professional written, oral, presentation and communication skills. Ability to work effectively in a high-performance sales team and company.Demonstrated excellent coaching & teambuilding skills. Previous experience with an organization with $ 100mm+ in revenuesHighly motivated sales professional who thrives on closing new business. Adept in Microsoft Office: especially in Word, Excel, PowerPoint, Outlook Bachelor’s degree required; degree in Business Administration strongly preferred. Citizenship requirements exist for this position. Please contact the Hyosung Human Resources Department for additional details.PHYSICAL DEMANDS: These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions.While performing the responsibilities of the job, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required to perform this job include close vision.Ability to travel 25% of the time.Ability to operate/drive vehicles maintaining valid Drivers’ License.Ability and willingness to fly via commercial airlines multiple times each month. Capable of sitting for long periods of times working on computers. WORK ENVIRONMENT: While performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.The employee may be occasionally exposed to moving mechanical parts and vehicles. The noise level in the work environment is usually quiet to moderate. The passage of employees through the work area is average and normal.Ability to work both on-site at Hyosung Offices and remotely/in home office.Nautilus Hyosung America, Inc. recognizes and values the diversity of its employees, customers and business partners. Equal Opportunity Employer ~ Minorities/Females/Disabled/VeteranPI239294012

POSITION PURPOSEThe Materials Supervisor is a Tactical Leader responsible for the flow of material within BAC's manufacturing environment. (i.e. BAC/Coil Design). Directly responsible for receiving, material handling, warehouse/inventory control, kitting, loading and shipment of product. This position has direct reports, and is accountable for safe handling, accuracy, movement, storage, and protection of products from delivery to final outbound shipment. PRINCIPAL ACCOUNTABILITIESOwns personal and team safety for Material Movement Group. Ensures a safe working environment with a goal of zero OSHA recordables, annually.Oversee activities of Material Handling personnel and assist as needed.Manage hourly team members by assessing performance, providing positive/constructive feedback, facilitating conflict resolution and addressing repeat issues with corrective actions, performance improvement plans or following BAC’s disciplinary process.Interviews, hires, trains & evaluates team member work assignments and ensures adequate staffing for all shifts.Manage incoming acceptance and storage of material by following standard FIFO guidelines.Develop and maintain the appropriate service routes and material replenishment to internal customers at agreed upon quantity.Responsible for developing and updating trailer maps, warehouse locations, inventory storage locations, etc.Continuously implement logistical process improvements.Assist with disposition and monitoring of obsolete and slow-moving inventory.Manage all consigned inventory programs, act as primary contact to relevant vendors.Ensure the receiving procedures protect BAC’s financial interests and quality standards.Manage and resolve non-conformance product at the time of receipt including coordinating communications with BAC Quality using NCD process, vendor returns, processing debit memos, and adjusting the inventory.Maintain shipping records and receiving documents in accordance with regulations and document control policies.Establish effective controls to ensure that product is handled with zero defect or damage throughout the material movement process.Optimize space utilization in the plant, warehouse, yard and 3PL storage locations.Ensure team and individual activities embrace sustainability, reduce the impact on the environment, minimize waste, maximize recycling, minimize energy and water usage.Support a culture of innovation through original thinking to improve processes, methods, systems or services; translates new ideas into business opportunities.Other duties as assigned. NATURE & SCOPEThe Materials Supervisor reports to the Supply Chain Manager and leads a team of material movement, kitting, shipping and receiving employees.  As a key member of the Supply Chain leadership team, the Materials Supervisor partners with members of the Supply Chain group to achieve departmental and organizational goals.  Additionally, he/she provides support for functional processes, projects and initiatives sponsored by EHS, Operations, Quality, Human Resources, Engineering, and Maintenance.  May participate in or lead cross functional teams representing multiple BAC business locations. KNOWLEDGE & SKILLSMinimum of 4 years professional Warehouse Management experience within a Manufacturing environment.Ability to work in a fast paced/cross functional environment.Experience with MRP/ERP systems including queries and reports.Demonstrated sense of urgency in support of manufacturing schedules and plant sales goals.Ability to interpret drawings and technical specifications.Ability to develop and manage metrics that drive performance aligned to the business goals.Demonstrated ability to delegate tasks and motivate teams to achieve shared goals.Keen evaluator of talent and effective developer of high performing teams.Effective written communication including documentation of processes/standard work. Ability to communicate to managers, engineers, peers and co-workers with written memos or emails that are professional, concise and clearly understood.Demonstrated oral communication skills including the ability to communicate professionally with BAC customer and co-workers. The ability to share information verbally that is clearly understood and technically accurate.Competence in speaking in front of groups and giving presentations.Project management skills including scoping projects, establishing action lists, and reports.High level of competence with systems and software including word processing, spreadsheets and databases, i.e., Word, Excel, SAP, and Access.Familiar with all appropriate procedures, policies, and instructions of ISO quality system.Ability to interact with engineers, business, and technical stakeholders and provide information.Understand and ability to apply Root Cause Analysis Principles, Lean Manufacturing Methodologies and JIT concepts.Bachelor’s degree preferred (Business, Operations Management, and Accounting).APICS certification in Production and Inventory Management preferred. WORKING CONDITIONSThe 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 accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.  While performing this job, the employee is regularly required to stand and walk up to 80% of the time.   This position requires occasional lifting up to 50 pounds and travel up to 10% of the time.  Exposures include elevated noise levels associated with a manufacturing environment, fluctuations in temperature ambient conditions as well as intermittent exposure to the weather in and about the yard and dock areas.  Occasional weekend work is typical, and availability is expected for any of the three operating shifts.#ZR

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

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.

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

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathwaysto develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integritySelf-motivation to connect with company provided sales leads and network with new clientsStrong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com