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Financial Associate Salary in Indianapolis, IN

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Associate, Investments & Strategic Initiatives
TheCollegeBoard, Indianapolis
College Board - Finance DepartmentHybrid - NYC(Onsite a few times per Month)About the TeamThe Investments & Strategic Initiatives (I&SI) team at the College Board is a highly visible and prestigious group that offers tremendous opportunities for professional development. This is a team of four that is committed to delivering top-notch financial and strategic analysis to support critical business and investment decisions. This team has unique exposure to the fast-growing EdTech and impact investing sectors and will collaborate closely with other divisions, including the well-known Advanced Placement (AP), SAT, and BigFuture programs. This team is at the forefront of EdTech investments and will help to drive meaningful change that transforms the lives of students across the globe.About the OpportunityAs an Associate on the I&SI team, you will play an integral role in driving financial excellence at the College Board. Your responsibilities will include building sophisticated financial models, developing compelling business cases, and evaluating equity investments and strategic initiatives that align with the College Board's mission. You will be instrumental in identifying new areas of growth and making significant contributions to preserve the College Board's financial strength, ensuring that all students have access to a bright and prosperous future. In this role, you will collaborate closely with senior leaders from the Finance, Strategy, and Executive Leadership teams to evaluate and execute strategic initiatives and impact investments. We encourage applicants who aspire to attend a top Business School to pursue their MBA after 2-3 years, in the past, this has differentiated previous Associates from those who follow a more conventional path.In this role, you will:Lead Corporate Finance Projects (50%)Partner with business and finance leaders to provide analytical support to optimize strategic decisions.Build and maintain complex financial models including 3-statement forecast models, buy-versus-build analysis, and financial return analysis.Evaluate financial impact of acquisitions and strategic partnership opportunities.Prepare effective presentation materials and memos that summarize financial analysis and recommendations for senior executives.Develop deep expertise in College Board programs and new markets that are of strategic importance to the College Board.Grow our Impact Investment Portfolio (50%)Originate investments in mission-aligned private companies for the College Board's growing impact investment portfolio via industry research and meetings with Edtech investors and entrepreneurs.Participate in due diligence process to evaluate mission impact potential, financial return, and strategic benefits of investments in early-stage education technology companies.Lead all aspects of the financial analysis to evaluate investment opportunities.Support portfolio management and reporting process for impact investment portfolio.Prepare investment memos and participate in Investment Committee approval meetings.Research public and private companies in the education technology sector and prepare company overviews for College Board executive leadership. About you, you have:A minimum of 2 years of experience in financial analysis, in investment banking or a principal investing role. Exceptional attention to detail.Professional training in financial modeling and valuation, and a strong understanding of accounting.Strong quantitative skills with a finance, accounting and/or related background.Strong written and verbal communication skills, including facilitating meetings and presenting remotely and in-person to senior executives.The ability to learn quickly and take on new responsibilities when given the opportunity.Strong work ethic along with a high level of enthusiasm, initiative, and leadership aspirations.A strong interest in expanding educational opportunities for all students.A bachelor's degree (finance, accounting, or business preferred).Ability to work in the US without sponsorship.About Our ProcessApplication review will begin immediately and will continue until the position is filled.While the hiring process may vary, it generally includes: resume and application submission, recruiter phone screen, hiring manager interview, performance exercise and/or panel interview, and reference checks. This is an approximate 8-week process.About Our Benefits & CompensationCollege Board offers a competitive benefits and compensation program that attracts top talent looking to make a difference in education. As a self-sustaining non-profit, we believe in compensating employees equitably in relation to each other, their qualifications, their impact, and the relevant market.The hiring range for a new employee in this position is $80,000-130,000. College Board differentiates salaries by location so where you live will narrow the portion of this range in which you can expect a salary. Your salary will be carefully determined based on your location, relevant experience, the external labor market, and the pay of College Board employees in similar roles. College Board strives to provide our best offer up front based on this criterion.Your salary is only one part of all that College Board offers, including but not limited to:A comprehensive package designed to support the well-being of employees and their families and promote education. Our robust benefits package includes health, dental, and vision insurance, generous paid time off, paid parental leave, fertility benefits, pet insurance, tuition assistance, retirement benefits, and more.Recognition of exceptional performance through annual bonuses, salary growth over time through market increases, and opportunities for merit raises and promotions based on increased scope of responsibility.A job that matters, a team that cares, and a place to learn, innovate and thrive.You can expect to have transparent conversations about benefits and compensation with our recruiters throughout your application process.About Our CultureOur community matters, and we strive to practice and improve our culture daily. Here are some headlines:We are motivated to positively impact the educational and career trajectories of millions of students a year.We prioritize building a diverse and inclusive team where every employee can thrive, and every voice is heard.We value learning and growth; we offer formal and informal ways to lead through your superpowers, sharpen your strengths, and meet your development goals.We offer a transparent approach to promotions and merit raises, annual performance-based bonuses, and how to grow your career here over time.#LI-TheAcorn#LI-Hybrid
Associate Director (Hybrid)
Pinkerton Consulting & Investigations, Inc., Indianapolis
The Associate Director serves as the client's "Trusted Risk Advisor" by anticipating their needs and recommending world-class corporate risk management solutions for a limited client portfolio. The Associate Director is responsible for business development objectives, ongoing employee management, and the consistent application of Pinkerton's Service Delivery Standards. This position will have a hybrid work schedule (remote/client locations), and the candidate can be located in Indiana or Kentucky.Essential Functions:Represent Pinkerton's core values of integrity, vigilance, and excellence. Establish and maintain "trusted advisor" relationships with new and existing clients. Regularly contact clients to ensure that the highest level of corporate risk management is delivered. Responsible for the year-over-year revenue growth of the assigned geographic area. Communicate with leadership regarding trends relative to fixed and variable costs and the financial impact of present and anticipated business activity. Review records and other financial data that impact revenue growth and profitability. Partner with the Support and Marketing departments to identify client prospects and market trends. Participate in local networking opportunities, including industry and/or client-sponsored events, seminars, and training. Submit requisitions for new and/or replacement positions associated with client contracts. Partner with Pinkerton's Human Resources team to recruit and manage associated employees, when appropriate. Plan, assign, supervise, and effectively manage PDPs (Pinkerton Dedicated Professionals) and other full and part-time employees through active communication and ongoing skill development. Assist in the development of annual goals. Participate in business development activities, including QBRs, sales presentations, RFPs, and contract negotiations. All other duties, as assigned.Education, Experience, and Certifications:Bachelor's degree is preferred, with five years of diverse business-related experience across all industries or an equivalent combination of education and experience sufficient to perform the job's essential functions, as determined by the company. Pinkerton is an inclusive employer that seeks candidates with diverse backgrounds, experiences, and perspectives.Competencies:Strong client relationship management skills. Business management experience. Able to carry out responsibilities with little or no supervision. Proven experience managing and growing Fortune 500 accounts in the service area. Able to interact effectively at all levels and across diverse cultures. Strong financial skills including P&L, forecasting, and budget analysis. Able to analyze complex data and develop innovative recommendations and solutions. Proven project management skills. Able to develop business leads into new client relationships. Excellent written, verbal, and presentation skills. Able to successfully establish and maintain strong client relationships through a trusted risk advisor approach. Serve as an effective team leader. Capable of multi-tasking and organizing workload for effective implementation. Monitor, coach, and develop employees up to expected performance standards. Able to adapt as the external environment and organization evolves. Maintain confidentiality when dealing with sensitive information. Computer skills; Microsoft Office.Working Conditions:With or without reasonable accommodation, requires the physical and mental capacity to effectively perform all essential functions;Regular computer usage. Occasional reaching and lifting of small objects and operating office equipment. Frequent sitting and/or walking. May be required to use vehicle for the performance of duties. Travel, as required.Pinkerton is an equal opportunity employer to all applicants and positions without regard to race/ethnicity, color, national origin, ancestry, sex/gender, gender identity/expression, sexual orientation, marital/prenatal status, pregnancy/childbirth or related conditions, religion, creed, age, disability, genetic information, veteran status, or any protected status by local, state, federal or country-specific law.
Financial Wellness Specialist I
First Financial Bank, Indianapolis
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.As part of the Consumer Bank, the Financial Wellness Specialist is responsible for developing, defining, and executing the strategy that positions First Financial as 'the local bank'. Financial Wellness Specialists, report into the Retail Bank and serves in multiple capacities. This specialist will work in a designated financial center, district, and/or region, and will be held accountable for the following: Retail Strategy, Financial Education, Community Events, Loan Production, and Collaboration within bank. This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act.Essential Functions/ResponsibilitiesPartner with Retail Banking leadership and Financial Wellness Program Manager to execute consumer bank strategies and objectives to attract, retain and grow relationships, fulfill client's financial needs, collaborate through bank, and provide a fIRST Class Client Experience.Identify and develop a client book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities.Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.Participate and lead huddles and meetings to support sales strategy.Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients.Accountable for performance of the district and region and leadership of the local teams.Maintain all operational and risk management standards.Model the way for other associates in the financial center and regions.Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job3-4 years client experience in Retail Banking and/or in the financial services industry.3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail banking role within the consumer bank at FFB.High school diploma or general education degree (GED) is required.Associate's or Bachelor's degree is preferred and/or an equivalent combination of education and work experience in sales preferred.Demonstrated success with consultative, needs-based selling.Excellent interpersonal, verbal and written communication.Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.Strong oral and written communication skills.Preferred Knowledge and SkillsLevel of Complexity and ScopeDegree of Independence and Decision-MakingRequired Supervisory ResponsibilitiesPhysical RequirementsOccasionally lifts and carries up to 20 lbs (ability to set up presentations)Occasionally walks.Frequently sits, stands and drives.Compliance StatementThe associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.We are an E-Verify Employer.
Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
Avantax Planning Partners, Indianapolis
Position SummaryAvantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of APP/CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client experience.Essential Duties & ResponsibilitiesProvide clients with excellent experience and facilitate client retention by building strong relationships.Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-upEffectively communicate financial concepts to clients and make suitable recommendations.Assist lead advisors in monitoring portfolio investments.Assist or conduct client meetings with the lead FPC.Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly.Responsible for assigned household relationships and delivering client service expectations.Updates CRM (Client Relationship Management) database with client meeting notes and activity.Performs various research tasks pertaining to client or advisor requests.Performs other duties as assigned by lead FPC.Maintain knowledge of industry developments and changes.Work toward continuous quality improvement.Stay current with changing technology, including software programs.Strongly protects and promotes the philosophy of the company.Other job duties as defined.Education & ExperienceBachelor's degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required.Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.Certificates, Licenses, or Registrations:Required: Series 7/66, or 63/65 combo.Preferred: Life/health insurance license.Valid driver's license.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.#Avantax
Associate Medical Director - Neurosurgery
Elevance Health, Indianapolis
Description Clinical Operations Associate Medical Director Neurosurgery Carelon Insights/Carelon Medical Benefits Management A proud member of the Elevance Health family of companies, Carelon Medical Benefits Management, formerly AIM Specialty Health, is a benefit-management leader in Illinois. Our platform delivers significant cost-of-care savings across an expanding set of clinical domains, including radiology, cardiology and oncology. The Clinical Operations Associate Medical Director of Neurosurgery responsible for performing pre-authorizations and providing quality improvement solutions for musculoskeletal procedures involving the spine and/or joints, and high-tech diagnostic imaging. How you will make an impact: Determines the medical necessity of requests using clinical criteria. Performs physician-level case review of musculoskeletal utilization requests. Conducts peer-to-peer consultation with ordering physicians, physician assistants and advanced practice nurses regarding established guidelines and accepted standards of care as it relates to treatments, surgical procedures, imaging and appropriate sites of service. Provides education regarding applicable clinical criteria and discusses clinically appropriate alternative surgical and non-surgical treatments. Performs first level provider appeals of coverage decisions. Provides support and education to internal clinical and non-clinical staff regarding the principles associated with appropriate musculoskeletal diagnoses, treatments, and management. Participates in physician team meetings. Participates in groups that develop, revise and enhance clinical appropriateness guidelines. Minimum Requirements: Requires MD or DO and Board certification by the American Board of Neurologic Surgery or American Osteopathic Board of Neurosurgery. Additionally, American Board of Orthopedic Surgery with completion of fellowship training in Spine Surgery or American Osteopathic Board of Orthopedic Surgery with completion of fellowship training in Spine Surgery also meets the Board certification requirements for this position. Current unrestricted medical license(s) as a Doctor of Medicine or Doctor of Osteopathic Medicine in appropriate state(s) required. Experience performing standard neurosurgical spine procedures independently. Preferred Skills, Capabilities, and Experiences: Minimum of 3 years of clinical practice experience past fellowship training preferred. Extensive spine surgery experience preferred. Experience with utilization management, especially with CMS guidelines preferred. For candidates working in person or remotely in the below locations, the salary* range for this specific position is $312,416 to $562,324. Locations: California; Colorado; Hawaii; Nevada; New York; Washington State; Jersey City, NJ In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the company. The company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws . * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within 50 miles or 1-hour commute each way of a relevant Elevance Health location. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact [email protected] assistance.
Associate Financial Representative
Modern Woodmen of America, Indianapolis
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!Responsibilities Work with current or new members to provide them information about the financial services their families could utilize.Networking with individuals throughout the community.Continuously prospecting in order to secure appointments.Participating in mentor-lead appointments.Asking customers for favorable introductions.Engaging in personal observation through the community.Participating in fraternal activities.Benefits and PerksMedical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension planGroup term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout Us Named to Forbes' list of World's Best Insurance Companies for 2023Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.What Makes us Different - Why Modern Woodmen?In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants.We want to support and invest in YOU and the things you hold most important.2023 MWA Community Impact statisticsApproximately 2,200 local chapters and 500 youth service clubs nationwide$46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.$18.2 million in support of members and their communities in 2023.Modern Woodmen is an equal opportunity employer (EOE).
Financial Counselor (Outpatient)
Eskenazi Health, Indianapolis
Division:Eskenazi HealthSub-Division:HospitalReq ID:20763Schedule:Full TimeShift:DaysEskenazi Health serves as the public hospital division of the Health & Hospital Corporation of Marion County. Physicians provide a comprehensive range of primary and specialty care services at the 333-bed hospital and outpatient facilities both on and off of the Eskenazi Health downtown campus including at a network of Eskenazi Health Center sites located throughout Indianapolis. FLSA StatusNon-ExemptJob Role SummaryThe Financial Counselor assists customers with information necessary for securing verifications from various companies/agencies (Work One, banks, life insurance companies, health information, physician offices, Social Security Administration, Health Department, etc.).Essential Functions and ResponsibilitiesAccept daily assigned customer referrals in management designated systems to determine customers to be screened/interviewedAssist walk-in customers as they presentExplain available payer programs and benefits to customers, including Healthy Indiana Plan, various Medicaid or State programs and services, Health Insurance Marketplace, COBRA, or any other possible third party payer sources, or the hospital's charity program, Eskenazi Health Financial Assistance programInterview/screen customers for all potential payer programs as described in previous job functionAssist customer with information necessary for securing verifications from various companies/agencies (Work One, banks, life insurance companies, health information, physician offices, Social Security Administration, Health Department etc.)Complete timely submission of documentation and application in management designated system(s), adhering to all deadlines and requesting extensions from management when necessaryDocument and update application status in management designated system(s) on a regular basisMaintain confidentiality of patient health information in compliance with HIPAA regulationsContact patients by phone, correspondence, or home visit to continue to secure necessary documentationMonitor progress of applications to ensure application completion and processing timelines are adhered toAttend interviews (phone or in-person) with State, County or other payer program representatives for those patients with signed authorization that are determined not able to participate, have requested representation, or have a history of lack of cooperationUpdate management designated system(s) with eligibility determinations and update all appropriate EMR accounts if eligibility is retroactiveMentor peers, including training as neededAbility to meet all productivity and quality requirementsJob RequirementsAccredited Associate or Bachelor's degree; OR equivalent work/business experience is required.High school diploma required.Must meet all federal and state required navigator training and certification requirements within 30 daysBilingual in English/Spanish is a plusKnowledge, Skills & AbilitiesExtensive knowledge of eligibility policy rules and processing requirements for programs administered by CMS, FSSA, and other applicable State and Federal programsExtensive knowledge of health care related insurance rules and guidelines, coverage and benefit plans, and strong ability to calculate and demonstrate insurance and patient payment methodologies and respective amounts dueStrong investigative, analysis and judgment skillsExcellent spelling and grammar; good phone skills; basic math skills; organized, set priorities, meets deadlines; ability to multi-task and carefully proof own workMust demonstrate effective communication skills by conveying necessary information accurately, listening effectively and asking questions when clarification is neededAbility to work independently and as part of a teamProfessional demeanor in person, email, and over the phoneProficiency in Microsoft Office ToolsMust be sensitive to the medical needs of customers and professional duties of hospital staffAbility to adjust to changes in policies, procedures, and systemsAccredited by The Joint Commission and named as one of Indiana's best employers by Forbes magazine for two consecutive years and the top hospital in the state for community benefit by the Lown Institute, Eskenazi Health's programs have received national recognition while also offering new health care opportunities to the local community. As the sponsoring hospital for Indianapolis Emergency Medical Services, the city's primary EMS provider, Eskenazi Health is also home to the first adult Level I trauma center in Indiana, the only verified adult burn center in Indiana and Sandra Eskenazi Mental Health Center, the first community mental health center in Indiana, just to name a few.Nearest Major Market: Indianapolis
Financial Analyst
USPRO, Indianapolis
Financial Analyst (Defense)Indianapolis, IN (Hybrid)Duration: 1 Year ContractJob Description:USPRO is seeking a Financial Analyst who will be responsible for timely analysis of financial results, specifically focusing on project costs within Defense Services and identifying variances between actual and forecasted results. They support budgeting processes and assist in reconciling accounts, while also contributing to ad hoc projects aimed at improving financial processes and cross-functional operations. Additionally, they handle Invoice Requests for both US Government and Non-Government Customers, showcasing adaptability in supporting diverse programs.Responsibilities:Compile and organize data for the analysis of financial performance at the conclusion of each accounting period, ensuring adherence to regional and sector deadlines.Aid in monitoring and evaluating project costs within Defense Services, facilitating accurate tracking and analysis.Conduct research to identify and analyze variances between actual and forecasted results in Defense Services, providing insights to inform decision-making.Assist in the budgeting process, including Annual Target Setting and In-Year Forecasts, following guidance from the Program and Financial Controller.Support business operations by researching cost postings, analyzing project costs, and extracting data from SAP and other relevant sources.Reconcile accounts as necessary to ensure accuracy and completeness of financial records.Contribute to ad hoc projects aimed at enhancing financial processes and cross-functional business operations.Prepare and submit Invoice Requests to NAFSC for both US Government and Non-Government Customers.Provide support to other programs as required, demonstrating flexibility and adaptability in meeting organizational needs.Basic Requirements:Associate's degree in Business or Finance with 4+ years of experience in Business or Finance, orBachelor's degree in Business or Finance with 0-1 year of experience in Business or FinanceMust be a US Citizen or Permanent ResidentPreferred Requirements:Previous experience as a business or financial analyst in a large corporationProficiency with SAP softwareCompletion of 9 hours of accounting classes
Financial Planner
Prudential Financial, Indianapolis
Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner in our Career Development Program ("CDP"), your typical day may include:Developing relationships with clients (both existing and prospective)Gathering client information and using that information to build robust financial plansHelping clients prepare for their retirementPreparing and reviewing investment portfolio recommendationsBecause of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.YOU:Are a self-starter.Have an entrepreneurial mindset.Are a customer service champion.Are an engaging and compelling communicator and negotiator.Are a problem solver.Are a Life-long student seeking continued education and professional development.Are a critical thinker.Have prior sales experience and/or enjoy networking and seeking new clients.Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.WE:Provide a framework to help you attain all licensing and education needed to progress through the career.Support your learning through joint work and a team environment.Provide competitive compensation and benefits that are unique in our industry.Provide a roadmap for your success with our experienced team of leaders.The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave.Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.Prudential is an Employer that participates in E-Verify.
Associate
Cushman & Wakefield, Indianapolis
Job Title Associate Job Description Summary Job Description Who We Are Cushman & Wakefield is a leading global real estate services firm, with 51,000+ people and 400 offices in 70 countries, that delivers exceptional value for real estate tenants and owners. Our work creates meaningful value for our clients, our business, our shareholders, our people, our communities and world. As a company based on putting ideas into action, we continually strive to add driven and thoughtful individuals to our team. Brokers at Cushman & Wakefield enjoy a collaborative culture that fosters an entrepreneurial spirit at every level, from junior-to senior-level professionals. Who You Are Relentlessly Driven & Passionate Self-Starter. You take initiative, are motivated and ambitious to hunt for new opportunities and to win. Thinks Big Picture. You see problems and generate solutions ahead of the customer, while thinking broadly about the market and customer, not just the deal. Willing to Learn. You are constantly curious to learn and continuously develop your industry/market knowledge. Dynamic & Inspiring. You are charismatic, energetic and anticipate client needs and deliver. You will step up and take charge in building the best team to deliver an exceptional customer experience. You Are a Salesperson & Customer Obsessed! You avidly foster relationships and inspire a high level of trust, always putting the client first. What You'll Be Doing As a vital member of a consistently recognized high performing team at Cushman & Wakefield, you will take charge in prospecting new leads and generating new client opportunities for the firm. You will focus on securing meetings and discovering meaningful information to help the team win new business.This role will provide you the opportunity to...Have autonomy in generating sales via outbound prospecting (e.g. calls, emails, LinkedIn messaging, in-person contacts), research, industry articles and specific targeted sales practices.Develop new accounts.Learn and sell C&W's platform, service lines, and value proposition.Use C&W's CRM system to support your sales target.Collaborate with C&W's global platform. Requirements 2 to 4 years of selling experience in a high-volume outbound sales environment (e.g. recruiting, tech).Strong phone presence and exemplary communication (written, verbal, and interpersonal).Bachelors DegreePerseverance and resilience.Proficiency with Microsoft Office Suite.Real estate license, or able to procure a license and maintain within 3 months of start date.Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.