We use cookies to improve the user experience, analyze traffic and display relevant ads.
Details Accept
Enter position

Financial Representative Salary in North Carolina, USA

Receive statistics information by mail
Unfortunately, there are no statistics for this request. Try changing your position or region.

Recommended vacancies

Senior Accountant I, General Accounting & Reporting, Financial Services
Wake Forest University, Winston-Salem
Application Instructions:External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it. Current Employees: Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs. Locate the position and click Apply. Update your Education and Job History. ** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.Job Description SummaryJob DescriptionEssential Functions:Co-leads the monthly and quarterly closing process. Responsible for maintaining, communicating, and ensuring deadlines for task lists and schedules related to the monthly and quarterly closing process. Assists with the mid-year and year-end close process.Maintains a comprehensive listing of all uploads. Ensures all uploads are received and posted during the closing process. Troubleshoot issues for internal finance users related to uploads.Review all integrations are appropriately posted during month-end.Review campus journal entries for accuracy before posting to the General Ledger and communicate needed changes to campus users to include training as required.Maintains the recurring journal entry process to include updates, task generation, and new setups.Responsible for review and set up of prepaid invoices.Ensures all financial transactions are correctly recorded and reported, including reviewing trial balance and fund champion assigned sections. Ensures all fund champion and trial balance questions are researched and answered promptly.Responsible for the timely preparation and review of various monthly, quarterly, and annual balance sheet account reconciliations.Serves as a backup for routine Finance Administration Workday maintenance for the general ledger.Serves as a backup for analyzing intercompany activity between Reynolda Campus and the School of Medicine and Reynolda House, including review of journal entries to record transactions between entities, monthly reconciliation of multiple swap balances, and monitoring of A/R aging schedules.Serves as backup for all daily banking functions.Provides customer support by fielding internal and external questions in the shared inbox for General Accounting.Co-leads system testing for Workday upgrades and enhancement functionality for cash and banking. Ensures cash and banking testing is complete. Assists with general ledger testing.Assists in facilitating finance classes or on-demand training needs for the General Accounting and Reporting group.In conjunction with the Senior Manager, General Accounting and Reporting develops processes to streamline and improve the efficiency and accuracy of recording financial activity.Assists with developing, documenting, and communicating financial policies and procedures related to financial accounting and reporting.Performs other related duties as assigned.Required Education, Knowledge, Skills, Abilities:Bachelor's degree in accounting and a minimum of three years of related work experience.Strong organizational and critical thinking skills.Proficiency in Microsoft Office with moderate skills in Excel (vlookup and pivot tables)Ability to work independently and to prioritize workload; ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities; excellent time management skills; ability to organize personal workflow; recognizes that a multitude of deliverables may have to be completed with minimum notice and that time is of the essence.Comfortable with new technologies and proven ability to quickly acquire knowledge of new systems. Ability to understand system design and flows and utilize that knowledge to test and implement new functionality or improvements.Ability to analyze, interpret, and apply policies and reporting requirements; familiarity with sources for researching higher education issues preferred.Excellent customer service skills, requiring extensive contact with the campus community and subsidiary organizations.Ability to work positively in a demanding, fast-paced, team-oriented environment independently and collaboratively.Ability to handle sensitive information confidentially.Must be an initiative-taker with unquestionable integrity and a strong sense of professional ethics.Effective written and verbal communication skills.Demonstrated commitment to the University's values and mission.Preferred Education, Knowledge, Skills, Abilities:Experience in finance and accounting in a higher education environment.Experience with Workday Financials.Additional Job DescriptionNote:This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.To provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply.Time Type RequirementFull timeNote to Applicant:This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.
Senior Financial Analyst
Stride, Inc., Raleigh
Job DescriptionSUMMARY: The Senior Financial Analyst provides a broad range of financial analysis, budgeting and forecasting for multiple departments. This position prepares and reviews a variety of complex financial data and reports as well as monitors trends in order to formulate strategies and provide insight to key executive stakeholders.ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.Budget and cost reviews including analyzing variances between actuals, forecast, and plan, use insight to iterate on forecasts and push for operational improvementsPrepares monthly consolidation, review and reconciliation of business unit financials;Financial analysis and modeling - pull and consolidate large data sets, build models from scratch and improve existing onesPrepares/provisions financial reporting and other analytics; develops annual budgets, monthly forecasts, and variance analysis;Works with Accounting and Corporate Finance on monthly/ quarterly/ annual close processes;Collaborate with business leads to summarize and analyze key dataInteracts with and provides financial support and manages financial communication with the key individuals;Demonstrates knowledge of proper business practices and best practices in the use of ERP, specifically financials.Supervisory Responsibilities: This position has no formal supervisory responsibilities.MINIMUM REQUIRED QUALIFICATIONS:Bachelor's degree in accounting, economics, finance, math or a related field ANDThree (3) years of experience in financial analysis OREquivalent combination of education and experienceCertificates and Licenses: None required.OTHER REQUIRED QUALIFICATIONS:Experience and knowledge in several functions within Finance (Budgeting, Consolidation, Performance Reporting and financial analysis)Understanding of accounting processes, procedures and internal controlsAble to work well as part of a teamPossess very good communication skills - written and verbalExcellent time management and organizational skillsExperience with Oracle Enterprise Resource Planning (ERP) systemsAbility to travel 10% of the timeHighly proficient in Microsoft Excel and WordAbility to clear required background checkDESIRED QUALIFICATIONS:Certified Public Accountant (CPA)Masters of business administration (MBA)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.This position is virtual and open to residents of the 50 states, D.C.COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. Salaries will differ based on these factors, the position's level and expected contribution, and the employee's benefits elections. Offers will typically be in the bottom half of the range.We anticipate the salary range to be $57,384.00 - $98,992.80.Eligible employees may receive a bonus. This salary is not guaranteed, as an individual's compensation can vary based on several factors. These factors include, but are not limited to, geographic location, experience, training, education, and local market conditions. Stride offers a robust benefits package for eligible employees that can include health benefits, retirement contributions, and paid time off.Job TypeRegularThe above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is "at-will" as governed by the law of the state where the employee works. It is further understood that the "at-will" nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer.Stride, Inc. is a Federal Contractor, an Equal Opportunity/Affirmative Action Employer and a Drug-Free Workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected Veteran status age, or genetics, or any other characteristic protected by law.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Audit Consultant - Financial Services Industry
Sia Partners, Charlotte
Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):Entrepreneurial journeyCareer advocacy program that supports achieving professional development goals through guidance, and real-time feedbackContinuous learning & development opportunitiesDiversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills Client delivery as part of an on-site or remote project teamDemonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignmentPresent to team members and client contacts the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teamsManage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadershipPerform research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative dataUtilize intermediate methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and VisioCollaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groupsProvide status reporting of progress, dependencies, issues, risks and overall program healthParticipate in the work of one of the functions tracks of a project or in a PMOMaintain program sites as a repository for all project informationBusiness Expertise SkillsSupport practice, thought leadership, and people development activities firmwideDemonstrate a deep knowledge of the issues related to the business unit/line, including a knowledge of recent topics/industry trendsParticipates in the sharing of knowledge and experiences within the firm, acting as an active member with internal knowledge-share oriented activities and organizationsShare experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staffBusiness Development SkillsRelay information relevant to new business activities and prospects to manager, team, and business unit/line leadersParticipate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposalsQualificationsBachelor's degree required preferably in finance, accounting, or risk management2+ years of recent client facing management consulting experienceCertified Independent Auditor strongly preferredCapable of executing internal audit readiness assessmentsUnderstanding of risk management and RCSABroad product and business line exposure within financial servicesAdditional InformationCompensation & Benefits77-99K Salary + Annual Discretionary BonusHealthcare coverage that includes medical, dental, vision and life insurance policiesGenerous time offParental leave paid at 100% of base pay for all new parents regardless of genderFuture Moms Program9 Company Holidays + 1 Floating Holiday401(k) matchingCollege save-up plan & college loan repayment planMonthly cell phone stipendCommuter BenefitsGym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:Gender equality (global Gender Equality Index score of 93/100 for 2023)LGBTQ+Race & EthnicityWorking ParentsDisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
Audit Senior Consultant - Financial Services Industry
Sia Partners, Charlotte
Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):Entrepreneurial journeyCareer advocacy program that supports achieving professional development goals through guidance, and real-time feedbackContinuous learning & development opportunitiesDiversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills Client delivery as part of an on-site or remote project teamDemonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignmentPresent to team members and client contacts the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teamsManage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadershipPerform research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative dataUtilize intermediate methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and VisioCollaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groupsProvide status reporting of progress, dependencies, issues, risks and overall program healthParticipate in the work of one of the functions tracks of a project or in a PMOMaintain program sites as a repository for all project informationBusiness Expertise SkillsSupport practice, thought leadership, and people development activities firmwideDemonstrate a deep knowledge of the issues related to the business unit/line, including a knowledge of recent topics/industry trendsParticipates in the sharing of knowledge and experiences within the firm, acting as an active member with internal knowledge-share oriented activities and organizationsShare experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staffBusiness Development SkillsRelay information relevant to new business activities and prospects to manager, team, and business unit/line leadersParticipate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposalsQualificationsBachelor's degree required preferably in finance, accounting, or risk management3-4+ years of recent client facing management consulting experienceCertified Independent Auditor strongly preferredCapable of executing internal audit readiness assessmentsUnderstanding of risk management and RCSABroad product and business line exposure within financial servicesAdditional InformationCompensation & Benefits104-106K Salary + Annual Discretionary BonusHealthcare coverage that includes medical, dental, vision and life insurance policiesGenerous time offParental leave paid at 100% of base pay for all new parents regardless of genderFuture Moms Program9 Company Holidays + 1 Floating Holiday401(k) matchingCollege save-up plan & college loan repayment planMonthly cell phone stipendCommuter BenefitsGym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:Gender equality (global Gender Equality Index score of 93/100 for 2023)LGBTQ+Race & EthnicityWorking ParentsDisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
Financial Representative
Modern Woodmen of America, Asheville
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 you Entrepreneurial 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 Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Named to Forbes' list of World's Best Insurance Companies for 2023 Since 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 statistics Approximately 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 Representative
Modern Woodmen of America, Statesville
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!ResponsibilitiesWork 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 UsNamed 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.2022 MWA Community Impact statisticsApproximately 2,200 local chapters and 500 youth service clubs nationwide$46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.$17.8 million in support of members and their communities in 2022Modern Woodmen is an equal opportunity employer (EOE).
Representative
WoodmenLife, New Bern
Sales RepresentativeDepartment:National Sales ForceLocation: New Bern, NCWoodmenLife RepresentativeAs a WoodmenLife® Representative, you can make a difference every day - and the opportunity to make a great income. We'll provide you with the tools and training you need to be successful.What you can expect from your WoodmenLife sales career:A unique compensation plan that moves into commissionGain training right away with video conferencing, and learn how to connect with members through video technology and webinars.Get paid for the work you do, not the hours you put inFlexible hoursEnjoy a benefits package*401(k) with up to 5% matching for those who qualifyHealth insuranceAdvance with continued weekly training and online resourcesAbility to earn multiple bonuses and recognition tripsMaking a lasting impact in your communityReceive local and national support and mentoringWho is WoodmenLife?We've been helping to protect the financial future of families like yours, making a difference in hometowns across America, and honoring our country since 1890. As a no-for-profit life insurance company, we put money back into the community. We're here when families need us most.#LI-KK1
Bilingual Customer Service Representative - $21/hour
Beacon Hill Staffing Group, LLC, Charlotte
Bilingual Customer Service RepresentativeCompany in South Park is looking for a Bilingual Customer Service Representative. Temp to hire. Monday-Friday, 9:00am-6:00pm. $21/hour. In-office position. ResponsibilitiesSummary: Responsible for working on the Customer Care Center phone line. Performance within established metrics required. The coordinator will be responsible for handling a high volume of inbound calls. They will listen to the callers to understand the reason for their call, address all questions or complaints in a positive and efficient manner and provide an accurate and efficient response. Duties and Responsibilities include the following. Other duties may be assigned. Answering calls from current tenants or prospective tenants to learn about and address their questions, complaints, or other issues they may have or experiencing.Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that the caller feels supported and valued.Engaging in active listening with callers, confirming or clarifying information and diffusing non satisfied callers, as needed.Building lasting relationships with tenants and other call center team members based on trust and reliability.Utilizing Microsoft 365, CRM tools, Outlook, Microsoft Teams, and other tools appropriately to perform your daily task.Build sustainable relationships and engage callers by taking the extra mile to listen and address their concerns/questions.Keep records of all conversations in our CRM database in a comprehensible way. Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service. Taking part in training and other learning opportunities to expand knowledge of company and position.Adhering to all company policies and procedures.Performs other related duties as assigned.RequirementsBilingual in English and Spanish preferred1+ year of customer service experience preferred.Excellent communication and customer service skills.Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com . We look forward to working with you.Beacon Hill. Employing the Future (TM)
Financial Services Professional
Bankers Life, New Bern
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. 4. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: • Commission structure designed to grow with you • Renewable income and Bonus programs • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more • Retirement Savings Program Note: Applicants must reside in the state of position to be considered.
Financial Analyst
Azurity Pharmaceuticals, Raleigh
Azurity Pharmaceuticals is a privately held, specialty pharmaceutical company that focuses on innovative products that meet the needs of underserved patients. As an industry leader in providing unique, accessible, and high-quality medications, Azurity leverages its integrated capabilities and vast partner network to continually expand its broad commercial product portfolio and robust late-stage pipeline. The companys patient-centric products span the cardiovascular, neurology, endocrinology, gastro-intestinal, institutional, and orphan markets, and have benefited millions of patients. For more information, visit www.azurity.com.Azurity Pharmaceuticals is proud to be an inclusive workplace and an Equal Opportunity Employer. Azurity's success is attributable to our incredibly talented, dedicated team that focuses on benefiting the lives of patients by bringing the best science and commitment to quality into everything that we do. We seek highly motivated individuals with the dedication, integrity, and creative spirit needed to thrive in our organization.Azurity is looking for a Financial Analyst who will report to the Senior Manager, FP&A and be a trusted member of the Finance team. The Financial Analyst will be responsible for budgeting, forecasting, and other business planning activities to drive transparency and accountability within the Commercial organization. This person needs to be a leader and go-getter who can take full ownership of their areas, while building cross-functional relationships with Accounting, each department of the Commercial organization (Marketing, Sales, Commercial Analytics and Insights, etc.) and others.RESPONSIBILITIES: ROLE AND RESPONSIBILITIESThe Financial Analyst's responsibilities include but are not limited to:Partner and build trusted relationship with Commercial leadership teamReview monthly close results and provide leadership with explanations of variances, while developing action plans to support budget objectivesPartner with accounting team to ensure proper recording of multi-period activitiesLead the creation of monthly budget vs. actual variance reporting to highlight key risks and opportunitiesCreate and maintain monthly forecasts, annual budgets, and long-range planning activitiesReview vendor contracts to ensure alignment with budget and business requirementsProvide support to the Senior Manager, FP&A with ad-hoc requestsQualifications and educational requirementsAnalytical approach to financial modeling and reportingExcellent communication skills with the ability to simplify and explain complex problems to non-finance colleaguesMust be deadline-driven, organized, and able to multi-taskTravel may be necessary 5-10% of the yearBachelors Degree in Accounting or Finance3-5 years of relevant experience is requiredPREFERRED SKILLSExperience in the pharmaceutical industryAdvanced Microsoft Excel skills #LI-Hybrid Physical & Mental 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.Must be able to sit for long periods of timeWhile performing the duties of this job, the employee is frequently required to stand; walk; sit; talk and/or hearMay occasionally climb stairs and/or ride elevatorsThe employee must occasionally lift and/or move up to 25 poundsEmployee must be able to manipulate keyboard, operate a telephone and hand-held devicesOther miscellaneous job duties as requiredBenefits We Offer:Unlock Your Earning Potential: Join our team and be rewarded with a competitive compensation package, including an annual bonus based on company performance, that recognizes your exceptional talent.Sales - In lieu of annual bonuses, we offer an Incentive compensation program that allows you to earn more - even over plan.Fuel Your Success: *Sales Only* - We understand the value of your hard work and provide a car reimbursement program and gas card for both business and personal use as part of our commitment to supporting you. Comprehensive Health Coverage: We value your well-being and offer excellent medical, dental, vision, and prescription coverage to ensure you and your family are always taken care of.Flexibility for Your Lifestyle: Achieve work-life balance with our hybrid work model, allowing you to work two days from home and three days in the office. *Excludes Sales, Manufacturing, and some Operations positions*Start Your Week on a High Note: Indulge in our Bagel Tuesday perk, where you can enjoy a fresh bagel on us every Tuesday morning. **Only for On-site/Hybrid colleagues**Invest in Your Future: Our Retirement Savings Plan (401K) is designed to help you secure a comfortable retirement by matching dollar for dollar up to 5%.Time Off That Counts: Take advantage of our generous PTO policy, which offers 20 days annually + rollover (up to 40 hours).Meaningful Time with Your Loved Ones: We close between Christmas and New Years to give you an extra week off to spend quality time with your family and recharge.Enjoy the Holidays: Over the course of the year, Azurity recognizes 13 holidays.Summer Vibes: Embrace the summer season with our Summer-Hours perk, available between Memorial Day and Labor Day. **Excludes Sales Colleagues**Invest in Your Education: We support your professional growth with tuition reimbursement for undergraduate and graduate level courses or certifications.Recognize and Be Recognized: Our Azurity High Five peer recognition platform allows you to celebrate your colleagues' accomplishments and receive recognition for your own outstanding work. The California Consumer Privacy Act regulates privacy rights and consumer protection for residents of California, United States. For details, click here.The General Data Protection Regulation (GDPR) sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU). PI240676967