Personal Financial Advisors

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ A valid and active Series 7 and Series 63

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information:**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated **Financial Analyst Senior** you are responsible for solving complex business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Mentors team members to execute more complex financial processes and analysis, utilizing financial principles. Ensures all activities are completed within regulatory and compliance guidelines.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in the following locations: San Antonio TX, Plano TX, Charlotte NC, Tampa FL, Phoenix AZ or Colorado Springs CO.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.

+ Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.

+ Interprets complex financial information and makes recommendations to business leaders. Implements solutions to key financial and operational opportunities.

+ Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization.

+ Leads product assignments, product pricing, product profitability and ad-hoc analysis.

+ Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.

+ Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.

+ Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues.

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 6 years experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience.

+ Experience using financial/accounting technologies.

+ Experience communicating key financial/accounting concepts.

+ Finance/accounting experience in a financial services environment.

+ Experience using Microsoft Office Excel for significant financial data analysis.

+ Experience in the application and adherence to financial regulations and compliance.

+ Experience producing financial reports and providing recommendations based on data.

+ Working knowledge of GAAP.

**What sets you apart:**

+ Demonstrated proficiency managing an expense P&L of up to $100m annual spend. Ability to influence senior executives in the achievement of expense targets.

+ Deep understanding of tools, systems, processes and procedures used to produce monthly financial results and forecasts. Ability to effectively communicate results to broad audiences in diverse lines of business.

+ Highly proficient with Microsoft Excel. Deep understanding of formulas, pivot tables, data retrieves, and UDA governance. Understanding of additional reporting tools including Tableau are a plus.

+ US military experience through military service or a military spouse/domestic partner.

**Compensation range:** The salary range for this position is: $103,450- $197,730 **.**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA 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, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

BI&A Lead Financial Analyst (3969)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a highly skilled and detail-oriented **BI&A Lead Financial Analyst** to join our Budgets, Rates, and Special Projects team. In this role, you will be responsible for managing and analyzing budgets, developing and maintaining rate models, and providing key insights through business intelligence and analytics to drive informed decision-making across various business functions. You will collaborate closely with cross-functional teams, ensuring that financial strategies align with organizational goals and contribute to the overall success of the business.

**Key Responsibilities:**

+ Assist in the creation, monitoring, and reconciliation of annual and monthly budgets for various departments or business units.

+ Ensure budget variance analysis is conducted, identifying and explaining key deviations from the forecasted budget.

+ Collaborate with department heads to provide budget-related support, offering insights for financial planning and cost optimization.

+ Develop and maintain accurate rate models, including labor rates, overhead rates, and other cost structures.

+ Perform regular analysis of rate structures to ensure competitiveness, profitability, and alignment with market trends.

+ Leverage data from various sources to generate actionable insights and support strategic business decisions.

+ Work closely with finance, operations, and strategy teams to provide timely financial analysis and recommendations.

+ Present findings and insights in a clear, concise, and actionable manner to non-technical stakeholders.

+ Support the development of financial forecasting models and scenario analysis to guide business planning and long-term strategy.

+ Continuously review and improve the efficiency of budgeting, rate modeling, and reporting processes.

+ Identify and implement automation and data integration opportunities to streamline workflows and reduce manual effort.

**Qualifications:**

+ **Education:**

+ Bachelor’s degree in Finance, Accounting, Business Analytics, Economics, or a related field.

+ Relevant certifications (e.g., CFA, CPA, or similar) are a plus.

+ **Experience:**

+ 3+ years of experience in budgeting, financial analysis, and business intelligence.

+ Experience working with financial data modeling and rate development is desirable.

+ Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, data modeling, etc.).

+ Experience with Deltek Costpoint and FocusPoint is preferred

+ **Additional Skills:**

+ Strong analytical mindset with the ability to turn complex data into actionable insights.

+ Ability to analyze large data sets and identify trends, patterns, and outliers.

+ Excellent verbal and written communication skills, with the ability to present complex information to senior leadership and non-financial stakeholders.

+ Strong attention to detail and the ability to work under pressure while meeting deadlines.

+ Ability to work independently and as part of a team.

+ Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously.

**US citizenship required for work under DOD contract**

**Application Deadline: Feb. 07, 2025**

\#LI-REMOTE

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$94,700—$157,700 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

Selected applicant may be subject to a background investigation and/or education verification.

**Company :**

HM Insurance Group

**Job Description :**

**JOB SUMMARY**

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

**ESSENTIAL RESPONSIBILITIES**

+ Display effective communication skills.

+ Coordinate with other departments, locations, and divisions.

+ Communicate with other departments and/or outside agencies to resolve problems.

+ Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Advise management of expected outcomes, and recommending ways to improve the outcomes.

+ Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

+ Communicate with management as to project status and completion deadlines.

+ Perform financial and business related analysis

+ Analyze, evaluate and interpret appropriate financial and statistical data.

+ Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.

+ Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

+ Analyze financial reports and records.

+ Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

+ Advise management of expected outcomes, and recommend ways to improve the outcomes.

+ Independently pursue fundamental problem solving and documents the recommendations to management.

+ Facilitate analysis and reporting.

+ Utilize computer to input, retrieve or display accounting information.

+ Develop and maintain spreadsheets and databases.

+ Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.

+ Serve as a project lead for special projects within the department.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Make recommendations based on findings when necessary.

+ Other duties as assigned or requested.

**QUALIFICATIONS**

**Minimum**

+ Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

+ 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ None

**Skills**

+ Strong written and oral communication skills

+ Strong relationship building skills

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team

+ Ability to think strategically and act proactively to create strong trust and confidence with business units

+ Strong innovative problem-solving capabilities

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$67,500.00

**Pay Range Maximum:**

$126,000.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at [email protected]

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J261034

**Overview**

GovCIO is currently hiring an experienced Finance Analyst to join our growing company. This position will support the rapidly expanding Fed/Civ business unit reporting to the FP&A business unit manager. This position will be remote full time.

**Responsibilities**

The successful candidate will have excellent finance acumen and proven leadership skill to build strong relationships with business unit executives, program managers and corporate department leads. Typical day to day activities include

• Partner with Division VP and program team to provide analysis and guidance that supports informed decision-making and opportunities to improve financial performance across the organization.

• Identify trends, opportunities, and challenges in the portfolio of programs and recommend actions based on sound analysis.

• Responsible for working with key stakeholder in creating the Division annual budget.

• Maintain and monitor program forecasts, highlight drivers, expose risks and opportunities to achieving or exceed financial targets.

• Support all aspects of program financial management and reporting, interfacing with Program Management, Contracts, Accounting and Project Setup teams to ensure projects are within negotiated parameters and funded levels.

• Understand and explain key drivers of actual results against Budget and Forecast for various contract types (FFP, T&M, LOE and Cost type)

• Prepare Estimate at Completion (EAC) analysis and corporate submission.

• Support Monthly Accounting Close activities to include cost accruals, revenue and profit review and analysis, and indirect expense review.

• Identify corrective actions needed and work with Accounting staff to ensure business unit Profit & Loss accurately reflect financial performance.

• Monitor business unit A/R (invoicing and aged receivables) and work with PMs and Billing to minimize Days Sales Outstanding.

• Support Finance Manager/Director in other ad hoc reporting requirements.

**Qualifications**

**Required Skills and Experience:**

+ Bachelor’s degree in Finance, Accounting, Business, Math or related discipline

+ 8+ years of experience demonstrating career progression and growing responsibility and scope

+ Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAA

+ Experience with Deltek Costpoint and Cognos tools

+ Advanced Excel user including pivot tables, complex formulas and modeling

+ Excellent verbal and written communication skills with the ability to relay complex information concisely

+ Must be a self-motivated, energetic, critical thinker that is able to work with diverse team

**Clearance Required** No

**Company Overview**

GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

**We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

Posted Pay Range

The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

**Posted Salary Range**

USD $125,000.00 - USD $125,000.00 /Yr.

Submit a referral to this job (https://careers-govcio.icims.com/jobs/5732/financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

**Location** _US-Remote_

**ID** _2025-5732_

**Category** _Financial Analysis_

**Position Type** _Full-Time_

**Job Description**

**Where** **you’ll** **work:** US (Remote)

**Sales at GoTo**

At GoTo, our sales team introduces people at all levels to technologies that will make their lives easier. We're constantly improving our sales and marketing strategies and provide ongoing professional development opportunities for all members of our team. Join us and help shift mindsets!

**Your Day to Day**

**As an Account Executive,** **Commercial** **you would be working on:**

Prospecting -- Lead all sales efforts within assigned territory, driving the full sales cycle from developing self-sourced leads to contract negotiation through deal closure.

Execution -- Follow and run a deal cycle in a responsible manner. Meet or exceed KPIs while focusing on quality.

Engagement --Forecast accurately by maintaining comprehensive opportunity profiles and communicating up-to-date information using Salesforce.

Solution -- Solve problems and hypothesizes possible customer pain points, expectations and needs; devise solutions and bring complex deals to closure.

Growth -- Develop strategies and coordinate cross-functional product offering to help customers maximize the value from GoTo solutions.

**What** **We’re** **Looking For**

**As an Account Executive,** **Commercial** **your background will look like** :

+ 1-3 years of full-cycle sales experience with a proven track record of achieving and exceeding bookings targets.

+ Well-organized, attentive to details, and possess clear communication and relationship skills.

+ Coachable, naturally curious, and intrinsically motivated. Highly organized with excellent time management skills.

+ Sales methodology training and proficiency in Sales CRM tools a plus.

+ 4-year college degree or equivalent experience.

At GoTo, diversity and inclusion are key to creating a thriving and dynamic work environment. Our team of GoGetters is driven to learn, explore, connect, and collaborate, valuing the unique perspectives that everyone brings to the table.

We take pride in providing our employees with comprehensive benefits, wellness programs, recognition, and opportunities for learning and development worldwide. Our commitment to creating an inclusive space for everyone, regardless of gender, identity, or background, ensures that all team members can contribute to our success and thrive personally and professionally. Learn more (https://www.goto.com/company/corporate-responsibility) .

Annual OTE Range: $108,000.00 - $126,000.00 - $144,000.00

_The above shows our ranges from minimum to maximum. Your compensation will be determined based on your location, experience, and the pay of employees in similar positions. You will also be eligible for a variable pay component and benefits._

GoTo’s flexible-work software – including GoTo Connect, GoTo Resolve, Rescue, Central, and more – is built for small and medium-sized business IT departments, but powerful enough for the enterprise. By building its secure, easy-to-use software, GoTo is committed to ensuring the time at work is well-spent so that time outside of work is better spent. With over 3,000 global employees and over $1 billion in annual revenue, the remote-centric company’s physical headquarters is in Boston, Massachusetts, with additional offices and thousands of home offices in North America, South America, Europe, Asia, Australia, and beyond.

GoTo, Inc. is committed to providing equal opportunity in employment to all employees and applicants for employment. No employee or applicant shall be discriminated against in the terms and conditions of employment on the basis of race, color, religious creed, gender, sex, pregnancy, religion, marital or domestic partner status, age, national origin, ancestry, physical or mental disability (including AIDS/HIV), medical condition, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, application for or denial of family and medical care leave and/or pregnancy disability leave, or any other basis protected by federal, state or local law or ordinance or regulation. GoTo, Inc. also prohibits discrimination based on the perception that anyone has one of these characteristics or is associated with a person who has or who is perceived as having any of those characteristics.

The role of the Sr. Financial Analyst is to primarily support the Finance Director and the General Manager, as well as partnering with business leaders. This position is responsible for leading and analyzing all aspects of financial support for programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Contracts, Pricing, Engineering, Operations, and Supply Chain.

Job Responsibilities:

+ Effective leadership of the program finance review processes. This includes conducting program reviews, formulating financial positions, making recommendations to leadership, and coaching program finance analysts.

+ Investigating and analyzing monthly program variances to the forecast, plan, and prior periods

+ Assisting in the consolidation and communication of the operating company’s financial performance, including performance to plan, and targets to various levels of the organization

+ Proactively performing ad-hoc analyses for strategic and operational initiatives, including sensitivity analyses for varying scenarios.

+ Demonstrate bias for action leveraging business acumen and financial data to effectively identify risks and opportunities and influence improved performance through data driven analysis.

+ Working with functional leaders and finance teams to develop monthly forecast and annual budget

+ Partnering with business leaders on strategic planning and key initiatives, including identification and execution of risk mitigation actions and realizing opportunities

+ Continuous learning mindset applying FBS (Fortive Business System) to drive continuous improvements

+ Ensure compliance with internal procedures and FAR/CAS government regulations, SOX, and GAAP

**Qualifications:**

+ Bachelor’s degree in accounting/finance/economics or similar field

+ Demonstrated problem-solving skills

+ Strong Excel, financial modeling, and data analytics skills

+ 3-5 years of experience

**Preferred requirements:**

+ MBA with finance concentration

+ Greater than 5 years of FP&A or financial analysis experience

+ Experience with supply chain and procurement

+ Government accounting knowledge including program finance

+ Working knowledge of cost and inventory accounting/financial analysis

**The successful candidate will also be able to demonstrate the following:**

Apply critical thinking to analyze programs, understand root causes, and utilize FBS (continuous improvement) tools to move the business forward.

+ Apply critical thinking to analyze programs, understand root causes, and utilize FBS (continuous improvement) tools to mitigate risks.

+ Be a change agent, embracing technology solutions for efficiency and accuracy.

+ Build partnerships with business functions, providing timely information through effective communication and fostering trust.

+ Conduct comprehensive analysis for program life cycle and bring strategic insights into program cost analysis

+ Proactively identify and implement effective countermeasures, monitor programs for risks and opportunities, and ensure compliance.

+ Actively seek feedback, anticipate customer and business needs, and adapt financial plans to meet dynamic market demands.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

Fortive: For you, for us, for growth.

This position is also eligible for bonus as part of the total compensation package.

The salary range for this position (in local currency) is 89,200.00 - 165,600.00

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].

**Responsibilities:**

Primarily support the Finance Director and General Manager. This position is responsible for analyzing program performance to budget and forecast, supporting programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Operations, Contracts, Pricing, Engineering.

+ Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

+ Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

+ Conducting ad-hoc analysis for strategic and operational initiatives.

+ Strong partnership with functional managers in accounting and finance, operations, supply chain, program management, pricing, and contracts to develop monthly forecasts and budgets.

+ Learning mindset and application of FBS (Fortive Business System) for continuous improvements.

+ Bias for action to proactively identify risks and opportunities.

+ Effective communication of data driven recommendations to move the business forward

**Qualifications**

+ Strong Excel and financial modeling or data analytics skills.

+ Ability to build strong relationships in a team environment.

+ Bias for action.

+ Intellectual curiosity and learning agility.

+ Motivation for continuous improvements.

+ Strong analytical and problem-solving skills

+ Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

+ Government accounting and GAAP knowledge preferred.

**Education and Experience:**

+ Bachelor’s degree in Accounting, Finance, Economics or similar field.

+ 2 - 4 years of FP&A or financial analyst experience.

+ Manufacturing and/or government contracting experience preferred.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

Fortive: For you, for us, for growth.

This position is also eligible for bonus as part of the total compensation package.

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].

**Job Overview**

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

**We'll give you the support you need. Our team will be there every step of the way, providing:**

+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.

+ Salary for the first five years as you begin to build your practice²

+ A firm-provided branch office in the community

+ Branch office support to help lighten the load so you can focus on your clients

+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

**You can also expect...**

+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel

+ The flexibility that you need to balance your personal and professional lives - the best of both worlds

+ A culture of continuous improvement and professional development

**Key Responsibilities**

+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

¹ For the 24th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2024 Training APEX awards listed by Training magazine. 2024 Training Magazine Training Apex Award, published February 2024, date as of September 2023, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

**Benefits:**

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Compensation:**

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

**Skills/Requirements**

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

**What characteristics would make you a successful financial advisor?**

+ An interest in financial services/markets and how they work

+ Love of learning and challenges, including determination to succeed

+ Skilled in long-term relationship building

+ Comfortable in your ability to think critically

+ Passion for new opportunities

**Can you see yourself...**

+ Learning to be a financial advisor through our comprehensive training program?

+ Delivering personalized investment and financial solutions to your clients?

+ Taking ownership of your business's growth and success?

+ Meeting professional and personal objectives as they relate to building your practice?

+ Working in and positively impacting your local community?

**Skills/Requirements**

**Candidates should have at least one of the four qualifications bullets listed below:**

+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

+ Financial services and/or sales experience

+ Financial services registration, licensing, or certification

+ Professional and/or military career progression

**Licensing:**

+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

+ FINRA registrations required within three months. State insurance licenses will be required.

+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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