Financial Services at Global Financial Impact - Marco Esquivel

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Sr. Financial Analyst- Physician Services

Veracity Columbus, GA

Sr. Financial Analyst- Physician Services - Columbus, GA 31907 Must-Haves 3 Years Experience in Medical Group Setting under Financial Services Bachelors degree in Accounting or Finance 3 Years of progressive management experience Nice-To-Haves CPA and/or master's degree strongly preferred • Administers the general accounting, financial, and statistical reporting functions of the Medical Group in accordance with established policies and accounting procedures. • Administers the physician compensation program in accordance with the contract parameters. • Develops the annual budget for the Medical Group in accordance with short and long-range plans of the Medical Group and Health System. • Continuously review internal controls in the Medical Group and implement enhancements where indicated. • Trains subordinates in the above areas and monitors performance to ensure fiscal responsibilities are fulfilled. • Assists the VP of Physician Services and Hospital CFO in the development of long and short-range operations plans that may include service demand analyses, resources availability analyses and cost benefit analyses. • Prepares cash flow analyses and budget variance analyses. • Assists with month end closing as needed. • Monitors, interprets, and analyzes Medical Group financial performance in realizing established plans and objectives of the hospital. • Identifies and reports undesirable trends and potential business opportunities and makes recommendations for action. • Directs the preparation of internal financial reports including work papers for annual financial audit. • Assures the timely and accurate preparation of financial reports and assures that the reports reliably reflect the financial position of the hospital. • Assumes a lead role in analyzing and exploring means of reducing Medical Group operating costs and increasing revenues based on knowledge of market trends, financial reports, and operating procedures. • Responsible for direction and submission on a timely basis all financial data and associated reports required by government and other regulated agencies, public disclosure reports and third-party payor cost reports. • Analyzes, accesses, and implements cost accounting rules utilizing appropriate methodologies to accurately capture and maintain procedural costs for Medical Group operations. • Educates internal and external customers on the methodologies behind cost accounting data and appropriate usage. • Directs financial reporting and analysis utilizing decision support data. • Responsible for monthly operating report summary working with VP Physician Services and practice operations team. Qualifications Bachelor's degree in accounting or finance and the knowledge of generally accepted accounting principles, and verbal, interpersonal and quantitative skills normally acquired through completion of this degree is required. CPA and/or master's degree strongly preferred. A minimum of three (3) years of experience as the senior financial executive in an medical group setting. Minimum of three (3) years of progressive management experience in an investor-owned healthcare organization Required Must be a strong, hands-on, and approachable leader who understands the value of being a team-player and have an outgoing and friendly personality. Must understand how to motivate and inspire staff to achieve optimal results, while keeping employee satisfaction high.

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Financial Services

Work For Warriors Georgia Columbus, OH

Lead, Talent Acquisition Partner - Revenue Full time | Work For Warriors Georgia | United States Posted On 01/14/2022 Job Information Department Name: Synovus Work Experience: 5+ years City: Columbus State/Province: Georgia Zip Code: 31901 Job Description Job Summary The TA Partner Lead serves as an experienced talent advisor with deep subject matter expertise on recruiting practices, market/industry knowledge, and/or established candidate network for assigned lines of business, divisions or initiative. Responsibilities include leading and representing the TA practice to assigned stakeholders, managing client relationships, building and implementing recruitment strategies/plans/programs, leading process improvement initiatives, measuring and reporting on outcomes, and understanding/ensuring business hiring needs are satisfied. Job Duties and Responsibilities Represents the TA practice and serves as the lead recruiting contact to assigned lines of business, divisions or initiatives. Draws on deep business and market knowledge/expertise to serve as a strategic consultant to hiring managers and/or other key stakeholders in order to establish priorities and develop recruitment and sourcing strategies that support defined talent needs. Works independently as a subject matter expert but consults with TA Management on difficult issues or strategies that require additional support and guidance. Leads and develops a team of recruiters to exceed stakeholder expectations and accomplish agreed upon recruitment SLAs. Leads team through changes in systems, processes, policies or procedures. Builds talent pipeline utilizing multiple sourcing strategies including extensive name generation research, complex internet searches, online databases, social media, job boards, and employee referrals, as well as through networking and cold calling. Ensures CRM database is updated to reflect all contact with target candidates. Draws upon full industry/functional knowledge and utilizes sourcing techniques to identify and attract highly qualified active and passive candidates for assigned roles. Rigorously assesses talent and makes hiring recommendations. When approved, manages external vendor engagements including contingency search firms. Coordinates new hire offers, including compensation and related benefits; extends verbal offers to candidates; produces offer letters. Sells candidates on Synovus Bank as the employer of choice. Works with TA coordinator to ensure all new hire information including reference and criminal background checks, forms, documents, etc. are completed in a timely manner. Communicates appropriately, proactively and consistently with internal and external stakeholders to develop mutually trusting relationships that influence decisions/expectations and facilitate a 'best in class' experience for all. Advises stakeholders on labor market, competitive intelligence, and selling the Synovus brand. Partners with TA leadership to develop and share talent/market intelligence, key recruitment topics, processes and metrics/results at department and client meetings. Assists in the development of TA processes and strategies to stay competitive in the marketplace. May lead or participate in talent acquisition projects and initiatives that have associated budget and expense responsibilities. May also assist with onboarding, training and mentoring new TA team members. Maintains knowledge of developments in related market and human resources areas such as wages and salaries, team member benefits, and policies and procedures. Ensures that recruiting and hiring activities are in compliance with all bank hiring policies & procedures to comply with external and internal regulatory requirements. Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters. Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer supporting diversity in the workplace. Requirements Bachelor's degree in Human Resources Management, Business Administration or a related field, or an equivalent combination of education and experience. 10+ years experience of relevant business and/or HR experience. OR a Bachelor's degree and 5+ years talent acquisition experience (e.g., recruiting, sourcing), HR experience, or industry experience related to role and 2 years of formal or informal leadership/managerial experience. Required Knowledge, Skills, & Abilities: 10+ years of relevant business and/or human resources experience. 8+ years talent acquisition experience (e.g., recruiting, sourcing), HR experience, or industry experience related to role. 2+ years formal or informal leadership/managerial experience. Ability to partner and influence business leaders and candidates. Must be results and solution oriented. Entrepreneurial at heart (owns results). Ability to create and implement strategy (Strategic thinking). Proven ability to advise stakeholders relative to recruiting plan build and execution, manage robust candidate assessment and selection processes, hire top talent in a highly competitive environment (this role is not an order taker). Expert in leveraging technology to identify potential candidates for target positions and to develop pipeline. Previous success in direct sourcing, cold-calling and identifying non-active qualified job seekers to hiring managers. Possess and exhibits the professional maturity, poise, intellect, organizational knowledge and communication skills necessary to successfully advise and influence hiring decisions and strategy at all levels of leadership. Excellent knowledge of traditional Financial Services Human Resource policies, procedures and programs. Strong organizational skills and the ability to prioritize and work well in an environment with competing demands. Ability to overcome obstacles, proactively manage expectations and relationships, provide innovative ideas and solutions, and share best practices. Proven track record of identifying, attracting, assessing and hiring top talent in a competitive environment. Excellent candidate negotiation and closing skills. Preferred Knowledge, Skills, & Abilities: AIRS, SPHR/PHR certifications. 3 years agency / executive search experience. 3 years Financial Services recruiting experience. Experience working with 3rd party agency recruiters and RPO partners. #J-18808-Ljbffr

Financial Services Representative

OhioX, Inc. Columbus, OH

Financial Services Analyst

Nationwide Insurance Columbus, OH

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Financial Service Analyst role will work a hybrid schedule with two days working in the office each week. The ideal candidate will be in the Columbus Metro area. FINRA SIE & Series 6 license required for this role. (Internal Use Only) Compensation Band: D2 Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers, and internal Nationwide departments. We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record-keeping systems. Key Responsibilities: Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guide, census and plan information. Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements. Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members' experience through the use of lean methodology. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Researches, reviews, and analyzes errors and determines the best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action. Conducts follow-up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Requests additional information when necessary. Compiles management information such as contract and sold case activity as needed by internal management. Communicates with customers, sales force, other departments, regional and/or field offices, and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Helps with research for written responses to Nationwide formal complaints. Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices. May perform other responsibilities as assigned. Reporting Relationships: Reports to Operations Division Manager or Unit Manager. Typical Skills and Experiences: Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system. Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required. Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service, and quality standards. Strong team-building and collaboration skills. Other criteria, including leadership skills, competencies, and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Non Exempt (Eligible) Working Conditions: Normal office environment. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits: We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here . Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. #J-18808-Ljbffr

Representative, Ohio Solutions Center - Financial Services

OhioX, Inc. Columbus, OH

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The preferred candidate will have a minimum of 3 months experience with deferred Retirement Plan servicing. This role is 100% in office. Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports. Typical Skills and Experiences: Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits: We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here . Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. #J-18808-Ljbffr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Columbus GA M[...]

Bank of America Columbus, GA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to: Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors. We’re a culture that: Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes client interests. Identifies appropriate client solutions through application of learnings and new information. Applies relevant regulatory due diligence in daily activities and creating long-term client strategies. Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Learns and adapts to new technology or applications. Executes multiple tasks simultaneously. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr

Tax Manager - Personal Financial Services

PwC Columbus, OH

Specialty/Competency: Entrepreneurial & Private Business (EPB) - General Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance #LI-Hybrid

Posted 9 hours ago

Sr. Relationship Manager - Global Commercial Banking Dealer Financial Services

Bank of America Columbus, OH

Sr. Relationship Manager - Global Commercial Banking Dealer Financial Services Cleveland, Ohio;Pittsburgh, Pennsylvania; Cincinnati, Ohio; Columbus, Ohio **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Bank of Americas Dealer Financial Services (DFS) is seeking a Sr. Relationship Manager to join our team. Dealer Financial Services (DFS) is part of the Commercial Bank which serves public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational vehicle dealers across the United States. TheRelationship Manager will cover clients and prospects inOhio and Western, PA. The Senior Relationship manager is responsible for initiating, maintaining and building existing and new dealer commercial client relationships. Focus will be placed on establishing brand new commercial relationships for Dealer Financial Services (DFS) and the Bank as well as maintaining our existing significant client relationships. This is a great opportunity to build and grow a dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you. Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (both real estate secured and otherwise), DDA /Treasury products, Merchant Services, 401k & Employee Benefits services. The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS. *Primary focus will be on new business development. **Required Skills:** + At least 7 10 years of broad based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market. + Requires extensive experience in financial analysis and a thorough understanding of dealership financial statements + Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity + Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring + Understands clients business strategies and their needs + Expertly applies sound accounting principles to spreading financial statements and analyzing credit + Leverages relevant technology, tools and resources to maximize the financial management of the business + Brings in partners at the appropriate time to support a sales opportunity + Knows where to find industry information and uses the data to effectively pre-call plan + Leverages an in-depth knowledge of the customer's/client's business to uncover needs in order to deliver the appropriate bank solution + Desire to sell not only core Treasury and Credit services, but also to drive responsible growth through the successful implementation of a broad array of solutions including Financial Life Benefits, GWIM solutions, and advanced Digital capabilities. **Desired Skills:** + Undergraduate degree in related field or equivalent work experience + Existing knowledge of the market preferred + Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities + Negotiates effectively by managing client expectations around deals (overcoming objections) + Capitalizes on unexpected events or circumstances and turns them into sales opportunities + Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of Americas Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Columbus, OH

Posted 27 days ago

Finance and Insurance

Job Description

Job Description Job Description Financial Professional - Representative A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning. Benefits: 1. Part Time & Full Time positions 2. Fully Remote 3. No cap on income 4. Internship opportunities for - Risk Management, Entrepreneur, Marketing, Sales, Finance, Real Estate, Business, Legal and Economic Majors - Sophomore, Junior or Senior Level Students 5. Income typically ranges $25,000 part time and $120,000 full time year 1 6. 100% 1099 - commission based

7. Professional License 8. Bonus opportunities 9. Stock and Ownership potential 10. Mentorship and hands on training 11. Professional Growth Opportunities 12. Welcoming and Positive Team Environment Responsibilities include: 1. Obtain and maintain professional license and continuing education and professional growth 2. Learn and utilize financial tools provided 3. Educate clients and provide financial literacy 4. Consult with clients and prospective clients to access financial goals providing quotes and product

recommendations 5. Develop and maintain a client base 6. Seek new prospects via referrals 7. Assist with product submission Preferred Skills/Qualities: 1. Minimum HS Diploma 2. Energetic and positive demeanor 3. Entrepreneur, marketing and creativity mindset 4. Coachable, hungry and humble, mental toughness 5. Responsible, dependable and punctual 6. Present a professional image 7. Ethical and integrity and trust 8. Interpersonal communication 9. Be able to persevere 10. Analytical reasoning Powered by JazzHR p6eqppizMf