Explore diverse banking and finance job opportunities in 89 Banking & Finance jobs in Boca Raton
Branch Sales Manager
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Purpose:
The Branch Sales Manager (BSM) will be responsible for applying sales strategies in an effort to grow CC's business at new and existing customer sites with an emphasis on the manufacturing sector. The BSM will work to sell CC's parts washer and environmental services to facilities that include small to medium size industrial and automotive repair businesses. Continuous growth of branch sales will be key to this position. The BSM will be provided with a car allowance and is expected to drive their personal vehicle as part of this role.
Specific Duties:
- Responsible for engaging in and promoting safe work behaviors in a manner that is consistent with all CC safety guidelines
- Responsible for customer service and new business development in a certain geographic area as assigned by the Company
- Pursues additional services with existing accounts
- Assesses potential customer needs, presents CC products and services to customers, and develops new customers
- Performs managerial duties in lieu of Branch Manager on an interim basis as needed
- Perform field tests and proper sampling of various waste streams at customer sites
- Develops sales leads for Data-Marketing
- Assist CC field sales representatives in sales activities in relation to new customer accounts
- Complete all required paperwork accurately and neatly
- Maintains compliance with all applicable Department of Transportation (DOT) requirements
- Achieve sales quotas for total revenue and new customer development
- Adhere to all corporate policies and standards including but not limited to environmental, health, & safety (EHS), human resources, facility, equipment, operations and maintenance.
- Performs other related duties as assigned
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, the following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Core Competencies and Specific Skills
- Strong communication skills and attention to detail
- Ability to interact with customers, sales branch employees, and other corporate departments
- Ability to operate equipment such as electronic mobile devices, computers, office equipment, etc.
- Ability to operate equipment such as hoses, pumps, all truck equipment, etc.
- Ability to increase sales and foster growth of all lines of business.
- Sales experience required (CC sales preferred)
- Industrial sales experience preferred
- Proficiency in Microsoft Office applications, (Word, Excel, PowerPoint, & Access)
- High School Diploma or equivalent required
- Ability to obtain Class B Commercial Driver's License (CDL) and Med Card with HAZMAT and Airbrake Endorsements preferred
- Ability to obtain TWIC/rapid gate/port pass preferred
- Motor vehicle record (MVR) that meets or exceeds CC's published standards including, but not limited to the following;
- Seat belt and cell phone violations
- Excessive speeding
- DUI, suspension and/or multiple vehicle collisions
- Ability to wear personal protective equipment, which may include a respirator, steel toe boots, gloves, uniform, safety glasses, reflective vest, and hard hats
- Frequent lifting of materials that typically weigh 54-80lbs
- Frequent pushing/pulling of 16-55 gallon drums or larger containers of waste/product using CC-approved equipment for safe material handling, drum weight may exceed 400lbs
- Frequent lifting of hoses weighing up to 55lbs.
- Frequent climbing of ladders to access approved waste streams
- Occasionally pulling/dragging of hoses weighing up to 55lbs each
- Frequent lifting of grates, manhole covers, and other plates to access approved waste streams
- All applicants must pass the pre-employment physical including drug & alcohol screening
While performing essential duties of this position an individual regularly works in a variety of environments, and is required to see, talk, hear, reach, stand, walk, drive frequently, and comfortably use electronic devices and other office equipment. Essential duties require bending, squatting, climbing, lifting and twisting frequently. Noise level in the workplace can vary based upon the work environment. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
Average Annual Earnings: $50,000-$75,000/year and includes benefits such as the following:
- Health, Dental and Vision insurance
- Wellness Program
- Flexible Spending Accounts
- Life Insurance
- Long-Term Disability
- Employee Assistance Program
- Tuition Reimbursement
The compensation for this role is comprised of a weekly base salary plus uncapped commission. Actual total earnings will vary based on performance and location and may fall outside of the range shown.
Branch & Business Center Assistant Manager - Davie, FL
Posted 1 day ago
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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch and Business Center Assistant Manager within PNC's Retail Branch organization, you will be based in Davie, FL. Bilingual (English/Spanish) candidate preferred.
Job DescriptionAccountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & Business Center branch. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through influence and impacts a broad range of eco-system partners in an omni channel environment. Drives revenue and loyalty through proactive interactions with clients.
Influences a range of eco-system partners in an omni channel environment. Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution.
Fosters a positive working environment that facilitates exceptional service and expanding profitable customer relationships. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households. Consistently inspects, supports and coaches the branded sales process to proactively achieve sales targets and customer loyalty.
Drives the employee engagement experience. Responsible for acquiring and retaining talent through the training, coaching and development of employees with a focus on bank protocol, operational processes, policies and procedures. Coaches employees to achieve performance and activity expectations. Leads the performance management process for direct reports.
Responsible for the Branch & Business Center risk process through proper oversight and adherence to regulatory, security and audit requirements. Trains and coaches team members with operational/risk activities and monitors adherence to policies and procedures. Exercises sound decision making to identify and mitigate potential risk. Manages operational, human capital, reputational and business risk through adherence to established policies and procedures.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
- Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
- Live the Values - Role models our values with transparency and courage.
- Enable Change - Takes action to drive change and innovation that will transform our business.
- Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
- Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented
Branch Banking Services, Decision Making and Critical Thinking, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management, Selling.
CompetenciesRoles at this level typically do not require a university/college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
EducationAssociates
CertificationsNo Required Certification(s)
LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations StatementIf an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California ResidentsRefer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Senior Financial Analyst
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Get AI-powered advice on this job and more exclusive features. GA Telesis is a global leader providing integrated solutions to the aviation and aerospace industries.We serve over 2,000 customers, including airlines, original equipment manufacturers, maintenance, repair, and overhaul (MRO) providers, and suppliers worldwide, with 31 leasing, sales, distribution, and MRO operations in 19 countries. At GA Telesis, our core business is integrated aviation solutions, and our mission is customer success. Located at our headquarters in Ft. Lauderdale, the Senior Financial Analyst role supports the Flight Solutions Group with budgeting and forecasting, financial reporting, as well as financial modeling that drives performance and informs its competitive position. The position will be responsible for producing and maintaining various financial reports for senior management and other stakeholders. The ideal candidate is comfortable with working in excel, has an interest in the commercial aviation industry, and is a naturally inquisitive individual. Responsibilities Build and maintain detailed financial models, valuation analysis to examine strategic alternatives, projected performance, and capital allocation Monitor ongoing financial performance and provide relevant and actionable analysis of key drivers Prepare presentations for internal and external clients, including management, shareholders, and partners Interface with multiple business units on highly variable topics and problems Participate in all aspects of the corporate finance group Update and follow up on delegated tasks to meet aggressive deadlines Take initiative in absence of direct report Qualifications: BS/BA in Finance 2-4 yrs experience as a financial analyst Expert with Microsoft Office Excel and PowerPoint Strong understanding of three-statement financial modeling (income statements, balance sheets and cash flow) is necessary Must have excellent organizational, analytical and problem-solving abilities Impeccable integrity, trustworthiness, and confidentiality Ability to work in an onsite, office setting Flexibility and ability to change direction Interest or experience in aviation is a plus To see what #GATelesis life is like, visit LinkedIn, Instagram, Facebook. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Airlines and Aviation Referrals increase your chances of interviewing at GA Telesis by 2x Sign in to set job alerts for “Senior Financial Analyst” roles. Senior Analyst – Corporate Restructuring Miami, FL $90,000.00-$10,000.00 2 weeks ago Miami, FL 120,000.00- 130,000.00 1 week ago Miami, FL 100,000.00- 135,000.00 1 week ago Manager, Financial Planning and Analysis Senior Financial Analyst, Marine Operations Manager of Corporate Development and Strategic Finance Capital Sr. Analyst - Strategic Finance / Commissions Assistant Southeast Regional Finance Manager Davie, FL 140,000.00- 300,000.00 8 months ago Finance Manager (Hybrid) Four Technologies Commercial Finance Manager, Transatlantic We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
US Experienced Financial Advisor
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Join to apply for the US Experienced Financial Advisor role at Edward Jones
22 hours ago Be among the first 25 applicants
Join to apply for the US Experienced Financial Advisor role at Edward Jones
Get AI-powered advice on this job and more exclusive features.
This range is provided by Edward Jones. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$50,000.00/yr - $25,000.00/yr
We're Bullish About Your Future Here.
Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
Job Overview
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
Key Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
- A firm-provided branch office in the community.
- Client support to help lighten the load so you can focus on your clients.
- A support network that extends from your client support team 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.
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.
Earn Salary, Commissions, New Asset Compensation
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
- The flexibility that you need to balance your personal and professional lives - the best of both worlds
Hiring Minimum 50,000
Hiring Maximum 125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Skills/Requirements
Read More About Job Overview
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
What characteristics would make you a successful financial advisor?
- Strong communications skills and self-starter
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Adaptable to new information seeking the right solutions for clients
- Comfortable in your ability to think critically
- Passion for new opportunities
- Series 7 and Series 66 required
- Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
- State insurance licenses preferred
- Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
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
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.
Fortune 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. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
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Financial Consultant Retirement Benefits Group College Financial Representative, Internship Program J.P. Morgan Wealth Management - Private Client Advisor - Boca Raton and Boynton Beach FLWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFinancial Services - Global Compliance and Reporting - Private Equity - Tax Senior
Posted 1 day ago
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At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Senior Financial Crime Risk Analyst (US)
Posted 1 day ago
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New York, New York, United States of America
**Hours:**
40
**Pay Details:**
$68,640 - $112,320 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Financial Crime Risk Management
**Job Description:**
**Department Overview:**
The Global Sanctions, Anti-Bribery, Anti-Corruption (ABAC), and Financial Crime Risk Management Screening team (GSA) is the designated Owner of TD Bank's Enterprise-wide Sanctions and ABAC programs which apply to all business and operating units across the bank. The GSA is responsible for the strategic direction, design, content, and management of the TD Global Sanctions Program, including satisfaction of U.S. specific requirements promulgated by OFAC, Global Affairs Canada, and support for sanctions compliance in all jurisdictions where TD operates.
**Job Description Summary:**
The Senior Financial Crime Risk Analyst role contributes to the development and maintenance of TD's AML/ATF/Sanctions/ABAC programs, including frameworks, methodologies, policies, standards, procedures, awareness and specialized training, monitoring, management reporting and/or escalation of issues. This role conducts periodic and event driven reviews of customers, including targeted reviews to assess risks. Additionally, this role supports management in delivery of initiatives related to risk assessment, internal/external exam support, etc.
**Depth & Scope:**
+ Works independently as the senior analyst / subject matter expert and may coach and educate others
+ Oversees and/or independently performs tasks from end-to-end
+ Applies expert knowledge of business operations, products, services, methods and operating standards to drive unit or team performance
+ Executes on more complex and/or non-standard requests
+ Researches and investigates a range of operational / reporting / process issues
+ Recommends and implements solutions within own area of responsibility
+ May need to coordinate / integrate work with other areas as needed
+ Provides advanced analysis and/or specialized reporting to support business partners, functional areas or centres of expertise
+ Requires advanced technical / business / function knowledge for discipline supported
+ High level of complexity in operational / reporting / process and/or analysis function requiring medium to longer term focus
+ Represents the group as the lead or subject matter expert on projects / initiatives and/or at meetings across the organization
**Education & Experience:**
+ Undergraduate degree or equivalent work experience
+ 5+ years experience
**Preferred Skills:**
+ AML or Sanctions risk management or technology experience
**Customer Accountabilities:**
+ Contributes to the development of team procedures and governance processes and advises FCRM stakeholders and teams of changes and enhancements to enterprise FCRM programs and requirements and where they may impact in the organization.
+ Works with FCRM partners and other related groups (such as Compliance, Legal and Risk etc.) to support creation of documentation and reports required by external regulatory bodies and TD internal groups
+ Conducts research, assesses FCRM risks and controls, and otherwise contributes to a specialized team of FCRM compliance professionals, interacting with key stakeholders
+ Provides governance oversight through management of the policy and training exemption governance and reporting processes to the FCRM Senior Executive Team (and related FCRM Sub-Committees)
+ Assists FCRM team members in the use of Issues and Events system for tracking and reporting
+ Prepares summaries, presentations, briefing notes, and any other required documentation to effectively report on the status of the FCRM program
+ Delivers relevant subject matter expertise and FCRM advice to business / FCRM partners
+ Interacts with control functions within the organization
+ Develops and delivers training programs for applicable employees across the Bank
+ Conducts meaningful research, analysis, and assessment of FCRM program activities at the functional level using results to draw conclusions, make recommendations, assess the effectiveness of enterprise FCRM programs
+ Prepares research, analysis, updates tools and/or supports training activities specific to risk assessment
+ Contributes to the development of processes, procedures and guidance relevant to own specific FCRM function of expertise
**Shareholder Accountabilities:**
+ Prioritizes and manages own workload to meet SLA requirements for service and productivity
+ Provides high quality service and advice to key business (FCRM) partners and monitors progress of initiatives, action plans, or similar activities
+ Protects the interests of the organization - identifies and manages risks, and ensures the prompt and thorough resolution of escalated non-standard, high-risk issues
+ Delivers relevant subject matter expertise and FCRM advice to business (FCRM) partners
+ Participates as assigned in new or revised product initiatives, advises businesses on FCRM compliance requirements and ensures that those requirements are properly written into requirements for business projects
+ Participates in FCRM level projects as needed, to facilitate and oversee changes to FCRM processes, systems, or practices
+ Coordinates with other FCRM partners and business compliance partners to ensure consistency in the application of FCRM programs and standards across the enterprise
+ Ensures relevant FCRM programs align with TD corporate philosophy and strategic direction
+ Monitors FCRM industry developments and maintains strong knowledge of evolving regulatory requirements and assesses potential impacts
+ Contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk / provide guidance for complex situations
+ Complies with applicable internal and external audit and regulatory requirements and may actively provide support during Audit and Regulatory Reviews, providing recommendations and guidance as required
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
+ Participates in responding to periodic exams/audits by regulatory bodies and Internal Audit, to determine level of BSA/FCRM compliance
+ Contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk / provide guidance for complex situations
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
+ Shares industry knowledge for own area of expertise and participates in knowledge transfer within the team and function
+ Grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
+ Contributes to the success of the team by willingly assisting others in the completion and performance of work activities, providing guidance as appropriate.
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand champion for the function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Financial Analysis Senior Advisor - US Employer FP&A - Hybrid
Posted 1 day ago
Job Viewed
Job Description
US Employer is committed to delivering strong growth and financial contributions to Cigna's bottom line. We are looking for a technically strong, financially minded individual to oversee and continuously enhance the US Employer quarterly projection process. The results of this process support the quarterly BFO package and monthly MBR package, and drive business decisions to achieve our growth goals. The role partners with US Employer Accounting, Segment BFOs, Product BFOs, Specialty Finance leads, Enterprise FP&A, and the Hyperion IT team. In addition, this role will prepare and maintain the Capital Plan process for Cigna Healthcare. This is an exciting opportunity that provides great exposure across US Employer, and an opportunity to work with Finance, Accounting and business leadership.
**Responsibilities:**
+ Consolidate US Employer's projection and actual results within Hyperion, ensuring accuracy and reconciliation by product.
+ Serve as the primary finance partner for Hyperion support during quarterly projections, assisting finance partners on input or system related issues.
+ Support development of monthly and quarterly reporting packages, including BFO and MBR packages, supplemental exhibits and segment BFO scorecards for senior leadership.
+ Support identification of key drivers of variances across product projections and ensure narrative is consistent with projection.
+ Understand US Employer business fundamentals to be able to review and challenge projections to ensure forecasts are 'closest to the pin'.
+ Collaborate with Accounting, Product Finance and segment BFOs to inform earnings forecasts for US Employer.
+ Partner with FP&A counterparts in other Cigna Healthcare platforms to support timely delivery of key deliverables and ensure alignment.
+ Identify and implement changes to processes or models to improve efficiency and provide enhanced insights.
+ Lead the Capital Plan process through effective partnership with key stakeholders and analysis of legal entity results and projections. Ensure that the capital requirements are met for the HMOs including preparing dividends, infusions and state requests.
+ Support ad-hoc financial and accounting requests and key projects for senior leadership.
**Requirements:**
+ Bachelor's degree in Finance, Accounting or related field
+ Minimum of 5 years' experience in financial analysis, financial modeling, accounting or related
+ Experience working with financial database reporting systems, with a strong preference for Hyperion
+ Strong organizational skills with ability to track changes, manage version control and ensure financial data reconciles
+ Ability to manage projections and deliver accurate and time sensitive results
+ Strong financial background with ability to analyze and interpret complex financial data
+ Comfortable working in a matrix environment with diverse objectives
+ Technical skills - Excel, VBA and Hyperion
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an annual salary of 106,800 - 178,000 USD / yearly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus plan.
We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group .
**About Cigna Healthcare**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._
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Senior Financial Analyst
Posted 1 day ago
Job Viewed
Job Description
Chewy seeks a highly motivated, analytical, and enthusiastic **Senior Financial Analyst** to join our rapidly growing Commercial Finance Healthcare team! Combining an understanding of finance, practical knowledge of financial statements, and using data to make and drive decisions, this candidate will perform various financial planning and analysis processes to support key strategic decisions, drive Chewy Healthcare growth, and ensure financial objectives are achieved.
**What You'll Do:**
+ Perform modeling and analytics required to synthesize large sets of data and produce concise outputs to deliver business insights, reporting and analyses, and recommendations and/or conclusions to leadership
+ Aid in the reporting and financial performance management frameworks for the business, and help define key metrics and performance indicators to evaluate overall business performance
+ Work cross-functionally with the broader Finance team, the Merchandising team, Product team, Marketing, Supply Chain, and Accounting to fully understand the business, its customers, and overall operations
+ Analyze promotion performance, product impact and customer behavior with a lens for financial returns on investment and efficiency of those investments
+ Pursue continuous improvement in all areas of the business with an emphasis on Merchandising, Operations, Supply Chain, Accounting, and Finance
+ Optimally manage numerous projects at a given time in a fast-paced environment
**What You'll Need:**
+ BA/BS degree in Finance, Accounting, Business, Management, or Economics
+ 3+ years relevant finance experience with a basic understanding of GAAP and grasp of financial statements
+ Financial analysis and modeling skills, and experience in forecasting, budgeting, reporting, and variance analysis
+ Advanced Excel (i.e. VLOOKUP, pivot tables, etc.) and PowerPoint skills
+ Ability to think creatively, work independently and as part of a team to solve problems given limited resources and time, have a strong work ethic, and adhere to deadlines
+ Comfortable with ambiguity and changing priorities
+ Strong written and oral communication skills
+ Experience with SQL coding
+ ROI Analysis Experience
**Chewy is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, citizenship, marital status, religion, age, disability, gender identity, results of genetic testing, veteran status, as well as any other legally-protected characteristic. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact** ** ** **.**
**To access Chewy's Customer Privacy Policy, please click here ( .**
**To access Chewy's California CPRA Job Applicant Privacy Policy, please click here ( .**
Entry Level Financial Advisor - FL, Ft Lauderdale (4093)
Posted 1 day ago
Job Viewed
Job Description
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our people
- Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers, and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve.
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
Social impact and community engagement prosper through our programs such as 1,000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence, providing 200 college scholarships annually.
Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves.
Training and support
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.
Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for hands-on experience.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
Benefits and compensation
Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (TRIP).
Equitable Advisors strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Equitable Advisors, LLC, (NY, NY ) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)
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